Presented by Travis Campbell

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%

10. The Automated Life
www.GleasonConsultingGroup.com

11. Marketing Automation Plan - MAP

12. Marketing Automation Plan - MAP

13. Problem #1 - Forms

14. Internal Webforms

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.

24. Infusionsoft in Social Media

25. Infusionsoft In Action Reminder

27. Thank You!
(Infusionsoft In Action to Follow)