Sign Up for Free Infusionsoft Audit
- 1.General
- 2.App Info
- 3.Finish
Your Free Tag, Template and CRM Audit Includes:
- 15 minute Kick-off call to get things started and answer questions
- Full Review of your tags, templates, saved searches, custom contact fields, and custom company fields
- Full Review of your sales pipeline, lead sources, product list, referral partner programs, and custom order fields
- Documented Report of Findings and List of Recommendations
- Report delivery within 4 days of Kick-off Call
- 15 minute Follow-up call to close out the project and answer any questions