We use Infusionsoft to manage our company, jiveSYSTEMS (Video Email and Web Video Marketing). We have also migrated businesses from both email marketing and other CRM solutions into Infusionsoft.

Marketing automation is second nature to us.

Get Your Infusionsoft Tuned!!!!

This is what we will do in a nutshell: Infusionsoft tag audit to streamline and simplify list segmentation, revise your web forms’ tagging and action sets to improve closing ratios, add/improve order form success and fail actions, enhance the overall usability of your application, and provide insight and training where needed.

This is how we will do it: an intensive 5 hour screen-share where we go over a pre-defined set of optimization tasks with you.

Here is the list of optimization tasks we are likely to perform:

• Check for old/redundant products or subscription programs
• Create triggers for failed autocharges (if applicable)
• Clean up tags for usability by: renaming to a standard convention, merging repeated/similar tags, and deleting old/redundant tags
• Look at success actions of web forms to ensure proper tagging and follow-up
• Look at success and fail actions on order forms to ensure proper tagging and appropriate follow-up
• Identify opportunities within current list of warm and hot prospects
• Analyze and offer insight to improve current follow-up actions
• Look at marketing and sales copy and offer ideas for improvement
• Look at the overall flow of your marketing and sales funnel and offer ideas to improve it

The entire time we will be educating you on the concepts of automation and Infusionsoft as a whole. This includes a number of things.

We will help you re-wire your brain to think in a logical-linear flow specific to the capabilities of Infusionsoft [their software may be a gift from God, but the platform itself is not 'God' and therefore has it's limitations].  It’s important to focus on what the platform excels at, and not the few areas where it is weak.  We so often find Infusionites dwelling on what their application can’t do, when they should be focused on everything it can do.  No software is perfect and Infusionsoft is no exception. However, it is leaps and bounds ahead of the rest!

We will show you how to design campaigns for scalability.   Develop your understanding of sales and marketing psychology and improve your overall understanding the Infusionsoft platform.

Additional Information

This service is available on a first come, first serve basis. We will offer 1 Infusionsoft tuning per week. Each tuning will be performed by Paul Sokol (Director of Customer Service, jiveSYSTEMS) and yours truly.

You will benefit from our 2 perspectives as we tune your app.  Paul is a technician, whereas I am a strategist.

We will do two sessions lasting 2½ hours each with a 30 minute break in between.  That is 10hrs of super learning packed into just 5hrs of your day.

To ensure we get to you in a timely manner, we will take orders in batches of 6.  When we are booked up, instead of taking you to the order page, the web form below will put you on a waiting list, and you will be notified via email when the next block of sessions becomes available.

Cost $1,295