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Get an overview of the New Infusionsoft and the two important modules you need to set up before using Infusionsoft.
Get an overview of the campaign builder in the New Infusionsoft.
Get an overview of the Contacts module in the new Infusionsoft.
Kickstart Call - 09.21.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Watch the 3 basic training videos above.
2
Finish editing the copy for email #3 in the campaign we worked on during today's call.
3
Select a second campaign and install it in your app. If you have time to begin working on it before the next call, feel free, as this will give you more hands-on experience in Infusionsoft.
Kickstart Call - 09.26.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Design/write the copy for the first referral request email by 7 p.m. PT tonight. Email when it's ready and I will look at it and publish the campaign so the email will go out tonight.
2
Design/write the copy for the second referral request email by Saturday evening. Email me when it's ready and I'll review it and republish the campaign so it goes out by Sunday.
3
Any delay in getting the email copy written and input into Infusionsoft will affect your desired timeline of sending these emails.