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Funnels to Implement in Your Business

When someone says “business funnels,” do you often scratch your head and wonder what they mean? If so, you’re certainly not alone. Sometimes, the person talking about funnels doesn’t quite know what they mean either. Funnels are a buzzword, and often the concept isn’t well defined. A funnel is a process that you use to […]

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What is Lead Scoring and How Do I Automate it?

As you work through setting up your sales funnel, you’ll want to start focusing more of your sales team’s effort on prospects that are most likely to convert. These are your “hot” prospects, and you can identify them using lead scoring. What is Lead Scoring? Lead scoring is a method you use to rank prospects […]

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Automating Your Sales Funnel

As you develop your sales funnel, you want to make sure that you’ve filled all the gaps so no money is leaking out of your sales funnel that belongs in your business! Once you have the sales funnel solidified, it’s time to make it effortless. You can do this by automating your funnel. Why Automate […]

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How to Identify Gaps in Your Sales Funnel

As a business owner, your sales funnel is a vital part of converting prospects into buyers. Understanding what a sales funnel is, and how to identify and fix the gaps in it is essential to your success. You want to ensure that every new prospect flows smoothly through the process and has the highest possibility […]

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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 the program. Unfortunately, the Infusionsoft help desk can only answer technical questions, which may not be what you […]

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Do You Need Infusion Soft for Your Business?

It seems like everyone is talking about Infusion Soft these days, so it’s no surprise that you’re searching for information about the company and what they have to offer. It’s likely that you’ve come across the term marketing automation in conjunction with Infusion Soft, and that’s because they were the first to market with their […]

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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, operations, team members and metrics. However I like to look at the role from a bit of a different angle – what is […]

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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? Because, having […]

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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 all locations applicable. Once you […]

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