Using the shopping cart feature opened our eyes to the beauty of selling products and memberships online. Once we began using the online shopping cart, we saw our sales increase by 30%.
Charles Mack
VIP Auto
Small Business CRM Services
Our CRM services have helped many businesses achieve their goals throughout the years. We offer two quick-start service packages, the Gold and Platinum packages.
CRM Service Packages
Details are listed above including the package features of both. No matter which package is right for you, Infusionsoft also offers many resources, support and training.
Infusionsoft Services
I just finished my coaching session with my Success Coach. He was always supportive, encouraging and challenged me to get the most out of Infusionsoft.
Mark Russell | AVN Picktree
Business Strategies Ltd
Over the years, we have helped thousands of small businesses achieve their goals through our information management services. We have distilled our collective wisdom into an intensive 60-day data management service program designed to help your small business grow by leveraging Infusionsoft along with proven marketing and sales strategies.
Through our Quick-Start Services, we'll help you find the best way for you to capture and convert leads, grow sales and save time. And because we understand that you want to get up and running with Infusionsoft as quickly as possible, we'll help you quickly learn about the features that will make the biggest impact on your business.
All services are delivered over the phone by experienced Success Coaches who will help you discover the full potential of Infusionsoft's sales and marketing automation software. Whether you're new to marketing or a seasoned pro, our coaches can assist you with everything from to creating your first campaign to taking a more in-depth look at a specific feature.
To help you succeed and get the most from Infusionsoft, a Quick-Start Services Bundle is required for new Infusionsoft customers. Find the right business services for your company below.
Quick-Start Service Packages
Package Features
Gold
Platinum
Service Package Price
$1,999
$2,999
Access to a Success Coach
You'll be assigned your own Success Coach who will be with you every step of the way. Our coaches have years of experience working with small businesses, and many of them have been small business owners themselves.
Strategy Call with a Success Coach
In this discovery session, you'll talk with your small business Success Coach about your current marketing and sales processes and work together to develop a marketing automation plan (M.A.P.) for achieving your goals.
Marketing Automation Plan (M.A.P.)
Your M.A.P. is a visual flowchart that maps out a clear path for how you will capture and convert leads, stimulate repeat sales, get referrals and take your marketing strategy to the next level with Infusionsoft.
» Download a sample M.A.P.
Campaign Configuration
2 campaigns
2 campaigns
Your Success Coach will walk you through setting up a campaign in Infusionsoft. You'll be responsible for writing content and creating the actual campaigns, but we'll give you detailed instructions and suggestions for timing, message content and automation triggers.
Campaign Copy Templates
3 campaigns
3 campaigns
Infusionsoft will provide you with a professionally written campaign template created specifically for your industry and/or marketing goal. The templates include a strategy outline and step-by-step instructions for tailoring the copy to your business.
» Download a sample Campaign Copy Template.
Access to “The Copy Room”
“The Copy Room” is an online membership site that is packed with information about how to communicate effectively with your contacts. You'll get detailed instructions for creating great copy as well as interactive exercises and industry-specific tips.
Flex-Blocks
1 block
4 blocks
You have unique needs and priorities when getting started with Infusionsoft. Flex-Blocks allow you to select a service of your choice from our menu of options, ranging from template customization to end-user training. Additional Flex-Blocks can be purchased at any time for $200 each.
» View the Flex-Block Menu.
Data Transition
6 blocks
Transitioning data from one platform to another can be a process full of headaches and hiccups-but not with Infusionsoft. Our data transition team will help you import your data into your application and organize it just the way you want it, including contacts, opportunities, notes, past orders, email or Web form templates, products and subscriptions, recurring orders, appointments or affiliate records.
» Learn more about our data transition services.
Resources, Support and Training
In addition to services, Infusionsoft offers a number of support resources to help you succeed. Our Help Center hosts dozens of videos, articles and how-to guides with tips, tricks and best practices for the software and overall marketing and sales processes. Our friendly US- and UK-based tech support teams are on-hand 24/5 to answer your questions via phone or chat, with the average wait time under 2 minutes.
In addition, we host weekly webinars, mastermind courses and in-depth product training sessions to keep you apprised of cutting edge sales and marketing strategies. Plus, you won't want to miss our traveling product training tour or Infusioncon, our annual user conference that brings together over 1,000 small businesses to learn, grow and network.