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  3 Steps to Double Your Sales

Infusionsoft - Automated Follow Up Marketing is the Cheapest & Best 24/7 Marketing Department Money Can Buy

A Review of the Web Based Software that helps to Double Sales by Automating Marketing, Sales & Customer Relationships

by Richard Keyt, Arizona attorney, law office technology guru & happy Infusionsoft customer since October 2007

Infusionsoft has substantially increased my firm's revenue such that we are a member of Infusionsoft's not so exclusive "double your sales club" that has more than 450 Infusionsoft customers as members.  The president of Clate Mask told the 600+ customers at Infusioncon 2009, March 11 - 12, 2009, that the company's goal is to have over 100,000 customers in its double your sales club.

I will explain Infusionsoft's automated follow up marketing software in more detail below and explain how it has revolutionized my firm's marketing, generated more clients and substantially increased our revenue.  Before I get into the details, however, here are the important facts I want you to get from this review:

  1. Infusionsoft works!  See the summaries of the three finalists in Infusionsoft's 2008 Ultimate Marketer contest who used Infusionsoft to make serious money: 

(i) the contest winner went from $0 revenue and no product in February 2008 to one informational product and $844,832 in revenue the last 10.5 months of 2008,

(ii) another finalist went from $35,000 gross sales in 2006 pre-Infusion to $838,569 in 2007 and $2,099,706 in 2008, and

(iii) the third finalist's company had $2,000,000 gross revenue pre-Infusion then had gross sales of $6.1 million in 2007 and $10 million in 2008.  For details about how Dentist Profits quadrupled revenue in two years ($2 mill to $10 mill), see Darcy's online how to web page

  1. Like me pre Infusionsoft, you are not really marketing.

  2. You get leads, but do not have the time to follow up to try to capture the business.

  3. A prospective business lead who contacts you today, but does not hire you or purchase your product today is likely to need your service or product in the future, but will probably not remember your business name, your name or any contact information when the prospect is ready to purchase.

  4. If you follow up regularly with prospect over a period of time, the prospect will probably purchase from you when he or she is ready to buy.

  5. Following up with prospects will not happen unless:

    A.  You dedicate an employee to actually do the follow up (a very expensive solution), or

    B.  You use an automatic system like Infusionsoft to do the follow up.

  6. Infusionsoft will do a better job of marketing and following up with prospects than any marketing person you could hire and costs only a small fraction (approximately $4,000 plus $299/month for a 5 user license as of the date of this review) of what you would pay an employee to do follow up marketing.

  7. If you buy and use Infusionsoft properly, you will get more business and make more money and the cost of the program will be peanuts compared to the money you will make from Infusionsoft.

  8. Buy Infusionsoft now.  It's a no brainer.

The primary reason I bought Infusionsoft is I have over a million visitors entering my store (that's what I call my website) every year and I'm not taking advantage of it.  In the past (pre-Infusionsoft), I did not collect visitor information or market to website visitors.  Infusionsoft is now collecting prospect information automatically and doing automatic follow up marketing over an extended period of time.

Infusionsoft

I have used Infusionsoft since October of 2007, and it has paid off big time.  The software has generated a tremendous amount of additional revenue for me.  I expect even more increases in future revenue as we automate more and more of my law firm's marketing.

Infusionsoft is a web-based automatic marketing system.  Here's how Infusionsoft describes its web-based marketing system:

Infusionsoft is an "Active" web-based Infusionsoft solution designed to help true small businesses double their revenues by automating and improving marketing, sales, and customer management.

Our flagship Infusionsoft product revolutionizes how small businesses run from end-to-end. With a heavy dose of marketing automation and additional tools to manage customer service, sales force automation, e-commerce, billing, and a lot more, Infusionsoft replaces the disparate, incompatible systems currently in place and leaves you with more time to strategically grow your business instead of managing fire after fire.

Infusionsoft is a full time UNPAID automatic marketing robot that doesn't forget to send an email, letter, fax, or voice blast to a client or prospect.  It also notifies your staff when they need to contact a client or prospect.  It does it all automatically based on the follow up sequences you create.

My First Infusionsoft Follow Up Sequence

The best way I can illustrate how Infusionsoft has and will increase my revenue is to explain my first follow up sequence.  One of the primary marketing tools of Infusionsoft is called a "follow up sequence."  It is a series of marketing steps that you create for a particular purpose. 

Pre-Infusionsoft Marketing

In the old days (pre-Infusionsoft), I did NO follow up marketing.  For example, a lot of people who are interested in forming an Arizona limited liability company call or send me an email every day.  pre-Infusionsoft, I talked to the prospect on the phone and then sent the prospect a marketing email message that said why they should hire me and that had a link to my online LLC formation agreement.  That's it. I never contacted the prospect again.  No follow up and tons of lost business.  I'm too busy to follow up with prospects. 

I know from studying marketing guru's that if you keep you name in front of prospects then more often than not over time the prospect will become a client or customer.  Unfortunately my day job of being a lawyer interferes with follow up marketing to prospects.

I checked my Time Matters database on November 17, 2007, and found that I had sent and received over 1,400 email messages since March 4, 2006, the subject of which is forming an Arizona LLC.  I never followed up and pursued any of these 1,400 prospects for either LLC formation services or LLC operational related legal services.  I've lost a lot of business by not being able to follow up with prospects.

Usually the hardest part of the sales puzzle is getting contact information from a prospect who is interested in your specific product or service.  When you find that kind of prospect, you need to do follow up marketing.  Now, thanks to Infusionsoft, it does the automatic follow up marketing for me.

Post-Infusionsoft Marketing

My first Infusionsoft marketing follow up sequence involved creating a follow up marketing plan for people who contact me about Arizona LLCs.  Here's how it works.  While I am on the phone talking to somebody who is interested in forming an Arizona limited liability company, I ask the prospect if he or she would like an Adobe pdf copy of my free article called "10 Critical Facts Every LLC Owner Must Know."  Almost everybody says yes. 

I open a new contact record in Infusionsoft and enter the prospect's name, email address and phone number.  I save the new prospect information in Infusionsoft and then add the prospect to a follow up sequence called "LLC Prospect Did Not Opt In."  If I get an email message from a prospect interested in forming an LLC, I do the same thing.

Note I add the prospect to a did not opt in sequence.  Infusionsoft is anal (and rightfully so) about sending email to people who have not opted in to receive the email.  Sending spam through Infusionsoft can get you fined big time and Infusionsoft will fire an email abuser.

After adding the prospect to the LLC Prospect Did Not Opt In follow up sequence   Infusionsoft takes over the marketing and the magic begins.  Infusionsoft automatically does the following:

  1. It immediately sends the prospect an email message asking the prospect to opt in to receive future emails. 

  2. If the prospect does not opt in, the prospect does not get future substantive (marketing) emails, but you can send a few emails reminding the prospect to opt in.

  3. If the prospect clicks on the link in the first email message and opts in, Infusionsoft immediately sends a follow up email that contains an Adobe pdf attachment of my article called "10 Critical Facts Every LLC Owner Must Know" and a sale pitch about why the prospect should hire me to form the prospect's new Arizona LLC.  The email also contains a link to my online LLC formation agreement.

  4. The next day Infusionsoft sends the prospect an email message inviting the prospect to join my email newsletter list on the subject of operating Arizona LLCs.  If the prospect clicks on the add to newsletter link in the message, the prospect is automatically added to my LLC newsletter list and Infusionsoft will then automatically send the prospect a bi-weekly message about Arizona LLCs.  P.S.  The newsletter list is part of a different Infusionsoft follow up sequence that automatically sends newsletter subscribers an email message on an LLC operational topic every other week.

  5. Three, 7, 14, 30, 60 and 90 days after the first email was sent, Infusionsoft sends another marketing email message reminding the prospect why the prospect should hire me to form the prospect's new Arizona LLC.

Opting In and Out

A very nice feature of Infusionsoft is the ability to require new prospects to double opt-in before being added to a follow up sequence.  The double opt-in process greatly increases deliverability of emails and also prevents people from entering somebody else's email address into Infusionsoft's database.

Every email message Infusionsoft sends contains an unsubscribe link.  If the recipient of the message clicks on the opt-out link, the recipient is taken to a web page where the recipient has the option to opt out from all lists and follow up sequences or the recipient may opt-out of only some of the available lists and follow up sequences.

When a Prospect Purchases a Product or Service

You might say what happens if a prospect purchases an LLC?  Does the prospect continue to get marketing messages from me suggesting that the prospect should hire me to form an LLC?  NO!  When the prospect purchases the LLC from my online store using Infusionsoft's shopping basket, Infusionsoft automatically removes the LLC purchaser from the "LLC Formation Prospect" follow up sequence and adds the purchaser to another follow up sequence called "LLC Purchased from RK."  Now Infusionsoft starts sending non-LLC related marketing emails to the prospect such as an email that invites the recent LLC purchaser to join my estate planning email newsletter list.

One of the automatic email messages that Infusionsoft sends to people who purchase my LLC formation service contains a link that asks the person to use to check and update the person's contact information in Infusionsoft.  When the person clicks on the link, the person is taken to a web page that displays the person's contact information in Infusionsoft and the person may correct any errors or add missing contact information.  This is a fantastic feature.  I will probably have Infusionsoft send all of my clients a please update your contact information email message every two months so we can always keep our clients' contact information current by having them update their own information for us.

Infusionsoft has reduced the number of calls from new LLC purchasers.  pre-Infusionsoft, new LLC purchasers frequently called me to ask questions about when various steps in the LLC formation process would occur.  Now I rarely have people call because immediately on being added to the LLC Purchased from RK follow up sequence, Infusionsoft sends the new client an email message thanking the client for hiring me to form the LLC and that sets out the time table and sequence of events in the LLC formation process.

Infusionsoft Creates New Marketing Opportunities

My website gets thousands of visitors who are interested in forming a new Arizona LLC.  Pre-Infusionsoft, I was not able to capture any useful information about a visitor to my website.  Post-Infusionsoft I now capture and then automatically market to LLC formation prospects who visit my website.  In the first month I started using Infusionsoft, I captured the names and email addresses of 100+ people who were interested in forming an Arizona LLC.  Infusionsoft captured contact information and marketed to 100+ people who were interested in or who have formed Arizona LLCs.  If I can get 5%, 10% or even 20% of these prospects to become clients in the next year that will be fabulous?  Those new clients will be people who in the past I would never have had any contact with or have been able to convert to clients because I did not have a follow up marketing system.

Here's how I used Infusionsoft to capture the contact information for 100 prospective LLC purchasers in a single month.

  1. I wrote an article called "10 Critical Facts Every LLC Owner Must Know."  It's an LLC formation sales tool in pdf document with lots of links to web pages.  Marketing experts call this article a "Free Report."  The sole purpose of the free report is to capture the name and email address of a prospect.

  2. I created a follow up sequence called "10 Critical Facts."

  3. I created a Infusionsoft category called "10 Critical Facts."

  4. I used a Infusionsoft feature called "web forms" to create a custom HTML form to paste into a landing page on my website.  Infusionsoft's web form creation feature lets you pick and chose which information fields from Infusionsoft database you want to appear on your web page.  It also builds a submit button (you can change the text) that when clicked sends the information entered into the form by the prospect to Infusionsoft, which then takes the action you've set up for the follow up sequence.

  5. I created a landing page on my website to collect the prospect information.  See the landing page for 10 Critical Facts Every LLC Owner Must Know.

  6. Note that one of the required questions a prospect must answer on the landing page asks where the prospect heard about me.  This question allows me to track lead sources for the first time ever. Pre-Infusionsoft, I have never been able to determine if my print advertising brings in more money than the cost of the ads.  Post-Infusionsoft, I now collect information on where my prospects are coming from so I can determine which of my print ads are not worth the money I'm spending.  I spend over $15,000 a year on print ads so if I can determine that just one of the ads is not worth the cost of the ad, the savings from cancelling the ad will pay for Infusionsoft.

  7. When a prospect enters the prospect's name and email address and selects the lead source, Infusionsoft immediately adds the prospect to its database and sends the prospect an opt-in email message.

  8. When the prospect clicks on the op-in link in the first email message, Infusionsoft immediately sends the prospect a second email that has the 10 Critical Facts article attached as an Adobe .pdf file.  Infusionsoft also adds the prospect to the 10 Critical Facts follow up sequence.

  9. Over the next several weeks Infusionsoft sends the prospect additional email marketing messages that are part of the 10 Critical Facts marketing follow up sequence and that are designed to get the prospect to purchase an LLC, sign up for the LLC newsletter, sign up for the EP newsletter or hire me for other legal services I provide.

The Infusionsoft Shopping Cart

Infusionsoft contains many features and capabilities that I have not yet used, but look forward to learning and implementing in the future.  One great feature that I implemented in the middle of 2008 is the shopping cart to sell products and services on my website 24/7.  I previously used a great program called "Mail Order Manager" with "Site Link."  I dropped that program and converted 100% to Infusionsoft's shopping cart so I could integrate online sales into Infusionsoft's automatic follow up marketing.  See the shopping cart that is our store.

We create Infusionsoft actions that occur automatically when a prospect buys specific products.  This feature allows for the automatic segregation of our lists.  Infusionsoft knows who buys every product and service and puts purchasers into product/service specific follow up sequences that contain information and marketing appropriate for the product or service purchased.  We have to program Infusionsoft to do what we want, which is one reason the program is so powerful.  We create Infusionsoft systems that do what we want, when we want, to who we want.

Now when a widget prospect purchases a widget online in my store, Infusionsoft will automatically remove the purchaser from the widget prospect list and add the purchaser to the widget purchased listed.  This change happens automatically by virtue of the purchase so the prospect will not longer receive widget marketing information, but now gets marketing information targeted to a widget purchaser.  We no longer have clients calling and asking for a $50 discount after purchasing an limited liability company and getting a marketing email that says if the buy an LLC now, they get a $50 discount.

Impressions of Infusionsoft

After using Infusionsoft since October of 2007, I know that it has helped me capture new clients that I would not have gotten pre-Infusionsoft.  I also know that I will turn a great many of the prospects now being captured by Infusionsoft into paying clients in the future.  By using Infusionsoft, I am now doing the following marketing tasks that I never did before:

  1. Capturing prospect information from phone calls, email messages and website visitors.

  2. Sending follow up emails to prospects using well-designed marketing follow up sequences that extend over an extended period of time.

  3. Capturing lead sources to determine if ad expenses are bringing in enough business to pay for the ads.

I also know that because of Infusionsoft, I have obtained many paying clients that I would not have obtained pre-Infusionsoft.  I know that my bottom line has substantially increased because of Infusionsoft.  Consider the possibilities for selling my legal services to the 1,200, 2,400, 3,600 etc. LLC prospects who request my 10 Critical Facts article in the next one, two and three years, respectively.  Once I get somebody to double opt-in to one of my lists, I will be marketing to that person indefinitely until the person opts-out.

Infusionsoft Features

Infusionsoft has way too many features to describe in detail in this article, but here is a list of some of the things Infusionsoft does:

  1. Marketing Templates

Create and store various types of Marketing Templates that can be used and re-used as often as you like

Marketing Template types include e-mail, fax, direct mail, voice broadcast, scripts/phone calls, and tasks

Automatically send personalized marketing templates to your prospects and customers

Assign dollar amounts to individual Marketing Templates for ROI reporting

  1. Marketing follow up sequences

Easily build multi-step, multi-media follow up sequences, auto-responders, funnels, and sequences with unlimited Marketing Templates

Enjoy peace of mind with total control over when each marketing template gets automatically delivered to your prospects and customers; immediately, later today, future date, holiday, special date, rounded to day of week or month, etc.

Add and remove contacts to Marketing follow up sequences automatically or manually

Automatically send out Marketing follow up sequences to contacts or contact groups based on triggers, actions/behavior, response forms, data imports, manually, and other methods

Direct mail marketing (including letters, catalogues, post cards, printed reports, packets, gifts, etc.) is automatically managed and can be fulfilled by your own staff and/or by your existing direct mail house/provider(s)

  1. Follow-Up Marketing

Since an average prospect will not buy until after the 7th contact with you and 7 out of 10 customers won’t buy from you again due to inadequate follow-up, it’s critical for a small business to stay in touch

Stay in front of your prospects and customers with automated and personalized follow-up marketing follow up sequences and sequences through Infusionsoft

Daisy-chain sequences together for more advanced and long-term follow-up

  1. Email Marketing

Create and store an unlimited number of e-mail templates to be used in email marketing follow up sequences

Create text, HTML, or multi-part e-mail templates

Personalize your emails by merging prospect and customer information

Send email templates automatically (or manually) as part of a multi-step email marketing follow up sequence, as a one-off response, or as a batch to multiple prospects or customers

Easily build an unlimited number of e-mail auto-responder follow up sequences, drip sequences, and funnels with your Email Marketing Templates

Enjoy total control over when each email gets automatically delivered

  1. Lead Capture Forms

Turn your brochure-style website into a lead generating machine! Using Infusionsoft’s unlimited web forms capabilities, you can capture lead information from your website(s), automatically segment your leads and customers, and initiate marketing sequences and other automated actions

Offline response forms can be used to capture offline responses to your advertising and marketing and will also automatically segment your contacts and initiate marketing sequences and other automated actions

  1. Trackable Links

Effortlessly create Trackable Links to insert in your template emails to monitor click-through and conversion rates

Automatically initiate a series of actions when a prospect or customer clicks on the Trackable Links within your emails. For example: add to sub-list or multiple lists, remove from list, start multi-step sequence, stop follow up sequence, send further-targeted email, generate a task to make a live phone call, and more

  1. Marketing Investment and ROI

Automatically track your marketing investment

Assign dollar amounts to advertising follow up sequences and individual Marketing Templates

Track how much you spend on marketing to individual prospects, how much it costs to convert a prospect to a customer, and how much a sequential marketing or follow-up follow up sequence costs you to execute (including the advertising, direct mail pieces, faxes, voice broadcasts, live phone calls, etc.)

  1. Marketing Reporting

Track responses and success rates from Marketing follow up sequences

Know which of your marketing templates and pieces are most effective

See what pieces are scheduled to go out, which have gone, track results, and more through a Marketing Dashboard and Success Report

Measure your marketing ROI through various reports indicating marketing follow up sequence expenses & costs and how much revenue was generated through your marketing efforts

Finally know your cost and conversions by lead source, and which lead sources are your best!

View e-mail blast deliverability, open-rates and click-through rates

  1. Event Marketing Management

Create multi-step marketing and reminder sequences for events such as teleseminars, group calls, training classes, webinars, boot camps, seminars and conferences

Easily manage recurring or regular events by cloning your existing event marketing and reminder sequences

Effortlessly update all e-mails in the sequence with name, date, location or other changes by simply updating the values in ONE place!

  1. Online Shopping Cart

Fully integrated shopping cart - use your existing storefront or ours!

Set up products, prices, descriptions, etc.

Digital product delivery (eBooks, reports, images, music downloads, videos, audio files)

Create Web Sales Forms and easily publish them online

Create products and pricing for recurring sales

Multiple merchant account support

Create orders and track them in the customer's record

Process online or offline orders electronically with credit card

Seamlessly tie to your existing merchant account(s)

Create and track online ads

Google Analytics integration

Infusion Technical Support

The $299 I pay each month entitles me to all upgrades to the software plus unlimited phone tech support.  The first year I used Infusion, I constantly called tech support because there was a lot I did not understand.  Infusionsoft's tech support is great.  The techs know the software and are always very helpful.  I recommend that new Infusionsoft users call tech support's "how do I" line with questions about how use the software.  For software glitches, Infusionsoft tech support has a separate phone line.

Infusion made major changes to the look, feel and functionality of its software in 2008 that made life easier for its users.  Since the change to the software, I rarely call tech support.  It's also easier to find things. 

Online Help Learning Infusionsoft

When I first started using Infusionsoft, it's online help was pretty much worthless.  Now, however, with the new version of the software, Infusionsoft has much better online training and help.  Infusionsoft has a lot of online how to videos that demonstrate Infusionsoft's features.  The videos are a great way to learn how to use the software. 

The company also has a very active and useful message forum where Infusionsoft customers and staff can ask questions and get answers from Infusionsoft personnel, customers and certified Infusionsoft consultants.

One Caveat

Infusion is a wonderful program that has made a lot of money for me and will help me make more money in the future.  It works.  The 600+ very satisfied Infusionsoft customers who attended the two day Infusioncon 2009 conference (paid for entirely by Infusionsoft) in Scottsdale, Arizona, on March 11 - 12, 2009, with me are proof that the software works.

I don't have any complaints about Infusionsoft.  I love the software.  However, before Infusionsoft will produce for your business, you or somebody in your business must invest a substantial amount of time to learn how to use it.  It is very easy to teach your Infusionsoft users and office staff how to use the software to make more sales and do automatic follow up marketing, but the program has a high learning curve when it comes to set up, configuration and creating marketing systems.. 

Infusionsoft is a complex and powerful tool.  It is not a program you can just "turn on" and watch as it produces money.  It must be configured.  Somebody has to design follow up marketing sequences and write the copy to include in emails, direct mail and your website.  There are a lot of pieces to the Infusionsoft puzzle that are required to create one successful follow up sequence.

If you or somebody in your business is not willing to invest the time to learn how to configure Infusionsoft and create the automated marketing plans, then Infusionsoft is probably not for you unless you are willing to hire somebody to do it for you.  The amount of time necessary depends on how many automated follow up sequences you want to have and how many products and services you have.  The more you have the more time it will take.

Hire an Infusionsoft Certified Marketing Automation Coach

If you do not have the time, inclination or staff to configure and learn Infusionsoft and create the follow up sequences, you can hire a consultant to do it for you.  Infusionsoft now has a number of independent consultants who it has awarded the designation "Certified Marketing Automation Coach."  These consultants know and understand Infusionsoft and can be hired to do some or all of the set up and on-going administration of the software.  If you have the money, but not the time to set up Infusionsoft from scratch, I recommend that you hire an experienced Certified Marketing Automation Coach

I hired Infused, LLC, an Arizona based Infusionsoft consultant, to assist me in fine-tuning my Infusionsoft system.  Kyle Leavitt and his brother Nathan Leavitt own the company and are former Infusionsoft employees.  If you need the services of an Infusionsoft consultant, I recommend that you call Kyle at 866.551.4937 or send him an email at info@infusedsystems.com.  Tell Kyle I referred you.  P.S.  I don't get any compensation if you do hire Infused, LLC.

How Much Does it Cost?

My firm consists of three lawyers, two legal assistants and two secretaries.  We are small, but I felt that Infusionsoft was essential to attracting more clients and making more money.  Since buying Infusionsoft, I have achieved both of those goals beyond my wildest dreams.  Infusionsoft was a large investment for me, but it was definitely worth the cost.  I believe in technology and I believe that good software allows me to make me money and be more efficient while making more money.

The good news is that Infusionsoft offers a stair-stepped pricing structure.  The Basic plan is $199/month, the Deluxe plan is $299/month and the Pro plan is $499/month.  To confirm that these prices are still current and to see the difference in each plan, go to Infusionsoft's web page called "The Path to Doubling Your Sales Starts Here."

The Bottom Line

I said early on in this review the buying Infusionsoft is a no brainer.  If you are one of the few people who can do automatic capturing of prospects and than automatically market to the prospects, you don't need Infusionsoft, but you've got to be one very tired and over worked dude or dudette.  For everybody else who wants to make more money, Infusionsoft will do it automatically for you better and cheaper than any employee you could hire and its doesn't require payroll taxes, health insurance, vacation, sick days, personal time off, jury duty time off and it won't sue you.

Buy Infusionsoft now - you won't regret it.  See the Infusionsoft Data Sheet.

Infusionsoft is the only software that GUARANTEES to DOUBLE YOUR SALES. Get a FREE TRIAL.

FTC Disclosure

I am an Infusionsoft affiliate, which means that if you click on a link on this page that takes you to the Infusionsoft website and you purchase any product or service offered by Infusionsoft, I will receive an affiliate commission.  The amount of my commission depends on what product or service you purchase from Infusionsoft and the amount thereof. 

I wrote this article without Infusionsoft's knowledge, input or consent and for no compensation or consideration.  The primary reason I wrote this review is because I believe in the software and its ability to help other businesses make money and generate business.  Infusionsoft works for me and many others.  Even if I were not an Infusionsoft affiliate who receives money from purchases derived from this article, I would still have written this review without changing a word.

Call if me you have questions about Infusionsoft.  I'm happy to tell you what I know about the software.  My phone number is 602-906-4053, ext. 1.  

If You Want to Make More Money, You Must Watch Infusionsoft's Video Demonstration

The number of tasks you can automate with Infusionsoft boggles the mind.  You owe it to yourself to watch the Infusionsoft video demonstration to understand how powerful the software is and how it can make money for your business 24/7 while you are on the beach in Hawaii.

Free eBook: 9 Proven Techniques to Double Sales

My Technology Credentials

Because this review is about a high tech cutting edge product, you might ask what experience do I have that makes my statements about Infusionsoft worth considering?  I am one of the most technology savvy attorneys in the United States.  Here's a few reasons why I can make that claim:

  1. My small firm generates over 1,000 documents a month, but we are truly 100% paperless.  See my article on how you too can become paperless.  I can view on my computer monitor in a matter of a few seconds any document that pertains to a client's matter.

  2. I am the sole creator of this website.  It has had over 3,000,000 visitors 2006 - 2008.

  3. I am a search engine optimization expert.  For example, go to Google and search for:  domain name law - my page will be the first free link out of millions of hits (40,900,000 today, 11/17/07).  Many of pages on my website are the first free links in Google even though there are millions of hits for the key words.  I get high Google rankings because I understand search engine optimization.

  4. Most of my business comes from my website.  Since I left my former big law firm in 2001, I have added over 3,000 new clients.  I have formed 2,400+ limited liability companies in Arizona since 2001 mostly because of my website.

  5. I produce legal documents for a living, but not the old fashioned lawyer way.  My firm uses automatic document assembly systems.  In 2001 I started using software called Hot Docs to automate my firm's document production process.  I am a graduate of the three day basic and the three day advanced Hot Docs programming courses.  I am an excellent Hot Docs programmer, but I have also spent over $30,000 for custom Hot Docs programming so that my firm can automatically assemble the documents that we routinely create for our clients.  In a 15 minute data entry session my legal assistant can create 10 documents consisting of 150+ pages for LLCs that we create.

  6. I purchased and use WealthCounsel's wonderful estate planning document assembly system called "WealthDocs."  It allows me to create 30+ documents for a client in an hour of data entry.  It is the best estate planning software that money can buy and the best products for lawyers I have found in 30 years of practicing law.  It was pricey - $9,500 for the first year and $425/month after the first year for the updates, but I would not practice estate planning without it.

  7. For five years I flew the F-4 Phantom supersonic fighter-bomber in the U.S. Air Force.  The multi-million dollar F-4 was my first high tech experience.  It had many black boxes such as the radar that locked on to a target and automatically tracked it, the weapons release computer system, the inertial navigation system, the radar homing and warning system, UHF radio, rocket powered ejection seat, AIM-7 sparrow radar guided missiles, electronic jamming pods and the B-61 tactical nuclear bomb.   See my F-4 biography.

  1. I could ramble on, but for those who want more details on my law office technology experience since 1983 see my article called "Rick Keyt's Law Office Technology Biography."

This review was written on November 18, 2007 and revised on March 20, 2009.

About the Author

Richard Keyt, J.D., LL.M. (income taxation New York University Law School) is a business, real estate, transactions, contracts and estate planning attorney licensed to practice law in Arizona.  He has formed over 2,400+ Arizona limited liability companies in the last few years because his low cost high quality LLC package is second to none and it only costs $599 for everything.  Rick has practiced law in Arizona since 1980.  Rick can be reached by telephone at 602-906-4953, ext. 3.  Email at  rickkeyt@keytlaw.com and fax at 602-297-6890.  Rick's web site located at www.keytlaw.com had over 3,000,000 visitors in 2006 - 2008.  To follow Rick on Twitter go to www.keytlaw.com/twitter.  Rick does not accept matters involving landlord / tenant disputes or litigation of any kind (other than tax lien foreclosures).  Communicating with Richard Keyt via email or otherwise does not cause you to become a client or cause your communications to be confidential or subject to the attorney client privilege.

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Testimonials

Marketing guru "Dan Kennedy." is internationally recognized as the "Millionaire Maker," helping people in just about every category of business turn their ideas into fortunes.  Dan says "Finally somebody has put all the pieces together into a system that actually works."  His Glazer / Kennedy Inner Circle uses Infusionsoft.

Michael Gerber.", author of the best selling book, "The E-Myth," endorses Infusionsoft and says "Infusionsoft is a gift from God."

John Jantsch, the creator of the Duct Tape Marketing small business marketing system and Duct Tape Marketing Authorized Coach Network endorses Infusionsoft.

Ed O'Keefe, owner of DentistProfits says "

In just 4 short years – Infusionsoft has helped us grow from $1.3 million to over $10 million while easily adding 3 additional business, while keeping our staffing minimal.  "Infusion is the cheapest employee I have ever hired!"

See additional testimonials.

See also the case studies of how actual Infusionsoft customers have used the software to make big buck.

The first step to making more money is to watch the Infusionsoft video demonstration

Infusionsoft Data Sheet

  CRM+Email Marketing+eCommerce=Double Your Sales