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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 - 11.30.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Watch the Basic Training Videos for the New Infusionsoft above.
2
On paper, draw out the step-by-step process of how you move a prospect from their free trial sign up to becoming a paying customer. What email communications and what manual processes need to take place on this journey from point A to point B. Scan and email this to me by next Wednesday prior to our call.
Kickstart Call - 12.07.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Watch the Basic Training Videos for the New Infusionsoft in the private membership site.
2
Copy the HTML code for the web form and put onto the Pixely sign-up page.
3
Create a new campaign and begin building out one part of the right-hand side of your flowchart.
Kickstart Call - 12.13.18
ACTION STEPS TO COMPLETE
1
Finish writing the copy for the emails in the Welcome Email campaign and publish it.
2
Finish writing the copy for the emails in the Trial Is Expiring campaign and publish it.
3
Finish building out the email sequence for at least 2 months of newsletters in the Weekly Newsletter campaign. Write the first two newsletters. Publish the campaign.
