building materials and blueprints

01.28.2019

Marketing  |  3 min read

Building Infusionsoft by Keap Funnels End-to-End–Free Workflows

Created with Sketch.

Paul Sokol

Some people have not yet harnessed the true power of Infusionsoft by Keap, and more specifically, the Workflow Builder and our free pre-built marketing workflows. To help you (and others) get a taste for truly how easy it can be to build a strong foundation for automating your sales and marketing activities, I've got a treat for you today. In a half-hour, you'll learn how to create your entire end-to-end marketing funnel from this tutorial.

I enjoy sharing super-actionable blog posts and tutorials because I love to see people take action and get things done. Maybe you do, too.

However, I was racking my brain this month trying to figure out what else I can share with you. I already talked about sales pipeline automation. Tackled the touchy subject of migrating from legacy to workflow builder. What else could be done that is highly actionable? Then it hit me (last night actually): Why not show people how to implement all of the stages of Lifecycle Marketing using the free workflows in our marketplace?

Rather than type a textbook, I figured it would be much easier for you to watch a screen recording as I build these workflows in Infusionsoft by Keap.

Here are a number of things to keep in mind:

  • You'll actually see me do everything from scratch so you can do the exact same thing yourself
  • This video clocks in at 29:32, but there is zero fluff, so I encourage you to watch it to the end
  • I only allowed myself one take because I wanted to catch any potential 'gotchas' you would probably find while implementing yourself; so if it doesn't sound super polished, it isn't supposed to be
  • In addition to the setup, I also go through how the day-to-day management would look once you've launched
  • Your funnel probably has more stuff to it, but if nothing else, you'll be able to swipe some ideas from here

 


Was this post helpful?

Subscribe to our newsletter

Fresh small business insights and ideas delivered weekly to your inbox, gratis.

Loading spinner Loading spinner

You may also like

{{ record.displayCategory | smartCapitalize }} | min read

 
Before you go...

Get fresh small business insights and ideas delivered weekly to your inbox.

Loading spinner Loading spinner
Subscribe to our weekly newsletter!
Loading spinner Loading spinner

What you'll get from it:

As a thank you for subscribing, we'll send you a copy of our 2018 Small Business Marketing Trends Report with insights from over 1,000 surveyed business owners. The gifts just keep on coming.

4 Reasons to Subscribe:
  • Weekly tips to dominate sales and marketing

  • Expert small business resources that cost you zero dollars

  • We're focused 100 percent on small business success

  • Righteous GIFs

    GIF of Ferris Bueler principal's assistant

P.S. We'll never give out your information. We'll only use it to send you awesome content and resources, if you're cool with that.

Infusionsoft is now Keap. That’s weird to write, but it’s also exciting.

In 2001, trying to get Infusionsoft off the ground, there were many times when I wanted to quit. I’ll never forget my wife, after two years of struggling to survive, hugging me and saying, “Keep going.”

Over the last two years, we’ve talked with thousands of small business owners to get a deeper understanding of their unique challenges in today’s market. We learned that it’s harder than ever to succeed in small business. Customers expect more. On-demand is the rule. There’s no shortage of platforms on which to complain. A failed job or two can be damaging to your business.

Keap is our signal to the world—and to ourselves—that it’s time to make it easier to succeed. We’re on a mission to simplify growth for millions of small businesses. Our new name is a nod to the tenacity of the small business owner and encompasses everything we know to be true when it comes to success: keep going, keep serving, keep growing.

Along with a new name, we’ve expanded to two products. Keap, our newest product, is smart client management software that helps service businesses progress leads to satisfied clients. Infusionsoft by Keap is powerful CRM and sales and marketing automation software for advanced business needs.

Both are designed to make it easier than ever for more small businesses to get organized so they can deliver great service and close more business.

Clate Mask signature

To your success,
Clate Mask
CEO + Co-Founder