Blog Archives

March Updates and Announcements

Happy March everyone! We are already 3 months into 2017 and time isn’t the only one moving quickly. Infusionsoft has a few new updates for us and a HUGE announcement regarding a new integration. First let’s go over the updates

Posted in Business

Lead Scoring in Action

A few weeks ago I released a video Breaking Down Lead Scoring. For those that did not see it, here is a quick recap: The Lead-Scoring tool allows you to set up rules and actions that, when run, will add

Posted in Business

Import Checklist

Moving your contacts into Infusionsoft from other systems is important to your integration. More important than moving the contacts though is moving the RIGHT contacts. This week we are going to introduce a checklist that will assist everyone in moving

Posted in Business

Breaking Down Lead-Scoring

Being able to keep track of your clients disposition and engagement is important. Having a reliable and easy to read method to do this is doubly important. This video was requested by one of our readers who asked if we

Posted in Business

Change Is Going To Happen Anyway…

I read this quote while scanning through looking for something else and I felt it was particularly appropriate given the current business and political climate.  Regardless of your particular feelings over the past 18-months, we all know that we are

Posted in Business, Entrepreneurship, Inspiration, Productivity Tagged with: , , , ,

Webinar #20: Outsourcing Using Infusionsoft

The day-to-day operations for most businesses can get in the way of forward progress if not managed effectively. Often, the only way to fix that is to hire more people to do that work for you. This can be a

Posted in Business, Infusionsoft Tips & Tricks

Webinar #19: Improving and Refining Skills in the Campaign Pt. 3

I have made videos before on how to do very specific actions in the campaign builder and most of you have worked with these tools to varying degrees of success. My goal this week is to do my part in

Posted in Business

Improving and Refining Skills in the Campaign Builder Pt. 2

I have made videos before on how to do very specific actions in the campaign builder and most of you have worked with these tools to varying degrees of success. My goal this week is to do my part in

Posted in Business

Improving and Refining Skills in the Campaign Builder

I have made videos before on how to do very specific actions in the campaign builder and most of you have worked with these tools to varying degrees of success. My goal this week is to do my part in

Posted in Business

Imports and Company Records

Importing contacts is a vital part of starting and maintaining a 21st century business. Not just to add new leads from a seminar or an attendee list from your latest webinar, imports are also a vital part of controlling how

Posted in Business