Having a system to reliably collect and distribute leads from inbound phone calls is critical for a well-oiled sales machine. This is also very important for any print media where the call to action is to call the company because it ensures easy ROI tracking. The context behind why someone might call is important, so for this recipe let’s pretend people are calling in to schedule a free consultation from an ad. Having a system to reliably collect and distribute leads from inbound phone calls is critical for a well-oiled sales machine. This is also very important for any print media where the call to action is to call the company because it ensures easy ROI tracking. The context behind why someone might call is important, so for this recipe let’s pretend people are calling in to schedule a free consultation from an ad.
Tag: Automations
Infusionsoft Cookbook – Chapter 3.7 – Growing Your Social Media Following
“In this age of technology, relationships are king. The more channels we can connect with someone, the greater the potential for a relationship. By intentionally asking people to follow us, we can systematically build more communication channels to the database.
For this recipe, let’s pretend we want to invite people to follow us on Twitter.”
Infusionsoft Cookbook – Chapter 3.6 – Building An Automated Twitter Offer
Twitter has an ad product called a Lead Generation Card where users can redeem offers directly from within their feed. This sends their name, username, and e-mail to whomever is running the offer. Infusionsoft has built-in integration that makes it easy to automatically follow up with new leads acquired in this way. However, a Lead Generation Card is not an ad by itself. It has to be attached to a promoted tweet. Meaning you can use the same Lead Generation Card across many different ads. Similar to a strategy, an offer is all about context. For this recipe we are going to pretend that the offer on the Lead Generation Card is for the user to redeem an e-book.
Infusionsoft Cookbook – Chapter 3.5 – Creating A Simple Referral Request
Social proof is very persuasive. People tend to trust their friends and family more about a buying decision than anything else. Having a system to ask for referrals from your existing customers is a great way to lower customer acquisition costs because referrals are normally easier to close.
Infusionsoft Cookbook – Chapter 3.4 – Leveraging Offline Media For Lead Generation
Despite the proliferation of the Internet and smartphones, offline media can still be an extremely powerful lead generation channel. Strategically placing a URL somewhere within a letter, billboard, and so on gives us the ability to collect leads automatically.
Infusionsoft Cookbook – Chapter 3.3 – Collecting Leads From In-Person Events
In-person events are frequently chaotic. Having an easy-to-access lead capture form can provide confidence that each new connection we make will be properly added to our database.
Infusionsoft Cookbook – Chapter 3.2 – Building A Lead Magnet Delivery
A lead magnet is exactly what it sounds like: it is something designed to attract new leads like a magnet. Offering some digital resource in exchange for contact information is a common example of a lead magnet. A lead magnet can take many different forms, such as: PDF, E-book, Slideshow, Audio file. This is by no means an exhaustive list. Automating the delivery and follow-up of a lead magnet is a simple and very powerful way to save time and get organized. This recipe shows how to build a mechanism for capturing interested leads, delivering an online lead magnet via e-mail, and following up with people who download it.
Infusionsoft Cookbook – Chapter 3.1 – Creating A Contact Us Form
Every website needs to have some method for people to make general inquiries. This is particularly important for service-based businesses that operate locally. If a website is missing a simple Contact Us form, that means good leads from our hard-earned traffic are slipping away. Fixing this hole in our online presence creates another lead channel for the business.
Infusionsoft Cookbook – Chapter 2.10 – Chaining Campaigns Together
More often than not, when one campaign ends or reaches a certain point, another separate campaign has to respond accordingly.
A master builder not only has a clear strategy to chain campaigns together, they also leave plenty of breadcrumbs for others to follow and understand what is occurring.
Infusionsoft Cookbook – Chapter 2.9 – Connecting Web Forms Together
There are many reasons to create a multistep web form experience. As a conversion optimization tactic, progressively collecting information can help you identify the hottest leads while the automation handles those who drop off.