KEAP/INFUSIONSOFT
REVIEWS
Since 2014 we have been working primarily with existing Infusionsoft apps – that’s clients who already have Infusionsoft before they speak with us. As we’re often not part of the initial setup (although we can of course!) and ongoing maintenance of an account, it’s important to understand and take stock of what you already have in place.
There are several reasons for this:
To understand your business further
To understand what’s been setup to date
Determine what’s working
Identify opportunities for improvement
Discover any urgent issues that need to be resolved
After conducting a number of assessments over the years, we haven’t completed one yet that we haven’t uncovered a critical issue or opportunity that I client can jump on right away.
“It was invaluable to have the Health Assessment results to pinpoint the problems with my list and email deliverability. Now to put the plan in place to fix it with Mandy’s expert guidance.” Tracey Bode, Managing Director, Zyteq
Here are some of the discoveries we've made:
$40,000+ in lost revenue
Email issues impacting 4000+ contacts
100’s of lost leads
Major security risks
Staff members not doing their jobs
Monthly app cost savings
… and the list goes on
After conducting a number of assessments over the years, we haven’t completed one yet that we haven’t uncovered a critical issue or opportunity that I client can jump on right away.
“Loved how easy it was to follow and the recommendations broken down into Must do, should do and be good to do. Mandy rocks.” Mark Robinson, Owner, Winning The Wealth Game
DO IT YOURSELF
Annual Review
To find out more about reviewing your Infusionsoft setup, book a call today.
“The App Health Assessment by Mandy is a great start to understanding how to get more out of Infusionsoft and making it work for you. Mandy explains the technicalities simply and guides you to make some small changes that can make a big difference. I look forward to working with her in the future.” Cherry Farrows, Inspire & Inform
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