Sometimes l think it was easy to run a business back in the 1950’s (from watching old movies), because it has gotten so complex today that it’s tough to know where to focus your resources to scale your business. Thats why l think in the 1950’s it was so much easer, because all you had to do was have an ad in the yellow pages to make the phone ring, that’s not the case today. 

What Gaps Are We Talking About?

Well, like many small business owners like myself, time, is the factor that will stop me from doing many of the little things to help me grow my business.  In the speaking and coaching industry we have noticed these gaps holding businesses from not getting to the next level because it’s been a combination of not:

  1. Offering super valuable lead magnets
  2. Attracting enough leads to attend live events
  3. Launching a new program because takes too much time and investment and frustrating
  4. Educating leads before and after the event then presenting the offer at the right time
  5. Following-up with prospects and providing additional offers that might interest them into the future
  6. Building a referral partner network that will help build your business
  7. Collecting payment with ease from your clients and attendees
  8. Wowing your new attendees and clients with a special gift, asking for feedback, and/or asking to referrer their friends

That’s why it’s so difficult for many businesses to scale and grow a business today, because there are so many little things to do and the only way to get this all done is by having a genie in a bottle!

What’s The Solution?

To address these pain points above, we have taken it upon ourselves to put together a collection of different tools and strategies (lifecycle marketing, image below) into one  “done for you” sales and marketing automation machine. This solution has been designed for those busy business owners who really really really… want the tools and help to get it setup so they have a system that’s helping run their business while they asleep.

We help coaches and speakers get to the next level by lauching these 5 automated funnels into their business:

  1. Attracting new leads from online sources and entering into a automated evergreen webinar funnel then following up an offer (funnel 1).
  2. Educating your prospects not ready to buy using a 90 lead nurturing using existing content and offers (funnel 2).
  3. Upselling new customers/clients based on their first purchased to other similar products/services (funnel 3).
  4. Live event automation to manage ticket sales,promos, and follow up strategy (funnel 4).
  5. Wowing your new clients that will give a free gift to increase good will then ask for referrals (funnel 5).

These funnels do not complete all of the gaps but they do give a coach the ability to streamline and expand focusing on the core principles of running a solid business! The secret sauce is a mixture of sales and marketing automation tools and our work with you strategy, so you can position your business to be a revenue driving machine while you sleep! Make sure to check out our next upcoming webinar where we go over the tools and strategies in more detail.

Why WordPress & Infusoinsoft Work!

In this video lets discuss the differences between open source and closed source website builders. We have created a video on why wordpress is the most preferred option when using your website to bring in new leads and infusionsoft.

In this months post l wanted to address many of the common problems new companies are facing while spending lots of money to bring in leads that are not buying. In the video post below we address how we can implement a strategy and automated campaign to solve this common problem and put it to bed. Hope you enjoy!

In this video blog topic we’re looking into why a Infusionsoft campaign was needed to solve some of time killers, following up with clients or contractors takes to get them to fill out the respective forms.

The video below show how we solved the problems a previous clients admin staff were suffering from on a daily basis. In this scenario their problems were:

  1. Following-up with their contractors to complete their w-9 was taking away valuable time away from their client paid work projects.
  2. If they didn’t follow up with their contractors the w-9 came in late and had errors.
  3. The Office staff were stressed to ensure they were following up with their contractors.
  4. The Office manager was seeing that their staff was spending to much time with their follow-up and wanted their staff to become more productive by getting more done in one hour of work.

Many people ask, “why do l need a kickstart? I just want to pick a monthly plan and get started right away”. Well l am here to share with you 3 goals that come from a proper kickstart. Watch to see what values come from a proper kickstart and why its important for a Infusionsoft partner to help in the getting started process with matching your processes and automation technology to equal success.

Why Infusionsoft is the next step to move your optin’s to customers and the only way to implement lifecycle marketing. Learn the differences between why Mailchimp, Constant Contact, Aweber and Infusionsoft are different kinds of software. Which one is best for you?

Don’t miss a beat: How tech startup based businesses can turn new leads into new customers faster!

Watch how we create a customer lifecycle for this small startup business so they can close new business faster while dealing with more leads!


See how you can get leads and clients to book meetings faster into your existing gmail calendar. Using Infusionsoft CRM and AppointmentCore we apply lead funnel to get leads to book a meeting while were doing other work. See the true power of automation in your businesses!



See how easy it is to send new leads into your Infusionsoft app!

How did you: connect your web form to book new strategy calls? See how you can save time with clients book an appointment with you on their own time and no yours!


Don’t miss a beat: How trades based business can turn new prospects into new projects!

Watch how we create a customer lifecycle for this small construction business so they can close new business and collect payment faster!

Don’t miss a beat: How a law based practice is spending time talking to quality prospects!
Watch how we create a customer lifecycle for this small DUI law firm treat new leads differently and become effective and establish better free consultations!

How workshops and gyms can nurture leads to clients faster! Watch how we create a customer lifecycle for this small gym business to convert social media leads and up-selling to their existing customers!

Is It Infusionsoft Or Confusionsoft?

The very first days of me becoming a certified partner I have always heard of those who called the software Confusionsoft and not Infusionsoft. So over these 3 or so years since being a Infusionsoft certified partner I can now better sympathize why past businesses have used the software and came away with a bad taste in their mouth.

So if you allow me, let me share, with you why people get this bad taste in their mouth so if you are thinking of using infusionsoft l can give you some tips so you don’t fall in this frustration and confusion boat.

The main reason why many business first sign-up to infusionsoft (Sales/Marketing CRM) is to help them run their business more efficiently and streamline their business so they become more competitive by moving more prospects into customers with less effort.

So Why Do So Many People Call It Confusionsoft?

Here is why:

This blank canvas screen above is where 50-75% of new users get confused and never implement anything and then hold on to Infusionsoft for about a year then drop off. Why nothing happens is because their is no strategy planned out first before going into the campaign builder.

3 Tips So You Do Not Get The Infusionsoft Blues:

  1. Why not get some sun and go to Arizona and take their Infusionsoft University courses (Low budget, management needs me to learn).
  2. Before starting to build out a campaign take a white piece of paper and draw out first then go into the campaign builder. After its built use the first infusionsoft live support to test out with you. (No budget, have time to learn).
  3. Work with a infusionsoft partner like myself to help, train, implement to get you started faster. (Have budget and need to get this up running now)

3 Tips that Infusionsoft Might Not Be A Good Fit:

  1. If the business is purely a online type of business with online products and services Hubspot might have more specific tools for this type of business (marketing/advertising agencies, ecom sites etc). Infusionsoft could still work with the right plugins.
  2. If the business has different departments with employees over 50, Salesforce might be a better fit as its designed for more larger size of organizations.
  3. If $299/month is to much and you only need marketing automation not sales automation maybe active campaign might be a better option.
  4. Not enough time or motivation to change.

3 Tips That Infusionsoft Might Be A Good Fit:

  1. You either have a winning marketing/sales process or need to establish a process but need a system that it can be implemented in (Example: I want to build out a sales process that my sales team always follow and complete when we get a new prospect that call or email).
  2. Timing is important so if you forget you could either lose the business or it could frustrate your current clients. (Example: Every tax year l need to remind my clients to complete these forms and if they forget l need automation to follow up with them until it gets done. If my clients forget and they receive fines they blame me).
  3. You get payment for your services/product and need a system that has flexible payment options plus automation that kicks off when certain payments are made.
  4. You run a small/medium operation and want to grow the business but do not want to hire more staff as business expands (Example: have automation do the work/tasks than hiring more staff).

At this point in time l hope you found this article to be helpful so that it sheds some more light on to why some people call it Confusionsoft and not Infusionsoft. The key is making sure if this CRM is the right fit for your business. If Infusionsoft sounds like a great fit next is drawing out a strategy or writing out the problems the businesses is having so you can get started and building out infuisonsoft campaigns for your business.

Need a infusionsoft partner?

Searching For a Infusionsoft Partner?

In this video we highlight what to think about when searching for a infusionsoft partner to help you bring more automation into your business. Please note a infusionsoft partner is responsible to take your short and long term goals and equate them into a actionable infusionsoft strategy so you can be on track to get to your goals.