Introduction to LifeCycle Marketing

Attract

  • Target
  • Attract Interest
  • Collect Leads

Sell

  • Educate
  • Offer
  • Close

Wow

  • Deliver & Wow
  • Offer More
  • Get Referrals

 
Interface Overview
  • Your “Quick Access” Items
  • Managing Contacts, Companies, Partners, Opportunities and Web Visitors
  • Getting people into the CRM and turn them from Leads, to Prospects to Customers
  • Your Website and InfusionSoft. Set-up, Products, Shopping Cart and more
  • Setup, Permissions, Users, Company Details, etc.

 
Importing Data
  • Clean up your data
  • Segment your data
  • Don’t rush
  • SPAM laws
  • What is Spam?

 
Drag & Drop Builder Overview

Create:

  • Emails
  • Web Forms
  • Landing Pages
  • Thank You Pages

4 Main Components

  • Snippets
  • Style
  • Layout
  • Format

 
Sending a Broadcast Email
  • Setting up an Email Template
  • Setting up a Signature Template
  • Building your Broadcast Email
  • Selecting your Broadcast Recipients

 
Creating an Email Campaign
  • Sales Funnel Overview
  • Campaign builder Overview
  • Creating a Web Form
  • Building Your Email Sequence
  • Using Goals to Trigger a Campaign
  • Using Goals to Remove a contact from a Sequence
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