Infusionsoft by Keap Implementation Expert
My client’s first goal was to create a client intake questionnaire, which serves to provide several key pieces of information related to the services my client offers to their customers. A secondary goal was to set up a referral form where my client’s business partners could fill out information for leads who are interested in his services.
Infusionsoft Forms and Campaigns Setup Read More »
The main goal for this task was to automate various aspects of a training program that were previously being handled manually by the client. Steps that needed to be automated included sending emails to contacts, scheduling online meetings, and receiving NPS survey results to help my client know what his customers think of various aspects of the course.
Training Program Infusionsoft Setup Read More »
This client had a Leadpage that applied a tag whenever a contact signed up to watch their webinar, which sent an email with a link to watch the webinar. The desired setup was to have someone be taken directly to the page that allows them to watch the webinar, without needing to click an email link. The contact still needed to receive tagging for having started and completed the video (via MyFusion Helper), as well as the rest of the campaign elements. The main goal was to eliminate the Welcome email.
Update Leadpage Infusionsoft Implementation Read More »
The purpose of this task was to manually run several contacts through various Infusionsoft sequences, as these came through as special orders. A secondary goal for this task was to review several existing contacts to verify whether their tagging and campaigns were what they should be.
Update Several Infusionsoft Records Read More »