The Elite Forum

The question we hear most from entrepreneurs is, "What's the secret to scaling?" You've been successful, but now how do you get past $1 million in revenue and really grow your dream into a business that's a built-to-last company? Sure, part of the answer lies with sales and marketing, but to achieve the next level of business-building success — to grow a company from $1 million to $10 million and beyond — there are other skills that must be mastered.

That's why we established The Elite Forum. We grew Infusionsoft from a $1.6 million company to a $26 million company in just a few years. Most of our customers don't aspire to create a $10 million+ company, and that's totally fine. But for those visionary entrepreneurs who want to grow their company to $10 million and beyond, we can help. Now we are going to share our method for successful growth with a select group of people who are ready to grow from entrepreneur to CEO of a $10 million+ company.

How Elite?

The information we'll be sharing is not for everybody. That's why this exclusive high-level event is limited to 25 attendees and is by invitation only. The sessions and optional workshop are designed specifically for visionary entrepreneurs of successful businesses that:

  • Have more than five employees
  • About a million in annual revenue
  • Are encountering a growth barrier

If you are one of the elite entrepreneurs who is ready to take your business to the next level, this event is for you. As founders of Infusionsoft, we'll share how we've done it. And we'll give you the templates, guidelines and blueprint to build your culture, raise capital, and do the strategic planning necessary to achieve your goals and build a great, enduring company.

What People are Saying About The Elite Forum:

(All applications are subject to approval by Infusionsoft. Notification of approval will be given within 48 hours of application submission.)

The Forum

During the two-day event at Infusionsoft's headquarters we'll show you why expanding your skills beyond sales and marketing is crucial to your success. We'll dive deep into the critical company-building elements of culture, capital and strategic planning and give you the tools to build a fantastic, enduring company that's built to last.

You'll come away with:

  • A blueprint for building a unique culture that will attract and retain the best people
  • A plan to raise additional capital, whether through bank loans, debt or equity
  • A framework for creating your one-page strategy plan that will align your people to your vision

INFUSIONSOFT CO-FOUNDERS

Clate Mask, Co-founder & CEO, Infusionsoft - An entrepreneur since early in his career, Clate thrives on turning small businesses into big businesses. Together with the Martineau brothers, Eric and Scott, he started Infusionsoft out of a strip mall in Mesa, Arizona, in 2001. Under Clate's leadership, Infusionsoft has since evolved into a multi-million dollar company named to the Inc 500 five years in a row and recognized as a Best Place to Work for six consecutive years. Today, Infusionsoft is the top sales and marketing automation software used by thousands of small businesses. He's led the company to land two rounds of venture capital totaling $17 million. Regarded as a leading authority on small business marketing with a career in technology and entrepreneurship, Clate was named Business Leader of the Year by the Arizona Technology Council. Co-author of the NY Times bestseller Conquer the Chaos: How to Grow a Successful Small Business Without Going Crazy, he is a national speaker on entrepreneurship and writes regularly for media like BusinessWeek, VentureBeat and Small Business Trends.

Scott Martineau, Co-founder & VP Demand Generation, Infusionsoft - When Scott co-founded Infusionsoft, his entrepreneurial family roots inspired him relentlessly to run the journey from software startup to blockbuster brand. Over the last decade, he has become known as one of the top minds in "customer service as marketing" in the industry. He's a seasoned sales and marketing leader who has led the customer service organization in Infusionsoft to greatness and competitive advantage. Scott's mission is to solve the challenges small businesses face in marketing their products and services. Leading support, services and training teams toward the goal of revolutionizing the way small businesses grow, his vision guides the customer experience for Infusionsoft users. He co-authored the NY Times best-selling book Conquer the Chaos: How to Grow a Successful Small Business Without Going Crazy.

If you're ready to take your business to the next level, The Elite Forum is ready to help you get there.

(All applications are subject to approval by Infusionsoft. Notification of approval will be given within 48 hours of application submission.)

When & Where

October 25-26, 2012 | 8:00am – 5:00pm

Phoenix, Arizona
There will be a VIP dinner on the evening of October 25. Limited spots. This is an exclusive event open by invitation only.

Registration

$7999 for October 25-26 sessions

We have a three-pay payment plan available.

We offer a 100% money-back guarantee. You will love this event.

All applications are subject to approval by Infusionsoft. Notification of approval will be given within 48 hours of application submission.

Curriculum

Culture Benefits

  • See your employees act like owners
  • Attract, hire and retain the right people
  • Build your leadership team
  • Inspire your people and maximize productivity
  • Turn your people into a competitive advantage
  • Enjoy whom you work with.
  • Create a great experience for your customers without your involvement!
Culture Resources
  • Docs, spreadsheets, PPT templates
  • Inspirational quotes/stories to learn from
  • The best books on culture and people management
Capital Benefits
  • Understand what sources of capital are available (debt, equity, credit, Angel, VC, etc.)
  • Find out which kind of capital is right for YOUR business at this stage, the next stage & beyond
  • Learn how to raise the various types of capital at each stage in your business
  • Develop an actionable plan to land growth capital for your business
Capital Resources
  • Docs, spreadsheets, PPT templates (these are
    what we used)
  • Video and article tutorials
  • Stories of success (and failure) to learn from
  • Introductions and connections, where appropriate
Strategy Planning Benefits
  • A crisp, long-term vision for your company
  • A proven method to tie daily operations to
    long-term vision
  • Alignment of employees to longer-term vision (everyone rowing in the same direction)
  • Order, clarity and confidence in your
    business objectives
  • A one-page strategy plan template and rhythm to get everyone on the same page
Strategy Planning Resources
  • Docs, spreadsheets, PPT templates
  • A flexible plan that accommodates your
    business type and stage
  • The best books and articles on strategy
    planning for entrepreneurs
Exclusivity
  • Develop relationships with entrepreneurs like you
  • Network with Infusionsoft founders and executives

  1.  
  2.  
  3.  
  • Culture
  • Capital
  • Strategic Planning

You have successfully submitted your application.

All applications are subject to approval by Infusionsoft. Notification of approval will be given within 48 hours of application submission.