The Ghost of Automations Past

Small Business owners who have so far not managed to automate work processes often find the idea of doing so scary. That’s understandable. It’s okay. What is not okay is staying scared because then nothing good happens. The key is to take a hard look at what is so scary. Some possibilities:

Email Status Reports Rock!

Email Status Reports are so useful the running them regularly is an Infusionsoft Best Practice.  If you have never run one watch this video and then run your first one right away.  It will knock your socks off! What’s so cool?  This report will tell you things...

Accepting Payment by Check in Infusionsoft

The standard advice from a certified partner like me is going to be “avoid accepting payment by check whenever possible.” It is an option in IS but it is a hassle because payment is done by hand by someone you cannot control. It involves waiting sometimes lengthy...

Don’t Just Create a Process, Automate It

You can’t beat automation software for reducing the expense generated by a work process.  A company will use fewer resources of every kind to support and maintain an automated process over time.  ROI calculations of automation software value often forget to count the...

How Will My Staff Fill Their Time If I Automate?

It is like a black hole opens in front of the business owner who asks this question.  It always surprises me when otherwise strategic-thinking small business owners just blank out.  Not having an answer for this actually stops them from deciding to automate. The black...

Do Ice Storms Freeze Your Sales Team?

Ice Storm:  two words that can have a big impact on a small business sales team that isn’t automated.  Here in Indianapolis a decent ice storm can bring any and all businesses to a halt for at least a few hours, maybe a few days.  A small business sales team working...

De-Clutter Your Sales Funnel

A sales funnel jammed with useless contacts is hard to analyze.  Reports need too much cleaning up.  Putting staff time and support resources into contacts that are poor prospects can choke the cash flow of a small business.  What to do:  put a good screening tool at...