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Slow summer? Tune Up Your Infusionsoft

Posted by on Jun 23, 2017 in Blog, Infusionsoft | 0 comments

Slow summer? Tune Up Your Infusionsoft

It’s that time again – the Summer slow down. Many entrepreneurs experience a business slump as their communities take time to relax and vacation with families. It’s tempting to join the lazy days of Summer but now is the perfect time to get your business ready for the busy season right around the corner. Use this time to plan your future launches, tighten your business processes and cleanup your systems. If you’re an Infusionsoft user, it’s the perfect time to tune-up your application so it’s running smoothly and working hard for you so you don’t have to! Take time to perform these 5 tasks so you’ll finish the year strong:

1. Organize Tags

The beauty of Infusionsoft is that it allows you to create as many tags as you want so that you can properly segment your list. The bad thing is that you have most likely created a TON of tags and some you may not even remember why you created them at all! Take time to run a report of all your tags and their categories. Go through the list and delete what you aren’t using. CAUTION: tags can control automation in your application; so don’t delete a tag unless you’re sure it’s not being used to trigger something. The Smart to Finish Team can review and clean-up your tags, perform this task regularly so it’s not a big job and better yet, set-up a tagging structure so your tags are always organized!

2. Update Legacy Items

If you have old follow-up sequences, web forms, and/or campaigns, take time to put those into the new campaign builder. That way your emails will be mobile-ready and you can use new features to further automate your systems. If you want to enjoy your Summer, the Smart to Finish Team can create these updated campaigns for you while you lounge by the pool!

3. List Hygiene

Email providers are stricter and more in tune with what recipients want in their inbox. As a result, a clean email list is crucial to ensuring your emails get delivered. Infusionsoft makes list hygiene easy by tracking all actions taken by email recipients. Infusionsoft recommends that you remove all contacts that haven’t engaged in the past 120 days. That can be really tough, so instead create a new campaign to re-engage your contacts before deleting them. You should also remove duplicate contacts and all hard bounce emails too. Hard bounces are email addresses that are invalid, so these need removed immediately. It sounds like a lot of work so delegate it to the Smart to Finish Team. We can clean-up your list AND implement some campaigns that can automatically remove hard bounces, re-engage your list and more!

4. Custom Field Review

Infusionsoft limits the number of custom fields you can have to just 100, so it’s always a good idea to see if the fields you are using are still needed. Review all of your fields to determine if there are any you can combine, delete or even turn into a tag instead. Let the Smart to Finish Team analyze your custom fields and help ensure you’re using them the best way. When you start getting busy and need a custom field right away, it’ll be waiting for you.

5. Organize your Files

When you upload attachments or images into Infusionsoft, these are stored in the File Manager area located under the Home menu. Many people don’t take the time to name these files descriptively before they are uploaded. As a result when you want to use a file again, you can’t find it and have to upload another one. This results in a lot of duplicate files and images. The Smart to Finish Team can assist you with reviewing your files and taking care of renaming, deleting and organizing them for you. Removing unwanted files frees up space in your application and helps it work faster.

What’s the benefit of an Infusionsoft tune-up? Simple – time and money. You and any other users of your Infusionsoft application will be able to find things much easier when there is less clutter in your application. This is time that can be spent on more important things like making connections and sales(!). Plus, Infusionsoft will actually perform better when it doesn’t have as much “junk” in it. If you take time now to work with the Smart to Finish Team to help cleanup your application, create naming conventions and procedures for each main area, as your business grows your Infusionsoft application will easily grow along with you.

If you’re ready to tune-up your Infusionsoft, or would like us to perform a full audit of your application, let us know, we’ll be glad to help!

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5 Reasons Why Infusionsoft is Good for Your Business

Posted by on Jun 16, 2017 in Blog, Infusionsoft | 0 comments

5 Reasons Why Infusionsoft is Good for Your Business

Infusionsoft is a leading CRM and email marketing software for small business. It is one of the most popular applications on the market and more and more small business owners are using it to improve their marketing every day. Why is it so popular? Here are 5 reasons why Infusionsoft is good for your business:

1. Email Marketing that Works

Did you know that on average it can take anywhere from 5-12(!) touches from you before a lead turns into a customer? Do you have time to personally email everyone on your list this many times? Of course not! Infusionsoft does this work for you – automatically. Plus, these communications are targeted so your leads and customers are getting the information from you they actually want. This saves you time, helps you build better relationships and prevents the dreaded unsubscribe.

2. Know More About Your Leads

Infusionsoft tracks where your leads are coming from so you can leverage that information. At any time you can run a report to see where your leads originated, how many sales you have from those lead sources and more. For example you may discover the majority of your leads are from Facebook, so you can decide to place more effort on your Facebook marketing and less on a channel that isn’t performing as well.

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3 Benefits of Hiring an Infusionsoft Professional

Posted by on Jun 12, 2017 in Blog, Infusionsoft, Infusionsoft training | 0 comments

3 Benefits of Hiring an Infusionsoft Professional

Infusionsoft is an all-in-one marketing solution. It can handle everything from automating your marketing, to taking payments online, and so much more. If you want a software that will help you capture more leads, increase your conversions and take you less time, Infusionsoft is the solution. However, it is not the easiest software to learn. Hiring an Infusionsoft professional will help you leverage all of its capabilities and bring you these three benefits too:

1. Increase Your Revenue: Infusionsoft isn’t “just” a CRM; it’s a marketing tool for small business. As such, you not only need someone to help set things up for you, but also someone who understands marketing. An Infusionsoft professional takes your marketing vision, provides input and advice and then sets everything up the best way for YOUR business. As professional we know the in’s and out’s of Infusionsoft and how to use it to optimize your marketing funnels and create a full automated marketing system that ultimately brings you more revenue.

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Automate Your Business with Infusionsoft

Posted by on Jun 2, 2017 in Blog, Infusionsoft, Marketing | 0 comments

Automate Your Business with Infusionsoft

If you’re ready to spend more time in the sun this summer, you can transform your business (and life!) by harnessing the power of Infusionsoft, a marketing automation software. Every day there are a ton of details you must manage in your business and Infusionsoft can automate almost all of them. Here are just a few of the ways you can put your business on autopilot:

1.Turn Visitors into Leads

You can use Infusionsoft’s ready-made lead capture forms to collect data on all of your website visitors. Once they sign-up you can automatically send them a welcome email, include a free download, track when your new lead has downloaded their gift, and even remind them automatically if they forget!

2. Engage Your List

In today’s email heavy world, personalization is key to creating a brand your leads and clients want to engage with. Infusionsoft helps you capture important data and then use it to ensure your contacts receive the information they truly want. You can then use these details to segment your list, trigger emails based on email opens, clicks, or payment history, create and send special targeted promotions and more.

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Four Ways To Use Webinars To Grow Your Business

Posted by on May 4, 2017 in Blog, Business Development, Webinars | 0 comments

Four Ways To Use Webinars To Grow Your Business

These days, companies are finally starting to see the benefits of using webinars to grow their small business. Not only can webinars be used to generate revenue for themselves, but they can also increase awareness, minimize costs, and build trust with their audience. Below we’ve included four simple things you can do to get the most out of your webinars.

1. Build Brand Awareness & Trust

One of the best ways to build trust and show the real value of your company is to use live video in webinars. While content is great, it’s often one-sided. Webinars allow your customers to get engaged in the conversation live – giving them the opportunity to build rapoir and trust with your company.

2. Grow & Clean Your Mailing List

One of the most simple ways to grow your mailing list is to host a webinar. You can create new mailing lists from those who attended your webinars. If they attended a webinar of yours, they are more likely to engage in follow up content you send via email, making these mailing lists more responsive.

3. Increase Conversions On High Ticket Items

Using webinars to sell big ticket items has been proven to be extremely effective. During webinars, customers are given a chance to get to know you and your company. Building this relationship before asking them to spend a lot of money with your company will ultimately give you a better chance of selling them down the road.

4. Co-Host & Interview Authority Experts

A great way to become an expert in your field and draw in potential clients is to co-host and interview other authority experts in your field. You could do this at a sponsored event as noted in our 5 Simple Networking tips for Small Businesses, or turn it into a virtual webinar. You could even stream your live event, so those who are not in your area can join as well.

Need some help running your webinars? We do it all the time for our current customers. Shoot us a note and let us know what your needs are – we would love to help build up your webinar experience!

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5 Simple Networking tips for Small Businesses

Posted by on May 1, 2017 in Blog, Business Development, Networking | 0 comments

5 Simple Networking tips for Small Businesses

Are you wondering how you can put you and your business in front of more professionals in your industry? There are plenty of ways to do it without spending a fortune. We’ve compiled a list of five things you can start doing right away to help drive potential customers to your business.

1. Attend Networking Events

The quickest way to meet other professionals in your field is to get out there and attend networking events. If you get the opportunity to present at any of the events, do it! Contributing to the community often results in you being the first contact people think of when they’re in the market for an expert in your field.

2. Creat Your Own Event!

Take it one step further and create your own networking event! Come up with something simple that would attract other professionals in your industry and hold a monthly meeting. It would be as simple as hosting an hour meetup at your office or a local pub. You could talk about something related to the products you sell that would be interesting for other professionals to learn. Providing free information and putting yourself out there as an expert in your industry can really help draw in potential customers.

3. Sponsor and Lead an Organization

If you do the math, it’s actually a lot cheaper to sponsor different organizations than pay the per meeting cost. If your product or service is a good fit for some of the professional organizations near you, then sponsor them! You’ll get exposure at every meeting and everytime they communicate with their members. Take it one step further and lead your own organization. It’s the best way to get the most out of your organizations and connect with some bright minds.

4. Support A Cause

Customers love to hear how your business is helping the community around you. Support a local cause and do some good for both you and your community. Get involved in local charities, volunteer to help clean up the city, sponsor events, etc. It’s really not hard to get started, and everyone(including the earth) will reap the benefits.

5. Be Helpful and Stay in Touch

It’s hard growing a small business. If you come across something that’s really helped your business, share it with your industry. Becoming an industry expert and answering questions is a great way to find potential customers without putting in a lot of effort. Make yourself available by getting involved in social media and stay connected with your clients.

Are you still struggling to bring in potential clients? Shoot us a message or give us a call – we’ve got a whole list of ideas we can customize to your particular business.

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