So what makes a successful Infusionsoft implementation?

There is a spectrum from ‘my business is run with pieces of string’ to ‘I live on a tiny pacific island and run my business with my smartphone’.  Unfortunately, many of us want to be on that pacific island (or in the Japanese ski resort), but don’t understand how to get there.

There are 3 very broad stages:

1. I don’t have/use/know-anything-about-CRM

2. I use a CRM to capture information and I have very simple opt-ins and time saving tools built for my staff.

3. My CRM forms the backbone of my business, shows me my KPIs and drives tasks and reminders for my team.  It forms the safety net for the company and saves my staff lots of time.

Getting from 1 to 3 is quite a long road, but the nice thing is that it’s self-generating.  The more automation you do, the more time you have to build more systems and more automation.  The little tools you put in at step 2 will still be used when you achieve step 3. The catch is that right now you’re probably so stuck in the weeds it’s tough to get the time to put the processes in.  The way many businesses try to solve that problem is with, ‘can’t I just pay you to do it, and then have you train me’.

In our experience, this just doesn’t work.

We’re told over and over again ‘if it’s not your core competency, outsource it’. But we’re not talking about making a .pdf look nice, or creating some graphics for Facebook; we’re talking about systemising your business, and you have to understand how your systems work.

The act of the simple things in step 2 – maybe a little form for phone enquiries for your team, or an email broadcast template, become your education to get you to step 3.  When you build it yourself not only do you get the quick wins, but somewhere in there the penny will drop and you’ll get the vision you need for your whole business.

Every single automation-transformation project that I’ve been involved with that has been a success has had one of the key stakeholders deeply involved in the project. If you pay someone else to be the stakeholder, you’re buying a very nice system that no-one in the office knows how to drive. It’s a white elephant.

Every CRM automation project I’ve been involved with or watched from afar that has been a success because the on of the key business stakeholders has driven the project.  If you pay someone to be that for you, what you’re buying is a very very very nice system that no-one in the office knows how to drive.

The key to a successful implementation, is to have ownership.  Shift your thinking from, “I’m not good at the computers” to, “I can learn”.

Your Systems Are Broken
(and what to do about it)

Your Systems Are Broken

(and what to do about it)

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