Project Description
The goal of this project was for me to meet with my client’s team in several individual sessions to discuss the direction they wished to head with Infusionsoft and to answer any questions they had regarding next steps.
This included answering Infusionsoft questions surrounding several topics, including: Sales pipeline features, opportunity records, tagging, task assignment, internal forms, and more.
Once this project ended successfully, my client and I began a separate, hourly contract to proceed with my assistance helping my client with Infusionsoft setup and implementations.
Client Feedback
5.0
5/5