Project Description
The purpose of this project was to assist my client in adjusting their prospect intake campaign to better suit the needs of their organization. This campaign previously sent a series of emails that led up to a meeting between my client and their prospect. The challenge my client experienced was that the meetings would sometimes occur before all emails to prepare their prospects for the meeting were delivered from Infusionsoft.
I assisted my client in setting up a new format that sends out one informative email with a downloadable PDF to ensure their prospects receive the information they need before their scheduled meeting. Additionally, I updated the form to notify an updated list members on my client’s team.
This contract ended on good terms with my client showing appreciation for a successfully completed project.
Client Feedback
5.0
5/5
“Tim is great. He is generous and helpful and works quickly and accurately…”