Infusionsoft Tutorial: Marketing Campaign for Consultants and Agencies

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In this Infusionsoft review, you are going to see how you can totally automate your entire prospecting and nurturing sequence so that you can significantly increase your conversion rate.

bi-ultimate-marketing-automation-guideWhat do you traditionally do with the leads that you capture? I am assuming that most of you will call them or send them an email. If they don’t respond, you will call them again or send them another email. If they don’t respond again, you will probably call them again or send them another email.

Now, here’s the real question. What do you do next?

If you are like most small business people, you stop trying to contact the prospect and they end up in the trash.

Do you realize how much business you potentially throw away every single day? Imagine the impact on your business if you could convert an extra 10% of the leads that go in the trash.

Have you ever wondered why it’s so important to nurture your prospects?

It’s because 81% of your sales happen after you make seven or more contacts to your prospects. Seven contacts! How many of you can honestly tell me you attempt to make seven or more contacts to your prospects.

Please don’t feel bad because 85% of the time, we stop after 1 to 2 contacts.

Have you ever wondered the cost of not making the additional 4 to 5 contacts to each of your prospects?

Let’s say you do a campaign to 10,000 people. This could be by email, direct mail, etc. Out of those 10,000 people, 100 people say they are interested in your product or service. Out of those 100 people, 10 people end up buying your product or service.

I’m assuming many of you would be thrilled by closing 10% of the people that were interested in your product or service.

The question I always like to ask is: what happens to the other 90 responders? Most of them fall through the cracks, have zero follow-up, or will end up buying from your competitors.

In other words, most of these 90 responders will end up in the trash.

What if, on the other hand, you had a way to easily stay in touch with them? What if it was automated?

What if this system allowed you to convert 15, 20, or 25 people instead of just 10? How much of an impact do you think all that extra profit would have on your business?

It would be huge, wouldn’t it?

That’s what I’m talking about! If you aren’t systematizing the lead nurturing process, you could be leaving thousands, or tens of thousands of dollars of profit on the table…for someone else’s business to grab.

Now, that’s just not good business!

As you can see, the key to great nurturing is AMAZING follow up. This is where so many businesspeople drop the ball. They are great at making lots of contacts and connections but they lack the skills necessary to follow up properly.

This is why most businesspeople need a specific campaign or path to follow to deliver the right follow up and this is the exact problem that is easily solved with marketing automation software like Infusionsoft.

Infusionsoft: A Much More Efficient Solution

If you are an Infusionsoft user, there is there is a much more effective way to achieve greater results with less effort (and frustration).

In the video below, I’m going to show how exactly how this can be done.

Want a Copy of This Campaign?

If you purchase Infusionsoft via our affiliate link, we will provide you with a copy of this campaign for free.

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  • Trent Dyrsmid


    I have a pre-made marketing agency campaign that I’ll give you a copy of if you’d like to use my Infusionsoft affiliate link. Let me know.

  • Trent Dyrsmid

    Shane, in it’s naked form, the campaign will work on any platform, yes. However, I only provide it for free to those people who use my affiliate link to get an Infusionsoft account.

  • Great video and nice sequence. Having built a lot of sequences in Infusionsoft for clients, I’d like to point out that this is a seriously valuable bonus for buying through your link. You might want to list how many hours it would take to create this considering all the written content in the long-term nurture sequence!

    Have you tried direct mail with Infusionsoft yet? If so, are you using an app like Direct Mail Manager or something else (assuming your using a 3rd party to print and mail)? What about Personalized URLs (PURLs)? Just curious if you have found a good app for this.

    • Trent Dyrsmid

      Hi Jason,

      Thanks for the kind feedback 🙂

      We are just doing our first direct mail test campaign this week; however, it’s not tied into Infusionsoft directly. Instead, the call to action in the letter drives people to a landing page that is tied into Infusionsoft. I am aware of PURLs, but haven’t used them yet.

      Have you used Direct Mail Manager?


  • Dave

    Hi Trent,
    I really like the idea of the automated funnel/qualifying sequence that you have created. Are there any other ways of delivering the educational content besides webinars? I run a start-up agency but am pretty certain that my target market are not the type to be interested in webinars. I’m dealing with older business owners who are looking for an online presence, they don’t have websites yet so they are unlikely to a) have the time or inclination to schedule an online event attendance or b) have the perceived technical chops to go through with something like this. They are also more likely to be cynical towards the idea of logging in to an online tutorial/lesson. I suspect that email presentations or short online set videos might work better for these people(?), I just can’t imagine webinars working for them at all. Also, because I’m in Ireland I’m in a smaller market so even if I did get some attendees the numbers would likely be so low that conversion rates wouldn’t even make an impact.
    Interested on your thoughts or if you have experience with this issue and how to utilise this Infusionsoft funnel in other ways.
    Best regards,

    • Trent Dyrsmid


      That is not a market that I would pursue because whenever you have to educate your buyer to the value of marketing, you have a real uphill battle ahead of you. In my opinion, you’d be much better off to find a market that was already actively spending money on marketing. the way, instead of trying to get them to spend any money, you can instead focus on helping them to get a better return on the money they’re already spending. As well, in all likelihood the market and suggesting would be well-versed with technology and webinars from the fact that you live where you do would make no difference whatsoever.


      • Dave

        Hi Trent,
        Thanks for taking the time to reply to honestly. I’ve been doing a lot of soul searching lately and am in the middle of a business model pivot. I think there are other ways I can leverage Infusionsoft without the use of webinars. I also have a pet project on the side which your campaign funnel would work perfectly for.
        Thanks for the great advice and free content – when I sign up for Infusionsoft it will be through your affiliate link.
        Best regards,

        • Trent Dyrsmid

          Thanks Dave. Much appreciated! By the way, when you do, my wife, who is an Infusionsoft Certified Consultant, will be doing your implementation and training.