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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 - 01.31.19
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Draw out on paper the strategies & processes for the three areas of your business: Lead Generation, Active Client Communication, & Client Referrals and Retention. Email this to me prior to our next call.
2
Add your 5 existing contacts to the Keap CRM module.
3
Watch the Basic Training Videos for the New Infusionsoft above.
Continue adding your prospects and customers to Keap. Apply any applicable tags and/or create any custom fields to segment your list.
2
Brainstorm a strategy for building a campaign to follow-up with either prospects or customers. We will build this on our next call.
Kickstart Call - 02.28.19
ACTION STEPS TO COMPLETE
1
Continue adding contacts to Keap. Apply the appropriate tags to them.
2
Create your contact lists using the tags as filters.
3
Reach out when you're ready to explore the business & marketing strategy coaching. You can check out all of our services in the Additional Services Guide available to download at the top of this page.
