One of the most common questions I get when starting with a client who is brand new to automation is “There’s SO much to do… where should I begin?”

This is totally understandable – in a world where you can automate basically anything, where on earth should you start?

Here’s our list of the top 3 “must have” campaigns to get you started with automating your business in Infusionsoft.

#1 – New Lead Campaign

This campaign kicks off with an offer for a “lead magnet” – which is a fancy way to say something that attracts a lead to offer their contact info in exchange for something they want. This can be a report, a video series, an e-book, an audio CD… or endless other options. The key is to present it as something that solves a pain or serves a pleasure for your new prospect.

We offer much more depth about creating effective lead magnets in our Insider’s Kit (FREE access below)!

We’ll follow up this initial lead magnet with a series of emails that goes into more detail about the lead magnet, and starts to build up the “know, like and trust” factor with your prospect.

During this process, we’re looking to segment your new leads a bit. We’ll ask specific questions (with click-able links) to allow the prospects to self-select into various marketing email paths. Think of this is a “choose your own adventure book”.

Towards the end of these sequences, we’re going to introduce an offer for a lower priced product to transition the prospect into a customer. This will help us weed out some of the “tire-kickers” and allow us to know which people are worth spending a bit of extra money on marketing towards (through channels such as sending gifts, CD’s, post cards, etc. now that we’ve collected an address for shipping).

#2 – New Customer Campaign

Once the sale is made, your job is NOT over! This is one of the most important parts of your marketing efforts – it’s time to roll out the red carpet and WOW this new customer.

Some of our favorite things to put in this campaign are:

• Complimentary (surprise) gift packages
• Tasks for team members to check in on customers and see what the need help with – (great chance for an up-sell as well!)
• Nurture emails to continue providing amazing support and knowledge

We’ll end this campaign with a quick satisfaction survey. If the customer is happy, they will be segmenting into a sequence asking for a testimonial. If the customer is unhappy, it will trigger a task for a customer service rep to contact the customer and see how they can be helped.

#3 – Upsell Campaign

Now that your customer is WOW’ed and grinning from ear to ear, it’s time to offer them a chance to continue working with you through an upsell. This should be a product that complements the initial purchase but offers even more value (often at a higher price point). This is a chance to see which new customers are loving your business, and which ones are still on the fence. Segmentation is key – be sure to address both cases!

Need help implementing these new campaigns into your business the right way?  Head over to our contact page and let us know how we can help!