Infusionsoft Resources For Every Budget

An Infusionsoft customer shared very interesting perspective with me this week. I was answering questions about an upcoming Virtual Work Day I am facilitating. We started the call with the customer reflecting on Kickstart training she purchased direct from Infusionsoft and she said: There was a lot to learn and not a lot of time…

Everything you need to know about the Infusionsoft software update: July 2015

Infusionsoft moves the cheese rolls out updates to the software every month. Most months the update is pretty uneventful. Which is actually a good thing, by the way. Why? Imagine having to deal with significant change in your Infusionsoft application every single month. It would be seriously annoying. And, Infusionsoft has done an excellent job of consistently…

2 Steps To Gmail Sync For Infusionsoft Success

Last week I spent some time with an Infusionsoft customer at their office doing some training on the software. We ran across something that I see happen so many times that I know there is a gap in the official how-tos. This in turn lets me know that I have a new blog post to…

How To Test Product Purchases In Infusionsoft (Without Actually Using Your Credit Card)

I have received enough feedback from this blog reading audience to know that you are going to LOVE the Infusionsoft tip shared in today’s guest blog post! You are about to learn how to test product purchases in Infusionsoft without actually using a REAL Visa cc. Well, it must be real because you are able…

5 Reasons That Infusionsoft Is Hard

QuickBooks to me is what Infusionsoft might be to you: hard. I’ll add to that… It’s Confusing. It’s Annoying. It’s trying to set me up for failure.     Could I get any more irrational than that last statement? QuickBooks – a piece of software – is sitting around (because software has the ability to…

Learn The Game So You Can Play It Well

I started flying on Southwest Airlines a couple of years ago. As much as I can’t stand not getting a seat assignment as well as receiving nothing more than a 100 calorie snack pack of Lorna Doone cookies to eat on a 4 hour flight across the country, I can’t stand non direct flights and…

Guest Blogger: Setting Up Your Sales Pipeline in Infusionsoft

I know that there are awesome Infusionsoft enthusiasts consuming the information that we share on this blog. There are two reasons that I know this: 1. You share your feedback with me – a lot. I don’t even have Comments enabled on the blog anymore (because spam patrol became a full time job) but you…

The Benefits of Spending Focused Time In Infusionsoft

Today I am spending the day at my office in Middleton hosting 4 Infusionsoft customers. Some drove across town and some made the trip from as far as Chicago. They will spend the entire day working in their respective Infusionsoft applications. We have been preparing for weeks – they came up with a plan for…

Guest Blogger: 6 Tips for Writing Effective Emails

Something I hear a lot from Infusionsoft users who read this blog is that they enjoy the Infusionsoft centric tips, advice and how-tos. If that describes you, today’s guest blog post will not disappoint! My friend and colleague Janette Gleason knows a thing or two about effective marketing strategy. You have no doubt seen Janette…

3 Tips For Creating A Useful Infusionsoft Dashboard

I have had an Infusionsoft application for years. It has been so long that I have a vanity url for my Infusionsoft application (no, you can’t get one if you don’t already have one – they stopped doing vanity urls several years ago). For the first couple of years I didn’t give any thought to…