How to Save 2 Hours a Day By Automating Your Business http://partners.infusionsoft.com/2011webinar/save2hours

1. How to Save 2 Hours a
Day by Automating Your
Business
Presented by Tyler Garns
Director of Marketing, Infusionsoft
@tylergarns

2. What we’ll cover:
• Business Growth Concepts
What’s holding you back
• Why we hesitate to automate
• 4 Ways to save time
Automate incoming requests
Automate daily tasks
Automate communications to prospects
Automate communications to customers
@tylergarns

3. Catch 22
• Grow My Business?
Low volume = No Economies of Scale
Push through it = More customers
More customers = More work
More work = Less time for following up
Less time for following up = Lose personal touch
Lose personal touch? = Hire more people
Hire more people = Less profit
Declining profit = No fun, No growth :(
@tylergarns

4. Ever wonder how
you’re going to do it all?
@tylergarns

5. It’s all about
SCALE
(and YOU don’t scale)
@tylergarns

6. @tylergarns Image Credit: 2007 by Stuart Brown

7. Good vs Bad
• Good • Bad
Auto Deposit Call Routing (IVR)
Auto Bill Pay Auto dial
Speed Dial Social media posts
Software Installs Recorded sales
messages
Data Backups
Auto-tune
Sprinklers
Massage chairs?
Other ideas?
@tylergarns

8. We’ve been trained to believe that:
Automation in
Communication is
BAD!
Because it usually is.
@tylergarns

9. Two different types
• Human makes a • Human makes a
decision and decision ahead of
automates the time and automates
resulting work the work
Incoming Requests Lead follow-up
Daily Tasks Customer follow-up
@tylergarns

10. Incoming Requests
• How much does it cost?
• How does it compare?
• How long will it last?
• What’s your guarantee?
• Will it work for someone like me?
• Can I get this same deal in 6 months?
• You get the same 5-6 incoming requests every
day
@tylergarns

11. Standard Request Handling
Request
Send
Do work Reply
Decision
@tylergarns

12. Often Neglected:
• Segmenting people based on their requests
• Adding a note to their record
• Setting a task for follow up
@tylergarns

13. Better Request Handling
Request
Follow Send
Checklist, Reply
Choose
Template
Decision
@tylergarns

14. Infusionsoft Request Handling
Request
Run Note
Template
Decision
@tylergarns

15. Note Template
• Let’s assume Bob Smith calls in an requests
that we send him our popular e-book “The
Edge of Success”
@tylergarns

16. Daily Repetitive Tasks
• Call new leads
• Send direct mail piece
• Call new customers
• Sales appointments
• Every task usually results in one of about 4-5
scenarios
@tylergarns

17. Standard Task Handling
Task
Post Task Follow Up
Administrative
Tasks
Complete Task
@tylergarns

18. Often Neglected:
• Segmenting people based on their response
• Adding a note to their record
• Setting a task for follow up
@tylergarns

19. Better Task Handling
Task
Follow Start
Checklist, Autoresp-
Choose onder
Template
Complete Task
@tylergarns

20. Suggestions
• Read “Getting Things Done” by David Allen
• Use GTD apps on your desktop & smart
phone
My favorite for iPhone: Todo by Appigo
• Or, use a CRM solution that has task
management and workflow
Highrise by 37 signals is a great, simple web-
based CRM
@tylergarns

21. Infusionsoft Task Handling
@tylergarns

22. Infusionsoft Task Handling
@tylergarns

23. Standard Lead Follow Up
Sammy
Business Owner
2 Days 3 Days 5 Days
2 Days 3 Days 5 Days
2 Days 3 Days 5 Da
@tylergarns

24. Better Lead Follow Up
Email Autoresponder
Sammy
Business Owner
2 Days 3 Days 5 Days
2 Days 3 Days 5 Days
2 Days 3 Days 5 Da
@tylergarns

25. Often Neglected
• Keeping up with tickler file system
• Stopping email autoresponders at appropriate
times
• Starting new email autoresponders at
appropriate times
@tylergarns

26. Infusionsoft Lead Follow-Up
@tylergarns

27. Standard Customer Follow-Up
• Same as lead follow up
• Often more neglected that lead follow up
because you’ve already collected the money
• Customer focused email autoresponders are
often forgotten
• Email autoresponders don’t help with any
other type of customer interaction that needs
to happen
@tylergarns

28. Infusionsoft Customer Follow-Up
@tylergarns

29. Summary
• Start to think systematically
• Find areas of repetition
• Templatize any communication that is
repetitive
• Automate any activity that is repetitive
• Find tools to help you do that in the most
effective way
@tylergarns

30. Multiple System Madness
Disjointed systems. Manual work. Lost opportunities.
@tylergarns

31. The New World of
Sales & Marketing
Automation
@tylergarns

32. All-in-one
@tylergarns

33. Would you like more
information about
Infusionsoft?
• Yes
• No
• I’m already an Infusionsoft customer
@tylergarns

34. Questions?
http://www.infusionsoft.com/demo
@tylergarns