- 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.
- 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.)
- Based on our assessment and the capabilities of BridgeBuddy, we will implement applicable bridges, including these bridge types:
- 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.
- We will walk you through the implementation between INF and BridgeBuddy, including
Terms and Conditions
- Investment: $2,500 billed immediately. Work will not begin until payment has been made.
- Monthly fee: $79/m billed monthly until confirmed cancellation.
- 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.
- Refunds and Cancellation: After the initial call, no refunds will be given.
- Guarantees: We do not guarantee particular results or performance. We do guarantee that we will implement the work as outlined above.