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Need a simple, effective marketing system for your practice?
We’re analytical, precise, strategic people. And we’re good at it.
Still, it’s not enough to be good helping our customers see and take opportunities for growth. Or even save them from tax bills. To keep our practice growing, we also need to be marketers. So few of us are.
You know there are so many things we should be doing. Does it feel like there’s not enough time for it?
Then you need a system to help.
What do you get?
A marketing system that simplifies managing your prospects and converting them to customers.
Depending on your needs, this will include:
A marketing assessment and action plan
Core system setup
Your choice of pre-built campaigns from a list including
New Clients: Lead Generation, Website Lead Capture, Sales Pipeline
Re-engage: Sell to old leads and ex-clients, Referral generation, Newsletters, birthdays and more.
Impress: New Client Onboarding, Loyalty rewards for clients (See below for more details.)
Automated booking system so they can easily meet you (at a time that suits you!) to ask to join your books.
Education campaigns to bring them to your consultations – pre-sold.
We’ll train you in using – and expanding – the system
We also offer on-going coaching, support and assistance after implementation.
What does it cost?
We offer three packages:
Quick Start – Basic training and guidance to get going as fast as possible. $1,985
Intensive – Deeper guidance to get more value from your Infusionsoft investment. $3,970
Done With You – When you want someone on your team, to get everything in place ASAP. $6,500.
Package includes everything in the Intensive package, plus:
Focussed, dedicated team member. If you’re local, we’ll work alongside you. Either way, we’ll block out two days and run through this with you. Fast. (Note, you’ll need to be ready to keep up. Clear your calendar!)
Your choice of another additional campaign from this list (for a total of five):
Website Lead Capture
New Client Onboarding
Recapture old leads and ex-clients
Loyalty rewards for clients
One month’s free access to our Guided Support
This package includes 20 contact hours plus import and configuration.
Any fine print? Anything else to we should know?
Why do our packages include these things?
Some packages will involve you being hands-on in the build (the best way to learn, if you have time). You’ll need to provide graphics (logos, etc.). You’ll need to manage your team and any other suppliers involved. You’ll need to contribute content.
We’ll import your contacts from an industry-standard CSV file. You’ll need to make sure you have your list clean and ready.
All services are to be used within 60 days of contract approval.
All services are delivered via Zoom or other teleconference unless otherwise arranged.
You won’t know everything about Infusionsoft after your package. Seriously. We’ve been asked to sit with people for 40 hours and train them on everything. It doesn’t work. Not only is there too much to cover, there’s too much to remember. And who is interested in dedicating so much time to learning so many pieces they don’t (currently) need? We will show you what you need now, and where to find the rest.