Progress on Our ’09 Annual Priorities

June 8, 2009 | by Clate Mask

As promised a couple weeks ago, I wanted to provide a little update on how we’re doing with each one of our 2009 annual priorities. It’s important to me to maintain this transparency and open communication as to the progress we’re making together to revolutionize the way small businesses grow.

As you know, I’m very proud to cross these milestones, provide valuable services for customers and attract new ones. And we have many more goals set ahead of us to help entrepreneurs grow their businesses.

Double Your Sales

We launched several “Double Your Sales” initiatives into building an intuitive product that has consistently increased customers’ revenue by over 200%. On a side note, it’s really motivating to see that we are actually doubling sales for our customers.  (If you haven’t read my e-book, I recommend you do it now.) We have a Double Your Sales Guarantee, Double Your Sales Club, Double Your Sales Coaching Program and many customers have joined. We created the Club for our Infusionsoft customers who have proven they’ve doubled their sales since using our software. The Guarantee is available for customers who choose the Deluxe or Pro editions of our software. This annual priority has traction and is picking up steam.

Voice of Customer

We integrated customer satisfaction surveys in our application, we survey customers after support interactions, we launched a new help center known as the Fusebox and we have a Customer Action Team that huddles daily to find any fires, solve the specific problems and systematically troubleshoot broader issues. The VPs and I review the results (I personally review results every Friday morning at 10:00-I love it). We’re listening to and implementing customer requests on our Infusionsoft Ideas page and we’re constantly monitoring the conversations across the social media platforms. These listening mechanisms give us great data to respond to customers’ needs-to heed the voice of the customer.

Email Excellence

Much of this focuses on email deliverability, reliability and beating industry standards. We launched an email marketing resource center within our Fusebox, which helps our customers understand best practices so their emails get delivered. We ran a pretty creative “Don’t Pee in the Pool” campaign which educates customers about email reputation and how to protect their (and our) email reputation. We also put together Webinars to educate customers and prospects about email sender practices. I’m so excited that we’ve also developed new features to be released later in the Summer that will empower customers to manage their spam complaints and how to avoid them. In addition to our deliverability work, we released our long awaited Outlook Integration (it’s about freakin’ time!) and we’re working to improve the templates and email authoring to make it easier and prettier to send email through Infusionsoft.

Getting Profitable

This one’s easy: we’re on a quest to be profitable by the end of the year. We’re making great progress on this by ensuring that we spend wisely and keep unnecessary costs to a minimum. We’ve also released our product to be more accessible for more people so we can continue to grow with more people. Those editions have different price points to better match the needs of new customers.

Building the Infusionsoft Family

This one’s all about the fantastic work culture at Infusionsoft.  We invest a lot of time and effort in making Infusionsoft an amazing place to work for our employees. We expanded into a larger space in February. The bigger space enabled us to break down physical walls between departments and open up the collaboration. We’re also doing a bunch of other activities to bring folks together: a company talent show, community service projects, KIVA donations to fund dozens of entrepreneurs in 3rd-world countries, cross-team lunches, social media initiatives, etc. The other big thing we’re doing is driving on individual accountability through our internal performance management system and group accountability through the liberal and open use of public whiteboards. “Where performance is measured, performance improves. Where performance is measured and reported, performance improves dramatically. Where performance is measured and reported PUBLICLY, performance improves exponentially.”

Enabling Self Service

This is the big one that contributes to all the above.  It involves product simplification, automation and better training resources. We have built checklists, guides and a setup progress meter into the implementation process. There are tons of sample campaigns our customers can now choose from. We automated the app creation process so a new customer can buy online and immediately begin using the software. Soon, we’ll be enhancing our data import tools to make it easier for customers to get started with the software. In terms of training resources, we have built out our Fusebox (training center) with more articles, conceptual whiteboard videos, product how-to videos, a more dynamic user’s manual, daily webinars and many other resources to help our customers help themselves. We have more work to do here, but we’re making great progress. The new account management system is a big accomplishment, which literally cut the time to get started with our software from days to minutes. I’m very proud of that and so are our customers.

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So, those are just a few highlights on the progress we’ve made toward our annual priorities and some direction as to where we’re going. To compliment these priorities, we have quarterly Tactical Operating Priorities (TOPs) and related SMARTs that, when accomplished, further the progress of our annual priorities.

Phew… This was a long post!

Nevertheless, hopefully the real-life examples of what we’re doing will help you apply the planning methodology to your business so that you can proactively build your business. At the very least, you know what our priorities are at Infusionsoft and you know how we’re working to knock out those priorities.

If you have questions, suggestions or are curious about any of the above, share it in the comments.

Clate

 
  • http://www.infusionsoft.ca ElliottM

    Great stuff Clate. It’s very reassuring to know how hard you guys are working at continuous improvement. It’s certainly encouraging and we look forward to continue working with Infusionsoft and Infusionsoft clients to build our business. Keep up the good work guys.

  • http://www.infusionsoft.com Marc Chesley

    Great post, Clate! I love the visibility we have here at Infusionsoft. I wasn’t always as comfortable as you with the amount of information we openly discuss, but your example has had a big influence on me and helped change my mind. Anyone who has toured our office knows the value we place on transparency and public accountability. Reading your post reminds me of some of the principles in the new Jim Collins book, How the Mighty Fall. Collins argues that teams on the way down shield those in power from unpleasant facts, fearful of penalties and criticism for shining light on the rough realities. Conversely, teams on the way up bring forth grim facts – “Come here and look, man, this is ugly” – to be discussed; leaders never criticize those who bring forth harsh realities.

    We are definitely on the way up!

  • http://www.HubSpot.com Dharmesh Shah

    Good stuff. Nice to see fellow software startups succeeding.

    Just a quick note: The “double your sales guarantee” link is broken (gives a 404/not-found) error.

  • http://www.wealthnetpartners.com Cliff Jones

    Clate, thanks for detailed update on your progress. From my perspective as a CMAC, you guys are definitely on the right track making Infusionsoft more accessible to the masses. As business development consultants our clients are entrepreneurs who work at the “30,000 foot level” in a very strategic way. It seems that by adding all the resources to your already great support team, more entrepreneurs can embrace the functionality and leverage that Infusionsoft offers. The WealthNet team is here to support clients who work at the most strategic level and enable them to get the most from what you and your team offer. Keep up the good work.

  • http://www.infusionsoft.com Clate

    Thanks for the feedback, guys. We’ll keep working hard to improve the solution so that we can empower more and more entrepreneurs to achieve their goals.

    Dharmesh–it was nice to hear from you. I’m a big fan of what you guys are doing. Would love to get together for lunch or something one of these days.

    And Cliff, great to hear your feedback as a CMAC (no rhyme intended). Since the launch of our CMAC program about a year ago (originally called the Infusionsoft Certified Consultant program), our partners have needed to be patient with us and tolerate a few bumps in the road. But I am confident you and rest of our CMACs will see how powerful this program will be in the years to come. I know how important great service partners like you will be to our customers in the coming years when we have hundreds of thousands of customers.

    Again, thanks for the comments, guys.

  • http://www.infusionsoft.com/ Joe Manna

    @Dharmesh Shah — Thanks for letting us know. We’re in the process of updating that content on our site. I’ve updated the link to the DYS Guarantee. I hope that helps! By the way, you killed it at IMS09 with your SEO presentation. :)

    ~Joe

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