Taking on a new customer’s Infusionsoft application (or opening your own) can quickly become a bit overwhelming.
After all, with the litany of amazing functions and features to explore, it‘s very easy to get distracted once you jump inside an application.
On more than one occasion, I’ve gone into my application with the intention of setting up a Broadcast, only to find myself monitoring sales, cleaning my list and completely forgetting why I logged into the application in the first place.
Distraction when setting up an account – be it for a customer or yourself – doesn’t just reduce your efficiency, it means lost time, lost money and, most frighteningly, lost opportunity.
So amidst all the swirling distractions we’re subjected to on a daily basis (whether inside Infusionsoft or out) how does one manage to stay on-task?
Consider employing a checklist to make sure you stay zeroed-in on what needs doing.
When it comes to IS empowerment, we often talk about the importance of video tutorials and comprehensive user guides, but intelligent checklists may hold even more value, particularly when it comes to saving time within Infusionsoft.
Checklists help us to do a number of things from dotting the “i’s” and crossing the “t’s”, to staying on-course when we are striving to set up a complicated application within a tight timeframe.
But what should our checklist include? How long does it need to be?
These and other questions inspired us here at The API Guys to partner with several of our amazing tribe members to give you a checklist worthy of your time, attention and needs…WOO HOO!!!
Now, bear in mind that we by no means claim this to be the “be all, end all” of Infusionsoft checklists, but we certainly did our darn best to capture the areas we feel will be of the greatest value to you, the Infusionsoft user.
So, the next time you need to set up an application, take full advantage of this list. Simply put, it’s a GREAT guide and will help you save precious time when working in Infusionsoft.
Ultimately, our main hope is that you find this checklist forever useful and incorporate it into your normal Infusionsoft-routine. With that said, please, please, please feel absolutely free to submit your removal or addition suggestions to kirsten@theapiguys.com. Though this guide is going to be an unending work-in-progress, your help will make it the most complete resource available.
Don’t be shy—We desperately want this to be an all-out Tribe effort so, seriously, DO NOT hold back! You won’t hurt our feelings 🙂
With any luck, this checklist will add some serious sweetness to your Infusionsoft life sooner rather than later.
Click here to view and download your copy
