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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 - 11.14.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Watch the Basic Training Videos for New Infusionsoft above.
2
Develop an initial list of potential tags you would use to segment your contacts. Email this to me and I'll be happy to provide feedback.
3
In your "test" campaign, experiment with the Landing Page builder. Design the landing page with content and images that would address one of the problems you would be running a Google Ads campaign for. If you have time prior to our next call, go ahead and write the white paper, checklist or guide that you will offer as a free download from the landing page. Email me if you get these items completed prior to our next call and I'll be happy to look them over.
On paper, draw out your step-by-step process for one particular aspect of your sales process. For example, a person indicates interest in Product A - what steps would you like to take them through to eventually ask for the sale or close the deal. Scan this written document and email to me at least 3 days prior to our next call.
Kickstart Call - 12.12.18
ACTION STEPS TO COMPLETE
1
Finish designing the landing page and the email in the Online Lead - Contact Us campaign that we installed in your account.
2
Select another campaign from the Explore Campaigns section and begin modifying it for your needs. Be sure to publish it once you're finished.
