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...