Infusionsoft Consulting | 5 Things Every Infusionsoft Consultant Should Do For You

Since Box Out Marketing was founded, there’s been some confusion, not only about managing Infusionsoft, but about what our role is in the Infusionsoft consulting space. Are we a campaign building firm? Are we a marketing firm? Are we copywriters? What exactly ARE we?  And the answer to that question is: we are all of those things, and more. Foundationally, there’s no question we’ve always been believers in Infusionsoft. And, as one of our company core values states: we are passionate about helping entrepreneurs succeed. But in order to help entrepreneurs succeed, there are a few puzzle pieces–the things mentioned above– that must come together seamlessly in order for a business to be successful with Infusionsoft. And each of those pieces is dependent upon the others. Our role as an Infusionsoft Marketing Consultant is to create those custom puzzle pieces for your business and join them together to work seamlessly based on the goal of getting better results from Infusionsoft and more sales and revenue for your business.  And while different Infusionsoft consultants offer different services, at a minimum, there are specific things that need to be provided by your consultant in order for you to be successful. So let’s take a look at the key elements that every Infusionsoft Consultant should provide for you:
  1. Marketing Strategy. Infusionsoft campaigns cannot be successful without a solid strategic marketing plan. Without a strategy, your campaigns will have no basis or purpose. In creating a marketing strategy, a lot of fact finding must take place with regard to your product, your target market, buying habits, etc., so that you can leverage those fact-finding results to better sell your product.
  2. Professional Copywriting. Copywriting is a complicated artform. So much so that an email subject line alone can be the determining factor of whether or not you’ll get conversions from your emails. Professional copywriters study how to perfectly craft words to motivate for the click. Whether it be in writing the perfect subject line or copy for an offer, there are statistics that professional copywriters consider to determine what buzzwords to use to sell your product and even what color the clickable buttons should be.
  3. Proper Infusionsoft Implementation. Anyone can say they know how to build Infusionsoft campaigns. Everyone has their view of what the right way is to do that. But one thing is evident: if campaigns are not structured in a way that is organized and easy, they cannot be effective in order to maximize your Infusionsoft investment with regard to tracking and measuring your ROI. To maximize Infusionsoft for all of its benefits, campaigns must contain consistent tagging conventions and categories from the very start, or you may have extensive campaign clean-up ahead of you that could take months to fix.
  4. Training. What good is a comprehensive Infusionsoft system if you don’t know how to use it, modify it or customize it to meet the needs of your business? Make sure that your consulting agreement includes Infusionsoft training so you don’t end up having to make a further investment in maintaining what you receive from your consultant.
  5. Service and Follow-up. Again, your consulting contract must include follow-up help and service. What if something goes wrong with a campaign, and you don’t know how to fix it? What if you discover something that needs tweaking, but you’re not sure how the tweaks will affect the rest of your sales funnel. Make sure that follow-up help is included in your agreement.
  So there you have it. 5 Things That Every Infusionsoft Consultant Should Do For You. All of these things combined will make for a successful marketing tool for your business. If and when you are in the market for help with Infusionsoft, make sure that your agreement is all-inclusive for the best value possible and so you won’t have to make further investments down the road.

About Tyler Garns

Tyler Garns is best known for his work as the Director and VP of Marketing at Infusionsoft, where he led the marketing efforts that produced massive results between 2007 and 2012. But he’s also been the “go-to” Infusionsoft guy for many of the top marketers and Infusionsoft users out there. His combination of technical skill, Infusionsoft expertise, and marketing experience make him one of the most reliable sources of business breakthroughs for Infusionsoft customers.

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