Infusionsoft Bootcamp

  • Are you ready to radically uplevel your VA practice?
  • Do you want to offer a service that few VAs know how to do?
  • Do you want to raise your rates and be in high demand?

You could call me an Infusionsoft expert or junkie and I would be the first to admit it (and darn proud of it). The thing is that I have a reputation for taking complicated things and breaking it down into usable chunks. As a trainer, that is really important for my students. Who wants a whole bunch of strategy with no skills to back it up? Now, don’t get me wrong–I totally get the strategy of Infusionsoft but I also get the functionality of it too.

I have been immersed in Infusionsoft for almost 3 years now and it really is an amazing tool.

This class with teach you the following:

  • How to transfer your client’s cart from 1SC to Infusionsoft
  • The differences between 1SC and Infusionsoft so you can advise your client if Infusionsoft is the right program for them
  • Setting up products and membership programs
  • Merchant account and gateway setup
  • Customizing the cart, order forms and web forms
  • Payment plans, returns, refunds and other customer service issues
  • Templates, broadcasting and sending ezines
  • Setting up follow up sequences, action sets, and tags
  • Triggers, declining credit cards, automating processes
  • Affiliate program set up
  • Plug ins, customizing, other programs that integrate with Infusionsoft (like CustomerHub and Infusionsoft WP)

Interested in the self study version of Infusionsoft? click here

NEXT LIVE CLASS COMING IN APRIL 2012

Module 1 (90 minutes)

  • Overview of the system, differences between 1SC and Infusionsoft, terminology, CRM and the power behind it
  • Merchant account setup and testing, cart setup, skins, customization

Module 2 (90 minutes)

  • Products, order reports, refunds
  • Order forms, voice and fax broadcasting

Module 3 (90 minutes)

  • Tags, templates, sending broadcasts
  • Follow up sequences, action sets, automation, pay plans

Module 4 (90 minutes)

  • Double and single opt-in, webforms, customization
  • Triggers, autocharges, subscriptions

Module 5 (90 minutes)

  • Checklists, transitioning from other systems, importing lists
  • Affiliate program, affiliate redirects, paying your affiliates, running affiliate reports, affiliate resources

Module 6 (90 minutes)

  • Plug ins, calendaring, tasks, user settings
  • Membership sites and wrap up

All classes are in webinar format and recorded. We will have a members’ only area where the videos will be posted. You can access the information 24 hours a day!

This training bootcamp will have you up to speed in no time and give you confidence that you can work with a client that has Infusionsoft and know what you are doing.

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