janette gleason - infusioncon 2012

3 New Ways to Grow & Automate Your Professional Service Business

Janette Gleason

www.GleasonConsultingGroup.com

• Established in 2005

•  Financial Planning and Tax Preparation Firm

•  Located in Surprise, Arizona

•  Specialize in helping retirees and pre-retirees:

" Maximize their retirement income

" Minimize their taxes

" Protect their assets

" Leave a legacy

3 New Ways to Use Infusionsoft

1.  Internal Web Forms 2.  Quick Sale Order Form 3.  Conversion Campaign



Problem #1

#1 - Internal Web Forms •  Eliminate Human Error •  Provide Superior Customer Service •  Increase Productivity

Less Stress!


Problem #2


#2 – Quick Sale Order Form •  Create Invoices •  Collect Payments with Credit Cards •  Track Commissions to Tax Preparers •  Manage Refer-A-Friend Program

Save Time! www.GleasonConsultingGroup.com

Problem #3


#3 - Conversion Campaign •  Sales Letter •  Tax Tips Email Series •  Laser-Focused Lumpy Mail

Get More Sales! www.GleasonConsultingGroup.com

Feature Benefit

1. Internal Web Forms Less Stress!

2. Quick Sale Order Form Save Time!

3. Conversion Campaign Get More Sales!


Keys to Success •  Get focused. •  Be clear about the details. •  Prepare and get ready. •  Wait and be patient. •  Achieve your dream!


Thank You!


bit.ly/InfusionConResources

[email protected]
