If you’ve got Keap or Infusionsoft, and you want to get more out of the software and use it to save you more time, generate you more leads and make you more money, then you need to read this.
If you’re a Keap or Infusionsoft user, and you recognise the immense power of the software, but you know that you’re still only scratching the surface of its capability, then keep reading, because I’m about to tell you how you can get more out of Infusionsoft than you ever thought possible.
A lot of people invest in Keap or Infusionsoft, but fail to really grasp hold of its power.
It’s kind of like buying a high-powered car and being stuck in second gear – it’ll get you where you need to go, but if you could just move through the gears you’d get there faster.
You probably invested in the software because you quite rightly understood its immense power, but if you’re like a lot of other users, you’re yet to unlock that power to its full potential.
Maybe you’ve set up a few campaigns, or maybe you’re still just sending email broadcasts, but wherever you are, let me speak truthfully:
Infusionsoft and Keap can do more than you’re currently using them for.
It can help you generate new leads on autopilot…
It can nurture those leads and bring them closer to you, all without you lifting a finger…
It can be used to create sales pages that sell more of your product or service…
It can be used as your customer relationship software, allowing you to see exactly how every single one of your customers is doing, where they’re at, what they’ve bought and what they should buy next…
It can be used as an advanced sales tool, helping your salespeople pinpoint the right prospects at precisely the right time…
It can allow you to take payments online, cutting out the pain of direct debits or BACS transfers…
It seamlessly connects with thousands of other business tools…
I could go on, but you probably get the point – Infusionsoft and Keap are as powerful as you want them to be, but the power needs to be unlocked and unleashed.
And unfortunately for most UK Infusionsoft users, it’s hard to access the help necessary to unlock and unleash it.
The guys over in the States are great, but due to the time difference you can’t always get them on the phone, and if you go to one of the “Infusionsoft consultants” dotted around the UK, you can expect a big old bill for your troubles.
So, what do you do? You’ve got this software that you KNOW is powerful, and you know you could and should be doing more with it, but there’s no obvious way of accessing the help you need to make that happen.
And that’s where our Annual Assistance programme comes in – here’s ‘what you get’:
Get expert help when you need it most.
Regular coaching from an expert team.
Ideal for client with a project to do.
Get expert help when you need it most.
Regular coaching from an expert team.
Ideal for client with a project to do.
All membership levels have access to the 3 Core workshops. Attend all the courses as often as you wish. Send as many existing or new colleagues on the expert courses.
- How to achieve smart client management
- Setting up simple automation
- Using Small Business CRM
- Using Campaign Builder
How to Create a Lead Flow
Campaigns Intermediate (1-day)
- Marketing Theory - Understanding the concept of Lead Banks and how they fit into your campaign architecture
- Lead Generation - How to ensure your delivery of the lead magnet
- Lead Generation - Understand how to move into bespoke follow-up
- Long Term Nurture - How to do more than stay upper in mind
- Long Term Nurture - How to automatically start once the low-hanging fruit have already taken your offer
- Surveys - Understand how your clients feel about you
- Surveys - How to get testimonials and/or referrals from your happiest clients
- Integration - How to use Zapier to link other apps directly to your system
How to Create Segmentation and Build Relationships
Campaigns Advanced (1-day)
- Get A Quote - How to offer people a 'quote now' option for your website
- Get A Quote - How to get the data you need for objection handling
- Get A Quote - How to pre-qualify and filter out clients that you don't want (basic decision diamonds)
- Evergreen Campaigns - Understand the concepts behind looping campaigns
- Evergreen Campaigns - How to use an evergreen campaign to request information from your clients at regular intervals
- Evergreen Campaigns - Understand how the Birthday campaign can be taken and updated to meet your companies needs
- Profiling - How to use multiple questions to get a bespoke outcome to your emails (advanced decision diamonds)
- Avoiding The English Language Trap - Making sure you programme your decision diamonds correctly
- Real World Examples - Looking at a number of campaigns, that use decision diamonds, for a practical understanding
- SMS - How to get Campaign Builder to send a text message (using Firetext, a 3rd party tool)
If you are looking for unlimited lead generation and marketing ideas, many of which are swiped and deployed from guru's, then come to the leads lab.
During the interactive workshop style day, David Holland will work with the delegates to generate more marketing ideas than you can shake a stick at!
EXELA undertakes project work for clients. These projects can be technical in nature or more of the marketing bias. So long at the core technology you are working with is Keap® or Infusionsoft™ we can work with you.
We undertake projects using an "agile" approach. We identify specific business objectives and work with you to develop strategies and tactics needed to achieve those objectives. We will put together a very tight scope-of-work that will span no more then one or two weeks. We assigned tasks and due dates. We do our tasks and expect you (or your third party) to do your tasks. Then we test and review in order to set the next priorities. This approach has proven to be most cost effective and successful.
Building a Lead Generation Campaign.
Creating a Calculator or Quiz.
Building a Long-term Nurture Campaign.
Setting up and Sales Pipelines.
Setting up a client on-boarding process.
Setting up a Review & Testimonial capture campaigns.
Setting up a referral programme.
Monitoring and automation of recency, frequency and monetary value campaigns.
Integrating Keap® or Infusionsoft™ to other systems.
If you are new to Keap® or Infusionsoft™ we will supplement your set-up and training with by designing an implementation project that suits your requirements.
Ad-hoc screen share calls are also available
We charge members an hourly rate of £82.50 plus VAT. *This is a 50% reduction on our non-member rate £165 /hour plus VAT.
We use TeamworkPM to record actual time and we bill on a weekly basis via direct debit.
It doesn't matter what we do for you, the charge to members is £82.50 /hour plus VAT.
I met the team at EXELA, and I have to say they've been absolutely fantastic
I'm the author of the upcoming book, Fast Track, How to Sell More Faster. I also have a boutique estate agency based in the heart of the Cotswolds. I predominantly help small businesses and entrepreneurs with gaining more customers and then building relationships with them that last for the life of the business.
That was until I met the team at EXELA, and I have to say they've been absolutely fantastic. I'm in the process of launching a new product, and in the last month we have actually been able to get the whole system in place. We've even been able to implement an entire affiliate marketing platform as well. Their help has been absolutely incredible.
EXELA training was great and especially Andy Wroe who was a fantastic trainer who helped explain everything clearly and concisely but also in a causal way which helped me gain and understanding of Infusionsoft™ quickly. Would recommend them to anyone wanting a deeper understanding of Infusionsoft™
The practical process of setting up coaching calls etc was really efficient.
Jamie really knows Infusionsoft. And the practical process of setting up coaching calls etc was really efficient.
"What I appreciated was the helpful and easy manner of the coach"
Taking my Infusionsoft coaching with EXELA enabled me to learn quickly what at first sight seemed to be a huge and somewhat daunting piece of software. What I appreciated was the helpful and easy manner of the coach in my 1:1 training who made me comfortable straight away, was very approachable, informative and helpful. The ongoing support from EXELA after my training has been remarkable and much appreciated. I look forward to a long term relationship with EXELA.
Efficient and a lot of fun to work with.
My coach Andy Wroe from EXELA was knowledgeable, efficient and a lot of fun to work with.
He helped me to quickly set up an effective campaign in Infusionsoft™, iron out technical issues and improve the effectiveness of my campaign.
He squeezed a huge amount of value into each session. So much that I had to go back and review each video recording of the session to apply all the tips, tricks and secrets that he had shared with me.
Thanks Andy! 🙂
Friendly and Helpful!
Friendly and helpful. We're all set to go now with Infusionsoft. Thanks Exela!
First class training
Exela provided first class training on the Infusionsoft system. Andy Wroe was always positive and very patient and made the process a positive experience. He was not set on a fixed agenda and modified the material he covered to suit my prior knowledge and personal circumstances. The supporting online training resources were also extremely valuable and will continue to act as a valuable source of refresher training when I require it. Would definitely recommend Exela to others as a great way to get started with Infusionsoft.
"I'm loving it. Looking forward to going onto a new course doing some of the life cycle marketing."
Okay, so hello to David and EXELA and Infusionsoft fans. I've been asked by David to leave a quick video detailing why I love EXELA, which I do, not just saying that and probably why I like Infusionsoft. So, my name is Michael Joslin, I'm from Marlin Catering Solutions and I suppose I'll take you from the top.
There's lots of CRM systems out there. Some very good, some not so good. Came across Infusionsoft, contacted their offices in the States who put us in touch with EXELA, bought the full package and they have impressed me continually from the start, both Infusionsoft and EXELA, from the setup process and acquiring the system, right the way down to the training. The best way I can describe that is, wanting to get into a new hobby such as fishing, not having a clue how to do it, but going out and buying the best rod, bait, tackle box and all the things that go with it and going to a lake and then wondering why you're not catching any fish. You need someone to show you how to fish, you need someone to show you how to work the equipment that you've purchased and that's something that I think the other CRM systems lack, is that you spend loads and loads of money and you can buy a really good system, but you don't know how to make the most of it, how to access its full potential and if you can't access that full potential, then you're not going to access the full potential of you and your business.
So, I'm Marlin Catering Solutions. Our business rapidly started to grow and we needed a way of keeping track of everything, that's why we decided to get a CRM system. We've since opened another company and then put a group structure in place, so that I can now send via Infusionsoft emails, news broadcasts and things like that, from my group, but target specific customers depending on which company they fall underneath and I can do that really nicely and easily using the tags, which I don't think the other CRM systems have and I don't think without EXELA and the training that I got on my start course, I don't think I would know how to utilise those and I probably would have given up.
The other thing I would definitely recommend if you're going to go with Infusionsoft and you're going to go EXELA, is almost certainly get the data capture through Outlook app, that you can get, so during your course EXELA will show you how to download different attachments and apps, most of which are free. The useful ones are free and they just round off and make your experience of using Infusionsoft a little bit better and the one that I absolutely love is the app that links Infusionsoft direct to your Outlook, so if someone sends me an email I can pull up all their details really, really quickly from within Outlook. I don't even have to go into Infusionsoft. If that person sending me the email is someone that's not known to me, I can then just click on the Infusionsoft sidebar and grab their details, their email address, phone numbers and everything, straight from their email that they've sent me and they're in my CRM system. So, it makes capturing data really easy. It makes using that data really easy and getting the most out of your business by target marketing to your customers, to your potential customers.
So, I'm loving it. Looking forward to going onto a new course doing some of the life cycle marketing as and when I've got time. The good thing and it's a nice problem to have, the good thing about EXELA's training and the Infusionsoft software is, that you will get busier and so as and when I've got the time to go back down to Cheltenham, I'm definitely be going to do the life cycle marketing course and I'm employing a new member of staff. I'm in Essex, he's going to be Taunton, so Cheltenham's really, really local for him. He's going to drive up and he's going to have to do the start course so I can get a bit of help from someone else who can use Infusionsoft in the company, and that's the good thing is that, EXELA can always do the training for as many members of staff or as many users as you've got, so that the whole company can get the use out of the software.
So, anyway, hope that's enough. I'm guessing my name's going to be on this video, so if there's any people that want to ask questions on how I utilise it, then please feel free to send me a direct Facebook message and I'll either put you back in touch with David at EXELA or answer the question myself if I know the answer.
So, good luck and hope everyone's running very successful businesses. If you're not, get Infusionsoft and then you'll probably start. So, see you later, take care, bye bye.
"Fast-paced and focused"
Fast-paced and focused, this 2-day course is exactly what is needed to get up and running with InfusionSoft! David is clear, concise and explains each concept carefully and illustrated with examples. The advice and tips to working with the system and excel will undoubtedly save hours in the coming weeks - all backed-up with a training manual. Extremely worthwhile and valuable!
All my experiences with the EXELA team have been great!
All my experiences with the EXELA team have been great, but Rachel went above and beyond with our complex set up to ensure it was working well, my understanding was complete and that I understood the programme could do so much more than I thought it would be able to do in a very short timeline.