When did the last software purchase provide you a complete guide to using it effectively? None that I can think of. We’re making a few changes (and have made) to our Success Path, formerly the ‘Double Your Sales Success Path’, so all new users receive this guide so they are successful.
You might recall our previous mentions of the Success Path where Scott explained it at InfusionCon and later the new Success Path widget built into the app. I’m going to revisit this topic so everyone is on the same page with what we do to ensure everyone customer gets the most from Infusionsoft.
The Infusionsoft Success Path is the strategy for Infusionsoft users that serves three core purposes:
- Drives users into the most common and effective campaigns to get value with Infusionsoft.
- Helps users build confidence in the powerful marketing software.
- Provides a strategy that helps small businesses leverage multi-channel marketing effectively.
Pictured above is the Infusionsoft Success Path and is accessible in every Infusionsoft app. Every step is important and it’s our collective goal to have every Infusionsoft users conquer it. In addition, this second phase of the Success Path results in a new and much-improved Help Center that has many videos, worksheets and tutorials so you every user can be successful with Infusionsoft.
Step One: Send Your First Email Marketing 2.0 Broadcast – This is the easiest and the most effective step into feeling the love for Infusionsoft. This will show you the awesomeness of Automation Links and learn to design slick emails quickly. And ultimately, will kick your follow-up with customers into gear.
Step Two: Launch the Key 3 Campaigns – This step is exciting and simple to complete once you’ve finished sending your first broadcast. It consists of building automated, relevant and timely messages going out to new leads, new customers everybody as a long-term nurture campaign. The three campaigns are broken out into simple steps to make it a snap complete. Check them out: New Lead Campaign, New Customer Campaign and Nurture Campaign.
Step Three – Automate and Grow – We’re on the cusp from publishing this step, but this involves being able to leverage the inner, more advanced CRM, Affiliate and ecommerce capabilities with Infusionsoft and building a completely automated and fulfilling business. Our training team is working getting this ready for mass-consumption now.
We’ve invested many hours, days and months into perfecting this process for our users. Internally, we went through a number of changes (and we’re not done yet) to ensure every new user who joins Infusionsoft is provided the Success Path. Soon, there will be an intensive email sequence that goes to new users that helps them complete steps and keeping option for hands-on help if they need it.
We don’t do this for entertainment. We do it because we know the results entrepreneurs will achieve when they execute. That’s really what the whole plan is about – it forces our users to muster up the courage to execute and take their business into levels they haven’t imagined. We also follow and use this path, too.
Some of you might wonder where “Double Your Sales” part of the Success Path went. It’s a great question. We still hold true to the expectation that customers can and will double their revenue with Infusionsoft. Many of our users have doubled their sales in six months to two years – and it’s really up to them whether they double sales, not us. We’ve had a number of business owners tell us, they don’t want to double in revenue — they merely want simplicity and consistency in their marketing. That’s what we deliver with a powerful email marketing, CRM and ecommerce solution. We’ll remain confident that a business owner can double their sales when they follow the Success Path and invest themselves into it.
If you’re a new user and not quite familiar with the Success Path, take a few minutes and check it out. If you want to chat about it, give us a ring at 1-866-800-0004. Stay tuned for more buzz about the Success Path, customer highlights and feedback about it.
[Image credit: Bruce Berrien]
Posted In: Customer Service
