Infusionsoft Training for Beginners
3.9 (36 ratings)
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Infusionsoft Training for Beginners

An intense Infusionsoft training guide that shows how to get started with Infusionsoft quickly.
3.9 (36 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
661 students enrolled
Created by Dean Soto
Last updated 2/2016
Current price: $10 Original price: $200 Discount: 95% off
5 hours left at this price!
30-Day Money-Back Guarantee
  • 5 hours on-demand video
  • 1 Article
  • 1 Supplemental Resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • 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.
View Curriculum
  • 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).

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.

Who 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.
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Curriculum For This Course
33 Lectures
Infusionsoft Particulars (The Boring But Foundational Stuff)
9 Lectures 01:03:25
Introduction to the Infusionsoft CRM

E-Commerce and Products Overview

Broadcast and Lead Source Tracking

Custom Fields and Why You Want to Use Them! (Wisely)

The Shopping Cart and Order Forms

Using Billing Action to Gather Data, Make Decisions and Know Your Customer

Using Web Analytics to Track Activity

How to Clean Up Your Data By Getting Rid of Duplicates

Default Templates Overview
Campaign Builder Winning Campaigns (This is Where the Fun and Profit Happens!)
6 Lectures 01:04:42
September 2015 Update - The New Campaign Builder Interface

Introduction to the Campaign Builder

Using Web Forms to Qualify and Engage Prospects Automatically

Web Forms Continued - Automating Action Based on Data

Why I Prefer to Use Tags More Than Anything Else in Campaign Builder

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

Tags Tags Tags (How do they Work?
3 questions

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

Another Example of Why I Like to Use Tags As Goals (Over Other Types of Goals)
Sales Pipeline and Opportunities Intro
3 Lectures 27:51

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.

Walkthrough of the Default Pipeline Settings

Creating the Steps of Your Pipeline

Using the Campaign Builder to Automate Your Pipeline (and a Little Peak of Mine)
Examples of How to Qualify and Sell to Leads
2 Lectures 29:02
Web Forms Continued - Even More Automation with Forms

Web Forms Continued - Getting Your Staff Involved in Actions Automatically
Introduction to Advanced Sales and Marketing Examples
2 Lectures 26:07
Part 1 Understanding Your Customer Satisfaction Through Net Promoter Score

Part 2 Understanding Your Customer Satisfaction Through Net Promoter Score
Specific Case Studies and My Own Campaigns I'm Working On
6 Lectures 57:29
Example Gift and Thank You Card Campaign

Example of How to Automate When Someone Submits an Application

Example of How to Sell Prospects Based on Their Click Activity

Example of How to Sell Prospects Based on Their Lead Score Automatically

Example of Counting How Many Times Someone Bought a Product

Case Study: Adding Months Worth of Valuable Campaigns to Triple Thread Co.
Conclusion and **Bonus**
2 Lectures 04:11
Let's Create a Campaign Based on Your Specific Business Case

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.

Preview 3 pages
About the Instructor
Dean Soto
3.6 Average rating
163 Reviews
9,533 Students
4 Courses
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.