Onboarding Plan

Here is an example of the custom onboarding plan we create for customers.

 

Kickstart infusion
 

Jai J
Customer Success Manager – Infusionsoft

Welcome to Infusionsoft!

Once you become a customer, Infusionsoft will connect you with a Customer Success Manager (CSM) like myself.

Your CSM will give you a tour of the Infusionsoft Academy resources you’ll use to learn use the software.

Your CSM will also be available to discuss your long-term strategy for Infusionsoft to help ensure your continued success.

Timeline

Here is what you can expect during your onboarding.

 

 

 

Onboarding Plan

We’ll help you get setup and launch your first campaign.

Getting Started

Invite your team
Connect social accounts

 
 
 
 
 
 
 
 
 
 
 

Call 1 – Plan

Review LCM & understand business goals

Set up lifecycle stage workflow

Define Kickstart Goals & Build the Marketing Automation Layout

Build the Sales MAP

Complete the Initial Setup of Infusionsoft Account

Automate Marketing Basic Training

Call 2 – Build

Learn to build webform/landing pages/default email template

Draft Email Broadcast & test Email Broadcasts

Understand automation & campaign tools

Review & Import Contact Database

 
 
 

Call 3 – Launch

Build Marketing Campaigns & Test the Campaign flow

Review the campaign layout & launch as per the plan

Send email broadcast with calls to actions

Set up contact properties

Write blog posts – Write social media posts

Call 4 – Review

Analyze & broadcast & campaign performance

Configure custom dashboard & reports to track key metrics

Track Lead Score

 
 
 
 
 

Call 5 – Grow

Define 6 months goals & set up plan of action

Create detailed strategic plan to achieve future goals

Identify supplemental resources to ensure success

 
 
 
 

 

Customer Success

Training and Services to help you get the most out of your HubSpot experience.

Kickstart infusion
 

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Kickstart infusion
 

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Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor.

Kickstart infusion
 

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Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor.