Infusionsoft Services | Cleaning Up Data

Why do we offer Infusionsoft Services Cleaning Up Data? Because anything worth doing is worth doing poorly.

What a crazy saying, huh?

But if you think about it, it makes sense.

It was worth learning how to walk, talk, run, ride a bike, hit a golf ball, etc. We were terrible at them at first but since they were worth doing we stuck with it until we mastered it. (Well, maybe we’re still trying to master golf. But you get the point.)

Maybe you jumped head first into Infusionsoft and started sending emails and creating web forms and email templates and now you have some redundant or extraneous data cluttering up your Infusionsoft application.

We can help with our Infusionsoft Services: Cleaning Up Data.

Remember that Marketing Automation Plan we started out with? We can go back to that to maintain clarity and focus on your main business-growth goals with Infusionsoft to:

  • Streamline your Tags for better list segmentation to include smarter Tag Categories, Behavior Tags, Membership Site Access Tags and more.

  • Delete unused email Templates.

  • Delete old Products or at least hide them from your eCommerce Storefront.

  • Merge and/or remove Duplicate Contacts.

  • Tighten and Freshen-up Follow-Up Sequences.

  • Verify products and subscriptions are in the correct affiliate programs.

  • Update shipping amounts to include standard domestic, expedited and international shipping.

  • Confirm all fulfillment reports include newly-added physical products.

  • Verify permissions for all personnel includes administrators, sales, management, marketing, operations and support.

  • Add more advanced Triggers to your Opportunity pipeline and more.

We know how to do that because we made the same mistakes way back in 2008 and we’ve now been helping dozens and hundreds of Infusionsoft clients do the same.