Productivity

How to Take Quick Phone Orders When Using Infusionsoft Automation

Working with Infusionsoft is amazing. To have so much of our day completely automated reduces our workload and helps us stay efficient. But what happens when you have a customer on the phone who’s ready to buy right then and there–and your sales process is all automated for online purchases? This video from our “12 …

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Infusionsoft | How to Allow Customers to Update Their Credit Cards Without A Membership Site

If you don’t have a membership site, but you want your customers to be able to update their credit cards if they expire or if they get a new card, you can still do that. But how? As part of our 12 Hacks of Christmas series, we explain how to set up credit card updating …

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Infusionsoft | How to Automate Workflows

You have sales, support and admin staff that handle lots of things. So in order to make their workflow more efficient, you want to simplify their roles, and make them “dummy-proof,” AND allow them to get through their work faster. This video is Hack #3 in our “12 Hacks of Christmas” series. It explains how …

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A Simple Looping Sequence In Infusionsoft

(4 minute video example below) One of the most common things that Infusionsoft users come across is the need for creating a “looping sequence”. A looping sequence allows a contact to “loop” through the same process over and over. This is very common in businesses that offer monthly membership or have repeat buyers. Yesterday, as …

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Confusing Activity With Accomplishment

Zig Ziglar recounted the story of French naturalist Jean Henri Fabré who conducted an experiment in the 1800s with Processionary Caterpillars. They’re called Processionary Caterpillars because they follow each other in procession. Fabré lined up these caterpillars along the rim of a flower pot in a never-ending circle to determine what they would do. He …

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