Infusionsoft / Keap Training

Infusionsoft Training from Monkeypod

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Infusionsoft training from monkeypod

Infusionsoft Starter Kit

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This course will answer some of the most common questions, and shine a light on some of the less used features.

 

  • 40 short, actionable modules
  • Designed to establish or fortify your understanding
  • Increase your confidence using Infusionsoft
  • Save you time troubleshooting or calling support
  • Avoid common potholes and pitfalls
  • Establish good habits and master best practices
  • This course does not cover how to build campaigns using the campaign builder.

Purchase $57

Lifecycle Marketing - Real Life

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 Most small business owners agree that Lifecycle Marketing is valuable. Heck, who doesn’t want to create a scalable positive customer experience? But truthfully, the leap from theory to practice can be pretty significant. This course helps bridge that gap by connecting the dots between LCM concepts and the actual campaigns that support them.


What you’ll learn:

  • How to use the campaign builder to generate new leads and capture their information
  • Specific steps to create an automated system that builds trust by educating these leads and driving them toward a purchase

Purchase $127

Campaign Builder Trilogy

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 At the core to getting a massive return on your Infusionsoft investment is learning to use the campaign builder. Yes, you bought some pre-built campaigns, but at the end of the day you can’t replace having your own core foundational understanding of how the campaign builder works. 


This course is perfect for anyone who wants to elevate their understanding of the campaign builder.


What you’ll learn:

  • What the campaign builder is designed to do
  • Why it works that way, and the logic necessary to getting the most out of it
  • How most people use it, and the ways it might serve your business

purchase $197

Training Videos

Overview of the Campaigns


In this video, Ginger will walk you through the flow of your campaigns, including:  Lead Capture, Quote Nurture, Prospect Nurture, New Customer Onboarding, Customer Wow and Come Back campaigns.

Add or Modify a Contact in Infusionsoft


In this video you will learn how to add a new contact or modify an existing contact in Infusionsoft.  Also covers how to set a contact as a prospect or a customer.

Changing a Contact's Type 


In this video you will learn how to change a contact from a prospect to a customer or, from a customer to a prospect.

Create and Send an Email Broadcast


In this video you will learn how to build the email in the email builder - adding images, text and buttons.create an email broadcast (like a Flash Sale to be sent to all prospects); how to save the email as a template; and how to send the broadcast to a list of contacts.

Editing Emails in Campaign Builder


In this video you will learn how to edit your emails inside of the campaign builder.  You'll also learn a little about the structure of campaigns and how they work.

Working Tasks in My Day


In this video you will learn how to work tasks in My Day.  tasks like: calling to provide a quote, following up on a quote or calling to check in on a new customer.