Olivia Ney’s Private Files
On this page, you'll have access to custom resources specifically for you.
Basic Training Videos for the New Infusionsoft
Want more Infusionsoft training videos and answers to your simple questions?
Subscribe to our Beyond the Kickstart™ Infusionsoft Training program.
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 - 11.12.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Watch the Basic Training Videos for New Infusionsoft in the above section.
- 2Either on paper or in a Google Doc, write/draw out your workflow processes step-by-step for 1) the process you lead prospects through to becoming a new customer and 2) the process you have for onboarding a new customer. Email this document to me at least 3 days prior to our next call so I can review it and help build this out.
- 3If you can, go ahead and integrate GoProposal with your Infusionsoft account.
- 4Click here for the link to the Onboarding Game Plan we worked on today.
- 5Click here for step-by-step instructions and answers to questions about setting up the Appointments module in Infusionsoft.