Customizing Infusionsoft CRM for Cleaning Businesses

Infusionsoft CRM

Infusionsoft CRM is a customer management and automation program.  A CRM program is used to keep track of all of your current and potential clients. It will let you keep relative data on customers such as:  account number, names, address, credit card information and past orders


An Excellent Tool to Help Your Business Expand

A centralized database, or CRM, is an excellent tool to help your business expand.  They are designed to control the information about your customer contacts.  An automated CRM program can house your different relationships and ensures your communication is optimal.   It’s kind of like having an automatic sales team that never forgets.  The added communication can increase your sales exponentially.  One of the keys to success is being able to get the most out of everything you have.

Infusionsoft for your Cleaning Business

Infusionsoft is an automated CRM service scheduling software that can be specifically custom designed for a cleaning business.  It is designed for all business sizes, small to large businesses and is fully customizable.  It can take a couple weeks to get your CRM fully customized to your company’s exact campaign.

Infusionsoft CRM can be individualized to contact your customers in a number of ways.  You can create a snowball effect by increasing your companies structured follow-up.  You should enter your prospects every time you receive one.  The process can be automated from your website.  It has an open API so you can automatically have your clients, who contact you by phone, entered.

Many times, you and customers play a game of phone tag.  Every customer that contacts you should be quoted.  The average cleaning business only quotes around 65% of the customers that contact them.  Long-term business owners will tell you, follow ups are the key to a successful business.  By increasing your communication with your current clients, you can generate extra revenue.  Simple things like a newsletter can keep you in your client’s mind and make you the go-to-guy.

Setting up your homepage

Once you have your Infusionsoft CRM software installed, you are ready to create your homepage.  You can add different links to your navigation like My Day dashboard and contacts.  This can be changed by going to “my nav” and dragging on the different functions.  Your navbar should have the things you use on daily basis and you can customize their order by dragging and dropping.

You should use the “My Day” page to add tasks or appointment, and it will add them to your calendars automatically. It’s very easy and quick to add appointments by clicking “add.”  You can add a title, location, time, and notes.  You can also select all day if your meeting will take the entire day and you do not want to be disturbed.

How campaigns work

Once you understand the basics of your Infusionsoft software, the next thing you want to do is set up your campaign.  Build a quote form from the templates provided.  You can build excellent and highly effective looking templates. You should make sure your quote form has all the information you need to get from your contact.   This will make contacting them over multiple platforms easier.  When a customer requests a quote on your website, they are automatically entered into the system.

Now that they are in your system they are ready to be sorted into your campaigns.  Campaigns are a chain of automated events in a marketing strategy.  For example, if you follow up and get a voicemail, the software will automatically reschedule a callback time.  It will also automatically send an email that tells customers you have called and that you can send them an online quote.

Getting into your Sequence

Once they are quoted they will go into your sequences.  An example of a sequence is as follows:  As your customer requests a quote, they will also receive an additional email that has company information.  You can also set it to remind you to contact your potential customers.  You can even have it remind you to send a handwritten card.  E-coupons are a great way to spark customer interest and motivate your client.  If there is no action for 2 weeks, the system will automatically send another informative email.  Subconsciously, this will show your customer that you are a good communicator and most people appreciate the follow-up.

Infusionsoft can continually send clients newsletters after 2 months.  In 3 months it will send a testimonial E-card and after 6 months it will send an additional promotions package.  Finally, at 9 months you can send a “your quote is expiring” email.  All this follow-up keeps you in your client’s mind.

Newsletters and follow-up emails

Creating an effective newsletter in Infusionsoft is easy—you can create a template in half hour.  You should make your newsletter easily swappable to reduce the monthly workload.  This technique is recommended and can save you a lot of time in the future.  You should be consistent.  It is recommended that your customers receive monthly newsletters.   You can also make pre-made emails that can be scheduled for later send dates.  Infusionsoft will even let you set it to remind you to do a follow-up call the day after a cleaning.  This is all done automatically forever, until they unsubscribe.

You can build and manage promotional campaigns and even adjust prices based on how long a client has been with you.  It is very easy to navigate.  The software is drag and drop.  Adding your pre-existing data is easy.    You can upload any CSV files directly to Infusionsoft.

Create sequences and connect them, and then add timers and canned emails.  A good campaign can take a couple weeks to learn, but with your service scheduling software training coach, you can decrease this learning curve.  Having a coach to assist you makes all the difference.  They help you build your first campaign and make learning a breeze.

Infusionsoft is a great solution for any cleaning business looking for a fully customizable automated CRM. 

The only thing Infusionsoft CRM can’t do is schedule your employees.


Are You Considering Business Coaching Services?

Is Business Coaching for you?

If you are the owner and operator of a small to medium sized company, it can be incredibly helpful to have a business coach or mentor that you can consult with when you need to make decisions. However, you need to be sure that you are working with a professional who is an expert in the field. This guide will assist you in finding the best mentor for you so you can grow and advance your business.


Research & Investigate

You may already know someone who provides these kinds of services, either in your local community or through online forums. However, that is not enough for you to decide to trust this person with your affairs. You will need to research and investigate carefully before you decide who you are going to use. This will help ensure that you get the best advice possible.

If you do not know any, then you will need to make a completely fresh list. Otherwise, you can begin adding to it with a search online. Although you can get consulting from someone in another community, this is a service that is often better fulfilled by someone who is geographically close to you.

Consider a Coach who is Geographically Close

The importance of this will depend in part on the type of business that you have. There are likely many things in your community that influence your business that an outsider may not understand. You do not want to inadvertently make mistakes that hurt your reputation because you listened to someone who has never even walked the streets in your town.

For instance, there may be an annual event that is very special to the town and the people. When it happens, employers may close early, give employees days off, schedule a lot of overtime hours or a number of other possibilities. An advisor not familiar with how the event influences the psyche of the townfolk may recommend things that the employees and/or customers will not appreciate.

Another reason that you want business coaching services from someone who is in your area is they will have an additional set of ears regarding potential changes in the community. For instance, they may hear early on about a potential zoning change that will directly impact your expansion plans. The advice based on the upcoming changes can be invaluable.

Review their Entrepreneurial Endeavors

However, you need to have more parameters for the job than simply living in the same city! Take a list of four or five business coaches that are in your city and begin to research each of them. You want to know how successful they have been in their own entrepreneurial endeavors and if they have helped others to achieve success.

Read several reviews and go beyond the first page of the search engine results to be sure that you are getting a complete picture of each. If you cannot find sufficient information, you should move the person down on your list. If the info that you find is incredibly sparse and contains negative reports, you may want to scratch them entirely from you list.


Set up a Consultation Appointment

At this point, you have checked out their websites and general consumer reputation. Ideally there are at least two businesses or indivdiuals left on the list. Contact each of them to make a consultation appointment. Let them know up front that you are not going to make a decision that day because you have to complete the interviews and compare your notes first. If a person tries to force you to sign anyway, be aware that the aggressive behavior will continue throughout your work together.

During your interview with the business coaches on your list, you will need to see how well you and the person “click” together. Do they understand your vision and your business? Are they aggressive and controlling of the conversation and the business vision? Remember that you will be working closely with this person when making vital business decisions. You need to feel comfortable that you are getting the best advice and yet are free to make your own choices without judgement or berating.

Compare the experiences that you had with each of the coaching consultants and decide which one you want to work with.


Benefits Of Online Marketing

The Benefits

The internet has helped numerous businesses develop in the online market place leading to saturation.  The need for online marketing is more evident for any business to beat out its competitors.

Here are some of the advantages of online marketing:


Internet marketing is an extremely cost effective way of getting the word out on your products with little or no capital. You might use social media or send emails which when compared to other forms of marketing such as newspaper, radio and television, have a significant cost difference.

Easily Accessible To A Wide Audience

Marketing through the internet, leads to a much wider reach. It has a global audience with millions of people being able to view the advertisements, whether it’s via an email campaign or a blog/social media marketing.

Round The Clock Marketing

A major advantage of online marketing is the fact that it is 24 hours a day 7 days a week. There are no business hours and no personnel to pay. The consumers can browse at their own convenience, for whatever time period they choose.content-is-king-thumbs-up

Time Effective

Another advantage is how much time it saves for the marketer. It is possible to begin an aggressive campaign within a few hours. In a few minutes or so marketing can be started with a single subscriber.

Target Markets

Internet marketing is amazing because it has the ability to reach the audience that are most attracted to the products. The ad can be filtered to targets certain demographics, like girls between 15- 22 for certain products and the elderly men for certain products. For instance for make up your target might be a younger audience whereas for an investment scheme your target might be middle aged males.

Convenience And Ease Of Use

Internet marketing is one of the most convenient ways of marketing ever conceived. As long as consumers have access to the internet they can reach the markets anywhere in the world from the convenience and safety of their homes. Once the items are purchased all the details concerning delivery can be tracked using online resources.

Finally, one of the major benefits of the internet is the multitasking effect. It is possible to serve millions of consumers at the same time. A big amount of transactions can occur within the website without any of the consumers feeling dissatisfied with their interactions. Even better, the business owner can handle numerous transactions at once.

Enjoy these and many more advantages of online marketing.


Market Research – Basics to Marketing Goods and Services

Market Research

Detailed and accurate data is the foundation of all successful businesses. This is because a business is able to achieve a wealth of information regarding the competition, existing and prospective customers; and the industry in general. In a nutshell, it allows the business owner to determine the feasibility of business before committing any considerable business resources. Market Research offers relevant information aimed at helping any marketing challenges that a company is most likely to face; which is an integral part of the business planning process.

What Is Market Research?

This can be defined as the process of analyzing, gathering and interpreting market information about the service or product behavior in a particular market or industry. The data will show more about the past, present and possible future, customer expectation, market trends, market characteristics, location, spending habits and not forgetting competition.

Market research is quite important; – in a matter of fact, marketing strategies such as:

• Unique Services (These are services that separate you from your competitors)
• Product Differentiation (This is the process of creating a product or service identity)
• Market Segmentation (A technique of identifying a specific group within a particular market)

are impossible to achieve or develop without market research. The market research purpose is to observe the market linked with a particular business. Also, to identify how the audience will receive the business and its product or services. Keep in mind that this may include information gathering for the purpose of market segmentation as well as product differentiation. The data can be used to tailor ad efforts as well as determining which features should be considered as a priority to the consumer.

Types Of Market Research

Market research can be divided into two major categories, which are:

1. Primary Research

Primary research is a market data that you compile on your own, through your efforts; and mainly considered as original information. You may also hire someone to collect and research more about your firm’s market.

Primary research is divided into two categories;

• Quantitative Research (Exploratory Research)

According to Wikipedia, “This is a methodical empirical analysis of observable occurrences through Mathematical, statistical and computational methods.” In other words, quantitative analysis is achieved through computerized methods, surveys or market calculations. The method’s objective is to employ and develop theories, mathematical models as well as market hypotheses.

• Qualitative Research (Specific Research)

This is a technique whose approach encompasses many research techniques. This method does vary with the disciplinary back around, like using psychologist with an aim of getting an in-depth human behavior understanding as well as a particular reason(s), which directed such actions. Qualitative research mainly aims at understanding your customers and the industry in general.

For example, knowing why your customers prefer your product, reasons for them buying your product, the reason they bought it at that particular time (do they impulse buy? purchase due to a particular story or buy only when they need it) and much more.

Real business applicable Example (Putting It in A Particular business or product): – Assuming that you are selling camping products and items. Trying to identify your customer purchasing behavior such as, do a majority of them buy these items because they are about to go on a camping trip, or simply buying them in advance? Which season does your camping items gain demand and in which way?

2. Secondary Research

Secondary research is market information that has already been conducted by other parties, such as government and non-government entities. This is data that has already been collected for you. Such information might include, location security, data, and growth; population data, purchasing methods, and market demands.


Many educational institutes conduct researches in various ways, which range from faculty-based projects to student projects and assignments. Therefore, never ignore such sources because they may contain information that you actually need or benefit you in a great way.