Integrating MINDBODY & Infusionsoft (Keap)

Services Agreement for BridgeBuddy Plus+

  1. Initial Call (about 60 minutes)
    • Initial Assessment: We will initially assess needs, including company goals, objectives and current use of Infusionsoft (INF) and MindBody Online (MBO).
    • Gather Inputs: API data authorizations and data field mappings.
    • Build Plan: We will architect a plan, including up to 7 INF campaigns.
  2. Technical Implementation (about 2-3 weeks)
    • Based on our assessment and the capabilities of BridgeBuddy, we will implement applicable bridges, including these bridge types:
      • MBO to INF Contacts
      • MBO to INF Purchase
      • MBO to INF Attendance/Visits
      • INF to MBO Contacts
      • INF to MBO Purchases
    • We will create up to 7 INF campaigns, depending on your needs. Campaigns can include:
      • Direct Call-to-Action (CTA)
      • Transitional CTA
      • Client Onboarding
      • Fulfillment
      • Client Ascension (Upselling)
      • Client Advocacy (Reviews and Referrals)
      • Internal/Billing
    • Technical implementation does NOT include copy or design. Please plan to make additional arrangements for a writer and designer, as needed. (We can help with recommendations for providers if needed.)
  3. Final Walk-Through Call (about 60 minutes)
    • We will walk you through the implementation between INF and BridgeBuddy, including
      • BridgeBuddy Bridges
      • Infusionsoft Campaigns
    • We will be recording the call so you can reference the material later as needed.
    • We will provide video walk-thru’s of each INF campaign.
    • We will provide The Essential Guide to Infusionsoft Tagging & Campaigns
    • This one-time project is complete after the call has ended. Ongoing consulting is available at an additional cost.

Terms and Conditions

  1. Investment: $2,500 billed immediately. Work will not begin until payment has been made.
  2. Monthly fee: $79/m billed monthly until confirmed cancellation.
  3. Terms: You’re signing up for a one-off consulting project. Any consulting work requested outside the scope of this agreement, as outlined above, is billed at $150/hour.
  4. Refunds and Cancellation: After the initial call, no refunds will be given.
  5. Guarantees: We do not guarantee particular results or performance. We do guarantee that we will implement the work as outlined above.