Personal Consulting Services – 4 Hours
Get access to an experienced Success Coach for 30 days, during which you’ll get one-on-one assistance with what matters most to you—whether it’s learning marketing best practices, setting up your online storefront, training your team or anything in between.
“Done for You” Campaign Set-Up – 1 Campaigns
Your Success Coach will help you to determine which campaigns will have the biggest impact on your business and then set them up on your behalf, including a campaign map, landing pages, forms and emails with copy tailored to your business. Afterwards, your coach will show you how to edit your campaign copy and view reports.
Order Fulfillment – In-house Processing via Email
Setup merchant account, default invoice, and order processing. Paid for orders will be sent to a dedicated email account for tracking and processing.
“Done for You” Basic Set-Up
Our team will configure your Infusionsoft dashboard with reports, widgets and other useful stats so you can see what’s working from day one. We’ll also set up your segmentation tags, user permissions and preferences so you can focus on the big picture.
Data Import Services – Current Customers
Our data experts will help transition your data from another source and organize it just the way you want it, ensuring you don’t lose time or critical customer information.
Long-Term Strategic Guidance
Your Success Coach will provide a personal game plan for your continued success as well as a training plan tailored to your needs.