Quick Start Bundle

Get up and running - fast!

Recommended for:

New Infusionsoft Users or existing users looking to get the most our of their Application

Consider this service if:

You need help maximizing the power of Infusionsoft in your business

How Can we help?

Contact an Infusionsoft representative at 1.866.800.0004 or email am@infusionsoft.com


Our Quick Start Bundle gives you all the tools you need to get up and running with Infusionsoft. We’ll walk you through the strategy behind automated marketing and how it applies to your business. Next, we’ll develop a comprehensive plan to put Infusionsoft to work for you. We’ll also dig in to the software and help you develop the most important campaigns associated with your marketing strategy. Let’s get to it! 


Inquire About Our
Ongoing Services

Check items you are interested in:
Strategic Planning
Product Training
Implementation Services


What's Included:

Kick-Off Strategy Session

In this 50-minute discovery session, your dedicated success coach will interview you to learn more about your business goals and give you a big picture overview of how Infusionsoft will help you achieve those goals. You’ll get expert suggestions about which campaigns to launch first and how to build your personalized implementation plan.

Infusionsoft Marketing Automation Plan

Marketing campaigns can be a little tricky to conceptualize. We’ll help you map out a strategy and visualize exactly how your campaigns will execute within Infusionsoft. You’ll receive a customized flowchart with all the details that you’ll need to get a firm grip on your marketing and business processes.

Campaign Consulting Session (Includes Two Campaigns)

Once your campaigns are conceptualized and mapped out, it's time to put them into action. Your dedicated success coach will help you identify how people will be added to the campaign and what steps should be included. Additionally, we'll give you the consulting you need to launch each campaign with the software.

This session includes consulting for two campaigns that will be identified in your kick-off strategy session. Keep in mind you'll still be responsible for writing the content and setting the campaigns up within Infusionsoft, but we’ll give you the guidance you need to easily put it into action.

2 Additional Flex-Blocks of Your Choice

Your business is unique. We know that a one-size-fits-all service package may not include everything you need to hit the ground running with Infusionsoft. Some users may need additional training on advanced modules. Others might need help importing data from another system. Either way, we’ve got you covered. You can use your additional 2 Flex-Blocks to choose from our comprehensive services menu. Since you know where you need the most help, we let you choose how to spend your Flex-Blocks.

What You Can Do to Prepare

Our experts are ready to help you take your business to the next level with Infusionsoft. But your success will require some commitment on your part, too. Here are some of the things you can do to get the most out of your sessions:

  • Take some time to visualize where you want to take your marketing. Dream big, set goals, and ask us how Infusionsoft can get you there.

  • Familiarize yourself with the software by attending training webinars.

  • Commit to be successful by blocking out time from your busy schedule to meet with your success coach.

  • Prepare for your sessions by having your contact data already exported and ready to be put into Infusionsoft.

  • Don’t drag your feet! Your service package must be used within 60 days. 



1260 South Spectrum Boulevard
Chandler, AZ 85286
Phone: 480-499-6895