janette gleason - infusioncon 2012
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3 New Ways to Grow & Automate Your Professional Service Business
Janette Gleason
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www.GleasonConsultingGroup.com
• 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
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3 New Ways to Use Infusionsoft
1. Internal Web Forms 2. Quick Sale Order Form 3. Conversion Campaign
www.GleasonConsultingGroup.com
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www.GleasonConsultingGroup.com
Problem #1
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#1 - Internal Web Forms • Eliminate Human Error • Provide Superior Customer Service • Increase Productivity
Less Stress!
www.GleasonConsultingGroup.com
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www.GleasonConsultingGroup.com
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www.GleasonConsultingGroup.com
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www.GleasonConsultingGroup.com
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www.GleasonConsultingGroup.com
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www.GleasonConsultingGroup.com
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www.GleasonConsultingGroup.com
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www.GleasonConsultingGroup.com
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Problem #2
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#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
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www.GleasonConsultingGroup.com
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www.GleasonConsultingGroup.com
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Problem #3
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#3 - Conversion Campaign • Sales Letter • Tax Tips Email Series • Laser-Focused Lumpy Mail
Get More Sales! www.GleasonConsultingGroup.com
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www.GleasonConsultingGroup.com
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www.GleasonConsultingGroup.com
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Feature Benefit
1. Internal Web Forms Less Stress!
2. Quick Sale Order Form Save Time!
3. Conversion Campaign Get More Sales!
www.GleasonConsultingGroup.com
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www.GleasonConsultingGroup.com
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www.GleasonConsultingGroup.com
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Keys to Success • Get focused. • Be clear about the details. • Prepare and get ready. • Wait and be patient. • Achieve your dream!
www.GleasonConsultingGroup.com
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Thank You!
www.GleasonConsultingGroup.com