Are you frustrated because your coaching schedule is full and you don’t have the time to focus on building your pipeline or nurturing the leads you already have?
Posted: August 26, 2011 Filed under: Coaches, CRM, current technology, E-commerce, ecommerce, Expert Virtual Assistant, Infusionsoft, shopping cart | Tags: Aweber expert, Aweber virtual assistant, connecticut virtual assistant, CRM, e-commerce, infusionsoft, infusionsoft expert, jlm virtual office, jlm virtual office solutions, lead generation, lead nurturing, shopping cart, virtual assistant Leave a commentAre you frustrated because your coaching schedule is full and you don’t have the time to focus on building your pipeline or nurturing the leads you already have?
As an expert in Coaching, you have many ideas that you need to get out of your head and on paper. Your ideas can be great for e-marketing and repurposing. Repurposing the information that you already have will allow you to stay in front of your leads. Save time, don’t create content from scratch. It’s important that you nurture those relationships until your prospects are ready to move further down your sales funnel.
You can build the “know, like, and trust” factor and nurture the prospects in your pipeline by repurposing information that you already have into these top 5 product categories. Read the rest of this entry »
Customizing Data Fields in Infusionsoft
Posted: August 12, 2011 Filed under: Coaches, CRM, current technology, E-commerce, ecommerce, Expert Virtual Assistant, Infusionsoft, shopping cart | Tags: boost website traffic, coaches, CRM, e-commerce, infusionsoft, shopping cart, virtual assistance, virtual assistant Leave a commentInfusionsoft is set-up with standard contact fields that are listed as the default data fields. But, we can customize that!
Did you know that you are allowed to add up to 100 custom fields to a person’s record? A custom field stores one piece of information about a person that you can update manually or the system will update automatically through an Infusionsoft web form.
To further illustrate, I prefer “clients” over the default data field “customers”, so I have customized that field to now read “clients”.
Tip: If you already have a contact database stored in another program, then I suggest that you create custom fields before you import your contact list into Infusionsoft. You will want to make sure that the information is imported in the correct fields in Infusionsoft.
The purpose of standard and custom fields are used to: Read the rest of this entry »
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