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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 - 10.03.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Export contacts from Mail Chimp into multiple spreadsheets. We will import these on our next call.
2
Watch the Basic Training Videos.
3
Draw out at least one strategy on paper and email it to me prior to our next call.
Kickstart Call - 10.10.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Finish importing your remaining CSV lists of contacts.
2
Finish building the Welcome Sequence. Design and write the copy for all of the emails in the series.
Kickstart Call - 10.17.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Finish designing/writing the emails in the Welcome sequence.
2
Build out any additional campaigns you have in your other marketing platform in Infusionsoft so we can review the flow on our next call.
3
Contact your web developer to find out how the web store integrates with your current email marketing platform. If he's available to be on our next call, that would be great so we can discuss integrating it with Infusionsoft.
