Complete Setup Pro
The Complete Setup Pro is ideal for businesses that want to get off to a good start. It is recommended for every new Infusionsoft user.
We will
Import AND "tag"previous contact data Create custom fields that reflect YOUR business Determine how contacts will be segmented and setup those tags Create 3 contact forms to be used on your squeeze pages or sites Create 2 follow up sequences (you provide copy)
The are a few things that an Infusionsoft setup must include to get the software running.
Creating custom fields that are specific to your business and then importing your data is absolutely critical unless you are a brand spankin' new business.
And because you'll want to segment your list for effective marketing, those same contacts need to be "tagged" appropriately.
You'll need a few web forms on your site to capture people's contact information so you can follow up with them.
And to follow up with those new prospects captured via your web forms, you'll need a follow up sequence.
The same goes for your current customers. After all, these follow up sequences are how you really GROW your business, by converting more leads and getting repeat sales from customers.
But most importantly, you need an start-up partner who takes the time to understand your unique objectives and strategy in order to make sure that Infusionsoft is setup exactly as it should be to support your business.
Our Complete Setup Pro includes all of that.
