Business Automation

Limited Time Offer – Convert Leads (Online Learning)

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 only a limited number of new customers.

Trial Fitness Membership – Capture Leads (Health/Fitness)

INFUSIONSOFT / ACTION PLAN

Lower the barrier to entry by providing your visitors with an opportunity to sign up for a free trial fitness membership!

Use this campaign to capture their initial information, provide them with their trial membership “Guest Pass”, and prompt them to come in if you haven’t seen them in a few days.

Free Fitness Plan – Capture Leads (Health/Fitness)

INFUSIONSOFT / ACTION PLAN

Your website visitors may not be quite ready to join your fitness program, but providing them a quick, valuable fitness plan to grab their attention is a great way to capture new leads.

Pricing/Information Request – Capture Leads (Events & Entertainment)

INFUSIONSOFT / ACTION PLAN

Interested visitors may not be quite ready to book with you, but may still want to know more.

A great way to collect new, qualified leads is by having them provide their information to receive a pricing list or brochure of your offering.

Free Event Upgrade – Convert Leads (Events/Entertainment)

INFUSIONSOFT / ACTION PLAN

Convert your prospects that may be on the fence by offering an enticing promotion that upgrades the experience they purchase to a more expensive package!

Initial Coupon or Discount – Capture Leads (Online Store)

INFUSIONSOFT / ACTION PLAN

With online selling, making the initial sale is often the hardest part. Avoid wasting valuable traffic by offering an initial coupon or discount to prompt visitors to sign up to be a part of your newsletter or updates list.

Holiday Sale – Lean Campaign

INFUSIONSOFT / ACTION PLAN

Jordan Hatch is back with another lean campaign to boost your holiday sales! This campaign only requires a product, an order form to sell it and a promo code. Plug in those details and this campaign does the rest. There is also a built-in cart abandon follow up to recover sales from people who click through but don’t purchase right away.

#ICON15 Campaigns – Deluxe Sales & Complete & Team Editions

INFUSIONSOFT / ACTION PLAN

The ICON bundles are a collection of campaigns used by some of our most successful partners and customers. These are designed to be used as inspiration and can be customized to meet your exacting business specifications. Deluxe Sales and Complete users will benefit the most from these campaigns.

Frequently Asked Question Automation

INFUSIONSOFT / ACTION PLAN

Answer common questions quickly and easily! This campaign sends a pre-authored email answering a frequently asked question (FAQ) when triggered by an Infusionsoft user.

Collect & Offer – Tips Series

INFUSIONSOFT / ACTION PLAN

Provide your visitors with an opportunity to receive some education and guidance through a 4 part tips series. Make sure to ultimately connect your tips to the value and benefit of a product/service you want to sell as this campaign also makes an offer once the series is complete.

Collect & Offer – Consultation Request

INFUSIONSOFT / ACTION PLAN

This campaign might be a good fit if you sell products/services using some type of scheduled appointment/consultation and you currently offer a free lead magnet such as a white paper, case study, ebook, or webinar.

Free Inspection – Convert Leads (Local Service Provider)

INFUSIONSOFT / ACTION PLAN

Your prospects may be on the edge of some major problems that you can help prevent or repair. Invite your leads to look for early warning signs that there may be issues and then offer to schedule a time to assess the situation with a free inspection.

Bring a Friend! – Create Customer Loyalty (Health/Fitness)

INFUSIONSOFT / ACTION PLAN

Bring someone new and save! And, fitness is way more fun with a friend anyway.

Invite your recent customers to spread the word about your program by offering a special discount when they bring someone along.

Bring a Friend! – Create Customer Loyalty (Health/Fitness)

INFUSIONSOFT / ACTION PLAN

Bring someone new and save! And, fitness is way more fun with a friend anyway.

Invite your recent customers to spread the word about your program by offering a special discount when they bring someone along.

Birthday Club Sign Up – Capture Leads (Events/Entertainment)

INFUSIONSOFT / ACTION PLAN

To prompt first time and repeat business, invite your visitors to sign up to join your exclusive Birthday Club!

Just for signing up they’ll receive an initial “un-birthday coupon” to use right away, but will then receive subsequent specials each year during their birthday month.

Happy Birthday! – Create Customer Loyalty (Medical/Dental)

INFUSIONSOFT / ACTION PLAN

Show your patients that you care by sending a simple greeting on their Birthday.

This personal touch will remind them of the thought and personalization that your team puts in to every patient experience at your office.

In-Depth Assessment – Convert Leads

INFUSIONSOFT / ACTION PLAN

Show your expertise to qualified prospects by offering to dig into where they can see growth or improvement with an in-depth assessment.

By uncovering key opportunities, this opens up the conversation to prescribe solutions that you are uniquely qualified to deliver.

Coupon Request – Black Friday / Cyber Monday

INFUSIONSOFT / ACTION PLAN

Capture valuable traffic this holiday season with an opt-in offer for your Black Friday/Cyber Monday sale! Subscribers will receive a special promotion code to use either in store or online during your sale.

New Product or Service Promotion – Convert Leads

INFUSIONSOFT / ACTION PLAN

Drive immediate business by sending your leads a special, limited-time discount on a new product or service you’re offering.

Testimonial Request – Create Customer Loyalty (Coach/Consultant)

INFUSIONSOFT / ACTION PLAN

Invite your happy customers to share their experience of their time with you!

Use this simple campaign to send a quick series of emails to gather customer success stories.

Facebook Testimonial Request – Create Customer Loyalty (Online Learning)

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.

In-Depth Assessment – Convert Leads (Coach/Consultant)

INFUSIONSOFT / ACTION PLAN

Show your expertise to qualified prospects by offering to dig into where they can see growth or improvement with an in-depth assessment.

By uncovering key opportunities, this opens up the conversation to prescribe solutions that you are uniquely qualified to deliver.

Valuable Free Gift! – Convert Leads (Real Estate)

INFUSIONSOFT / ACTION PLAN

Your buyers and sellers have many things on their to-do list which cost them both time and money.

Make the home buying process a little bit easier by offering a free valuable gift. This could be something such as a free home warranty, a discounted inspection, or even a great housewarming gift. Your prospects will love the incentive, and you will earn a new client through the act.

Healthy Recipes Guide – Capture Leads (Health/Fitness)

INFUSIONSOFT / ACTION PLAN

One of the biggest challenges in hitting fitness goals is knowing what to eat!

Provide your website visitors with a guide to a few of your favorite healthy (and tasty!) recipes.

Invite to Free Consultation – Convert Leads (Medical/Dental)

INFUSIONSOFT / ACTION PLAN

Your prospect may be on the edge of a major health concern, but is unsure about what steps to take towards better health.

Reach out to your list to offer a free consultation/initial visit to share your expertise, and offer a custom treatment solution for their unique needs.

Valuable Free Gift! – Convert Leads (Real Estate)

INFUSIONSOFT / ACTION PLAN

Your buyers and sellers have many things on their to-do list which cost them both time and money.

Make the home buying process a little bit easier by offering a free valuable gift. This could be something such as a free home warranty, a discounted inspection, or even a great housewarming gift. Your prospects will love the incentive, and you will earn a new client through the act.

Valuable Free Gift! – Convert Leads (Real Estate)

INFUSIONSOFT / ACTION PLAN

Your buyers and sellers have many things on their to-do list which cost them both time and money.

Make the home buying process a little bit easier by offering a free valuable gift. This could be something such as a free home warranty, a discounted inspection, or even a great housewarming gift. Your prospects will love the incentive, and you will earn a new client through the act.

Initial Coupon or Discount – Capture Leads

INFUSIONSOFT / ACTION PLAN

With any type of selling, making the initial sale is often the hardest part. Avoid wasting valuable traffic by offering an initial coupon or discount to prompt visitors to sign up to be a part of your newsletter or updates list.

Send an Email to New Connections to Keep in Touch

INFUSIONSOFT / ACTION PLAN

Meeting new professionals at a live event can feel like chaos! There are many hands to shake, and new contacts to follow up with. It can really cost you to drop the ball on your follow up with new contacts.

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.

Holiday Greetings – Create Customer Loyalty (Real Estate)

INFUSIONSOFT / ACTION PLAN

After a client completes their home buying or selling experience, the most expensive mistake you can make is to not stay in touch! Although they may not be buying or selling homes multiple times in the year, they are more likely to recommend you to a friend who is, if they can quickly recall your brand.

This campaign sends eight (US) holiday greetings throughout the year to simply stay in touch and top of mind with your client list.

Customer Survey – Create Customer Loyalty (Local Service Provider)

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.

Repeat Purchase (Infusionsoft Payments)

INFUSIONSOFT / ACTION PLAN

Once someone purchases from Infusionsoft that is only the beginning! One of the best things you can do to improve your sales is to reach out to your customer and ask them to purchase again after a period of time. This campaign reaches out after a month to ask people to visit your website. Feel free to customize it to your situation.Get repeat purchases with this campaign!

STU Get Video Reviews B2B

INFUSIONSOFT / ACTION PLAN

STU Get Video Reviews B2B

INFUSIONSOFT / ACTION PLAN

Payment Notification (Infusionsoft Payments)

INFUSIONSOFT / ACTION PLAN

Limited Time Offer – Convert Leads (Medical/Dental)

INFUSIONSOFT / ACTION PLAN

Equipment Rental Included – Convert Leads (Events/Entertainment)

INFUSIONSOFT / ACTION PLAN

Free Resource

INFUSIONSOFT / ACTION PLAN

Easy Password Recovery

INFUSIONSOFT / ACTION PLAN

BigCommerce Order Placed

INFUSIONSOFT / ACTION PLAN

Re-Engagement – Long Term Nurture

INFUSIONSOFT / ACTION PLAN

Exclusive Offer – Convert Leads

INFUSIONSOFT / ACTION PLAN

Two Step Web Form – Free Consultation

INFUSIONSOFT / ACTION PLAN

Make it easy for people to request a consultation by asking for their information across two forms! This campaign asks for name and email on the first form and then redirects them to a 2nd form to collect their phone number. A task is then created to reach out and schedule them. If they stop halfway through the process, there is follow up driving for them to finish sharing their phone number.

Satisfaction Survey

INFUSIONSOFT / ACTION PLAN

Measuring customer satisfaction has never been easier! This campaign contains a one-question survey that will capture the satisfaction level of your customers. Then, automate your follow up based on their level of satisfaction.

Re-Engage & Offer

INFUSIONSOFT / ACTION PLAN

Educate new leads and make sales! This campaign provides educational content to a new or recent lead on a specific product or service and then sells it. 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 new/recent leads.

Unengaged List Clean Up

INFUSIONSOFT / ACTION PLAN

A part of email marketing is maintaining a healthy list. What most business owners don’t realize is that consistently emailing leads that never open emails or engage with content via link clicks can start to have a negative effect on whether their emails actually end up in the inbox.

Use this campaign to periodically try and reconnect with unengaged leads prior to removing them from your list.

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

Refer a Friend – Create Customer Loyalty (Real Estate)

INFUSIONSOFT / ACTION PLAN

Valuable Resource Download – Capture Leads (Online Learning)

INFUSIONSOFT / ACTION PLAN

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!

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

Dan Kennedy Content

INFUSIONSOFT / CAMPAIGN

Newsletter Sign Up & Preference Center

INFUSIONSOFT / CAMPAIGN

Free Estimate Request – Capture Leads (Local Service Provider)

INFUSIONSOFT / CAMPAIGN

We Miss You! – Create Customer Loyalty (Health/Fitness)

INFUSIONSOFT / CAMPAIGN

Schedule New Patient – Convert Leads (Medical/ Dental)

INFUSIONSOFT / CAMPAIGN

Testimonial Request – Create Customer Loyalty (Real Estate)

INFUSIONSOFT / CAMPAIGN

Consultation Request – Convert Leads (Professional Services)

INFUSIONSOFT / CAMPAIGN

Educational Webinar – Capture Leads (Online Learning)

INFUSIONSOFT / CAMPAIGN

Closing Cost Offer for Buyers- Convert Leads (Real Estate)

INFUSIONSOFT / CAMPAIGN

Collect & Offer – Tip Series

INFUSIONSOFT / CAMPAIGN

Free White Paper

INFUSIONSOFT / CAMPAIGN

Free White Paper

INFUSIONSOFT / CAMPAIGN

Customer Survey – Create Customer Loyalty (Events/Entertainment)

INFUSIONSOFT / CAMPAIGN

Customer Survey – Create Customer Loyalty (Events/Entertainment)

INFUSIONSOFT / CAMPAIGN

Capture Leads by Offering a Free Resource for Download

INFUSIONSOFT / CAMPAIGN

Exclusive VIP Offer – Convert Leads (Coach/Consultant)

INFUSIONSOFT / 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.

Networking Follow Up – Capture Leads (Professional Services)

INFUSIONSOFT / CAMPAIGN

Black Friday – Lean Campaign

INFUSIONSOFT / CAMPAIGN

Landing Page Template Pack 2016

INFUSIONSOFT / CAMPAIGN

Add Paid Members to CustomerHub

INFUSIONSOFT / CAMPAIGN

Landing Page Template Pack #1

INFUSIONSOFT / CAMPAIGN

Appointment Reminder

INFUSIONSOFT / CAMPAIGN

Automatically send a confirmation and two reminder emails once a customer schedules an appointment. Start the email sequence after manually filling out a form with the appointment information. In one of the reminder emails, a customer can request to reschedule or cancel which creates a follow up task for someone to contact them.

Long Term Prospect Nurture

INFUSIONSOFT / CAMPAIGN

Nurturing prospects who are not ready to buy is critical for your business! This campaign drips two educational online resources to interested prospects, inviting them to on social media. Behavior segmentation allows the prospect to choose to receive resources every month or every 2 months. When they are ready to move forward in the buying process, email provides a link for them to click which creates a task for someone on your team to follow up.

Appointment Reminder

INFUSIONSOFT / CAMPAIGN

Automatically send a confirmation and two reminder emails once a customer schedules an appointment. Start the email sequence after manually filling out a form with the appointment information. In one of the reminder emails, a customer can request to reschedule or cancel which creates a follow up task for someone to contact them.

Weekly Management Check-In

INFUSIONSOFT / CAMPAIGN

Now you can automatically track productivity each week. This campaign sends a weekly reminder email asking for an employee’s top contributions in the past week which they submit through a simple web form.

Landing Page Template Pack #3

INFUSIONSOFT / CAMPAIGN

Never build another landing page from scratch again! This campaign contains five unique pre-designed landing page templates that can be easily brought into your other campaigns.

STU Get Video Reviews (B2C)

INFUSIONSOFT / CAMPAIGN

This campaign is designed to get your business powerful video reviews using “SoTellUs” to take your business to new levels. Built into the campaign are two elements:

The ability to ask your promoting customers to leave a video review that is Google ranked and SEO’d for maximum impact
A channel where customers can report poor customer experiences and bring them to your attention

Appointment Request – Capture Leads (Medical/Dental)

INFUSIONSOFT / CAMPAIGN

Create an easy way for your online visitors to request an appointment – even after the office is closed!

This campaign will provide you with a web form for your client to request an appointment, and automatically trigger a task for your office to call and confirm the appointment time, making getting into the office easy for your new patient.

BigCommerce Product Purchased

INFUSIONSOFT / CAMPAIGN

After a customer purchases in BigCommerce, create messaging that’s unique to the product they purchased.

Flash Sale – Convert Leads (Online Store)

INFUSIONSOFT / CAMPAIGN

Drive some immediate sales by enticing your unconverted leads to make a purchase by offering a short-term incentive or Flash Sale. This could be a coupon, bundle, or other special offer.

Free Ebook Download – Capture Leads

INFUSIONSOFT / CAMPAIGN

Help your potential customers learn how you can make a difference in their life or business with a free ebook that provides inspiration and education. We can’t write the eBook for you, but once you create it we have built a plan to deliver your work to the masses!

This campaign can also connect with a conversion strategy to drive more prospects into your funnel.

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.

Offer your prospects a free consultation (Financial Services)

INFUSIONSOFT / CAMPAIGN

Invite your prospects to request a free consultation session to see if you’re the right person to help them.

Follow up with recent consultations with a limited time offer (Business Consulting)

INFUSIONSOFT / CAMPAIGN

Run a quick promotional offer to your unconverted consultations to drive sales.

Collect & Offer – Free Trial, Sample, Discount

INFUSIONSOFT / CAMPAIGN

Customers love discounts, and especially when they get to “try before they buy”. If you sell a product that can be discounted or sampled as a way to attract leads, this campaign might be a perfect fit.

Deliver & Wow – Post-Purchase Customer Experience

INFUSIONSOFT / CAMPAIGN

Remember the last time you felt “wowed” by a company. Well, that could be YOUR company! Use this campaign as a framework to build out a strong, welcoming experience to your new customers. The next time they are in the market for a product like yours, who do you think will be top of mind?

Re-Engagement – Request a Consultation

INFUSIONSOFT / CAMPAIGN

Educate new or recent leads on a particular service you offer and then drive towards a consultation of that service.

This action plan requires an existing list of leads to educate.

Re-Engagement – Product Promotion (Flash Sale)

INFUSIONSOFT / CAMPAIGN

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.

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 unconverted leads and/or customers.

Flash Sale – Convert Leads (Online Store)

INFUSIONSOFT / CAMPAIGN

Drive some immediate sales by enticing your unconverted leads to make a purchase by offering a short-term incentive or Flash Sale. This could be a coupon, bundle, or other special offer.

Bonus Content Offer – Convert Leads (Online Learning)

INFUSIONSOFT / CAMPAIGN

Help your on the fence prospects make the decision to purchase by offering to include some valuable, normally paid content for free when they buy your course!

New Customer Coupon – Capture Leads (Events/Entertainment)

INFUSIONSOFT / CAMPAIGN

Help your most interested visitors make the decision to book by offering a first time customer coupon!

Use this campaign to collect their information and deliver the special promotion.

Risk Assessment Offer – Convert Leads (Professional Services)

INFUSIONSOFT / CAMPAIGN

Your unconverted leads may be having a hard time understanding their service needs. Offer a limited time free risk assessment, and help them identify areas of concern that you can offer help on.

This campaign will deliver three emails to your leads inviting them to the Risk Assessment, and leads to them to a landing page where they will share additional contact information to schedule with.

Birthday Best Wishes – Create Customer Loyalty (Professional Services)

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.

Limited Time Offer – Convert Leads

INFUSIONSOFT / CAMPAIGN

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.

Doorbuster Sale Black Friday / Cyber Monday

INFUSIONSOFT / CAMPAIGN

Encourage your customers to beat the long lines over the weekend, and offer a free or deeply discounted product to your online shoppers this Black Friday.

The door buster can be limited to the first few shoppers in the day- or allow all visitors to take advantage of the special throughout the weekend. Any way you go, it’s a great offer to get excited about!

Offer a Tip Series to Capture New Leads

INFUSIONSOFT / CAMPAIGN

Provide your visitors with an opportunity to receive some education and guidance through a tips series! By sending helpful, relevant content each week, this will build trust in your expertise and turn more leads into consultations.

Loyalty Coupon – Create Customer Loyalty (Local Service Provider)

INFUSIONSOFT / CAMPAIGN

Build long lasting relationships and prompt repeat business with your new customers by sending them a special discount or coupon to save on their next service.

Capture Leads with a Free Consultation

INFUSIONSOFT / CAMPAIGN

When you engage in a free consultation lead generation strategy, you gain trust while giving the potential client a sample of your expertise. Use this campaign to assist with following up with free consultation appointments. It first notifies a contact that they will be contacted to confirm their appointment then follows up with them after it is complete.

Invite to Free Consultation – Convert Leads (Real Estate)

INFUSIONSOFT / CAMPAIGN

Offer a free consultation to your leads and engage them with the services that 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.

Turn Abandoned Carts into Sales

INFUSIONSOFT / CAMPAIGN

Turn abandoned carts into sales. Follow up when someone visits a landing page and does not purchase. This campaign is designed to follow up with a contact who clicked a “Buy Now” link in an email or a link to an order form and did not purchase. A follow up email will be sent within 30 minutes and then again in one day.

Business-In-A-Box

INFUSIONSOFT / CAMPAIGN

This is literally a complete business-in-a-box because these three campaigns work together to help you grow sales and save time. New leads come in through your website or are entered by an employee which creates tasks to follow up with the lead throughout the sales process. Once they become a customer, there is a welcome sequence to turn them into a raving fan. You can easily customize and expand upon these campaigns for your own specific business.

Customer Feedback

INFUSIONSOFT / CAMPAIGN

Use this campaign to automatically collect product feedback from recent purchasers. This campaign asks recent purchasers of a specific product for feedback and responds to their sentiment accordingly.

Social Media Conversion Pack 2016

INFUSIONSOFT / CAMPAIGN

The purpose of this campaign is to help you convert social media account followers to email subscribers. Email subscribers are 15x more likely to convert to customers than social media followers and this campaign is designed with that goal in mind.

Free Checklist or Idea Guide – Capture Leads (Local Service Provider)

INFUSIONSOFT / CAMPAIGN

Help your potential customers paint a vision of what they want by offering a free checklist or idea guide that provides inspiration and education. This campaign can also connect with a conversion strategy to drive more prospects into your funnel.

Initial Service Discount – Capture Leads (Local Service Provider)

INFUSIONSOFT / CAMPAIGN

Capture prospects that may be on the fence by offering a special discount on a valuable initial service you offer. This provides a perfect platform to build trust in your brand as well as an in-person audience with the customer to prescribe additional services you provide.

New Services Promotion – Convert Leads (Local Service Provider)

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.