Special Bundle Offer – Convert Leads (Health/Fitness)
INFUSIONSOFT / ACTION PLAN
For a limited time, send your list a special offer that includes a valuable add-on product/service for free when they purchase your regular program!
This could be a nutrition test, meal plan, yoga mat…
Testimonial Request – Create Customer Loyalty (Health/Fitness)
INFUSIONSOFT / ACTION PLAN
Help your happy customers spread the word about the great experience they had with you!
Send some email invites asking them to share their positive stories of working with your company.
Exclusive Listing Notifications – Capture Leads (Real Estate)
INFUSIONSOFT / CAMPAIGN
Give your reader the opportunity to be the first to know when a new or special listing goes on the market!
This campaign will allow you to grow your mailing list by using a landing page or web form on your website. Once captured, these contacts are perfect to follow up with using your listing newsletters or announcements.
Free Home Valuation for Sellers – Capture Leads (Real Estate)
INFUSIONSOFT / CAMPAIGN
Use this campaign’s landing page or web form to offer a free home valuation to sellers in your local area. This campaign will capture and confirm the request, then notify you with a task to follow up with your new prospect.
Valuable Resource Download – Capture Leads (Professional Services)
INFUSIONSOFT / CAMPAIGN
Offer your online visitors a free download to educate them in the area of your service. This may include a guide of things to avoid when trying to “do it yourself” or things to ask when hiring a professional in your professional services.
This download will provide value to the reader, and help prepare them to hire someone like yourself to help with their professional service needs.
Send Your Contacts a Birthday Greeting Every Year
INFUSIONSOFT / CAMPAIGN
Show your clients that you care by sending a simple greeting on their Birthday. This personal touch will remind them of the thought and care your team puts in to every service delivered by your office.
Easily send your contacts a Birthday Greeting every year
INFUSIONSOFT / CAMPAIGN
Create a great customer experience by sending birthday wishes to all of your most important contacts.
Entice leads & past customers with a discount on a new service
INFUSIONSOFT / CAMPAIGN
Drive some immediate business by sending your prospects or past customers a special, limited-time discount on a new service you’re offering.
Valuable Resource Download – Capture Leads (Professional Services)
INFUSIONSOFT / CAMPAIGN
Offer your online visitors a free download to educate them in the area of your service. This may include a guide of things to avoid when trying to “do it yourself” or things to ask when hiring a professional in your professional services.
This download will provide value to the reader, and help prepare them to hire someone like yourself to help with their professional service needs.
Deliver & Wow – Event/Webinar Attendee Experience
INFUSIONSOFT / CAMPAIGN
You may have gotten the registrations, but attendee drop off can greatly diminish an event. Get your attendees excited about the upcoming event through a series of automated emails that both motivate and remind them of why the upcoming date should be important to them.
Laura Smith’s Marketing Automation Plan
INFUSIONSOFT / CAMPAIGN
An automated marketing machine for businesses in the cleaning industry. This campaign and campaign copy is designed to help you immediately generate more sales from both new and former clients.
Collect & Offer – Estimate or Quote Request
INFUSIONSOFT / CAMPAIGN
Are you a local service provider? Tap into your website and social media traffic by inviting them to request a free estimate or quote. Once they’ve made the request, send an automated “Thank You” email and assign a follow-up task to someone on your team to get them scheduled to meet.
Services Bundle Offer – Convert Leads (Local Service Provider)
INFUSIONSOFT / CAMPAIGN
Entice your leads that may have been sitting on the fence to take action by offering a special bundle by including an upsell product at no extra cost for new customers.
This strategy is great as a limited time offer for quick sales, or as part of an ongoing sales funnel strategy.
Loyalty Coupon – Create Customer Loyalty (Events/Entertainment)
INFUSIONSOFT / CAMPAIGN
To continue the amazing experience your customers recently had with your business, use this campaign to prompt additional business by saying thanks and offering them a special loyalty coupon to use when they work with you again!
New Client Survey – Create Customer Loyalty (Professional Services)
INFUSIONSOFT / CAMPAIGN
The key to improving your customer experience and services is understanding how they’re perceived by the customer.This campaign will send a survey request to your clients, and ask for feedback on their journey with your team thus far. Appropriate follow up is triggered automatically when the survey is completed based on the service rating.
New Customer Welcome – Create Customer Loyalty
INFUSIONSOFT / CAMPAIGN
Trigger this delightful welcome series after a purchase is made to help your new customers feel more at home and confident in their new purchase.
This campaign provides an initial welcome, a helpful troubleshooting list, as well as a request for a social media share by your new customers to show off how they are using their new purchase.
Annual Account Evaluation – Create Customer Loyalty (Professional Services)
INFUSIONSOFT / CAMPAIGN
Don’t leave your clients on auto-pilot after they’ve come onboard. Evaluate your accounts on an annual basis, and schedule a review for your active contracts. This is a great opportunity to discover changing needs, and identify additional service opportunities.
Networking Follow Up – Capture Leads
INFUSIONSOFT / CAMPAIGN
You a meeting people regularly that might be interested in working with you, but how do you stay organized and connected with them?
Manage your follow up with this campaign that will send your new contacts a quick, friendly message, and ensure that your growing network knows how important they are to you.
End of Year Promotion Series – Convert Leads (End of Year Challenge)
INFUSIONSOFT / CAMPAIGN
Finish the year strong with an enticing deal to incentivize your unconverted leads to take action on a limited time offer
This could be a steeper discount than usual, package bundle, or a scarcity sale to only a limited number of new customers.
Abandoned Cart Follow Up – Convert Leads (Online Store)
INFUSIONSOFT / CAMPAIGN
Cart abandonment is one of the prime spots to address when it comes to making online sales.
This campaign addresses when a potential customer clicked a link to a special offer in an email series, but then left without making the purchase through your Infusionsoft checkout.
We Miss You! – Create Customer Loyalty (Health/Fitness)
INFUSIONSOFT / CAMPAIGN
It’s inevitable that some of your clients may drop off over time, but that doesn’t mean we can’t try to rekindle that relationship.
Use this campaign to trigger a “We Miss You!” motivational series of emails paired with a special promo to prompt them to come back.
Dan Kennedy Content
INFUSIONSOFT / CAMPAIGN
Letter and Email templates written by the marketing expert Dan Kennedy. Learn how to write copy using his tested, tried, and true method.
Newsletter Sign Up & Preference Center
INFUSIONSOFT / CAMPAIGN
Giving email subscribers control over their newsletter preferences has never been easier! This campaign contains a sign up web form that adds someone to your newsletter list once they confirm their email. It also contains a preference center that can be linked to from within any newsletter that gets sent out. This ability to update newsletter preferences allows the user to customize their subscription without the dangers of a complete opt out fr
Free Estimate Request – Capture Leads (Local Service Provider)
INFUSIONSOFT / CAMPAIGN
Bring more leads into your business by connecting with your most interested prospects. Offer them the option of receiving a free estimate of work for services you deliver and promote the closing of more deals!
We Miss You! – Create Customer Loyalty (Health/Fitness)
INFUSIONSOFT / CAMPAIGN
It’s inevitable that some of your clients may drop off over time, but that doesn’t mean we can’t try to rekindle that relationship.
Use this campaign to trigger a “We Miss You!” motivational series of emails paired with a special promo to prompt them to come back.
Schedule New Patient – Convert Leads (Medical/ Dental)
INFUSIONSOFT / CAMPAIGN
Don’t let your new patients fall through the cracks!
If your client did not schedule treatment after their initial visit or consultation, get them back in the office with this follow up series, including email and personal phone call touches.
Testimonial Request – Create Customer Loyalty (Real Estate)
INFUSIONSOFT / CAMPAIGN
Invite your clients to share their home buying experience with you, and use the feedback to both improve and market your services in the future! This campaign will collect feedback on a landing page, and notify you of the new review.
Consultation Request – Convert Leads (Professional Services)
INFUSIONSOFT / CAMPAIGN
Offer a free consultation to your leads, and engage them in the services you provide.
This campaign will provide a series of personalized invites, and scheduling request landing page. Once the consultation is requested, a notification is sent to you or your team to confirm the appointment.
Educational Webinar – Capture Leads (Online Learning)
INFUSIONSOFT / CAMPAIGN
Sometimes the best way to convert leads is by presenting valuable, actionable content directly to your audience by means of a webinar.
Use the campaign to invite your list to attend and deliver a series of reminder emails to increase your turnout rate.
Closing Cost Offer for Buyers- Convert Leads (Real Estate)
INFUSIONSOFT / CAMPAIGN
Closing costs can be overwhelming to a new home buyer. Educate them on your standard closing cost rates to assure them that you are the realtor to trust in their home buying process.
Collect & Offer – Tip Series
INFUSIONSOFT / CAMPAIGN
Collect new leads and make sales! This campaign delivers a series of 4 educational emails with tips and then makes an offer after the series is done. This campaign might be a good fit if you sell products/services online using a shopping cart and/or order forms, you currently offer some free lead magnet such as a white paper, case study, ebook, webinar, etc.; this content can easily be splintered into tip emails.
Free White Paper
INFUSIONSOFT / CAMPAIGN
White papers are an incredible way to showcase your market expertise to customers and potential customers alike! We can’t write the white paper for you, but once you create it we have built a plan to deliver your work to the masses! Simply add the pre-built request form to your website and this campaign will do the rest. Generate leads, track form submissions and monitor white paper downloads.
Free White Paper
INFUSIONSOFT / CAMPAIGN
White papers are an incredible way to showcase your market expertise to customers and potential customers alike! We can’t write the white paper for you, but once you create it we have built a plan to deliver your work to the masses! Simply add the pre-built request form to your website and this campaign will do the rest. Generate leads, track form submissions and monitor white paper downloads.
Customer Survey – Create Customer Loyalty (Events/Entertainment)
INFUSIONSOFT / CAMPAIGN
Key to improving your customer experience is finding out how well you did. Asking for this type of feedback from customers can be uncomfortable and brutally honest when things go bad, but provides you with the insight to make changes when necessary.
Use this campaign to help collect that feedback in a simple, yet effective way.
Customer Survey – Create Customer Loyalty (Events/Entertainment)
INFUSIONSOFT / CAMPAIGN
Key to improving your customer experience is finding out how well you did. Asking for this type of feedback from customers can be uncomfortable and brutally honest when things go bad, but provides you with the insight to make changes when necessary.
Use this campaign to help collect that feedback in a simple, yet effective way.
Capture Leads by Offering a Free Resource for Download
INFUSIONSOFT / CAMPAIGN
Offer your online visitors a free download to educate them in the area of your service. This may include a guide of things to avoid when trying to “do it yourself” or things to ask when hiring a professional in your professional services.
This download will provide value to the reader, and help prepare them to hire someone like yourself to help with their professional service needs.
Exclusive VIP Offer – Convert Leads (Coach/Consultant)
INFUSIONSOFT / CAMPAIGN
Exclusive? Limited seats? Your top prospects will want to be in on this VIP Experience.
Launch your product and build excitement with this easy to launch campaign.
Social Media Giveaway! Capture Leads (Online Store)
INFUSIONSOFT / CAMPAIGN
An often untapped lead source is the social media following you’ve been amassing. Leverage this audience to generate new leads by running a giveaway of one of your popular products.
Once the giveaway is over, send a special coupon to these new leads to prompt first time sales!
This strategy also pairs well with targeted social media ads.
Refer a Friend – Create Customer Loyalty (Coach/Consultant)
INFUSIONSOFT / CAMPAIGN
You strive to create an amazing experience in your work which makes for happy customers, and the greatest compliment they can pay is by referring their friends or associates.
After receiving positive feedback from your customer survey, automatically trigger this campaign to request an introduction to prospects you could also help.
Deliver and Wow – Schedule Your First Coaching Session
INFUSIONSOFT / CAMPAIGN
Automatically trigger a welcoming follow up email to set expectations as well as a task to schedule your new customer for their first coaching session.