Get Expert Assistance - EXELA

Get Expert Assistance

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

  • Unlimted Workshops

  • Unlimited email support

  • Private Facebook Group

  • 50% off service fees*

Premium

Regular coaching from an expert team.

 £450.00

  • Unlimted Workshops

  • Unlimited email support

  • Lead Labs

  • Quarterly Progress Review

  • Private Facebook Group

  • 100+ Resources

  • 50% off service fees*

Growth

Ideal for client with a project to do.

 £ 999.00

  • Unlimted Workshops

  • Unlimited email support

  • Lead Labs

  • Quarterly Progress Review

  • Private Facebook Group

  • 100+ Resources

  • 50% off service fees*

  • 12 Hours Done-for-You included

Standard

Get expert help when you need it most.

 £ 35.00

  • Unlimted Workshops

  • Unlimited email support

  • Private Facebook Group

  • 50% off service fees*

Premium

Regular coaching from an expert team.

 £45.00

  • Unlimted Workshops

  • Unlimited email support

  • Lead Labs

  • Quarterly Progress Review

  • Private Facebook Group

  • 100+ Resources

  • 50% off service fees*

Growth

Ideal for client with a project to do.

 £ 99.00

  • Unlimted Workshops

  • Unlimited email support

  • Lead Labs

  • Quarterly Progress Review

  • Private Facebook Group

  • 100+ Resources

  • 50% off service fees*

  • 1 Hours Done-for-You included

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.

Keap® Foundations (1-day)
  • How to achieve smart client management
  • Setting up simple automation
Infusionsoft® Foundations (1-day)

  • 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.

Customer Comments


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Stephen McGuire


Head of Development at Oxford Medical Training



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Grant Tebb


TRAINER, Sandler Training



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Wendy Norman


Manager



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Tjerk Rintjema


Marketing Manager



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Linda Parkinson-Hardman


Social entrepreneur



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Ayesha Davis


Owner Istmo Yoga and Adventure Retreat



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David Lester


FOUNDER/MANAGING DIRECTOR, Citrus HR



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David Newton


Director of IT and Marketing at Newton Fallowell



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Ovidiu Macalau


Company director at Blue Recruitment Personnel



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Alejandro Feiges


GLOBAL DIRECTOR, International Coaching Community

The Support has been Excellent

The support has been excellent. A fairly standard structured plan was the start point however this was adapted to fit our needs with the various challenges which we faced in setting up fairly complex campaigns. Responses to our queries are always delivered in a manner which we can understand and Andy, our tutor, has been able to challenge our thinking in an appropriate manner when required. We'll continue to seek your support as our ideas are developing.

"Why do I learn from Infusionsoft? Because it turns my pages and pages of notes and idea into an actual campaign that works."

Hi there. Grant here from Sandler training in Oxfordshire.

Why do I learn from Infusionsoft? Because it turns my pages and pages of notes and idea into an actual campaign that works.

I can get all the information I need to get out to potential clients, existing clients, and also people that just want more information. They can get our newsletters, and get our invitations, and they can get everything that I want to get out, it's simple. I don't have to worry about chasing people up, I don't even have to worry about having sent out on set days. The software does it for me. I just want to say thank you David.

Thank you Infusionsoft for making my job and my time here at work so much more enjoyable and so much more easier. Thanks.

Excellent trainer

I use different CRM systems on behalf of my clients so I'm pretty clued-up about most of them in general. IS is a very different beast! Infusionsoft definitely isn't a 'jump in and see what happens' sort of system. It's capacity is powerful and to make the most of that power, it's crucial that the operator really knows what they are doing. David was an excellent trainer - knowledgeable, patient and funny. There is an awful lot to learn - thank you David.

Great Company!

Great company. They know their stuff and are actively involved. Credits to Andy Wroe

To anyone starting to use Infusionsoft, it will save a huge amount of time,

One of the problems with marketing is that you don't know what you don't know and it had never occurred to me before to put my own advice into practice. Attending the workshops with David has been a real 'Duh!' moment. The light has dawned on how I can transform my own business through what seem to be complex, but are actually very simple, processes which are easily applied in any situation. I'd highly recommend this course to anyone starting to use Infusionsoft™, it will save a huge amount of time, reduce the headaches and concentrate the return on your investment 100 fold.

Truly was dedicated to helping me achieve my goals

I worked with Andy Wroe - it was a great experience. He truly was dedicated to helping me achieve my goals, and after just 3 hours of working together we were able to set up my first campaign. Please note, before those three hours, I had NO idea how to use Infusionsoft™, and my campaign was no a simple campaign, it had quite a few nuances. He walked me though it and was a great help!

"We need our marketing to be automated as far as possible."

“Here at citrusHR – a fresh approach to HR for small and growing businesses - we recently undertook a training course with Jamie from EXELA, and found it to be a great help in deciding how to move forward with the software. Not only did he help us to set up new users in the right way, but he even went right into the details of campaign builder to generate the automation that we needed – showing us things we didn’t even know were there in the process!

Throughout the training, he would answer all our questions quickly and as simply as possible; and made sure to let us know that where he couldn’t give us the answer we were looking for he would go the extra mile to find it for us at a later date.

As a Software As A Service business, we need our marketing to be automated as far as possible. After all, we can’t work 24/7 like our product does! Jamie’s help was invaluable in showing us not just how Infusionsoft™ could automate emails and other direct marketing, but also how it could help us structure our own sales process.

We’re very happy with how the training day turned out, and are looking forward to providing a more streamlined and even more effective HR software and support service to our customers and prospects now that we know a bit more about what Infusionsoft™ can do!”

Fantastic Trainer!

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™

5* Rating

5* Rating - I couldn't give you less than that. You guys are great.
Once again, thank you for all your support.

Within a month, we were able to deploy all the features of the platform

Hello, my name is Alejandro Feiges, I'm one of the Global Directors of the International Coaching Community and we really appreciate EXELA help in order to implement Infusionsoft in our organisation.

Within a month, we were able to deploy all the features of the platform and really start seeing the changes that Infusionsoft is causing in our organisation. So we are really happy with the process, the consultancy was really focused on what we want, what we needed and we were helped and the consultant was always listening our needs and providing the best solution in hand in order to make the most of the platform.

So for sure, we are really contacting again EXELA in order to implement further features of Infusionsoft or expanding our knowledge on the platform in that sense. So we appreciate and give our big thanks to EXELA team and we be in touch. Thanks