Bundle Offer – Black Friday / Cyber Monday
INFUSIONSOFT / ACTION PLAN
Black Friday is not just for online stores! Entice leads that may be waiting to take action this Black Friday, and offer a limited time special bundle.
For one day only, include an upgrade or upsell product at no extra cost to your customers!
End of Year Giveaway! Capture Leads (End of Year Challenge)
INFUSIONSOFT / ACTION PLAN
An often untapped lead source is the blog or social media following you’ve been amassing. Leverage this audience to generate new leads by running a giveaway of one of your popular products or services.
Once the giveaway is over, send a special coupon to these new leads to prompt first time sales!
Send an email to a new connection (Home/Personal Services)
INFUSIONSOFT / ACTION PLAN
You never get a second chance to make a first impression! Easily follow up with contacts from a networking event or recent phone call.
Follow up with recent consultations with a limited time offer (Financial Services)
INFUSIONSOFT / ACTION PLAN
Run a quick promotional offer to your unconverted consultations to drive sales.
Send a customer survey & follow up based on the response Follow-up (Home/Personal Services)
INFUSIONSOFT / ACTION PLAN
Time to get vulnerable… Ask your new customers for honest feedback to know where you did well and where you can improve.
Consultation Request – Capture Leads
INFUSIONSOFT / ACTION PLAN
Engage in a free consultation lead generation strategy, where you gain trust while giving the potential client a sample of your expertise.
Invite them to request a consultation on a landing page, receive a notification of their request to schedule them, or remind them to book a consult using your scheduling software.
Re-Engagement – Loss Leader Promotion
INFUSIONSOFT / ACTION PLAN
When selling a service, actually getting in front of potential clients is often the most difficult part. Solve for this by providing a reduced price, quick service offering (often referred to as a “Loss Leader”) to earn an audience with your prospects wherein you can make your final pitch for more business.
Facebook Testimonial Request – Create Customer Loyalty (Local Service Provider)
INFUSIONSOFT / ACTION PLAN
Help your happy customers spread the word about the great experience they had with you! Send them some email invites asking them to share their positive stories of working with your company to their Facebook followers.
Collect All Recurring Billings
INFUSIONSOFT / ACTION PLAN
Use this campaign to ensure that you collect every payment, every time. This campaign creates a phone call follow up task when a recurring billing charge fails. Don’t let even the smallest recurring charge fall through the cracks!
Event Purchase Follow-Up Automation
INFUSIONSOFT / ACTION PLAN
When a new ticket is sold, the contact receives three informational emails leading up to the event. Not only does this create a better experience, it frees you up to focus on the rest of the event planning and execution.
Collect & Consult
INFUSIONSOFT / ACTION PLAN
Collect new leads and generate consultations! This campaign delivers a free report and then makes an offer for a consultation once someone downloads it. This campaign might be a good fit if you sell products/services using some type of scheduled appointment/consultation, you currently offer some free lead magnet such as a white paper, case study, ebook, webinar, etc., you need to have the lead magnet asset.
Collect & Offer – Free Report
INFUSIONSOFT / ACTION PLAN
This campaign might be a good fit if… You sell products/services online using a shopping cart and/or order forms and you currently offer a free lead magnet such as a white paper, case study, ebook, webinar, etc.
To leverage this campaign you’ll need a product to sell, an eCommerce resource to process orders and the lead magnet asset.
Re-Engagement – Register for Webinar/Event
INFUSIONSOFT / ACTION PLAN
Increase attendance to your upcoming event or webinar by sending an invitation series to drive registrations!
This action plan requires an existing list of leads to reengage with.
Customer Survey – Create Customer Loyalty (Online Store)
INFUSIONSOFT / ACTION PLAN
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 (Online Store)
INFUSIONSOFT / ACTION PLAN
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.
(FBLEADS) Collect and Offer – Professional Services
INFUSIONSOFT / ACTION PLAN
Need qualified leads? We’ll bring them to you. Find a Facebook Ads service that fits your business needs!
Quote Notification (Infusionsoft Payments)
INFUSIONSOFT / ACTION PLAN
Sending Estimates or quotes to your customers? Be notified at every step of the process with this Estimate Notification Campaign! This campaign sends an email letting you know each time the contact views the estimate, accepts, declines, of pays. In each email is a link to edit the contact’s record in Infusionsoft. Keep up with your process with this campaign that requires NO customization. Just publish and you’re done!
Send a customer survey & follow up based on the response
INFUSIONSOFT / ACTION PLAN
Did you help your client achieve their goals? What did you do well? How could you improve?
The 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.
Make Sales Now by Offering Leads a Limited Time Offer
INFUSIONSOFT / ACTION PLAN
Offer an enticing deal by incentivizing your unconverted leads to take action on this limited time offer! This could be a steeper discount than usual, package bundle, or a scarcity sale to clear out overstock.
Flash Sale
INFUSIONSOFT / ACTION PLAN
Generate some quick sales! This campaign offers a low dollar purchase to your existing list. This campaign might be a good fit if you sell products/services online using a shopping cart and/or order forms and you have an existing list of prospects and/or customers.
Easily send a customer survey & follow up based on the response
INFUSIONSOFT / ACTION PLAN
Ask your clients for honest feedback and learn where you did well, and how you can improve.
Refer a Friend – Create Customer Loyalty (Real Estate)
INFUSIONSOFT / ACTION PLAN
When your client has had a great experience, they will want their friends and family to have the same positive feeling in their real estate adventures, too.
Make the introduction easy with this campaign, and take all the leg work out of the process for your client. The campaign will ask your clients if they have a referral, provide a simple landing page to collect the referral information, and then trigger a task for you to follow up.
Valuable Resource Download – Capture Leads (Online Learning)
INFUSIONSOFT / ACTION PLAN
Even though someone may not be ready to sign up for your online learning courses just yet doesn’t mean we can’t provide them some valuable information.
Invite your platform visitors to request a special resource or guide to help warm them up in preparation to becoming a customer.
Launch a Referral Partner Program
INFUSIONSOFT / ACTION PLAN
This campaign can only be used with Infusionsoft accounts that have the Referral Partner module. Make it easy for your referral partners to start sending you new business. This campaign applies a tag to new referral partners, then automatically sends them an email with their username and password information. This ensures that they have immediate access to log new leads.
Document Request Follow Up – Convert Leads (Professional Services)
INFUSIONSOFT / ACTION PLAN
In order to help a new client, you will likely need some documentation from them. This automated strategy will let you client know what paperwork is needed to move forward, and will use a combination of emails and personal calls to follow up if they do not send it back in time.
Document Request Follow Up – Convert Leads (Professional Services)
INFUSIONSOFT / ACTION PLAN
In order to help a new client, you will likely need some documentation from them. This automated strategy will let you client know what paperwork is needed to move forward, and will use a combination of emails and personal calls to follow up if they do not send it back in time.
Case or Account Review – Capture Leads (Professional Services)
INFUSIONSOFT / ACTION PLAN
Use this campaign to capture online traffic, and invite them to a complementary case or account review.
Once they sign up, this campaign will send a confirmation to the new lead and then prompt your team to follow up and confirm an appointment.
Wishing You The Best – (End of Year Message)
INFUSIONSOFT / ACTION PLAN
No business would be where they are without some very important people – their customers.
Use this campaign to send a quick, end-of-year message showing your appreciation for those that have helped support your work.
Business-In-A-Box: Wow
INFUSIONSOFT / ACTION PLAN
Wow Campaign 3 of 3 in the Business-In-A-Box Campaign series. This campaign is designed to ensure your new customers have a good onboarding experience with your company with the end goal of driving repeat business. We recommend launching this in conjunction with the Business-In-A-Box Attract and Sell campaigns for optimum results.
Customer Survey – Create Customer Loyalty (Infusionsoft Payments)
INFUSIONSOFT / ACTION PLAN
The 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.
Send an email to a new connection (Business Consulting)
INFUSIONSOFT / ACTION PLAN
You never get a second chance to make a first impression! Easily follow up with contacts from a networking event or conference.
Sale Announcement – Black Friday / Cyber Monday
INFUSIONSOFT / ACTION PLAN
Make sure your leads are in the know about the awesome holidays sales you’re running!
Use this campaign to get youstarted in creating an automated announcement series to improve your results.
End-of-Year Campaign Series
INFUSIONSOFT / ACTION PLAN
Close out the year with our campaign template bundle centered around:
LEAD CAPTURE –
Announce an end-of-year giveaway to your blog or social following to bring in new leads.
CONVERSION –
Send a last promotional push to your existing list to drive revenue through a limited time offer.
CREATING CUSTOMER LOYALTY –
Don’t neglect new customers after they purchase. This simple series will help stay connected and show you care.
New Patient Valuable Gift – Create Customer Loyalty (Medical/Dental)
INFUSIONSOFT / ACTION PLAN
Thank your patients by offering a valuable gift or offer, and get them back in the office for their next appointment.
This gift will further nurture your patient’s positive experience with your practice, and add value to their treatment.
Send an email to a new connection (Financial Services)
INFUSIONSOFT / ACTION PLAN
You never get a second chance to make a first impression! Easily follow up with contacts from a networking event or conference.
Add New Members to CustomerHub
INFUSIONSOFT / ACTION PLAN
Use this campaign as a starting point for adding new members to your CustomerHub membership site. This campaign simplifies the sign up process. New members will be automatically sent their login information after signing up. The auto-generated username and password email will also be available for their future reference.
Call Back Every Customer
INFUSIONSOFT / ACTION PLAN
Email is a great way to communicate, but don’t let it take the place of a personal call! Use this campaign to ensure that you reach your customer on the phone. If a sales representative calls and leaves a message, they can use this campaign to record the missed call in a note template. Next the client will automatically receive an email. The campaign then assigns a task for someone within the company to follow-up with them by phone call later.
Purchase Follow Up
INFUSIONSOFT / ACTION PLAN
Email is a great way to communicate, but don’t let it take the place of a personal call! Use this campaign to ensure that you reach your customer on the phone. If a sales representative calls and leaves a message, they can use this campaign to record the missed call in a note template. Next the client will automatically receive an email. The campaign then assigns a task for someone within the company to follow-up with them by phone call later.
Simple Lead Capture
INFUSIONSOFT / ACTION PLAN
Collecting new leads on your web site is simple! This campaign contains a pre-built form asking for a first name/email that can be installed on your web site in minutes. After someone submits their information, a task is created to follow up with this new lead. If you use the sales pipeline feature of Infusionsoft, we recommend using the Simple Lead Capture for Sales Teams campaign instead of this one.
Lean Campaign Template Pack
INFUSIONSOFT / ACTION PLAN
Jordan Hatch presented these campaigns at #ICON14 and they are being made available to the general public for the first time!