1. Module 1: Welcome.
1.1. 1.1. How do I get the most efficiency?
1.1.1. Do the work.
1.1.2. Repetition is the law of learning.
1.1.3. Master Module Thinking.
1.1.4. Trust the process.
1.1.5. Pursue simple.
1.1.6. See differently - Try to capture how the expert seeing the problem.
1.1.7. RIGHT MODEL + RIGHTS STRATEGY + EXCELLENT IMPLEMENTATION = SUCCESSFUL BUSINESS
1.2. 1.2. The Gap?
1.2.1. Obstacles to turning ideas into reality
1.2.1.1. No plan of atack.
1.2.1.1.1. Solution: The Playbook.
1.2.1.2. No Blueprint for plan of atack.
1.2.1.2.1. Solution: The Blueprint.
1.2.1.3. No systematic for Blueprint.
1.2.1.3.1. Solution: The Build.
1.3. 1.3. The 7 Laws.
1.3.1. 1. Set a specific goal.
1.3.2. 2. You ARE the entrepreneur.
1.3.2.1. Organize & operate business.
1.3.2.2. Put RIGHT PEOPLE in the RIGHT PLACE in the RIGHT TIME.
1.3.2.3. 3 steps to become Impactful.
1.3.2.3.1. #1. Accept how little you can do.
1.3.2.3.2. #2. Build a team of Key Success Player.
1.3.2.3.3. #3. Give up control of the difference of your business.
1.3.3. 3. You CAN'T do everything AT THE SAME TIME.
1.3.3.1. Focus on and only improve individual pieces of your business.
1.3.4. 4. Creating Blueprint before implementation.
1.3.5. 5. Done is BETTER than perfect.
1.3.6. 6. You CAN'T create a perfect version before launching it.
1.3.6.1. Launch it first, customize & optimize later.
1.3.7. 7. The map appears when the car is in motion.
1.3.7.1. You will never have what you need before you started.
2. Module 4: The Implementation Guide.
2.1. 4.1. The Rules.
2.1.1. CAMPAIGN RULES
2.1.1.1. #1. Thou shalt name campaigns well
2.1.1.1.1. ##. Division - Campaign Name
2.1.1.2. #2. Thou shalt always start at B2
2.1.1.3. #3. Thou shalt use proper spacing
2.1.1.4. #4. Thou shalt never cross lines. Ever.
2.1.2. SEQUENCE RULES
2.1.2.1. #1. Thou shalt be consistent.
2.1.2.2. #2. Thou shalt use proper spacing inside the sequence.
2.1.2.3. #3. Thou shalt break up large sequences.
2.1.3. TAG RULE
2.1.3.1. #1. Thou shalt organize tags well.
2.1.3.1.1. 5 Tag Categories
2.1.3.2. #2. Thou shalt name tag well.
2.1.3.2.1. Tag Name
2.2. 4.2. The Campaign Shell
2.2.1. (The first step in building campaigns is to start by building the campaign shell)
2.2.1.1. Step 1: Name the campaign.
2.2.1.1.1. + ##. Division - Campaign Name
2.2.1.1.2. Or + Machine - ##. Division - Campaign Name
2.2.1.2. Step 2: Copy Milestones/ Follow - up to Goals/ Sequences in Campaign Builder.
2.2.1.2.1. Start at B2
2.2.1.2.2. 1 full square between elements.
2.2.1.3. Step 3: Add a Start/ Stop button
2.2.1.3.1. 1. Replace the first goal with a start button.
2.2.1.3.2. 2. Add a decision diamond after the start button.
2.2.1.3.3. 3. Add a sequence after the first to push the start button.
2.2.1.3.4. 4. Add a stop button to the end.
2.2.1.3.5. 5. Add a sequence after the start button to remove people from the play.
2.2.1.4. Step 4: Add in internal form
2.2.1.4.1. 1. Name = Campaign Name: Update Form
2.2.1.4.2. 2. Add check boxes to Start and Stop the play
2.2.1.4.3. 3. Add sequences from internal form to Start and Stop the play.
2.3. 4.3. The Campaign Details.
2.3.1. Step 1: Create Your Tags
2.3.1.1. This is not a creative exercise.
2.3.1.2. Use The Tagger.
2.3.2. Steps 2: Configure Your Goals
2.3.3. Step 3: Configure Your Sequences
2.3.3.1. Add your Status and History track.
2.3.3.1.1. First remove ALL statuses in the play.
2.3.3.1.2. Then apply the appropriate status.
2.3.3.1.3. Then apply any applicable history tags.
2.3.3.2. Add your Systems and integration track.
2.3.3.2.1. Remove any system tags that may have been used to start the sequence.
2.3.3.2.2. Apply any other applicable system tags.
2.3.3.2.3. Run any HTTP posts for any integrations you might be using (like PlusThis, etc.)
2.3.3.3. Add your Marketing and To-Dos track
2.3.3.3.1. Copy this directly from your Executable Bluprint.
2.4. 4.4. The Dashboard.
2.4.1. Step 1: Create Your Saved Searches
2.4.1.1. + This is not a creative exercise.
2.4.1.2. + Create saved searches for all To-Do sensors.
2.4.1.3. + Create saved searches for All Statuses.
2.4.2. Step 2: Create Your Dashboards
2.4.2.1. + Top Left = Get These To 0 Before I Leave.
2.4.2.2. + Middle/Right = Individual play summaries.
3. Module 3: The Executable Blueprint.
3.1. 3.1. The Small Business Success Marathon.
3.1.1. How the play is going to evolve?
3.1.1.1. Phase 1: Organize
3.1.1.1.1. Play Button: Track customer journal
3.1.1.1.2. Content V1: Please DON'T spend much time on this.
3.1.1.1.3. Sensor: name of metric you want to track in order to know the efficiency.
3.1.1.1.4. Dashboard: show what was happen
3.1.1.2. Phase 2: Optimizing
3.1.1.2.1. Sources
3.1.1.2.2. Content
3.1.1.2.3. Process
3.1.1.2.4. REMEMBER
3.1.1.3. Phase 3: Customizing
3.1.1.3.1. Identify the Sub - Group: if make a unique messaging ⇒ higher conversion
3.1.1.3.2. Customize the Automation
3.1.2. What "Organize" look like?
3.1.2.1. You know where exactly where people are.
3.1.2.2. You know what people are doing.
3.1.2.3. You know who the people are.
3.1.2.4. You can track what needs to be done.
3.1.2.5. Keep it clean, organized, and scaleable.
3.2. 3.2. The Blueprint Process.
3.2.1. #1. UNPACK YOUR BRAIN
3.2.1.1. Take idea out of your head with some structure.
3.2.1.1.1. Define what happens between “Start”, “Finish” and “Exit”.
3.2.1.1.2. Identify “Buckets” and “Follow-up”.
3.2.1.1.3. Example.
3.2.1.2. Dive in.
3.2.1.2.1. Desired Path
3.2.1.2.2. Detours
3.2.1.2.3. Exit
3.2.2. #2. EXECUTABLE BLUEPRINT
3.2.2.1. Preparing for The Build
3.2.2.2. Copy from the Unpack Your Brain
3.2.2.3. Channel your inner “Picasso”
3.2.2.4. Example
3.2.3. #3. SENSORS
3.2.3.1. Status
3.2.3.1.1. (Where are they right now? Where sb is?)
3.2.3.2. History
3.2.3.2.1. (What have they done?)
3.2.3.3. Profile
3.2.3.3.1. (Who are they)
3.2.3.4. To-Dos
3.2.3.4.1. What are the activies that employees need to do in the systematic?
3.3. 3.3. The Examples.
3.3.1. Examples
4. Module 2: The Small Success Business Playbook.
4.1. 2.1. The Small Business Success Machine.
4.1.1. The Small Business Success Machine.
4.1.1.1. Advertising
4.1.1.1.1. Where we spend money to create Leads, Prospects or Clients.
4.1.1.2. Marketing
4.1.1.2.1. Where we convert Leads into Prospects or Clients.
4.1.1.3. Sales
4.1.1.3.1. Where we convert Prospect into Clients
4.1.1.4. Fulfillment
4.1.1.4.1. Where we create Happy Clients
4.1.1.5. Finance
4.1.1.5.1. Where we make sure we get our money
4.1.1.6. Internal
4.1.1.6.1. Where hire and onboard employees.
4.1.2. Role of Infusionsoft.
4.1.2.1. Leverage system + automation to create EXPERIENCE (for customer) across the business.
4.1.3. Puspose of Infusionsoft
4.1.3.1. Return > Investment
4.2. 2.2. The Small Business Success Playbook.
4.2.1. What is Playbook
4.2.1.1. It is a collection of play
4.2.2. Examples.
4.3. 2.3. The Homework.
4.3.1. Fulfillment => Sales => Marketing => Finance => Internal => Advertising.
4.3.2. Examples.
4.3.3. REMEMBER.
4.3.3.1. Using Infusionsoft 100% it NOT about how much infusionsoft you are using.
4.3.3.2. It’s about how much your business is being impacted by Infusionsoft.