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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 - 10.15.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Watch the Basic Training Videos above.
2
Complete the integration of Calendly with your Infusionsoft account. Click here for the Zapier integration to connect the two. If you need assistance setting this up or would like my team and I to do this for you, please email me.
3
Email me the list of stages in your sales pipeline from your trial Infusionsoft account.
4
Email me a list of tags you would like to create to segment your list.
I have reached out to Infusionsoft to transfer your contacts and campaigns from your trial app to your paid app. They will not be able to transfer over your sales stages, but your contacts and their notes should come over just fine. I'll keep you posted as I hear more information.
Kickstart Call - 10.22.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Configure the Calendly integration with Infusionsoft. Be sure to have it apply the tag "Discovery Call Booked" when an appointment is booked.
2
Check out AppointmentCore as an alternative calendar integration.
Draw out on paper your strategy/process for moving people through your various pipeline stages, including emails sent, tags, etc. Email to me a couple of days prior to our next call.
5
Feel free to begin building the campaigns inside Infusionsoft and we can review on the next call.
6
Email me a list of tags you're thinking of creating.
