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Janette Gleason Presents:




Free One-Time Only Webinar

How to Use Infusionsoft in
Your Local Service Business
•Established in 2005
• Financial Planning and Tax
Preparation Firm
• Located in Surprise, Arizona
• Specialize in helping retirees and pre-
retirees:
      Maximize their retirement
    income
      Minimize their taxes
      Protect their assets
      Leave a legacy
   All attendees are muted.
   Enter questions in chat box.
   Agenda
    ◦ Infusionsoft Overview
    ◦ 6 Tips for Using Infusionsoft in Your Local Service
      Business
    ◦ 6 Keys to Success
    ◦ Details About My New Coaching Program
   Why we use Infusionsoft:
    ◦ To organize our customers
    ◦ To stay in front of our customers to get repeat
      sales
    ◦ To communicate with our database in a
      professional way
    ◦ To track our lead sources and campaign
      effectiveness
    ◦ To automate processes and systems
    ◦ To provide exceptional customer service
    ◦ To have an organized way to request and track
      referrals
    ◦ To process orders and take payments easily
   Questionnaires
   Surveys
   Intake Forms
   Tags
   Custom Fields
   Customers
    ◦ Sequences
    ◦ Clicking Links
    ◦ Web Forms
   Staff
    ◦ Internal Web Forms
    ◦ Stage Movement
   New Clients
   Repeat Clients
   V.I.P. Clients
   Win – Win – Win
    Scenario
   Make it Easy
    ◦ Coupons
    ◦ Web Form
    ◦ Clear Explanation
   Track Your Referral
    Sources
Hi Malea, Joe and staff,

Just a quick note to thank you
for the gas cards. They will
really come in handy. You all
seem like family and always
make us feel welcome. We
appreciate you.
   Have Systems in Place
   Be Innovative
   Be Client-Centered
   Follow up in a Strategic Way
   Add Value
   Be Proactive
www.RenovateMyMarketing.com


      Deliverables

      Marketing Automation Plan           ✔
      (M.A.P.)
      12 (1) hour coaching calls          ✔
      3 Multi-media Campaigns             ✔
      Long-term Nurture                   ✔
      Sales Process/Project Management    ✔
      New Customer Welcome                ✔
      Referral Program                    ✔
      Investment                         $4997
Roll-Out Price (1st Ten Registrants)             $3497
www.RenovateMyMarketing.com


   You are a Local Service Provider or Service
    Professional.
   You don’t have a Marketing Automation Plan or you
    wish to revamp your existing M.A.P.
   You are looking for coaching to help you with
    ideas, resources, and training.
   You are willing to make changes and implement
    new ideas.
   You can dedicate 3+ hours a week for coaching
    calls and homework.
   You are willing to be a Case Study and provide a
    testimonial.
www.RenovateMyMarketing.com




   30 Day 100%
    Satisfaction Money Back
    Guarantee

   No risk, no harm, no
    hassles, no hard
    feelings!
www.RenovateMyMarketing.com




   Limited to 10 participants!
   Go to www.RenovateMyMarketing.com
   Deposit of $1165.67
Ultimate Marketer Secrets

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