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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 - 11.12.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Watch the Basic Training Videos for New Infusionsoft in the above section.
2
Either 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.
3
If you can, go ahead and integrate GoProposal with your Infusionsoft account.
