Infusionsoft Audit

• Review your basic configuration
  • Do you have your logo set up for receipts?
  • Do you have a failed-payment campaign?
  • Do you have a list-hygiene campaign?
  • Have you configured your domain in DNS to increase deliverability rates?
• Review your top 5 campaigns (recency or usage)
  • Do they have proper tagging on success (sale or conversion)
  • Do they have proper tagging on failure (completion without conversion)
  • Do you check for disqualifying events at entry (e.g. don’t pitch a product they already own)
  • Do you separate responding to sales from the fulfillment of purchases for greater modularity?
  • Are you using campaign links or hard-coding links in emails?
• Review all of your tags
  • Is there a logical naming convention in place?
  • Are you cleaning up trigger tags after they are in place?
  • Do you have tags that are not in use?
• Review your contacts
  • Are you tagging the lead source?
  • Are you using lead scoring well?
  • Are you purging bogus contacts?  (and how)
  • Are you responding to people becoming disengaged (no email opens or clicks in > X months)
  • Are your purging contacts that were disengaged for more than a year (or some period relevant for your business)?
  • Are you segmenting your contacts based on purchase history?
  • Do you tag contacts appropriately to segment them based on behavior?
• Proposal for next steps, based on a report of findings above.

As a bonus for new clients starting with an audit, we also include the fully configured Infusionsoft List Hygiene campaign ($250 value)