I absolutely love that Infusionsoft tracks my customers’ buying history and actions. This helps me fine-tune my marketing so that it’s super-targeted.

Laura Roeder

Fast Facts

Company: Glazer-Kennedy Insider's Circle

Owner: Bill Glazer & Dan Kennedy

Industry: Information Marketing

Employees: 8

Infusionsoft User Since: 2003

Key Results:

  • Centralized all systems
  • Automated the billing process
  • Streamlined lead and customer management

Glazer-Kennedy Insider's Circle

The Glazer-Kennedy Insider's Circle (GKIC) is the brainchild of small business gurus Bill Glazer and Dan Kennedy. Designed to help entrepreneurs implement more effective marketing strategies, the membership program is wildly successful. Yet, like many small businesses, Bill and Dan were constantly searching for a better way to manage leads and prospects.

A Bumpy Road

GKIC had a clear lead funnel in place, but manual processes were eating up valuable time and resources. Despite using multiple management systems, the company was handling manual credit card transactions, processing leads individually and communicating inefficiently with customers, prospects and affiliates. Dan and Bill were experiencing many of the same issues their small business clients face and had nearly given up on the idea that one system could provide the needed solution.

Smooth Sailing

Bill stumbled upon Infusionsoft with his own business and quickly implemented it at GKIC. With our CRM system in place, GKIC effectively manages leads using tagging, tracking and list segmentation. And with a seamless integration into our online and offline marketing tools, the company has implemented multistep multimedia marketing campaigns that reach leads and customers through email, direct mail and other channels. Even their billing has benefited from using Infusionsofts automated billing and payment management capabilities.

A Firm Believer

After seeing the way Infusionsoft revolutionized GKIC, Dan Kennedy has happily endorsed our software and suggests it to clients seeking the same small business–focused solutions he was searching for to grow their business.

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