PCON 2016 Recap Part 1

PCON 2016 Recap Part 1

Well, I’m back in San Diego after another exciting and exhausting PartnerCon event. PartnerCon is really awesome in the sense that several hundred partners from all over the world are descending on Phoenix and they all have the same goal: To help small businesses succeed. And to be even more specific, all of these partners have at least some invested …

Infusionsoft September 2016 Update

Infusionsoft September 2016 Update

We’re back in action with another update on the Max Classic Version of Keap (formerly known as Infusionsoft), and there are a few features I wanted to highlight this month that will make our lives easier – and one feature that I’m not as excited about. Skip to the bottom if you want to see my video recap:

currency_typesFeature #1:

Linear vs Ladder: Quote Edition

Linear vs Ladder: Quote Edition

Brett FairbournBuckle up sports fans, I’ve got an awesome blog post comin’ in from one of the best and brightest in the Infusionsoft building. Today’s post comes from Brett Fairbourn, a fellow automation geek and Infusionsoft educator. You may recognize Brett (or his voice) from his engaging and exciting update videos when Infusionsoft has a new software release, but today we’ve …

Starter Kit Interview

Starter Kit Interview

Me: Are you really going to interview yourself?
Greg: Yup, we’re doing this, let’s go.
Me: Okay, but don’t you wanna at least explain what you’re doing so people don’t think you’re weird?
Greg: Nah, they’ll figure it out. Plus, I’m excited.

Me: Okay then, you’re the boss. Tell me about the IS Starter Kit.
Greg: It’s my latest …

3 Species of Pipeline: Part 2

3 Species of Pipeline: Part 2

We’re back with more knowledgey goodness from the Mad Scientist. In case you missed the first part of this post, check it out here. But to bring you up to speed, we’re talking about the different use cases for a pipeline.


Species #2: Fulfillment Pipeline

Sometimes, the sale is relatively simple but the fulfillment process is long and involved. In …