Set Up Infusionsoft for your New clinic
CRM and Automation For Prime Wave Clients
Hello and congratulations on getting your new business off the ground! I'm excited to help you kick-start your growth.
My name is Brett and I've worked with Prime Wave since their first office in opened in Scottsdale, AZ. We've worked together to set up a template for your prospect follow up and patient management so you can get up and running quickly. I look forward to working with you and your team as you begin the journey.
How It Works
Infusionsoft is an all-in-one sales and marketing automation platform. It includes a Customer Relationship Manager (CRM), a powerful automation builder with drag and drop functionality, sales tracking and payments.
It's a powerful tool, but it needs to be set-up before you can use it properly. That's why we've spent a lot of time fine-tuning the process, so it's as turnkey as possible for you. When you sign up for Infusionsoft, you'll get access to templates, reports, pre-written content and even pre-built automated campaigns.
Below you'll see some of the features your Infusionsoft account will include:
Customer Relationship Manager (CRM)
Keep track of all touch-points with your prospects and patients by adding notes, tasks, documents and custom information for each person.
Grouping and Segmentation
Segment your contacts into meaningful groups so you can communicate with them based on their needs.
Email content built specifically for your clinic is pre-written so all you need to do is click "send". It also includes your logo and branding specific to you.
Automated Follow Up
You'll have automated follow up for your prospects and patients to make sure no one slips through the cracks. Remember the old saying, "The money is in the follow up"? With this system, you can click a button and your contacts will receive on-going commuincation.
How to Get Started
Sign Up. As a Certified Partner for Infusionsoft, we'll work with you to get you the best deal possible. Your agreement is with them (Keap/Infusionsoft) and is month-to-month, no contract.
We'll customize Infusionsoft for your clinic. We'll work on installing the campaigns and emails based on your branding and logo.
Launch. After we customize Infusionsoft for your clinic, we'll set up training meetings for you and your staff so you are confident and comfortable using the software.
Blick Digital will work with you to implement Infusionsoft and other tools to help organize your contact database and automate the client follow up. This includes setting up the software, importing contacts where necessary, workflow set up and training. We will work closely alongside you/your team members and other partners through a combination of on-going meetings and deliverables during the engagement.
It’s estimated that the initial set up will take 3-4 weeks to complete and we will continue to work with you/your team on training and minor modifications through week 6.
CRM Set Up For Infusionsoft
- Set up custom fields and tags so that contacts are sorted into proper groups
- Importing (if any) existing contacts correctly into Infusionsoft with appropriate groups
- Dashboards and reporting to show campaign effectiveness
- Consultation Intake Campaign
- Consultation Outcome Campaign
- Patient Info / Patien Log
- 12-Month Follow Up
- Patient Checkin and Survey Campaign
Training & Customization
- 2 Hours of Zoom (Screensharing conference tool) training meetings to make sure you and your staff understand the software. We can also use this time for further customization to your software.
Infusionsoft Set up for your new clinic