In our last post, I talked about how a tool like Infusionsoft can save you both time and money. This week, I want to talk more specifically about one of the main questions I get from people thinking about upgrading to Infusionsoft. Infusionsoft is so expensive, is it worth it? The short answer is YES! There are many things to … Read More
How to use Infusionsoft as a CRM
Thank you to everyone who has submitted questions! This week, I want to answer a question we get a lot about Infusionsoft’s CRM Functionality. Question: “What is your advice for the best techniques for starting to use Infusionsoft as a CRM? Does Infusionsoft have any methods for importing contact information from business card scanners or cell phones?” One of the … Read More
How Healers Can Use Infusionsoft
I have many friends and colleagues who own and operate businesses in the healing industry – massage therapists, holistic practitioners, medical doctors, and much more. One of the most common traits that I notice is a huge aversion to software. In fact, most healing professionals that I know would rather do just about anything other than learn how to use … Read More
How to Build Your Perfect Customer Lifecycle Brick by Brick
“It won’t happen as fast as you want, but it won’t take as long as you think” This is one of my favorite quotes from my friend Johnny Dzubak. Johnny is an expert in the personal development field and teaches people how to hone their social skills. But today I was thinking about this quote in the context of growing … Read More
What is Marketing Automation and Why Should I Care About It?
In an ideal world, we would have the time to reach out to each customer in a very personal manner. We’d call them and chat with them for hours on end, trying to help them in any way possible. We’d treat them as if they were the only other person in the world, and our only goal would be to … Read More
12 Infusionsoft Tag Categories You Should Be Using
Last week Jordan Hatch from Infusionsoft gave another awesome mastermind call. (If you aren’t already registered for these, I highly recommend them! You’ll pick up some great tips and Jordan is an awesome guy. You can get set up for those here.) My favorite bit of this week’s call was about tag categories that everyone should be using in Infusionsoft . I … Read More