How to Get Infusionsoft Help

Infusionsoft is the leading email marketing automation and customer relationship management software designed specifically for small businesses. It’s so robust and customizable that many business owners often seek Infusionsoft help so they can take full advantage of...
Thinking About Outsourcing?

Thinking About Outsourcing?

As a Business owner, you’ve done it all and might STILL be doing it all! It’s not unusual for the owner to be working their business during the day and running their business at night. I get that and I’ve been there! However, your time can be better spent elsewhere....
What’s an Online Business Manager (OBM)?

What’s an Online Business Manager (OBM)?

Used with permission from Tina Forsyth, www.onlinebusinessmanager.com The official definition of an Online Business Manager (OBM) is: A virtually based support professional who manages online based businesses, including the day-to-day management of projects,...
Setup Your Signature Block

Setup Your Signature Block

As I was setting up a new Client’s Infusionsoft account, I got caught up in the back and forth of making sure her signature was exactly how she wanted it. It took us several tries but finally, we got it perfect! Why did I allow this to go back and forth so long?...
Branding Center Setup

Branding Center Setup

One of the first things to do when you get your account is to setup the Branding Center. Any time you re-brand, be sure to change all your logos in the Branding Center. Hover over the Infusionsoft logo until you see the menu. Select Branding Center Add your logo in...
Social Media Account Setup

Social Media Account Setup

Increase your social reach by broadcasting emails and publishing web forms to your social media accounts. Your followers will have access to links that will allow them to view the hosted web version of your email or sign up form. In order to use this functionality,...