Red Beard University


How to offer videos for download via CustomerHub
So you want to show a video in CustomerHub as well as offer it for download? Here's the answer, from[...]
Will I lose person note data when I merge contact records?
No. Both sets of Person Note data will still be there. Note that merging may change the chronological order of[...]


How The Heck Do You Use Infusionsoft’s Referral System?
How does an Infusionsoft expert build their own Referral System? Follow along with former Infusionsoft trainer Greg Jenkins as he[...]
Learn the Nitty-Gritty of Infusionsoft E-Commerce with Greg Jenkins
Infusionsoft packs serious E-Commerce abilities, but only if you know how to use them. You must know how to: Build[...]


How to show prechecked boxes on forms based on Infusionsoft tags through Memberium
I want to show my users a form that is responsive based on their previous answers. If they previously checked[...]
Change the workspace of an Asana task
Asana is awesome, but it won't let you move tasks between Workspaces. When you use Asana for your own business[...]


Brian Keith of Red Beard Consulting
Hey, that's me! I started Red Beard Consulting in 2012. I work mostly with members of Automation Clinic who are[...]
Pepper Chadwick of Green Tiger Solutions
Pepper Chadwick works out of the Seattle area as an Infusionsoft Certified Consultant. She formerly ran my team as Project[...]