All the Tools You Need to Automate Your Business, NOW!

We know that sometimes when you see a list of tools it can become daunting because you have been told many times over that you NEED everything to be successful. We are here to tell you, that you don't need everything, but we can tell you exactly where to start, and what tools you should look at investing in first.

This list is going to be broken down into a few parts:

What we use: We are going to touch on every tool we use from the list, and how it fits into our business and why we love it.

What you need to get started: We are going to explain the exact products that you need ASAP and the ones that can wait.

The average monthly cost of each tool: We are going to give you a breakdown, so you can make an informed decision on what you can. and cannot wait to invest in.

Sound good?

Great, let's get started!

All the Tools You Need to Build Your First (or next) Marketing Funnel

We know that sometimes when you see a list of tools it can become daunting because you have been told many times over that you NEED everything to be successful. We are here to tell you, that you don't need everything, but we can tell you exactly where to start, and what tools you should look at investing in first.

This list is going to be broken down into a few parts:

What we use: We are going to touch on every tool we use from the list, and how it fits into our business and why we love it.

What you need to get started: We are going to explain the exact products that you need ASAP and the ones that can wait.

The average monthly cost of each tool: We are going to give you a breakdown, so you can make an informed decision on what you can. and cannot wait to invest in.

Sound good?

Great, let's get started!

Opt-in Offer – What We Use & Why

As of right now the most successful opt-in offer that we are using is a PDF guide. We have found that these work best across the most audiences and niches, and this is why we like to get people to start with something simple. Here is everything that we use to bring our PDF guides to life.

Canva

We use Canva to help us design our guides. We love everything about Canva for design. One of the biggest ‘pros' is that you can upload your brand colors, logo and any other brand elements and easily be able to drag and drop to create brand consistency.

Amazon S3 Storage

Once our guide is looking good, we need a spot to easily store it, where we can link to and our people can easily download it. For this, we have chosen to use Amazon S3 Storage.

While it is possible to just upload to your current WP site in the media files, I find that S3 is more reliable should something happen to your website. Storing your assets in a few locations is recommended, so we also keep them in Dropbox as well.

We link to all of our files in S3 because should we ever need to change something in a PDF, S3 makes it really simple to update the document, without breaking the link in places where we have shared it. All you have to do is make sure the file name is the exact same, and when you upload to S3 it will automatically update

ClickFunnels

While we have stopped using ClickFunnels for our opt-in pages, we still use ClickFunnels for some of our thank you pages.

We only use ClickFunnels when we are offering an offer directly after someone opts in. These pages are often known as ‘tripwires'. We use these types of pages because we love the ability to have one-click upsells.
While we are not a fan of the aggressive approach of some one-click funnels, we feel that if you do this correctly it can be extremely beneficial to your overall sales

EMAIL SYSTEM or CRM – WHAT WE USE & WHY

This one shouldn't be too big of a surprise but over here are Flow Automation we use Infusionsoft.

InfusionSoft

In the past, we have tried a few other systems, but when you start to look at the value of what you get with Infusionsoft versus the other systems, Infusionsoft just can't be beaten.

The reason we like Infusionsoft so much is because of the ability to allow your contact to choose their own adventure. With each open, click and interaction, it tells a story of your leads journey. You can customize this and not send the lead marketing emails if it doesn't make sense for their journey.

This means that everything that you send to your contact will make sense to them, and they won't feel like just another number. They will feel that you are truly connecting with them.

WEBINAR PLATFORMS – WHAT WE USE & WHY

Our preferred conversion method is to use a webinar. Over the years we have found that webinars create a better overall customer experience, over a sales page. With that said, obviously, the conversion rates will be higher too.

EverWebinar

Because we love to create on-demand webinars, we love to use Everwebinar. In the past, we have had a few issues with Everwebinar, but nothing major. Generally, it has been really reliable for us so we are continuing to use it. We love the tracking and the simple set up. The only thing that we don't like is that the branding is limited.

Webinar Jam

Webinar Jam is the live version of Everwebinar. It allows you to host a live webinar with the same ease as Everwebinar. The best part is that when you host live versions of your webinar and you have a really good recording, you can flip it over to Everwebinar to create on-demand training and use that to increase your sales and lead generation.

These two platforms are very similar so it's nice to have the ability to switch between live and on-demand. With both versions having the same tracking, you can easily see exactly how your webinars are performing. They both allow for advanced tagging in Infusionsoft, so once again you can send them targeted messages based upon exactly how much of the webinar they were able to watch. This makes your marketing feel personal and boosts conversions.

Webinar Jam & EverWebinar Bundle Package

If you want to do both live and evergreen webinars, I would suggest buying this bundle package. You can get both of them so that no matter what, you're covered for all your webinar needs. I personally love Webinar Jam for hosting live webinars, and then I take the live version, along with the comments from real live attendees, and making it evergreen with EverWebinar. I do this because LIVE webinars always convert better and with the click of a button and a few adjustments you can make it evergreen and it simulates a live webinar. If you're interested I have included a link below to a webinar where you can get the special rate on the bundle package, check it out by clicking the button below!

SALES PAGES – WHAT WE USE & WHY

Sales pages are different, depending on what conversion method you are using. For us, we use a short form sales page, a long form sales page and an order form. The short form sales page is where a customer goes after watching the webinar. All it does it state very clearly the offer, what they get and allows them to go to the order form. A long form sales pages is used if someone should stumble across our products on our site, or from social media. An order form is basically just a checkout page that gathers the information for the transaction to happen.

WordPress

For our sales pages, we build them on our WordPress site, using the Divi theme. This allows us to use products like Access Ally to trigger action automation through our Infusionsoft account. The pages are really simple to design and with a little copywriting they convert really well.

InfusionSoft

If you can't tell by now, a large portion of our business is housed in our Infusionsoft account. This is because we want to make sure that we are keeping our business simple and cost-effective. We build out all of our order forms in Infusionsoft because it is our preferred method of payment. By running all of our transactions through Infusionsoft we can track sales and this allows for better automation.

When someone purchases the team can be alerted, the contact can be automatically removed from the pitch sequence, and the welcome package is automatically sent. All without a person on our team doing anything.

ClickFunnels

Occasionally we use ClickFunnels integrated with Infusionsoft for our order forms. We only do this when we are offering a one-click upsell option. We generally don't use them, but on the few occasions that we do, they work well!

Scarcity – WHAT WE USE & WHY

We believe firmly that if you are going to use scarcity, that you have to be authentic. Don't use it for the sake of using it, and always stand by your scarcity. If you put in a deadline, follow it. If you say the price is going up, it goes up. If you say that you will never see a price lower, you have to make sure that is the truth. Don't ever use scarcity as just a tactic to sell more, use it when you are seriously going to enforce it.

Scarcity does sell, but being authentic sells more 🙂

Deadline Funnel

When we do use scarcity in our offers we always use Deadline Funnel. It integrates really well with Infusionsoft and all of the other tools we have mentioned and because it tracks using cookies, you know that you are safe to state a deadline, and you know that Deadline Funnel will not let you down!

EMAIL WRITING & STORAGE – WHAT WE USE & WHY

Google Docs

When writing copy for emails or sales pages we always write everything out in Google Docs. We do this so that we can share it among our team members as well as being able to access it from any device. The best part is, it's totally free!

COURSE ACCESS & MEMBERSHIP SITES – WHAT WE USE & WHY

Over the years and working with many clients who offer course and memberships, the best product that I have ever used has been Access Ally.

ACCESS ALLY & PROGRESS ALLY

If you sell any sort of digital course or membership course, you need to be using Access Ally. This WordPress plugin is probably our favorite over here at Flow Automation.

Not only can you control access based on what products customers have bought, but you can also show them all the courses they are missing out on – thus creating an opportunity to cross-sell.

Access Ally is the best plugin that I have found the syncs with Infusionsoft to completely run a membership site and all of the day-to-day ins and outs. It's truly been a lifesaver!

With Access Ally you also get Progress Ally. It's a tool that can add gamification to your member's site, as well as the ability to track progress and customize the user experience.

Stats Tracking – WHAT WE USE & WHY

There are lots of great tools out there for tracking stats. In the Marketing Funnel Guide we list out two of our favorite paid services, but in reality, we just use Google Sheets and Google Docs to track our stats.

GOOGLE SHEETS & GOOGLE DOCS

It isn't the most automated way to track stats, but it's what is working for us, and it's free. The majority of the main stats that we want to track are pulled in Infusionsoft using reports and then placed on the dashboard of our user accounts. So at a quick glance, we can see the pulse of our business. However, these stats need to saved somewhere else as well, so for this, we use Google Sheets. We have a template with all of our markers on it, and then once a month we get a team member to go pull all the stats we need. There we can better track trends and make note of what was happening in the business to reflect those numbers that we are seeing.

INFUSIONSOFT REPORTS

This was just mentioned above, but it should be noted that this is key in our tracking. This allows us to get the most current and up to date reporting when we want to see immediately how things are working and where people are in each funnel.

SALES CALLS – WHAT WE USE & WHY

For booking any calls, but more specifically for sales calls, we use a service called Schedule Once.

Schedule Once

The main reason that we use schedule once is that it is the best system for integrations with Infusionsoft. Over 80% of our business is in Infusionsoft, so naturally, we want something that works for us and our main systems.

Schedule once allows us to track bookings, tag contacts and create new contact records, automatically. We can schedule reminder emails, as well as give people the option to reschedule if they miss a call, or need to move it. It really takes the stress out of call management & bookings.

It also syncs with Google Calendar, which is another system that we rely on for call booking.

PAYMENT PROCESSORS – WHAT WE USE & WHY

There are two main payment processors that we use, one is Paypal merchant accounts and the other is Infusionsoft payments.

PayPal Merchant Account

We use the paid version of Paypal to process our recurring payments in our Infusionsoft account. This acts like any normal credit card terminal and charges fees that are similar to almost everything else that is out there on the market. The main reason why we use Paypal is that we get our money really quickly. Generally within 2 days of the transaction.

INFUSIONSOFT PAYMENTS

This is essentially Infusionsoft's version of PayPal. You can accept payment fro credit cards and the fees are similar to PayPal. The one thing that we like about Infusionsoft payments, that PayPal can't do automatically is that you can automatically set up a payment frequency. For our business model, we have a few products that we have all payments going through Infusionsoft payments, and then from there we collect that income every week on Monday. It is deposited in our bank by Wednesday when we do all of our business banking. This makes it feel like a steady paycheck is coming in, and then we can better budget for business expenses.

SOCIAL MEDIA SCHEDULER

Meet Edgar

This is what we use to make sure that we are showing up and sharing content, every single day. Even on the days when we step out of the office, we know that our blog posts, promotions and helpful information will be shared with our tribe!

If you're interested, click here to sign up!

REPURPOSE

This is what we use to make sure that we are using and posting to content to various social media channels. There's even a neat feature that takes our podcasts and turns them into YouTube videos so that you can gain traction on two platforms at once!

If you're interested, click here to sign up!

THE MOST IMPORTANT TOOL YOU NEED TO GET STARTED

InfusionSoft

Obviously, our first recommendation is going to be Infusionsoft because it can really do much of the things that you will need to get started, and it will also grow the most with you as you get more steps put together.

With their new pricing structure, you can get everything that I mentioned above starting at $159/month. That covers your landing pages, sales pages, order forms, CRM, payment processor and stats reporting.
If you are already using a few different services to do everything I mentioned above, add them up and see if you could be actually saving time and money by making the switch.

Now, we understand that there is a learning curve to using Infusionsoft, we have that covered too. We provide tons of free resources to help you get started with your account and make sure that you are utilizing the features you need to get started. We cover the more advanced training in the Flow Academy, but the basics are available on our vlog.

We also understand that Infusionsoft charges a hefty startup fee between $500 and $1500. But the good thing is that Infusionsoft charges that, not us! Flow Automation is a Certified Partner with Infusionsoft, and we waive that fee, and give you access to our training vault, when you sign up with us. You will have everything that you need to get moving in the right direction, fast!

If you're interested, click here to book a call and get started.

Disclaimer: Some affiliate links are used in the toolkit.
We never promote a product or service that we have not personally tried or tested in the past.

Get In Touch

flow@flowautomationinc.com

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