Simple Sales Pipeline
INFUSIONSOFT / ACTION PLAN
I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Easily track the sales process sales your reps are using to close deals. Tracking your sales process results in fewer leads falling through the cracks. Using a defined pipeline also helps you measure and improve your selling process, ultimately leading to better forecasting and sales numbers over time.
Automate Your Coffee Run
INFUSIONSOFT / CAMPAIGN
Save time through automation, even in your coffee runs! This campaign sends out an email to your coworkers which collects their drink orders by directing them to a webform. 15 minutes before the run, there is a reminder email for those who haven’t placed an order yet. When it is time for the coffee run, the list of orders will be emailed to the runner so they can easily place the orders from one consolidated list.
Hard Bounce Recovery
INFUSIONSOFT / CAMPAIGN
Maintaining up-to-date contact information for your customers and prospects is important to the success of your sales and marketing efforts. This phone recovery sequence creates a series of tasks to follow up with contacts who have had emails hard bounce. This campaign creates tasks for assigned users to follow up via phone twice within 7 days delay timer.
Mobile Networking
INFUSIONSOFT / CAMPAIGN
You never get a second chance to make a first impression. Add contacts on the go any mobile app by Infusionsoft then use this campaign to immediately follow up. Whether you’re at a networking event or conference, email new contacts either one hour later or the next business day.
Customer Upsell
INFUSIONSOFT / ACTION PLAN
Increase repeat sales from your first-time customers. This is done by offering a loyalty discount to new, first-time buyers.
Collect and Offer – Tip Series
INFUSIONSOFT / ACTION PLAN
Uses an email tip series lead magnet to collect new leads and then sells something on the backend. This is done by delivering a series of 4 educational emails with tips and then making an offer after the series is done.
Free Report Campaign
INFUSIONSOFT / CAMPAIGN
Uses an email tip series lead magnet to collect new leads and then sells something on the backend. This is done by delivering a series of 4 educational emails with tips and then making an offer after the series is done.
Free Report Campaign
INFUSIONSOFT / CAMPAIGN
Generate leads with a free report that showcases your expertise. Add the pre-built form to your website and include the link to your free report and this campaign will do the rest. Track form submissions as well and the number of clicks to download the free report.
Free eBook
INFUSIONSOFT / CAMPAIGN
eBooks are an incredible way to showcase your market expertise to customers and potential customers alike! 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! Simply add the pre-built request form to your website and this campaign will do the rest. Generate leads, track form submissions and monitor eBook downloads.
Focus on Your Hottest Leads
INFUSIONSOFT / CAMPAIGN
Increase your sales efficiency by only spending time on your most engaged leads. Monitor and rank contacts based on their interests and engagement so you can focus more time on leads that are ready to become customers. A task will be created when a certain lead score is reached.
Re-Engage and Offer
INFUSIONSOFT / ACTION PLAN
Educate new or recent leads on a particular product/service you offer and then drive towards the sale of that product/service. This action plan requires an existing list of leads to educate.
Easy Networking
INFUSIONSOFT / CAMPAIGN
Educate new or recent leads on a particular product/service you offer and then drive towards the sale of that product/service. This action plan requires an existing list of leads to educate.
Free Ebook Download – Capture Leads (Coach/Consultant)
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.
Facebook Event Promotion
INFUSIONSOFT / CAMPAIGN
Stop relying solely on Facebook itself to build awareness of your upcoming event. This campaign contains a simple two email series driving people on your email list to a Facebook event.
You will need to follow the campaign launch instructions to publish the campaign.
Track Email Engagement
INFUSIONSOFT / CAMPAIGN
This campaign adds a “hot,” “warm” or “cold” tag to contacts based on email engagement over time. This is a very simplistic system for measuring email engagement over time. Create saved searches based on each tag created and added in this campaign. You don’t need to setup lead scoring rules and you can easily keep your finger on the pulse of your email engagement.
Closed Cart Online Sale
INFUSIONSOFT / ACTION PLAN
Generate some quick sales from your existing list. This is done by offering a limited time discount to some or all of your list.
Chad Kerby’s Top 10 Campaigns
INFUSIONSOFT / CAMPAIGN
Chad Kerby is a champion of small business success! As Director of Partner Sales, he has unparalleled insight into what is working for Infusionsoft customers. Chad is sharing his list of his top 10 campaigns. You will get the following campaigns: Business-In-A-Box , Mobile Networking, Live Event Networking, Easy Hiring, Turn Abandoned Carts into Sales, Birthday Reminders, Free Newsletter, Free Report and Event Registration & Follow Up.
New Customer Welcome & Wow
INFUSIONSOFT / CAMPAIGN
Making a new customer feel loved is critical for repeat business! This campaign contains three emails to establish a line of communication, connect on a social network and request feedback on the buying experience. The campaign is triggered automatically through a shopping cart or order form purchase. You can also manually start it for individuals using the provided Note template.
Tip of the Week Series – Capture Leads (Coach/Consultant)
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 (Online Store)
INFUSIONSOFT / CAMPAIGN
Customers love feeling taken care of, and this is especially important as you’re building loyalty with your brand. Use this campaign to create a positive new customer experience by saying thanks and offering them a special loyalty coupon to use when they buy from you again.
#ICON14 Playbook Campaigns
INFUSIONSOFT-TRUSTED ADVISORS / CAMPAIGN
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. These are suitable for use by all Infusionsoft users.
Consultation Request – Capture Leads (Coach/Consultant)
INFUSIONSOFT / CAMPAIGN
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.
Flash Sale
INFUSIONSOFT / ACTION PLAN
Generate quick cash from your existing list by offering a temporary sale. The offer is delivered in a series of three emails, each a day apart.
Birthday Reminders
INFUSIONSOFT / CAMPAIGN
Always remember the most important birthdays. Install this campaign to ensure that you never forget another birthday. Use the internal form to add birthdays to your contact records and automatically send them a “Happy Birthday” message every year. This simple, personal touch will impress your most important relationships.
Live Event Networking
INFUSIONSOFT / CAMPAIGN
Follow up with everyone you meet at a live event! This campaign sends out an introduction email with a link to your website. There is follow up if someone never visits your site as well as if someone clicks to check it out.
Dynamic Lead Nurture
INFUSIONSOFT / CAMPAIGN
This campaign gives prospects two different educational resources to choose from and offers a sales conversation after they select one.
Automate Event Registration and Follow Up
INFUSIONSOFT / CAMPAIGN
Ensure your guests show up to every event! This campaign starts with a web form that entices customers to register for your event. Once registered, they will receive an email with the details of the event. This campaign also automatically sends a reminder a day before the event.
Automate Event Registration and Follow Up
INFUSIONSOFT / CAMPAIGN
Ensure your guests show up to every event! This campaign starts with a web form that entices customers to register for your event. Once registered, they will receive an email with the details of the event. This campaign also automatically sends a reminder a day before the event.
Automate Contact Requests
INFUSIONSOFT / CAMPAIGN
Streamline your follow up for general contact requests. This campaign will make sure that your prospects and contact requests get an immediate email delivered to their inbox and someone within your company will be assigned a task to contact them. Your contacts will know that you’re on the ball.
Referral Generator
INFUSIONSOFT / ACTION PLAN
Collect referrals from only the happiest of your customers. This is done by sending your happy customers an email containing a form for them to submit.
Customer Feedback
INFUSIONSOFT / ACTION PLAN
Get specific product sentiment and feedback from customers after they buy. This is done with a simple in email-survey which points to a feedback form for additional comments.
Collect and Offer
INFUSIONSOFT / ACTION PLAN
Use a lead magnet to collect new leads and then sell something on the backend to only the customers who downloaded the lead magnet.
Post-Appointment Follow Up
INFUSIONSOFT / CAMPAIGN
Make sure every appointment receives the proper follow up. Fill out an internal form to quickly send a personalized, automated
follow up email.
Birthday Collection
INFUSIONSOFT / CAMPAIGN
Having a consistent method to collect birthdays from your database is a piece of (birthday) cake! This campaign allows you to automatically request someone’s birthday. Once the date has been provided, you can use the ‘Birthday Reminders’ sister campaign so the contact will automatically receive a friendly happy birthday message on their special day. This campaign is 100% ready to go with no customization needed, just install and publish!
Refer a Friend
INFUSIONSOFT / CAMPAIGN
Collecting customer referrals has never been easier! This campaign asks someone to refer a friend by providing the friend’s name and phone number. Once the referral has been submitted, a follow up task is created to reach out to the new lead.
Closed Cart Online Sale
INFUSIONSOFT / CAMPAIGN
Generate some quick sales! This campaign offers a limited time discount that expires. This campaign might be a good fit if you sell products/services online using a shopping cart and/or order forms. You have an existing list of prospects and/or customers. This campaign requires 1 available custom Contact fields to install. You also need to have a product to sell and an eCommerce resource to process orders (Infusionsoft or 3rd party integration).
Sales Pipeline Starter Kit
INFUSIONSOFT / CAMPAIGN
Setting up your sales pipeline has never been easier! This campaign contains the recommended stages for any sales pipeline along with two extra stages that can be customized for your specific process. However, the real money is in the daily management of your pipeline.To ensure your success, this campaign includes training on how to setup your dashboard as “ground control” for your pipeline and how to properly work a sales lead.
Automate A Task-Driven Process
INFUSIONSOFT / CAMPAIGN
Automatically create common tasks necessary for your business. An employee can apply the Note Template to any contact which
automatically creates a task. Not only does this save time on task creation, it helps you stay organized since you can easily track all open tasks.
Email Template Pack #1
INFUSIONSOFT / CAMPAIGN
This template pack contains three email template designs: Personal – Designed to look like an informal personal message with a simple black and white style, a left justified body, and modified opt-out text in the footer. Confirmation – Can be used for any type of confirmation message such as newsletter sign-ups, purchases, or contact requests. Announcement – Can be used message such as a newsletter, blog notifications, or discount offers.
Free PDF
INFUSIONSOFT / CAMPAIGN
PDFs are an incredible way to showcase your market expertise to customers and potential customers alike! We can’t make the PDF 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 PDF downloads.