Lifecycle Marketing Planner v4

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Lifecycle Marketing Planner

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This PLANNER bELoNgs To:

NAmE

PhoNE NumbER

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Welce

Wl!

Yu knw wat ty ayt dnitin inanity i ding t a ting v and v and xting

a dint ut. Wll, tday yull lan a uniqu aa t yu al and akting

will unla uul ut yu buin. Wll a vn ida and innvativ

tatgi dignd t l yu gt ut, gw yu al and av ti.

Ti lann ntain vyting yu nd t atu wat yull lan tday, yu an ay t

ida and tatgi wit yu and tay n tak t nxt wk, nt and ya.

U ti lann t d ida and inigt abut t biggt tuniti yu in yu akting

and al.

Y, it will b ad wk. Y, Inuint will b igt wit yu a yu d it. And y, Inuint

bliv in yu and yu da. Nw, lt gt tatd!

T yu u,

The Iit team

866.800.0004

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Lifccl Mrkig

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Lifccl Mrkig

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ImporTANT

meTrIcs

To

WATch

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InfusIonso

How are you doing in each of the

7 phases of the customer lifecycle?

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Taret Cter Dentn

Dib yu tagt ut aatiti.

Wat a t ain, bl and allng yu l t v?

Wat a t ky bnt ty k?

Wy uld ty buy yu (and nt yu tit)?

?

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InfusIonsof

Wat a ti t n bjtin t ding buin wit yu?

W i yu tagt ut?

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Attat intt in yu buin wit wul lad gnatin agnt.

1 | Attract Trafc

KEy ACTioNs iN ThE NExT 30 DAysWat agnt a yu uing t attat taf nw?

Wi agnt a wking?

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InfusIonsof

LiFECyCLE mARKETiN

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Nw agnt ida (dut)

Nw agnt ida (duatinal)

The TopIc BrAINsTormerW r sm cmm misks lpppl vid?

3 mitak mt pl mak Wn [Buying TiFit h, claning Ti pl]

D Yu mak T 3 mitak In [raiing Yucildn]?

3 cn [Invting] mitak Yu Dnt KnwYu making

W r frsris ppl v w b frm r cmpirs?

3 Qutin T Ak Yu [pl rai Guy] BYu hi hi

3 mitak Tat rki [Lawy] mak Wn[Witing Will]

3 Ting T cnid Wn [cing Yu ptcntl cany]

T 3 Biggt pbl Wit [s publi slDitit]

W r drlig gls r csmrsv?

3 Ti suully [publiing] Yu [Fit Bk]

3 Ting Yu Ablutly Nd t Knw Abut[Lawn ca]

3 pvn Tniqu T [Ina Yu engy]

3 Nw Tik T [Gt on T Fit pag Ggl]

3 Ky T Fixing Yu [sin] pbl

W r r csmrs cris b r rig lr?

3 Qutin I Alway Gt Akd Abut [Invting]

3 Ting Ty suld hav Taugt In [cllg]abut [Invting]

3 Ti Daling Wit [Batty Kid, NyNigb]

opporTUNITY ANALYZerhw any viit uld I attat wit

t igt agnt?

______________

Valu nw viit $

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2 | Captre Lead

catu t na and ntat inatin yu viit tat yu

an llw u and nutu.

KEy ACTioNs iN ThE NExT 30 DAyshw any viit a yu attating a nt?

Wbit:

Walk-in:

Tln:

Ntwking:

Tadw:

ot:

W a yu lad atu ga?

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InfusIonsof

hw an yu atu inatin t w ant ady t buy tday?

LiFECyCLE mARKETiN

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opporTUNITY ANALYZerNub viit w uld b atuing

a nt, but w a nt.

_______________

Valu t lt lad: $

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3 | Nrtre Prpect

cat a nitnt, valuabl nutu aaign wit autatd,

nalizd llw-u ag.

KEy ACTioNs iN ThE NExT 30 DAyshw d yu llw u wit t?

Nub tu

mtd()

Lngt ti

Wat i yu llw-u gal?

hw d yu idntiy t lad?

Wat an t vyn l?

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InfusIonsof

LiFECyCLE mARKETiN

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opporTUNITY ANALYZerNub t w d bau ty

ant ady t buy tday.

______________

Valu lt t: $

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4 | Cnvert sale

Tun t int ut by llwing u wit tng and

ving bjtin.

KEy ACTioNs iN ThE NExT 30 DAyshw d yu knw wn a t i t?

hw any ti d yu llw u wit inttd t?

Wat a t ky bjtin yu nd t v?

Wat wk t nvt al?

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InfusIonsof

LiFECyCLE mARKETiN

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opporTUNITY ANALYZerNub t a nt w ay

av bugt wit t igt llw-u and .

______________

Valu lt al: $

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5 | Delver & sat

Dliv n wat wa id. Tn g abv and bynd t ally ww

yu ut.

KEy ACTioNs iN ThE NExT 30 DAysWat d yu d t WoW yu nw ut?

Wat d nw ut nd?

Wat iu at unay ut?

hw d yu nd?

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InfusIonsof

exi: Baint ativ ting yu uld d $5 l t WoW nw ut:

LiFECyCLE mARKETiN

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opporTUNITY ANALYZerhw any ut did t t ding

buin wit yu a nt bau yu

aild t WoW t?

_______________

Valu lt ut: $

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6 | upell Cter

Dvl a lng-t ull tatgy t l gw t valu a

ut v ti.

KEy ACTioNs iN ThE NExT 30 DAysWat ntag yu ut buy tan n?

hw u d an avag ut nd?

Wat d yu d t nuag xiting ut

t buy yu?

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InfusIonsof

LiFECyCLE mARKETiN

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opporTUNITY ANALYZerNub at ut w uld b

buying again ti nt, but w a nt

bau llw-u?

_____________

Valu lt at ut: $

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7 | get Reerral

enuag al wit a gat ut and atn al ga.

KEy ACTioNs iN ThE NExT 30 DAysWat ntag yu buin al?

Wat d yu d t ytatially ak al?

Wy d ty nd yu al?

hw d yu wad ut w ?

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InfusIonsof

LiFECyCLE mARKETiN

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opporTUNITY ANALYZer

Nub lt al a nt.

______________

Valu lt al: $

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opprtnt Analzer

MonthLyVaLue

annuaLVaLue (x12)

Wri l vl iss i ps f r csmr lifccl:

Attat Taf $ $

catu Lad $ $

Nutu pt $ $

cnvt sal $ $

Dliv & satiy $ $

Ull cut $ $

Gt ral $ $

totaL: $ $

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InfusIonso

KEy ACTioNs iN ThE NExT 7 DAys

iN ThE NExT 30 DAys

iN ThE NExT 60 DAys

Ke Actn

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map r cter leccle

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InfusIonso26

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Notes

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Nte

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InfusIonsof

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Nte

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InfusIonsof

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Nte

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www.infusionsoft.com/planner1.866.800.0004 | [email protected]