Category Archives for Infusionsoft

Here Are My InfusionCon 2012 Keynote Slides

Infusionsoft was a blast. Met loads of great folks, learned a ton, got super inspired by my fellow speakers, and made some great connections. I’ve gotten many requests for my slides so thought I’d post them here. For the actual video of my presentation, it is now available for sale with all the other presentations […]

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Automating Tasks For Phone Reps

One of my favorites features of [contentblock id=6 img=gcb.png] is the “tasks” system. It absolutely revolutionized how my customer service reps organized and completed tasks throughout the day. Before [contentblock id=6 img=gcb.png], many of these tasks simply didn’t exist. Rather than being proactive, we waited for customers to contact us. My reps would start the day not knowing […]

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