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 - 11.13.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Watch the Basic Trainings Videos for New Infusionsoft above.
2
Finish importing your contacts and create/apply the appropriate tags to segment them.
3
Create any necessary custom fields on the contact record.
4
Begin building a campaign for a portion of the follow-ups you have on your workflow diagram. We can review this on our next call.
5
Check into DocuSign/Parsey integration for automating the sending and receipt of the SEC questionnaire.
Kickstart Call - 11.27.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Using your diagram, take one portion of the process and build out a new campaign. We can review this on the next call to make sure it will function the way you need it to.
2
Create a list of tags to segment your contacts. Email over to me a couple of days prior to our next call for review
