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Real World Examples –
   Inside Marketing
 Automation Plans of
Successful Businesses




        @Travisnow
What We’ll Cover
•   More about Infusionsoft
•   Is Infusionsoft for You
•   3 Businesses Enjoying the Automated Life
•   Getting More from the Playbook
•   How Infusionsoft Works with New Customers
•   Video
•   Infusionsoft in Action
Who is…

                         • 8,000 companies; 28,000
Marketing Automation       users
and Small Businesses
                         • 130 million contacts
   CRM Software
                         • 4.5 billion emails sent
                         • $3 billion in e-commerce
Purpose: To help small   • 58 million leads captured
 businesses succeed.
                         • Vibrant ecosystem of partners
                         • Engaged user community
Is Infusionsoft for You?
• Ask yourself some questions.
The 3 Biggest Gaps In
            EVERYONE’S Funnel

1. Lost traffic



     2. Lost leads


     3. Lost customers
Is Infusionsoft for You?
• What did the “holes in your bucket” cost you
  in the last 12 months? This month?
• How many website visitors left
  site without leaving their information?
• How many leads were wasted in YTD
  because the timing wasn’t right?
• How many customers left your business
  because you didn’t keep in touch?
3. Waste & Wander
Is Infusionsoft for You?
• What did your “waste and wandering” cost
  you in income last year? $10K? $100K?
  More?
• Have you considered the cost of
  redundancies, and mental energy loss?
The Automated Life
Hear and Play Music
Industry: Retail, Information Marketing
Employees: 2
Problem: No follow-up system for existing customers
 80% increase in sales, CLV $90 to $375

Original Runner Company
Industry: Online Retail
Employees: 12
Problem: No system nurturing leads or getting
referrals
 Conversions up 60%, referrals up 80%

Gleason Tax Advisory Group
Industry: Accounting Services
Employees: 8
Problem: No ROI on offline marketing, conversions
low
 Marketing spend reduced 50%
 Customer base increased 50%
The Automated Life




www.GleasonConsultingGroup.com
Marketing Automation Plan - MAP
Marketing Automation Plan - MAP
Problem #1 - Forms
Internal Webforms
Internal Webforms

• Eliminate Human Error
• Provide Superior Customer Service
• Increase Productivity

Less Stress!
Problem #2 – Manual Payments
#2 - Quick-Sale Order Form


• Create Invoices
• Collect Payments with
  Credit Cards
• Track Commissions to
  Tax Preparers
• Manage Refer-A-Friend Program

        Save Time!
Problem #3 – More Clients
#3 – Conversion Campaign

• Thank You
• Sales Letter
• Tax Tips Email Series
• Laser-Focused Lumpy Mail

Get More Sales!
Small Business Success
             Playbook
• Key Actions. Current and Perfect PCL.
• Page 36 – Summary of Priorities. 7, 30, 60.
• Our experience
  with customers
  says 60 days for
  major changes in
  a business.
• Page 38 – Marketing Calendar. Key dates.
  3/30, 4/23, 5/21.
How Infusionsoft Works with New
        Gold Customers
How Infusionsoft Works with New
        Gold Customers
• Personal Success Coach for
  60 Days
• Assistance transferring data
• Evaluation of your current customer lifecycle
• Refining and Integrating Your Marketing
  Automation Plan
• Guidance on Other Resources and Options:
  – ICC Community
  – 3rd Party Software Integrations
Infusionsoft Success Coaches
           Glad we ended up switching over from
           Salesforce, you can immediately tell the
           difference with your service and genuine
           care about the customer.
           -Jacob



Due to your coaching plan and being a great
coach, this training was the very best
software training for any software that we
have ever used.
Infusionsoft in Social Media
Infusionsoft In Action Reminder
Real-world examples- inside marketing automation plans of successful businesses shared
Thank You!
(Infusionsoft In Action to Follow)

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Real-world examples- inside marketing automation plans of successful businesses shared

  • 1. Real World Examples – Inside Marketing Automation Plans of Successful Businesses @Travisnow
  • 2. What We’ll Cover • More about Infusionsoft • Is Infusionsoft for You • 3 Businesses Enjoying the Automated Life • Getting More from the Playbook • How Infusionsoft Works with New Customers • Video • Infusionsoft in Action
  • 3. Who is… • 8,000 companies; 28,000 Marketing Automation users and Small Businesses • 130 million contacts CRM Software • 4.5 billion emails sent • $3 billion in e-commerce Purpose: To help small • 58 million leads captured businesses succeed. • Vibrant ecosystem of partners • Engaged user community
  • 4. Is Infusionsoft for You? • Ask yourself some questions.
  • 5. The 3 Biggest Gaps In EVERYONE’S Funnel 1. Lost traffic 2. Lost leads 3. Lost customers
  • 6. Is Infusionsoft for You? • What did the “holes in your bucket” cost you in the last 12 months? This month? • How many website visitors left site without leaving their information? • How many leads were wasted in YTD because the timing wasn’t right? • How many customers left your business because you didn’t keep in touch?
  • 7. 3. Waste & Wander
  • 8. Is Infusionsoft for You? • What did your “waste and wandering” cost you in income last year? $10K? $100K? More? • Have you considered the cost of redundancies, and mental energy loss?
  • 9. The Automated Life Hear and Play Music Industry: Retail, Information Marketing Employees: 2 Problem: No follow-up system for existing customers  80% increase in sales, CLV $90 to $375 Original Runner Company Industry: Online Retail Employees: 12 Problem: No system nurturing leads or getting referrals  Conversions up 60%, referrals up 80% Gleason Tax Advisory Group Industry: Accounting Services Employees: 8 Problem: No ROI on offline marketing, conversions low  Marketing spend reduced 50%  Customer base increased 50%
  • 13. Problem #1 - Forms
  • 15. Internal Webforms • Eliminate Human Error • Provide Superior Customer Service • Increase Productivity Less Stress!
  • 16. Problem #2 – Manual Payments
  • 17. #2 - Quick-Sale Order Form • Create Invoices • Collect Payments with Credit Cards • Track Commissions to Tax Preparers • Manage Refer-A-Friend Program Save Time!
  • 18. Problem #3 – More Clients
  • 19. #3 – Conversion Campaign • Thank You • Sales Letter • Tax Tips Email Series • Laser-Focused Lumpy Mail Get More Sales!
  • 20. Small Business Success Playbook • Key Actions. Current and Perfect PCL. • Page 36 – Summary of Priorities. 7, 30, 60. • Our experience with customers says 60 days for major changes in a business. • Page 38 – Marketing Calendar. Key dates. 3/30, 4/23, 5/21.
  • 21. How Infusionsoft Works with New Gold Customers
  • 22. How Infusionsoft Works with New Gold Customers • Personal Success Coach for 60 Days • Assistance transferring data • Evaluation of your current customer lifecycle • Refining and Integrating Your Marketing Automation Plan • Guidance on Other Resources and Options: – ICC Community – 3rd Party Software Integrations
  • 23. Infusionsoft Success Coaches Glad we ended up switching over from Salesforce, you can immediately tell the difference with your service and genuine care about the customer. -Jacob Due to your coaching plan and being a great coach, this training was the very best software training for any software that we have ever used.
  • 27. Thank You! (Infusionsoft In Action to Follow)