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 - 01.21.19
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Watch the Basic Training Videos for the New Infusionsoft above.
2
Clean up the Bridal contacts by deleting and reimporting them. Be sure to map the wedding date info on the spreadsheet to the Expected Wedding Date field in Infusionsoft.
3
Develop an organized tag system for segmenting and identifying your contacts. Email this list over to me a couple of days prior to our next call.
Brainstorm a strategy for following up with you bridal contacts. Draw this out on paper, then scan and email to me prior to our next call.
2
Begin building your strategy in a new campaign. Go ahead and design/write any emails, landing pages, web forms. We will review your work on our next call.
Kickstart Call - 02.14.19
ACTION STEPS TO COMPLETE
1
Finish designing/writing the emails in the Effingham Bridal Show 2019 Follow-Up sequence. Mark all elements as ready and publish the campaign.
2
Make a copy of the Effingham Bridal Show 2019 Follow-Up Campaign and name it Olney Bridal Show 2019 Follow-Up. Change the start "tag applied" to Olney Bridal Show 2019 Mass List. Change any copy in any of the emails. Mark all elements as ready. Publish the campaign.
3
Brainstorm and begin building additional strategies for prospects and clients.
