If you have invested in Infusionsoft® and are looking for a little extra help with setting it up, training your staff or just getting the most from your investment, we can help.

Not every user of Infusionsoft® has the same requirements.

In response to the majority of requests for help, we have created the following options:

1) Online Advanced Help Sessions:

You can arrange a web-meeting call in segments of 1 hour blocks.  During the session, we can access your Infusionsoft® system and share the screen with you.  You can ask questions, have us look at your set-up and/or watch as we set up your system and talk you through each step.  The sessions are recorded and then made available to you to review or refer back to later.

This option is ideal for you if:

  • You would like an “audit” of what you have set up.
  • You would like to know how to make your set up more effective using advanced knowledge.
  • You are struggling with something and just need a little help which the support desk cannot provide (support desk will not set up your system for you).
  • You have an idea that you want to talk through and then implement.
  • You just want someone to get this set-up done for you!
  • or anything else you can think of…

Bonus Offer:  Buy 3 hours and Get 1 hour FREE!  Just order 4 hours – once it’s in the cart, your discount will be applied.

2) Bespoke on-site Training:

If you have a specific requirement or a number of people you wish to train, it may be more cost effective to arrange for a Certified Consultant to come to you!

To discuss your individual or group training needs, call 0844 357 0085.

Be sure to leave a message and we will call you straight back.

3) Training Workshops:

These are held frequently through the country (see schedule) and cover specific topics.  Each workshop follows an agenda to ensure that a good understanding of Infusionsoft® concepts and practical detail is conveyed to delegates.  However, there is ample opportunity to ask questions and receive specific help with your individual requirements.

Marketing Power User Training

  • Designing email templates for maximum response
  • Designing Opt-in pages that convert
  • Designing Campaigns that educate, nurture and generate leads
  • Creating Automated Links
  • Tracking marketing spend effectiveness

 Sales Administrator Training

  • Designing an effective sales process
  • Automating pipeline follow-up
  • Creating products & subscriptions
  • Setting up Order Forms and Shopping Carts
  • Purchase Actions

  Sales User Training

  • Using Opportunity Management
  • Entering Orders
  • Billing

  eCommerce Training

  • Set-up Storefront & Shopping Cart
  • Set-up Order forms

   Affiliate Manager Training

  • Affiliate Strategy
  • Setting up the affiliate module