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The 8 Hour Work Week: How to Master Infusionsoft to Make More Money In A Fraction Of The Time Jermaine Griggs
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The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

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Page 1: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

The 8 Hour Work Week: How to

Master Infusionsoft to Make More

Money In A Fraction Of The Time

Jermaine Griggs

Page 2: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

• Grew up in Long Beach, CA

• Started Hearandplay.com in 2000 with $70

• By 19, we grew to mid-six figure business

• By 21, surpassed seven figures

• Today, our total sales exceed eight figures

• Having bootstrapped, I attribute much of success to the

relationship I have with my customers (which is

strengthened through intelligent automated follow-up)

Who I Am

Page 3: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

“The Griggs Quintet”

Page 4: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

HearandPlay.com

Page 5: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

Let’s Go…

Page 6: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

3 Ways To Grow A Business

Get More Customers

Increase Frequency Of

Transactions

Increase Average Size Of

Each Transaction

Page 7: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

I Wanted To Take This Further

By Automating This

Page 8: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

3 Ways To Grow A Business

Get More Customers

Increase Frequency Of

Transactions

Increase Average Size Of

Each Transaction

Page 9: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

• By far, the hardest of the 3 goals.

• That’s why you must “WOW” your first-time buyers.

• You must segment, track and identify trends within this group.

Get More

Customers

Customer Acquisition

Page 10: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make
Page 11: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make
Page 12: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

Determining First-Time Buyers (Easiest)

• Contact Creation

Action: Will run

actions on new

buying prospects

and customers

(only works in shopping cart)

Page 13: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make
Page 14: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

• Use Queued Fulfillment Action to send “New Customer”

package

• Automatically trigger SendOutCards.com to send thank

you card, gift (starbucks card, cookies, etc), or post card

• Create a task for one of your associates to give them a

“welcome” call

How You Can Use This

Page 15: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

• Immediately put them on a sequence to encourage

second sale (as customer is most likely to buy again

while HOT)

• In e-mail communications, acknowledge they are new

and welcome them to the community

How You Can Use This

Page 16: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

• Have delayed e-mails from different team members or

departments that welcome them to the company (letter

from President, letter from Customer Service Director,

etc).

• Tag them appropriately so you can track how many new

customers are being created through the shopping cart

per day/week/month.

How You Can Use This

Page 17: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make
Page 18: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

“Custom Field Counter” (Intermediate)

Page 19: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

• This method works EVERYWHERE (not just on

shopping cart) and can be repurposed in other ways

• Segment first-time buyers from repeat buyers in ongoing

communications by using conditions: “If [Number of

Purchases] = 1” vs “If [Number of Purchases] > 1”

How You Can Use This

Page 20: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

• Use follow up sequences to set benchmarks: “If

[Number of Purchases] still equals 1 after X days,

perform X action.”

• Tag them, create task for phone rep, send direct mail,

send discount promotion to encourage second sale.

How You Can Use This

Page 21: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

Using API To Determine First-Time Buyers

Page 22: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

• Replaces “Custom Field Counter” tactic.

• Adds up all orders, past and present.

• Can separate subscriptions from products (e.g. –

“Number of Product Purchases” vs “Number of

Subscription Cycles” vs “Number of Total Transactions”)

• “Bob, I know you’ve purchased several products from us but this is your

first time joining one of our subscription programs and I just want to…”

How You Can Use This

Page 23: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

3 Ways To Grow A Business

Get More Customers

Increase Frequency Of

Transactions

Increase Average Size Of

Each Transaction

Page 24: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

R.F.M. Analysis

Recency: How recently did customer purchase?

Frequency: How often do they purchase?

Monetary: How much do they spend?

Page 25: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

• Upselling

• Cross-selling

• Bundling

• Payment Plans

• Trials (“Pay Me Later”)

Increase Average

Size Of Each

Transaction

Increasing Order Size

Page 26: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

Intelligent Upselling / Cross-selling

Page 27: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

Sequence

A

Sequence

B

“Yes” “No”

“Action-Based” Conditional Follow Up

Immediate Follow Up

Page 28: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

Continuity Offer On Order Form

Page 29: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

Using API To Determine Customer Value (Monetary)

Page 30: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

• Send direct mail and premium marketing packages to

customers worth more to you (use data as condition)

• Send targeted promotions only to customers under a

certain monetary threshold: “If [Total Spent] < 100, then

do X”

• Create tasks and appointments for customers in your

“sweet spot” range

How You Can Use This

Page 31: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

3 Ways To Grow A Business

Get More Customers

Increase Frequency Of

Transactions

Increase Average Size Of

Each Transaction

Page 32: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

• The same “Number of

Purchases” field can be

used here in an opposite

manner

• Anything over 1

purchase means repeat

buyer

Increase

Frequency

Of Transactions

Increasing Frequency

Page 33: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

Using API To Determine Repeat Buyers

Page 34: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

• Offering a no-brainer deal to those who have been stuck

on “1 purchase” for a while to encourage 2nd purchase.

• Send gift once customer reaches X purchases

• Create sequence with sole purpose of getting prospect

to increase purchase count by 1 digit per X months.

How You Can Use This

Page 35: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

RFM: “Recency” In Action (And Automated!)

Page 36: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

RFM: Automating Reactivation Of Inactive Customers

Page 37: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

Using API To Determine Buying Cycles

Page 38: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

• Tells you how long it’s taking customer to make

subsequent purchases

• If “Days between 2nd and 3rd equal 0”, that means they

haven’t bought a third time. Likewise, “3rd to 4th,” “4 to

5th”

• Use conditions to acknowledge how long of a break they

took and how happy you are to have them back.

How You Can Use This

Page 39: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

• Export these fields to excel and figure out, on average,

how long it’s taking ALL customers to make 2nd, 3rd, 4th,

and 5th purchases.

• Design promotions around these average buying cycle

lengths

How You Can Use This

Page 40: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

• Subscription

cancellations threaten

optimal frequency.

• Make aggressive

offers on cancellation

confirmation page to

reactivate

membership

Immediately Reactivating Cancellations

Page 41: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

Combine For Maximum Results!

Get More Customers

Increase Frequency Of

Transactions

Increase Average Size Of

Each Transaction

Page 42: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

How To Get Insane Direct Mail Conversions

Recency: Take all clients with “Purchased In Last 30

Days” tag (aka – your “hotlines”)

Frequency: Take all clients with over X transactions in

“Number of Purchases” custom field (e.g. – 5)

Monetary: Take all clients with over $X in “Total Spent”

custom field (e.g. – “Over $400”)

The clients with all 3 factors TRUE will convert like crazy!

Page 43: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

Invest the time to set it up…

And let automation virtually

run your business on autopilot

Page 44: The 8 Hour Work Week: How to Master Infusionsoft to Make ...automationclinic.com/wp-content/uploads/2012/04/8-hour.pdf · The 8 Hour Work Week: How to Master Infusionsoft to Make

3 Types Of People

• Those that MAKE things happen

• Those that WATCH things happen

• Those That Are WONDERING What Just Happened