Infusionsoft Cookbook – Chapter 5.4 – Saving Time With FAQ Workflows

Quite often in business, there are Frequently Asked Questions (FAQs) that must be answered. A novel way to save time, get organized, and grow sales is by automating those types of e-mails.

Normally, each time one of those questions is asked, someone has to manually type the answer and send it. A savvier business may have a swipe file of common answers that can be copied/pasted to save time.

This recipe leverages the power of a note template to automatically trigger a pre-authored e-mail answering a common question.

By Paul Sokol

Paul Sokol has been using Keap since it was called Infusionsoft back in 2008. He even worked for Infusionsoft directly for five years: first as a Success Coach (launching over 200 new customers on the software) and then as a Product Manager. This book is a potent distillation of automation fundamentals that Paul has discovered through his tens of thousands of hours of in-the-trenches implementation.