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?

Infusionsoft is now Keap. Why? Because it takes perseverance to grow a successful small business, and we’re here to help.

Our mission remains the same: To simplify growth for millions of small businesses worldwide.

As Keap, we now offer a family of products designed to help small businesses no matter what stage they’re in.

We created Keap, the all-in-one CRM, sales and marketing platform for growing service businesses, because most small businesses need to start simple and grow over time.

Our top-tier product, Infusionsoft, is for small businesses with more advanced sales and marketing automation needs.

So whether you want to start simple or you’re ready for our most advanced edition, we offer a Keap product that will help you get organized, deliver great service, and grow your business.

Keep going. Keep serving. Keep growing.

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