written by
7E Investments

Contacting Asset Managers With Infusionsoft

2 min read

TEXT FOR SEO SEARCH ENGINE RESULTS

Good morning note family, Chris, Seveney with 7E investments here Note investing. Today I wanted to do a quick two minute video on one of the reasons why I love using infusion soft. today I'm going to talk about reaching out to asset managers as we know it's fourth quarter of the year and everyone's trying to reach out to asset managers, see what they're looking to get off their books for the rest of the year. but I also like to think more bigger picture and look at reaching out to asset managers on a continual basis. So what I've done is an infusionsoft create a simple campaign.

Note Investing

I took probably about a half hour and how it works is I have it up on my screen is my contacts in Infusionsoft. If they're an asset manager, have a tag that's called active asset manager. So any contact that has that tag gets put through this campaign or they get a monthly email. Then within the monthly email I have a unsubscribed link where they can click on the link, which then notifies them.

Note investing

Keap Infusionsoft

Speaker 1: Basically what it does is it pulls them out of the campaign. So instead of having them completely unsubscribed from Infusionsoft. I have other assets, that may just unsubscribed from this campaign, but allow them to be in other campaigns. That makes sense. So what's inside this monthly email is tab. If I open it up here it is. What I did is I created every month of the year and to run on a specific date. and then I've already got my emails prepopulated and drafted.

So typically you know for each month of the year like now is October so you might want to talk about Halloween. I've got every email drafted and populated pretty much now through the end of next year. So the rest of this year next year and got everything already done and again that took me under a half hour to do and instead of trying to find time every month to do it where things get busy or hectic, you may not have time.

I focus on a task to get it done at once. So it's already done and I don't have to worry about that. So if anyone's out there interested in learning more about Infusionsoft, Especially how to use it as a note investor, I am a certified consultant with Infusionsoft. I'd be more than happy to get your set up and using infusion soft as well as training on how to use it. Note Investing as a note investor so you can reach me at the link below or shoot me an email, Chris@seveneyinvestments.com. Thanks. Have a good day.