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Janette Gleason - InfusionCon 2012

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3 New Ways to Grow & Automate Your Professional Service Business Janette Gleason
• Established in 2005 •  Financial Planning and Tax Preparation Firm •  Located in Surprise, Arizona •  Specialize in helping retirees and pre-retirees: " Maximize their retirement income " Minimize their taxes " Protect their assets " Leave a legacy www.GleasonConsultingGroup.com
3 New Ways to Use Infusionsoft 1.  Internal Web Forms 2.  Quick Sale Order Form 3.  Conversion Campaign www.GleasonConsultingGroup.com
Problem #1 www.GleasonConsultingGroup.com
#1 - Internal Web Forms •  Eliminate Human Error •  Provide Superior Customer Service •  Increase Productivity Less Stress! www.GleasonConsultingGroup.com
www.GleasonConsultingGroup.com
www.GleasonConsultingGroup.com
www.GleasonConsultingGroup.com
www.GleasonConsultingGroup.com
www.GleasonConsultingGroup.com
www.GleasonConsultingGroup.com
www.GleasonConsultingGroup.com
Problem #2 www.GleasonConsultingGroup.com
#2 – Quick Sale Order Form •  Create Invoices •  Collect Payments with Credit Cards •  Track Commissions to Tax Preparers •  Manage Refer-A-Friend Program Save Time! www.GleasonConsultingGroup.com
www.GleasonConsultingGroup.com
www.GleasonConsultingGroup.com
Problem #3 www.GleasonConsultingGroup.com
#3 - Conversion Campaign •  Sales Letter •  Tax Tips Email Series •  Laser-Focused Lumpy Mail Get More Sales! www.GleasonConsultingGroup.com
www.GleasonConsultingGroup.com
www.GleasonConsultingGroup.com
Feature Benefit 1. Internal Web Forms Less Stress! 2. Quick Sale Order Form Save Time! 3. Conversion Campaign Get More Sales! www.GleasonConsultingGroup.com
www.GleasonConsultingGroup.com
www.GleasonConsultingGroup.com
Keys to Success •  Get focused. •  Be clear about the details. •  Prepare and get ready. •  Wait and be patient. •  Achieve your dream! www.GleasonConsultingGroup.com
Thank You! www.GleasonConsultingGroup.com
bit.ly/InfusionConResources janette@GleasonConsultingGroup.com www.GleasonConsultingGroup.com

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