1. © 2009 Infusionsoft. All rights reserved. More Than Just Marketing

2. © 2009 Infusionsoft. All rights reserved. Opportunity Module The World’s Smartest Workflow Automation Tool

3. © 2009 Infusionsoft. All rights reserved. Current Tools Take too much time Confuse you and your staff Make you use something else

4. © 2009 Infusionsoft. All rights reserved. Time and Sanity How much time does it take you to… Send an email after you leave a message? Schedule a follow up call? Look through your sticky notes to create a call list Keep organized notes on each opportunity Send an email 3 days after you leave a message?

5. © 2009 Infusionsoft. All rights reserved. Time and Sanity What would you do with all that time?

6. © 2009 Infusionsoft. All rights reserved. What is Workflow Automation? Automating follow up behind manual tasks Makes manual tasks easier and less intensive to do Can do anything an Action and Follow Up can do

7. © 2009 Infusionsoft. All rights reserved. How Is Infusionsoft Different? It’s like having an army of Minions

8. © 2009 Infusionsoft. All rights reserved. How can you use it? Note templates Completion Scenarios Internal Webforms Queued Fulfillment Lists Letters

9. © 2009 Infusionsoft. All rights reserved. All Areas of Your Business Can Benefit Sales  Phone call reminder tasks  Left voice message  Start nurture sequences  Send promo materials Administrative  Customer phone call tasks  Completion scenarios for customer calls

10. © 2009 Infusionsoft. All rights reserved. All Areas of Your Business Can Benefit Customer Service  Unhappy customer note template  Start / Stop customer sequence note template  Automated tasks from sequences Billing and Collections  Tasks to call to collect  Completion scenarios on tasks  Start / Stop billing sequences

11. © 2009 Infusionsoft. All rights reserved. All Areas of Your Business Can Benefit Marketing  Promotional material fulfillment note template  Lead entry from events  Testimonial review tasks