This video will walk you through how your dashboard is laid out ... what is where ... and why. Below you'll find a cheat sheet that shows exactly which forms to use to manage each widget on your dashboard ... you'll find it VERY helpful.
How do I find a contact?
This video walks you through how to find and pull up contacts in your database.
How do I add a contact?
This video walks you through how to add a contact to your database ... and where they can be found once added.
How do I follow up with a new lead?
This video walks you through each step of the lead follow up process and how to update contacts accordingly.
How does the Personalized Program Preview work?
This video walks you through the concept and the process associated with capturing and managing Personalized Program Preview (PPP) leads. The resources and materials utilized in the PPP can be found on the Lead Capture Campaigns page.
How do I manage PPP leads on my dashboard?
This video walks you through how to find and manage PPP leads on your dashboard.
How do I schedule a consult?
This video walks you through how to update a contact when you've scheduled a consult.
How do I record the outcome of a consult?
This video walks you through how to update a contact with the outcome of a consultation.
When and how do I use "Promo Week"?
This video walks you through how to update a contact who has opted for a Promo Week and discusses the difference between Promo Week and New Client.
How do I use the Call Back List strategy?
This video discusses the Call Back List and the Silver Lining Follow-up strategy. This is one of the most powerful practices to integrate into your daily practices.
How does the NPS (Net Promoter Score) system work?
This video discusses the strategy and the process behind the NPS campaigns. The content associated with the NPS campaigns can be found on the Client Campaigns page.
How do I clear tasks on my General NPS Widget?
How do I clear tasks on my 9-10 NPS Widget?
How do I clear tasks on my 0-8 NPS Widget?
How do I get my contacts from MBO, Constant Contact, etc into InfuseFT?
This video walks you step-by-step through the process of getting your lists put together. Once your lists are created you'll e-mail them to us and we'll import them (into infuseFT) for you.
How do I send an e-mail to my infuseFT contacts through infusionsoft?
This video walks you step-by-step through the process of sending out a Broadcast e-mail through infusionsoft. A Broadcast e-mail is essentially a "one off" e-mail that is not part of any campaign ... you might use this for a unique studio-specific offer, or a to wish your contacts Happy Holidays, etc.