Infusionsoft Sales Automation with Wes Schaefer

Wes SchaeferIn this episode we speak to Wes Schaefer from Infusionsoft about automating your marketing campaigns.

Wes is a consultant and expert of Infusionsoft, the only all-in-one sales and marketing automation software for small businesses that combines CRM, email marketing and e-commerce


Listen To The Full Interview


A little more about Wes:

  • Had worked in corporate sales for many years until he heard about Infusionsoft
  • Started The Sales Whisperer in 2008
  • Currently Infusionsoft certified consultant of the year

Typical automation needs:

  • Most people have no automation system
  • They cannot layout their process from driving traffic, capturing leads, educating the lead, setting firm appointments, making the sale, delivering, upselling, and to finally securing testimonials.
  • They also don’t have an ideal automation system that they would like to have happen

Infusionsoft capabilities:

  • Can help clients with any part of the marketing process
  • Can create and maintain the entire marketing campaign
  • Infusionsoft provides 22 free campaigns

Marketing campaigns everyone should install:

  • Contact Us
  • Lead magnet (ie. free report, free video, free mp3)
  • Long time nurture (Wes has a humorous email sent every month)
  • Live Events (ie. trade show or networking at the local Chamber of Commerce)
  • Internal form for new prospect or for updating existing contact

Final comments:

  • Use the system the way it was built
  • Create good content that resonates with viewers and do it over and over again

Wes’ Companies:

The Sales Whisperer

Other Links:


About Jake Hower

Jake is the founder of Fuzed and is passionate about using currently available technology to better communicate with people. Follow Jake on Twitter, Facebook or here on the blog.

  • Nyasha Chibaya

    Infusion soft software creates and maintain the entire marketing campaign, and provides 22 free campaigns that Can help clients with any part of the marketing process.

    • Jake Hower

      I love Infusionsoft :)

  • Dave Newgass

    My only complaint about this podcast is that it wasn’t long enough! I think there could be some great synergy if you were to get Wes back for a long chat about Infusionsoft and how you use it.

    Keep up the great work Jake and have some fun while doing it.

    • Jake Hower

      Thanks Dave, I certainly will have to get Wes back :)