Do you use Keap® or Infusionsoft™?
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’:
Standard
Get expert help when you need it most.
£ 350.00
Premium
Regular coaching from an expert team.
£450.00
Growth
Ideal for client with a project to do.
£ 999.00
Standard
Get expert help when you need it most.
£ 35.00
Premium
Regular coaching from an expert team.
£45.00
Growth
Ideal for client with a project to do.
£ 99.00
Workshops
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)
Topics:
- 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)
Topics:
- 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)
Lead Labs
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!
Projects
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.
Example Projects
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
Charges
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.
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