Infusionsoft Training for Beginners

An intense Infusionsoft training guide that shows how to get started with Infusionsoft quickly.
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  • Lectures 33
  • Contents Video: 5 hours
    Other: 3 mins
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 3/2015 English

Course Description

The best Infusionsoft training for beginners to create their very first automated marketing funnel. This course is designed, not to teach you the technical aspects of Infusionsoft, but to show you how you can utilize the campaign builder within Infusionsoft to:

  • Set up forms to capture all kinds of leads.
  • Automatically sell to leads based on whether they are cold, warm, or hot.
  • Assign tasks to your staff based on the needs of your customers.
  • Gauge the activity of leads and sell to them based on what they do
  • And much mire...

This is not a course to show you all of the technical aspects of Infusionsoft, it's about making a winning campaign to make your first sale.

This course is heavily sales focused. It's the best Infusionsoft training if you want to learn how to use the Infusionsoft campaign builder to create automate sales systems that work, respond to, and sell to your customers while you sleep.

While we go through some of the user interface, we push through to how to make money (which is the fun and most important part of using Infusionsoft).

What's in the course?

  • Over 15+ engaging videos
  • Overview of the Infusionsoft appplication
  • Example automated sales campaigns that are based on real cases
  • Real-life campaign examples from my business that made over half a million dollars in sales in 2014.
  • I consistently ad new course material based on student needs.
  • and more...

Why take this course?

It's the best Infusionsoft training for those that want to start making sales. I made this training specifically because I've seen so many new companies hop onto the automation marketing wagon but have no idea what to do.

This software is is powerful and has the potential to not only make more sales for you, but to also give you your life back. Using this software requires a mindset shift. It requires that you see it as your opportunity to build "sales assets" that work for you like little robots that take care of your customers.

However, it all starts with sales and if you haven't used this software to make money yet - then you need this course.

If you are new to Infusionsoft, considering Infusionsoft, or looking for the best Infusionsoft training to learn how to actually use it to make sales - you need this training.

What are the requirements?

  • You will need to be comfortable with technology and learning a new type of software.
  • You will need to have a marketing and sales mindset in order to get the most out of this course (or be willing to learn).

What am I going to get from this course?

  • Start to use Infusionsoft to automate the sales process.
  • Automate several common business functions to save time and make more money
  • Set up multiple campaigns that qualify and sell leads.

What is the target audience?

  • You should take this course if you have Infusionsoft or are interested in using Infusionsoft in your business
  • You should take this course if you want to learn sales and marketing fundamentals and how it applies to marketing automation.
  • You should take this course if you are okay with with an easy amount of technical learning.
  • You should NOT take this course if you don't already have an established business.
  • Do NOT take this course if you are not willing to create systems to automate parts of your business.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction and Mindset
Introduction
Preview
12:36
Infusionsoft Quick Overview (A Tour of the App)
Preview
10:17
My Guarantee to You!
Article
Section 2: Infusionsoft Particulars (The Boring But Foundational Stuff)
Introduction to the Infusionsoft CRM
12:06
E-Commerce and Products Overview
07:20
Broadcast and Lead Source Tracking
09:07
Custom Fields and Why You Want to Use Them! (Wisely)
09:10
The Shopping Cart and Order Forms
10:50
Using Billing Action to Gather Data, Make Decisions and Know Your Customer
06:32
Using Web Analytics to Track Activity
03:53
How to Clean Up Your Data By Getting Rid of Duplicates
01:50
Default Templates Overview
02:37
Section 3: Campaign Builder Winning Campaigns (This is Where the Fun and Profit Happens!)
September 2015 Update - The New Campaign Builder Interface
10:31
Introduction to the Campaign Builder
09:22
Using Web Forms to Qualify and Engage Prospects Automatically
11:28
Web Forms Continued - Automating Action Based on Data
15:19
Why I Prefer to Use Tags More Than Anything Else in Campaign Builder
08:20
3 questions

A quick quiz to make sure that you understand how tags work and why they are so powerful.<br>

09:42

Just another example of why I like triggering sequences with tags for goals.

Section 4: Sales Pipeline and Opportunities Intro
05:33

You may or may not have or need an official pipeline, but this lecture will take you through the intitial setup for a true sales pipeline for opportunities in Infusionsoft.

Creating the Steps of Your Pipeline
07:23
Using the Campaign Builder to Automate Your Pipeline (and a Little Peak of Mine)
14:55
Section 5: Examples of How to Qualify and Sell to Leads
Web Forms Continued - Even More Automation with Forms
13:33
Web Forms Continued - Getting Your Staff Involved in Actions Automatically
15:29
Section 6: Introduction to Advanced Sales and Marketing Examples
Part 1 Understanding Your Customer Satisfaction Through Net Promoter Score
10:33
Part 2 Understanding Your Customer Satisfaction Through Net Promoter Score
15:34
Section 7: Specific Case Studies and My Own Campaigns I'm Working On
Example Gift and Thank You Card Campaign
06:27
Example of How to Automate When Someone Submits an Application
03:39
Example of How to Sell Prospects Based on Their Click Activity
12:53
Example of How to Sell Prospects Based on Their Lead Score Automatically
05:39
Example of Counting How Many Times Someone Bought a Product
13:33
Case Study: Adding Months Worth of Valuable Campaigns to Triple Thread Co.
15:18
Section 8: Conclusion and **Bonus**
Let's Create a Campaign Based on Your Specific Business Case
04:11
3 pages

An easy to follow guide that reiterates some of the concepts outlined in the course. It also gives example sites that are using Infusionsoft to automate nearly everything in their business. There are also some quick resources to extend the power of infusionsoft. I am always adding things to this document as time goes by.

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Instructor Biography

Dean Soto, Internet Entrepreneur

"Thank you for sharing this valuable info... Dean you rock!"

I am so happy to have received this feedback from one of my real-life customers because it explains exactly the value I hope to give you in my Udemy courses!

I am a Catholic Husband, Father, and Internet Entrepreneur. If you want to learn how to start and run your own business, or about Catholicism, I am your man. I love both and am passionate about helping others to fulfill their dreams.

► Enroll in one of my courses today to not only learn some amazing things, but to also save a hours and hours of having to figure things out by yourself! ◄

What qualifies me to share my experience with you on Udemy?

  1. For I have been an entrepreneur that has done eveything from in-person sales, web development, outsourcing overseas, creating information products, marketing automation, and membership sites. I currently make a full-time living from what I do.
  2. In these five years, I have managed the marketing campaigns of not only my own company but several others, found hundreds of clients in nearly every US state, Canadian province, and more than twenty countries. You can count on me to honestly share with you the best of what I have learned that works to build a company online.\
  3. Over the last 3 years I, along with my business partner Brett Bartlett, have become one of the most influential people in the Amazon FBA selleing industry and have created numerous courses that have helped hundreds of people to grow their business into something they love.
  4. I am a devout Catholic, and have synthesized Catholic business ethics through everything that I do. That means you can trust that what you'll learn from me will always be morally and ethically sound.
  5. In 2015, I have committed to partnering up with some of the best business entrepreneurs and Catholic authors to bring some amazing business and spiritual courses to Udemy. That means that you'll be getting some of the best Catholic business information that is available on the Internet.

What experience prepared me to be successful online?

  1. A Business degree in 2005
  2. 10 years working for one of the largest aerospace companies in the world.
  3. One of the original members of ConnectOC, a social media charity that brought people together and sponsored over $400,000 in gifts and donations.
  4. Owned a successful business for over 5 years.
  5. Family: I have a beautiful stay-at-home wife and 5 wonderful kids that I support through all of my Internet ventures.

➲ How can I best serve your success online? Try one of my courses today to find out or learn more about what I have online!

♦ 5+ courses on my website show you how to successfully sell on Amazon and other online platforms.
♦ 60+ podcasts episodes on iTunes will speed up your learning while you are on the go.

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