ICON14: Power User Tips and Tricks

(Panel: Jim Cavale of Iron Tribe, Damien Sanchez of Mosquito Squad, Michael King of King Lasik)

Jim Cavale:

Establish the core users of your system. Prospects, Consults, Athletes, Renewals. Each group has an immense sequence built around each one.   Iron Tribe uses a lot of API integrations between Infusionsoft and with a custom built platform of their own.

Damien Sanchez:

Mosquito Squad uses Infusionsoft primarily as a way to run Task management. They can hire people much cheaper and have automated tasks assigned to them. Resources can be reassigned and tracked much easier since there is a way to track what is being done, when, and by whom. Workload management by lower skilled labor can make using Infusionsoft (even without utilizing the marketing and sales parts of the system) still worth the expense. Reducing or eliminating paperwork or reminding people of work that needs to be done by using Action sets and automated tasks. Looking at the numbers of tasks completed per hour will make it much easier to see which people perform better. With Infusionsoft, you can always tell if a Lead is being followed up. With everything being Task oriented, it is easier to know who is doing what, when, and how long it takes.

Michael King:

Understand the difference between Strategy and Implementation. “The essence of strategy is knowing what not to do” Michael Porter.  Infusionsoft is a Ferrari. However, you don’t need to know how to make the car to use the car.  King Lasik uses sequences to track people who Attended, Cancelled, or No-showed their appointments. They also use Pareto to see what tasks are being done 80% of the time and used Infusionsoft to automate or speed up the process. They use an interface (API integration) to update contacts from their own website instead of requiring logging into Infusionsoft.

They make it easier for people to schedule their own appointments so that people are not lost ‘after hours’. People can choose the location, appointment time, and details (think TimeTrade).

Tips and Tricks (okay, really just tips)

TIP #1: Use the Infusionsoft API to make a custom solution.

Tip #2: Be transparent in your communication especially during times of adversity.

Tip #3: Work with the best vendors in all aspects of your business.

Tip #4: Use an Event to be the starting point of the Task creations.

Tip #5: Use a mobile app to build a list of people who aren’t even members due to not being in the area (Iron Tribe), but still creating value and increasing the numbers of people who can buy from you. Having a mobile optimized site is very important.

Tip #6: Find out why people cancel or no-show, then build a campaign sequence to solve the pain points in an email automation sequence. Use feedback from people that don’t go through the full process to build an automated way to address their problems.

Tip #7: If you have multiple systems (multiple costs), first try to see how much can be done fully inside Infusionsoft. Use as much of the software you can from the beginning and when you need to expand with API coding, do it when it makes a sense from an ROI point of view.

Tip #8: Use a hook of the (5-7-10) things you do. Customize the content you present by asking specific information from the beginning and only send out what is directly related to them. Don’t spam your list because you haven’t done the time to know your leads better. This will help prevent lots of Opt-outs and potential lost income.


When asked by an attendee these very successful businesses admitted to having spent between $10,000 and $100,000 on getting their Infusionsoft applications setup and API integrations created. Also, they aren’t finished, but they will all agree the money spent was absolutely worth every penny.


These notes are from the panel’s presentation at ICON14.  Nearly all of the content are in his words or paraphrased.  I’ve added only minor bits for clarification or example.  For more notes from ICON14, please check out my InfusionCon Notes category of posts.

If you liked these Tips and Tricks, check out my other notes from InfusionCon 2014.

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