QUESTION 2: How do I build a basic Infusionsoft “Opportunity Sales Pipeline”?
Video Blog URL: www.beeautomated.com
That is a big question. One that is not easily answered in a sentence. I don’t know of any free videos out there. So, I’m posting a webinar recording that I did for Infusionsoft right after ICON17 (Infusionsoft Conference 2017).
This webinar is almost the exact “Sales Pipeline” presentation I gave at the conference. At the end of the recording it’ll even give you the url to the free power point I gave to ICON attendees.
The webinar has been edited by Judi Miller from Infusionsoft to be only 30mins. Give Judes a shout out for saving us all time!!
Sales Pipeline Setup
The hardest thing about getting into Infusionsoft’s Sales Pipeline is the education around it.
I think that’s what provoked this question by Jamie.
This recording will primarily go over the basics of what a sales pipeline should do for your company, then shows you how to build it inside of Infusionsoft.
Outline Sales Pipeline
1. Setup Default Stage
Opportunity Defaults
Set Sales Pipeline Stages
2. Setup Campaign Builder
Part 1: Capture Lead
Part 2: Create Automatic Opportunities
Part 3: Stage Creation – Automation
3. Test Pipeline
*Bonus – Setup Dashboard / Saved Searches
Next Action Dates Search
Sales Pipeline Widget
What this webinar recording doesn’t cover
The Infusionsoft University used to block out half a day of education to go over this module and the webinar recording is 30mins. That being said, it is a basic setup and doesn’t dive into the reporting features.
It DOES NOT go into the nitty gritty details of scoping out your own sales pipeline stages. So if you’re ready to jump into Infusionsoft and start building, this would be a great recording for you to watch!
I also know there’s a lot of controversy about the question “Is Infusionsoft’s Opportunity Sales Pipeline the most effective way to build a sales pipeline?”. This webinar does not discuss the pros and cons of a “Tag based pipeline” vs “Opportunity based pipeline”, but will be covered in another video post.
This clip was extracted from a webinar where built a campaign live. We’ve trimmed it down to just the most necessary parts: The campaign concept, the actual structure and build, and then the four methods for making it better.
This campaign should be valuable for any business in any industry, as long as you’re using Infusionsoft or Keap. And I expect you’ll learn a thing or two, regardless of whether you’re a basic or advanced user.
If you have any questions, leave them in the comments.
Shout out to Brett Farr from Blick Digital, my co-host on the original webinar.
For more campaign builder training, check out the CB Trilogy course. https://www.monkeypodmarketing.com/courses/cb-trilogy/
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Fortune 500 company Infusionsoft uses WordPress & LearnDash for onboarding new employees and training customers. See exactly how they do it in this webinar.
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Have you tried Wild Mail?
Wild Mail is an official reseller of ActiveCampaign with a few big benefits, learn more: https://wildaudience.com/activecampaign/
This video is a complete step-by-step walkthrough for how to build your email sales funnel using ActiveCampaign. Why ? Because an automated Sales Funnels is a virtual version of your best sales person, working 24/7, 365, never complaining or asking for higher wages. In order to build it, we need a specific software and at Wild Audience, we use Active Campaign.
What I cover in the video :
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This ActiveCampaign tutorial for 2019 shows how to do basic automation, tagging, and sales funnels for email marketing with ActiveCampaign where you can help me earn 20% as an affiliate at https://jerry.tips/activecampaign. After using MailChimp as an entrepreneur online for 3 years before and deleting several lists, I finally upgraded to ActiveCampaign which I have now used for two years and can indefinitely scale my business with! This ActiveCampaign guide shows a basic look at lists, reports, campaigns, tagging, events, selling via email, and reviews pricing.
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How To Build An Email List For Free | 5 Amazing List Tips
5 Amazing Tips on How to Build A Fast Email List Fast and for Free with YouTube and free listing building strategies, email list building hacks, and more!
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Buy E-mail Marketing and advertising Database Lists Or Direct Mailing List
Employing E-mail Lists is going to be a single of the most effective as effectively as a single of the least costly ways for you to marketplace your company.
Firms which deal with special listings of emails and databases have authentic, present and correct info which can assist you get in touch with firms to assist you for advertising, promotion and establishing your personal business. Steer clear of words that will likely cause your e mail to be picked up by spam filters, such as these 100 spam trigger words and phrases to steer clear of Also, do not use exclamation marks and all CAPS in the e-mail topic line, as these have a good likelihood of receiving flagged. Possibly it does business internationally and has to deal with the regulations of other nations.
Motives E-mail Marketing Is Not Dead
If you can do that, you can use e-mail advertising to sell merchandise, launch new goods, leverage your list to enhance your social media influence and increase your influence general, Miles says. Search the widest choice of data sources and highest top quality business and technology mailing list in the business to create top quality sales leads.
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In this video you will find Earn 0 Dollars from Email listing I Email List করে আয় করুন I how to build a Make list(Easy Job). যে কেউ একটু মন দিয়ে দেখলে এই কাজটা শিখতে পারবেন । একটা ফ্রি টুলস দিয়ে কাজটা করতে হয়েছে । সবকিছু বিস্তারিত দেখানো হয়েছে ভিডিওতে ।
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An e-mail list can be really helpful. When you have a list you can continually sell to them, bring them back to your website, market products efficiently but the real problem isn’t that you don’t know that an e-mail list is valuable because everyone knows that the money is in the list and they’re talking about an e-mail list. The real question is, how do you build one? Today I’m going to teach you how to build an e-mail list fast and for free, my secrets to reaching over 270,000 active e-mail subscribers.
The first tip I have for you to collect the e-mail, give away a self-discovery or assessment.
So what I mean by this is, you can do audit tools so let’s say you have an accounting site, someone can do an audit tool or if you have a health site someone can do an audit on their weight and where they should be.
You can even do calculators like if you’re in the mortgage industry there are mortgage calculators. If you don’t know how to build them you can end up using CodeCanyon.
CodeCanyon’s a site where you can buy these calculators, pop them on your site for a few dollars and as people are putting in their information you can collect their e-mail address to show them the results.
My favorite type of assessment is quizzes. I ask them all these questions about their strengths, their weaknesses, their capabilities and then I give them assessments throughout their journey. You can use tools like LeadQuizzes to create quizzes and it’ll capture e-mails.
An example of one is NeilPatel.com/Quiz. Again, if you go to NeilPatel.com/Quiz you’ll see an example of what my quiz looks like. I collect a ton of e-mails from this and you can just copy my format and even design, I wouldn’t mind, and use that to collect e-mails as well.
The next thing that you can do that I’ve done over the years to collect a lot of e-mails is run evergreen webinars, people love webinars.
They want to interact with you. So you can use tools like WebinarJam to interact with people and make it evergreen.
Evergreen means you record a webinar once and you can keep displaying it as a replay but it also seems like a live version even though it’s a replay. It’s super actionable, people love it, they’re engaging with you for 20, 30 minutes and because they’re engaging that long they’re much more likely to buy.
The third thing that you can do is exit-intent popups.
So you can do this through Hello Bar so that way when someone’s about to leave your site, ask them a yes or no question and then collect their e-mail information.
Such as, do you want to increase your traffic? If you click yes, I’ll capture your e-mail address. If you click no, I’ll say congratulations! Thanks for having massive traffic, now put in your e-mail address if you want to double your conversion rate, right? because you said no, you must say no if that means you already have a ton of traffic. Exit popups are one of the best ways.
Keep this in mind, if someone’s going to leave your website what harm do you have just asking for their e-mail? And with Hello Bar you can do a cookie base so if someone leaves your website, they see that exit popup, whether they put in their e-mail or they don’t, the next time they come back to your site and they leave, it won’t bother them for the e-mail address. because the last thing you want to do is keep bombarding people, it’s very user-friendly and also works on mobile devices.
The next tip I have for you, in-text lead magnets.
So have you heard of content upgrades? Someone’s reading an article on the 12 ways to double your SEO traffic, I can have a cheat sheet within my text saying, hey download the cheat sheet, just put in your e-mail and I’ll e-mail it off to you. When you do that, you’ll get a ton of e-mails.
It’s one of the best strategies that I’ve ever used, a lot of people don’t do it, it requires a little bit of work because you have to create a cheat sheet or PDF but that’s why it works so well because most people aren’t willing to put in the effort.
There’s no point in having a list if you’re not generating income from it.
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