How Healers Can Use Infusionsoft

Infusionsoft For Healing Practice

I have many friends and colleagues who own and operate businesses in the healing industry – massage therapists, holistic practitioners, medical doctors, and much more.

One of the most common traits that I notice is a huge aversion to software.

In fact, most healing professionals that I know would rather do just about anything other than learn how to use software for their business.

But what if you embraced a software solution that enabled serving your clients at an even deeper level and brought more money into your business effortlessly?

Why Constant Communication is Key

One of the most common and true ideas in marketing is that your prospects must “know, like, and trust” you before they are ready to buy something from you.  This holds true whether you’re selling widgets, providing consulting advice, or trying to grow a healing practice.

But how can you focus on growing a healing practice and STILL have time to serve your clients?  The answer lies in the authentic use of automation marketing software.  

Through automation software like Infusionsoft, you can achieve those 5 to 12 touches that marketing gurus are always talking about – where you are building the “know, like, trust” factor consistently over time.

The magic happens through the nurture process.  Once you have the right system in place, your new leads will feel just as loved as your long time customers, and this attention to detail will scale up as your business grows.

Reach out with Resources

For your best clients who visit you for healing on a regular basis, you can roll out the red carpet: update them regularly with great health tips, daily inspiration and challenges, and regular exercise reminders can add even more value to your clients and inspire loyalty.

Take it a step further by having automated gifts sent to your clients when they purchase a high end package from you.  

How do you offer this without adding hundreds of extra emails to your daily schedule?  The key is in automation.  Set up your business so that this happens without your direct involvement, and it will free up your time to focus on improving the lives of your clients – not feeling like a robot!

Want to Make More Money in Your Practice?

Put the tasks of your business on autopilot: Remind your clients to come in for their sessions. Introduce new services to long time customers. Share promotional gift cards and allow online payments.  Make their life easier and better, and they will love you for it!

Healers who use Infusionsoft in their Business

If you’re a healer who wants to learn more about Infusionsoft and if it is the right tool for your business, I have a great resource for you.  Check out my free guide: 5 Indicators That You’re Ready For Infusionsoft.

You’ll learn how to assess what stage your business is in now, and how to authentically build your business with this amazing software.  If you are not quite ready for Infusionsoft, that’s totally okay, and you’ll get some great tips on what steps to take to grow your practice right now!

*image credit: o5com

 

WOW Your Customers With Systematic Love

Lately I’ve been reading The E-myth Revisited.  While this is a fantastic book for all business owners and is full of knowledge, there’s one particular story that really struck me.

Wow Customers with Amazing Customer ServiceThe author tells a story of his hotel stay at a small quaint lodge located near the Pacific Coast on a particularly cold night and after a long day of travel.

As he checks into his room at the front desk, he notices that the hotel is warm, comfortable and inviting.  He unloads his bags into the room, and heads down to the connected restaurant – also a warm and inviting place.

He was quickly seated (since this particular restaurant actually respects reservations), and after a delicious dinner and a pleasant chat with his waiter, he heads back to his room.

Along the way, he notices that the lights along the path had been turned up to compensate for the darkness of night.

Upon arrival in the room, he had planned to start a fire to keep warm – but someone had already beaten him to it!  The pillows had been plumped and a mint rested on each one.

He noticed a card from the friendly receptionist welcoming him for his first night at the hotel.   Along with the card was a glass of brandy – the same as he had ordered at the restaurant.

Compassion Through Attention to Detail

The following morning he awoke to a strange sound perking in the bathroom – upon inspection, he found another card – this time wishing him a good morning and a note that the coffee brewing next to him (automatically triggered by a timer) was his favorite brand.

How in the world would they have known?   He quickly remembered that at dinner the night before they had asked what brand of coffee he preferred – yet so casually that he hadn’t thought twice about it!

Upon pouring a cup of coffee, he was greeted by a knock on the door.  As he opened, he spotted his local newspaper – The New York Times.   How did they even know he was local to NY, as this hotel was across the country?  Aha – he remembered that the receptionist had inquired about his favorite paper upon checking in.

After such a fantastic experience, the author returned to the hotel many times.  With each visit, he was greeted with exactly the same hospitality and attention to detail – without ever needing to remind them of his preferences.

How Can We Apply This To Our Business?

Customers love and expect consistency and attention to detail.  McDonalds is not one of the most successful businesses in the world due to it’s quality of food products – it’s successful because McDonalds has developed an amazing system to provide customers with nearly the exact same super-detailed speedy service anywhere in the world at any time of day.

Today, as solo-preneurs and small business owners, we have tools to create this type of system in our business to provide a consistent and enjoyable experience for our customers.

Combining the power of a CRM, automated and well-thought-out emails, customized yet automatic promotions for complementary product offers – we can develop a system that truly suits the customer and nurtures a strong relationship.

Through intelligent data collection, we can pay attention to what our customers REALLY want – and hand it to them on a silver platter without even officially asking.  This kind of interaction shows them that we care about them and their needs – which is what everyone truly wants deep down.

Look at the success of a company like Zappos, who built their brand by focusing on 100% Wow-ing the customer.  It works!

What customer service tweaks have you tried in your business, and what results have you noticed?  Leave your comments below.

How Can Lawyers Use Infusionsoft Automation Marketing?

I recently watched a funny video about using Infusionsoft to power a law practice. You can check it out here:

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Traditionally, we can think of some great ways that a law firm would use a fully functioned CRM solution. Keeping your client data up to date and clean is essential for a solid business! But how could we utilize the advanced automated follow-up abilities of Infusionsoft?

As with many professional service businesses, lawyers face an issue of deliver valuable content to clients who’s issues vary greatly. Depending on the practice, you could be dealing with estate planning, traffic violations, criminal cases, tax issues, and on and on. So how do you set up a system that will automatically send the right targeted information to the right people?

Segmenting Your Leads

The solution is through properly tagging and segmentation. By monitoring your incoming leads closely, you can apply tags that automatically segment your leads into groups that address their specific issues. For example, leads who are coming to you for traffic violations could be served by receiving a specific follow up sequence that details all that they need to know about points on their drivers license, how to dress for court if needed, and what information about their vehicle and the incident will be required to work on the case.

By segmenting these leads on the front end, you can save yourself tremendous time sorting through your leads on the back end. You’ll have the piece of mind that the right information is automatically filtering to the right people!

Just as importantly, you can automate your internal processes. Let’s examine your on-boarding procedures for when a new client visits your office. As your client signs the original welcome packet, your assistant can enter their information into your Infusionsoft system so that the new client welcome sequence is triggered. The client will receive a friendly email welcoming them to your practice, followed by a questionnaire and instructions on what to do next.

Now this is where the power of automation truly kicks in. In a perfect world, the client would promptly fill out the information and return it to your office. However, we know that everyone has a lot on their plate these days – so what happens if your new client forgets about the email? We can automatically trigger a reminder email to the client that sends a few days after the initial meeting, as well as a task reminder to your assistant asking them to reach out to your new client via phone.

Automating Your Followup Process

Similarly, we can automate all of the next steps of the process: setting up an appointment for your new client to come back into the office, tasks for your assistant to make all of the appropriate legal copies, etc. Ready to reward your excellent new client? Use a service to send out a free gift such as cookies automatically once they have completed their assigned tasks…. who doesn’t love getting cookies in the mail?

Complete the sequence by sending out requests for testimonials and referrals, annual followups, and more – all automatically!

Interested in using Infusionsoft to power your business?
>> Click here to check out an awesome free demo! <<

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