Tag Archives for " planning "

June 27, 2017

Are you a ‘whiteboard person’?

If you use Infusionsoft, Drip, or some similar marketing automation system, mapping out your customer journey is a serious business. It’s easy to lose entire days in meeting rooms, covering multiple whiteboards with scrawl.

I’ve come to realise there are two types of people in the world: those who thrive on whiteboards (and in fact, cannot think unless one is present), and those who do not.

Put me in front of a whiteboard with a pen, and I’ll drown in the available whiteness. I’m more comfortable writing out a plan than I am drawing arbitrary boxes on the wall.

I’m happy to contribute and refine. But I’m rarely the first person in the room to grab the whiteboard marker.

For an optimal marketing plan, you need both types of people. You need systems people, who wake up in the night dreaming of empty whiteboads. And you need grumpy cynics like me, who come in afterwards and mop up the resulting mess.

I talk more about these roles in my first book, The Marketing Nurture System.

(Feature image credit)

August 21, 2015

Infusionsoft Campaign Planning

Everybody seems to have a different approach to planning campaigns in Infusionsoft. The default planning mode for most people seems to be to open the campaign builder and start building.

When you start creating campaigns without an overall plan that is when things start to get confusing. Pretty soon you forget what campaigns you have already done, and what the logic behind those campaigns actually was.

I have a particular approach to campaign planning in Infusionsoft which I think you might find helpful.

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