I’d like to introduce you to Jessica Person from First Day Photo. She’s a long-time Infusionsoft user who might sound a lot like you if you joined a few years ago. She had previously learned the ins and outs of ‘Legacy’ features, built killer marketing campaigns and then kinda stumbled into something new, the Campaign Builder. The game changed and you didn’t learn the rules.
A little while ago, I was approached by Jessica who was in our office for an on-site consultation where she was received strategy and execution services from our team. Mind you, this wasn’t free; it costs a pretty penny for this service, but she found value in combining this effort with a personal vacation so it wasn’t all work without play. Anyhow, she wanted to share her genuine excitement for Infusionsoft with all of you, so she sat down with me and we talked about her past and present with Infusionsoft.
I’ll get back to the story now …
With a blend of the Legacy features and Campaign Builder, you likely did the minimum just to make it work for your business. Sure– in your ways and nurturing your leads and customers, you didn’t need to meddle with it. Since then, your business might have shifted or you have new staff and greater needs. Or you might have hit a ceiling in your usage of Infusionsoft since you initially set it up. Jessica had this same problem and you’ll see how she turned this area of concern into achieving higher output for her business.
Jessica’s business captures the first moments of newborns’ lives in through in-hospital baby portraits. She’s been at it for over 10 years and loves doing it every day. But to understand why she benefited from Infusionsoft’s services, you should understand why she benefits from Infusionsoft, the marketing and sales software built for small business.
Before Infusionsoft, Jessica was using Google Docs (now Drive) to manage her customers. It was a smaller operation and the communication was manageable within an inbox. She tried using popular email marketing services like Constant Contact, but realized her campaigns weren’t utilizing customer relationships. Sales in her business were incremental and she knew prospects were falling through the cracks, but didn’t know exactly how to solve it. She knew she had to contact customers, but it simply wasn’t done because she had a number of other fires to put out in the business.
Well, she eventually discovered Infusionsoft. She had solved many of the problems she had experienced in her business and life was great. She had a steady flow of online sales, she organized her company’s information and customer records and ultimately, Infusionsoft yielded more time for her staff. She had become a lifelong fan of Infusionsoft. “Infusionsoft has allowed growth that’s unprecedented in our company’s 10 year history,” said Jessica. Life was good, even though she used our Legacy features amid our newly-minted Campaign Builder.
So, what happened to the fairy-tale ending? I think some of you know the ending to that story. She had a handful of marketing campaigns living in the old world of Legacy and had experimented a bit in the Campaign Builder. Her implementation of Infusionsoft had turned into a Frankenstein of sorts with campaigns, follow-up sequences and action sets all over the place without any semblance of order between them. Like you, she made do because her business was still humming along, but building out new marketing campaigns was a bit exhausting. And whenever she needed a helping hand, our support team was there to help her along the way.
We know it can be a bit overwhelming at the idea of moving your older campaigns to the Campaign Builder. However, if you grab a cup of coffee and follow this helpful guide from Paul Sokol, you’ll be much closer to achieving the goal of having all your campaigns, automation and triggers in one place.
Today, I am happy to say that Jessica’s story has a fairy-tale ending. Jessica had visited our offices for an on-site consultation, now called Jump Start services, where she had spent the whole day reworking and moving all of her Legacy campaigns to the present day Campaign Builder. This had resulted in a number of great outcomes for her business.
At the outset, she had developed a very personalized experience for her customers. This was vital, especially considering her clients are at a very important stage of their lives, their actual days of birth, she wanted to render a personal experience for every customer. She also fixed up the holes in her business to ensure every customer is followed up with and never gets ‘left behind.’ Her business as a result has become much more customer-centric and has thrived amid the market shifts and even technology advances.
One of the things she said to me was less abstract. “We looked at many other solutions, but they didn’t meet our needs.” She shared with me the efforts in trying other vertical-specific applications as well as popular ones that you and I already know. She put Infusionsoft through its paces and wanted to be certain she made the right choice. Since her implementation, she has seen it deliver on its promise of generating leads, saving time and increasing more sales, she concluded, “We’ve seen the dollars prove it.”
She has some advice for fellow Infusionsoft users who might be feeling stuck. She recommends using the resources that we offer such as the Help Center, on-sites, Universities and Accelerators. These events are limited by space and availability, but when you hear about them, go for it. She also recommends to take full advantage of our friendly and knowledgeable technical support. Whenever you need them, via phone or online chat you’ll get the questions answered.
Photo Credit: drubuntu
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