Worksheet: creating a campaign strategy

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Worksheet: creating a campaign strategy

Are you missing opportunities by not focusing on your sales and marketing?

Are you having a hard time turning leads into customers? Consolidating your sales and marketing efforts makes all the difference when it comes to closing the deal. In this worksheet, you’ll learn how to shorten your sales cycle using the Sell principle of Lifecycle Marketing – our proven methodology for converting leads into clients.

In this worksheet, you will:

  • Learn to map the steps your customers take before purchasing
  • Establish goals you want achieved in each step
  • Plan out your email, social media and website strategies

Why the name change?

Our new product, Keap, is pioneering smart client management, just as Infusionsoft did for sales and marketing automation 18 years ago.

We believe there’s a better way to manage sales for service businesses both big and small. And that’s Keap—one company with two products to serve all small businesses.

Smart client management software that helps turn incoming leads into satisfied clients.

The #1 all-in-one CRM and advanced marketing automation platform, as rated by G2 Crowd.

Keep going. Keep serving. Keep growing.

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