I often get asked about the tools and hacks we use at Box Out Marketing and what I do personally to be super productive. So, this year I’m sharing our 2021 Tech Round Up. Below are the tools we use, as well as how we use them and why. I’ve tried to organize them into …
Working with Infusionsoft is amazing. To have so much of our day completely automated reduces our workload and helps us stay efficient. But what happens when you have a customer on the phone who’s ready to buy right then and there–and your sales process is all automated for online purchases? This video from our “12 …
How to Take Quick Phone Orders When Using Infusionsoft Automation Read More »
If you don’t have a membership site, but you want your customers to be able to update their credit cards if they expire or if they get a new card, you can still do that. But how? As part of our 12 Hacks of Christmas series, we explain how to set up credit card updating …
You have sales, support and admin staff that handle lots of things. So in order to make their workflow more efficient, you want to simplify their roles, and make them “dummy-proof,” AND allow them to get through their work faster. This video is Hack #3 in our “12 Hacks of Christmas” series. It explains how …
(4 minute video example below) One of the most common things that Infusionsoft users come across is the need for creating a “looping sequence”. A looping sequence allows a contact to “loop” through the same process over and over. This is very common in businesses that offer monthly membership or have repeat buyers. Yesterday, as …
I run into people on a daily basis who have been sucked into the trap of believing they need a whole bunch of miscellaneous tools to make their online business work. They’re paying hundreds in extra monthly service fees to keep all these things running, and it’s just not necessary. Here are just a few …
Recently Zapier released an epic post on their blog showcasing a ton of ways Zapier can help you connect Infusionsoft to other softwares. In fact, Zapier can connect to over 500 other software systems. I’m not even going to attempt to review everything they posted. You should just check it out here. But here are …
Zig Ziglar recounted the story of French naturalist Jean Henri Fabré who conducted an experiment in the 1800s with Processionary Caterpillars. They’re called Processionary Caterpillars because they follow each other in procession. Fabré lined up these caterpillars along the rim of a flower pot in a never-ending circle to determine what they would do. He …