1. Purpose:
Rolling out and training on opportunities will accomplish the following purpose: Help the sales
team to better and more effectively use InfusionSoft by implementing the Opportunities records
for each prospect and utilize their personal sales pipeline. This will help management better
monitor the progress, by rep of their productivity and potential and make reporting and selling
systemized and consistent throughout the whole sales team. We have also inputted into the IS
system a series of emails and will explain the new policy on emailing clients through infusionsoft
using our company approved templates. Providing a simple automated solution to providing our
clients and prospects with helpful and enticing content and resources.
Agenda for Training ­ 1st August, 2013
8:00 am PST (40 min.)
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Purpose and Review of Richard’s Trial period
Demo & Walk­Thru Discussion (20 min)
○ Dashboard overview
○ Opportunities ­ (ref. resource sheet)
○ Use case opportunities
○ Emails
○ Internal Forms
○ Tags and Automations
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Q&A (15 min)
Review
Personal Set up On Each Application
○ Email Set­up
○ Signature
○ Dashboard
○ Simplified Records Layout
○ Emails and Permissions
○ Meetme.so/salesrep/
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Monitor and Troubleshoot