Red Beard University

The Problem My client wants to say in an email: “Hello Brian, it’s Week 10. How are you coming on your goals?” Infusionsoft natively supports many different ways of phrasing dates in merge fields. Notice there is no Week of Year option. Here’s how we make that happen in Infusionsoft with a little bit of […]

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How does an Infusionsoft expert build their own Referral System? Follow along with former Infusionsoft trainer Greg Jenkins as he builds his own Monkeypod Referral Partner Program. This course helps people already selling with Infusionsoft to create a new source of leads and sales. It’s not for people who are still setting up their basic […]

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Infusionsoft packs serious E-Commerce abilities, but only if you know how to use them. You must know how to: Build order forms Create payment plans Run reports Manage fulfillment Understand what you really have to have in place for a launch As a trainer for Infusionsoft, Greg taught a lot of people how to sell […]

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Lifecycle Marketing says you should pay attention to your customers both before, during, and after the sale. It’s not new. With the rise of CRM/Sales tools like Infusionsoft, what’s new is the ability to do many lifecycle marketing functions in one spot. Greg Jenkins worked for Infusionsoft for many years teaching people how to use […]

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When triggering a Zap based on a Webhook, you might not have the Name of the person you are adjusting data for. If the Webhook only sends you the email address and other non-name data, you can’t put that name alongside their data in Google Sheets. The fix is to add a Find A Contact […]

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I just saw a Tweet show up in my Asana task list. That’s a product of my Zapier integration that sends Twitter mentions to Asana. The funny thing here is that my Twitter post is automated through Asana whenever I publish a blog post. And Zapier is also listening to Twitter for me and sends […]

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Need to learn Infusionsoft but starting from ground zero? This is Greg’s most basic course. It’s roughly 5 hours of content spread over 40 short and actionable modules. It’s broad, and it covers all sorts of basic elements of Infusionsoft. It’s really designed to help people learn how to think about Infusionsoft, how to talk […]

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I use Freshbooks to track time for me and my staff. It helps me understand just where our energy is going in relationship to how we are getting paid. That means I’ve had the Freshbooks time tracker open on one of my screens most of the time. But I track tasks through Asana which is […]

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If creating content matters to your business, you need to do three things: 1. Capture content ideas 2. Put them in the right spot so you can create the content later 3. Create the content I find #1 the hardest. I have ideas for Red Beard University posts all the time. But stopping what I […]

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I already syndicate Red Beard University to Twitter via Zapier. But I would like to include my tags as hashtags in my tweet. Here’s the old Zap: Yep, it also pings Facebook and LinkedIn. Here’s the guts of the Twitter action: Note that it says Description and not Title in the first merge area. That’s […]

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You should keep an editorial calendar where you know what to write on which day, right? My brain doesn’t work like that. I’d rather write when I want to write, about what I find interesting right then, and schedule it appropriately so I’m delivering a steady amount of value to my subscribers. The key word […]

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With PlusThis new Conditional SMS feature, you can start a SMS conversation via tag. That means you could use their Google Sheets Updater to keep a running tally of orders from the last 30 days, and then once a month send a text to the top 5 buyers with a special offer… automatically. Mind blowing. […]

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