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Category Archives for Infusionsoft

What is Lead Scoring and How Do I Automate it?

As you work through setting up your sales funnel, you’ll want to start focusing more of your sales team’s effort on prospects that are most likely to convert. These are your “hot” prospects, and you can identify them using lead scoring. What is Lead Scoring? Lead scoring is a method you use to rank prospects […]

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Automating Your Sales Funnel

As you develop your sales funnel, you want to make sure that you’ve filled all the gaps so no money is leaking out of your sales funnel that belongs in your business! Once you have the sales funnel solidified, it’s time to make it effortless. You can do this by automating your funnel. Why Automate […]

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How to Get Infusionsoft Help

Infusionsoft is the leading email marketing automation and customer relationship management software designed specifically for small businesses. It’s so robust and customizable that many business owners often seek Infusionsoft help so they can take full advantage of the program. Unfortunately, the Infusionsoft help desk can only answer technical questions, which may not be what you […]

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Do You Need Infusion Soft for Your Business?

It seems like everyone is talking about Infusion Soft these days, so it’s no surprise that you’re searching for information about the company and what they have to offer. It’s likely that you’ve come across the term marketing automation in conjunction with Infusion Soft, and that’s because they were the first to market with their […]

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Setup Your Signature Block

As I was setting up a new Client’s Infusionsoft account, I got caught up in the back and forth of making sure her signature was exactly how she wanted it. It took us several tries but finally, we got it perfect! Why did I allow this to go back and forth so long? Because, having […]

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Branding Center Setup

One of the first things to do when you get your account is to setup the Branding Center. Any time you re-brand, be sure to change all your logos in the Branding Center. Hover over the Infusionsoft logo until you see the menu. Select Branding Center Add your logo in all locations applicable. Once you […]

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Social Media Account Setup

Increase your social reach by broadcasting emails and publishing web forms to your social media accounts. Your followers will have access to links that will allow them to view the hosted web version of your email or sign up form. In order to use this functionality, you’ll need to link your social media accounts. Hover over […]

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