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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 - 10.26.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Watch the Basic Trainings Videos for New Infusionsoft in the private membership site.
2
Complete the 3 emails in the Online Lead - Free Offer And follow Up campaign we installed.
Kickstart Call - 11.06.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Add your PDF files to the 2 emails in the 5 Ways to Save campaign. Be sure to apply the tag to the button. Mark the sequence as ready. Publish the campaign.
2
Write/design the “We’ll be in touch” email in the Quote Requested campaign. Mark the email as ready. Mark the sequence as ready. Publish the campaign.
3
Configure your Thrive forms to connect to Infusionsoft by applying the appropriate tags for the campaigns. Test the forms to make sure contacts are added to your Infusionsoft and they are being funneled through the sequences.
Take time to map out with pen and paper your strategies and processes for following-up with your various leads, as well as how you plan to offload those leads to the various benefits agents you’ll be working with.
2
Begin building out your follow-up campaign emails for those who downloaded your Guide. Be sure to end the sequence with a configured delay timer.
3
Reach out to me via email if you'd like to work together developing your strategies and processes for your follow-ups and/or providing the incoming leads to your benefits providers, or if you would like me to look at the campaigns you build and provide feedback and suggestions.
