1. Cash Flow is King: How to AutomateCollections with Infusionsoft Presented By:Jordan Hatch – Lead Trainer, InfusionsoftKyle Leavitt – President & Co-founder, Infused Systems

2. Why YOU need to automate collections Collections causes CHAOS Collections chews up your time Collections costs money High A/R leads to weak financial statements Collections is a necessary evil that cannot be ignored Cash is KING in small business You need more cash to invest in and grow your business You need more cash to pay the bills You need more cash to pay yourself Who will benefit from this presentation? If you sell anything to anyone then this is for YOU!

3. Best practices for collections Billing policies & procedures Reducing collections starts before someone buys When to charge finance charges & late fees When to send someone to collections Where do you draw the line? Infusionsoft-specific best practices Miscellaneous order settings Order triggers Credit card update feature Extending functionality & automation What you can do through the Infusionsoft API CustomerHub---the ultimate collections system

4. Email sent to notify customer Credit card payment fails Infusionsoft bills customer Customer calls with billing info Rep manually enters payment Your company Your client Subscription billing process

5. Email sent to notify customer Credit card payment fails Infusionsoft bills customer Subscription billing process Customer pays in CustomerHub Payment sent to Infusionsoft Your company Your client CustomerHub

6. Incoming mail is processed Invoice printed and mailed Net 30 billing process Check is cut and mailed Incoming mail is processed Rep manually enters payment Your company Your client

7. Email sent to notify customer Infusionsoft creates invoice Payment sent to Infusionsoft Customer pays in CustomerHub Net 30 billing process Your company Your client CustomerHub

8. Basic collections campaign Step 1: Email Step 2: Letter Step 3: Text message (SMS) Step 4: Email Step 5: Voice broadcast Step 6: Send to collections Immediate Delay 3 days Delay 10 days Delay 15 days Delay 20 days Delay 30 days Notify the customer regarding overdue account and instruct regarding payment Notify the customer regarding overdue account outline deadline and penalties Reference the previous notices and reaffirm deadline and penalties Assess late fee and outline further consequences of non-payment Final warning with instructions regarding payment Send to collections company for further follow-up

9. Free stuff to help you PDF of all 3 campaigns that we covered PDF of 10 Infusionsoft-ready email templates Free 30-day trial of CustomerHub Free done-for-you setup package for CustomerHub ($499 value) Lock in $39/month price-for-life guarantee

10. Question & Answer Speak now or forever hold your peace!