Are there tasks that you regularly perform in your business that you can’t quite automate as it’s based on direct interactions with a contact?
With Infusionsoft’s Note Templates this gives you the power to setup some automation that you can manually kick off as you need.
A great example of this is when you need to leave a message for a prospect or customer.
Check out the video below with a case study of some common actions to automate.
This setup will save you a bunch of time and also get some consistency if you have various users completing the same task.
To take this to the next level, in the video I also outline how to use Infusionsoft Note Templates and Task Templates to easily setup once and forget it on items that you perform on a daily basis.
For example:
Leave A Message & Follow Up In 1 Week
This can now be done by selecting one note template – yaay!
Instead of having to create a note and type out generic comments about having tried to call and then creating another task to call them back and schedule in a week, you can now do this basically with a click of a button!
The opportunities are endless!
Review the video above, follow these steps and take the time to write a list today of what note templates you can create in your business.
Would be delighted to hear, what other common occurrences will this benefit in your business?
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