Eunice Smith’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 - 12.15.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Watch the Basic Training Videos for the New Infusionsoft located above.
- 2Design the web form in the General Lead Capture campaign. Click here for a step-by-step tutorial for designing the web form.
- 3Design and write the copy for the 3 emails in the 2 sequences in the General Lead Capture campaign. Click here for a step-by-step tutorial for using the email builder.
- 4Finish the free PDF guide you would like to deliver to recipients in your emails. You can go ahead and upload it into Infusionsoft or we can do that on our next call.
- 5Brainstorm your strategy/process for moving prospects to customers. If you can, email this over to me before our next call.
Kickstart Call - 12.20.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
- 1Design the web form in the General Lead Capture campaign. Click here for a step-by-step tutorial for designing the web form.
- 2Design and write the copy for the 3 emails in the 2 sequences in the General Lead Capture campaign. Click here for a step-by-step tutorial for using the email builder.
- 3If you get these elements complete before our next call, email me and I will take a look to make sure everything is configured correctly.
- 4If you'd like to design the landing page in the General Lead Capture campaign, click here for step-by-step instructions for using the landing page builder.
- 5Set up the Appointments module in Infusionsoft. Click here for step-by-step setup instructions.
Kickstart Call - 01.03.19
ACTION STEPS TO COMPLETE
- 1In the General Lead Capture campaign, finish writing the Thank You page copy on the web form.
- 2Upload the new PDF file to the buttons in each of the two emails in the first sequence after the web form. Change any copy in the email subject line and body.
- 3Configure the Email Link Clicked goal after the first sequence.
- 4Write the copy and design the email inviting downloaders to schedule a free strategy session.
- 5In the Level Up Like A Boss Delivery campaign, write the copy and design the email for delivering the Level Up Like A Boss ebook.
- 6Upload the Level Up Like A Boss eBook to the button in this email.