Accelerator Strategic Support
Always-On Webinar Automation
Maintenance
- How do I get an Infusionsoft contact aligned with their current stage? Why is a contact still showing on my dashboard with an appointment date it the past?
- All Accelerator Form Links
- How do I add another lawyer to my Accelerator system?
- How do I add a new team member to my Accelerator system?
- How do I add an additional office location to my Accelerator system?
- How do I update my firm information in my Accelerator system?
About New Leads
- How do I import a list of new contacts?
- How do I add a new contact to my Infusionsoft app?
- What does it look like from a lead's perspective to request a free report from my website?
- How do I modify the free report templates provided by NLBM and insert them into my automation?
- How do I create a new promo code to track my marketing campaigns?
- How do I manually add an Infusionsoft contact to one of my lead magnet campaigns?
About e-Newsletters
About Booths at Expos & Events
About Presentations and Webinars (General)
- How can I pull webinar/presentation contact information, based on RSVPs, attendees, and no-shows?
- How do I let the Accelerator Team know the details of my upcoming presentations and webinars?
- How do I enter webinar attendees and no-shows?
- How do I enter presentation attendees and no-shows?
- What do I do when a presentation RSVP says they can't make it (need to cancel)?
- What if someone attends my presentation who did not RSVP?
Webinar Logistics
- How do I share my scheduling link during my live webinar?
- Explaining live, recorded, and on-demand webinars, and how to know which one is right for you.
- What are best practices (things I need to know) when recording my webinar?
- How do I upload a recording to my GoToWebinar account?
- With recorded and on-demand webinars, what are my options for chatting and handouts?
- If I run a recorded webinar, can I answer questions and/or be on webcam live during the webinar?
Wear Clean Underwear Automation
Kids Protection Plan Automation
Family Wealth Planning Session Automation
- How can I see who will receive the "Back From The Dead" email, remove, or add someone?
- How can I do a test run scheduling myself for a Family Wealth Planning Session?
- How do I schedule a Family Wealth Planning Session manually (inside Infusionsoft)?
- What do I do when a prospect returns their pre-session homework?
- How do I personalize my pre-meeting package?
- What if a prospect needs to reschedule their Family Wealth Planning Session?
Estate Plan Design Meeting Automation
- How does a prospect or client schedule their Estate Plan Design Meeting online?
- How do I schedule (or reschedule) an Estate Plan Design Meeting?
- I just held an Estate Plan Design Meeting. What do I do next?
- What do I do if a prospect or client cancels their Estate Plan Design Meeting?
- What do I do if a prospect tells me they are not interested in an Estate Plan Design Meeting?
Signing Ceremony Automation
- How does a client schedule their Signing Ceremony online?
- How do I schedule (or reschedule) a Signing Ceremony?
- What do I do if a client cancels their Signing Ceremony?
- I just held a Signing Ceremony. What do I do next?
- What is the CIMI and FWI?
- How do I share the CIMI and FWI with my client for review before their Signing Ceremony?
Final Meeting Automation
Periodic Estate Plan Review Automation
- What is a periodic estate plan review?
- How does a client schedule their periodic estate plan review online?
- How do I schedule or reschedule a client's periodic estate plan review?
- What do I do when a client's periodic estate plan review is cancelled?
- What do I do right after a client's periodic estate plan review?
Client Retention Automation
Automation For Family Business Lawyers
Miscellaenous Automation
- How do I access my NLBM Accelerator Google Drive folder?
- What do I do when a client makes payment by mail or online invoice?
- What is the snail mail option in various Infusionsoft internal forms?
- What do I do in my Infusionsoft app when a client passes away?
- What if a client asks to unsubscribe to my automated emails?