What are your business’ big rocks?

There is a common visualization where rocks are put in a jar that is already mostly full of sand, not all the rocks fit, but if you put the rocks in first then add the sand it all fits. Usually this is applied to life, and putting the important things first.  But you can also apply it to business.  What are the things you HAVE to get done in your business to grow?  Work on those first.  Do something everyday that works towards achieving your rocks. We have our rocks for Q3, and after we choose our big rocks we planned what needed to be done to achieve the big rocks. So the question is…  What are the big rocks for your business?  What are the things you really need to get done to accomplish your rocks?      ...

What do drones and marketing have in common?

Drones are a miracle of modern science.  They take user input (what you want it to do), and look at sensor data, and make adjustments so they can do what you want them to.   Consumer drones were an almost impossibility a decade ago because the low cost electronics weren’t fast enough to see what the drone needed to adjust.  By the time it knew that it needed to slow down one motor to stay level it was already turning upside down and ready to crash.  This same concept of rapid feedback is what enables cars to lower their emissions to what they are today.  Similar to drones, without this fast feedback in your online marketing there are some really awesome things you can’t do. Most small businesses still have “slow” marketing feedback.  If sales are up for the quarter marketing is good.  If sales are down for the quarter something needs to change.  The way to speed up your online marketing feedback is to fully integrate your Facebook Pixel and Google Analytics with Infusionsoft to record monetary values for conversions.  It’s technically possible to set these things up so that when someone makes a purchase you can tell Facebook and Google how much money that purchase is worth.  For subscriptions you tell Facebook / Google the lifetime value of the subscription that was purchased. We have already created a tool we use that does this for Google Analytics and we are working on one for Facebook. If you want to help test the tool and give us some feedback when it’s done, leave a comment below (or on our facebook page) and we’ll email you when it’s...
Master Your Infusionsoft Data

Master Your Infusionsoft Data

I have a couple questions to ask you – What is the churn rate for your subscriptions? How many of your customers come back for a second purchase? What are your most effective marketing channels? How much can you spend per lead and still make a profit? How many of your subscriptions are NOT being paid every month? What is your most popular product? What is your most profitable product? If you are like most small to medium businesses then you have a pretty good idea of the answer to each of these questions, BUT you aren’t sure if you are right.  If you are like most Infusionsoft users, then you know that the answer lies within Infusionsoft somewhere, but you don’t know where. Knowing the answers to these questions, and other questions like them, is critical to truly understanding your business, your customers, and your marketing.  Without specific data, then you are spending time and money on marketing efforts that may not even be turning a profit. So – what can you do about it? If you are a solo business owner, or work with only a small team, then Infusionsoft’s reporting does have a lot of tools that can help you. We’ve put a list together of the top 5 most useful Infusionsoft reports that you can check out here. This won’t give you the answer to all of your questions, but it does give you a push in the right direction.  To get the rest of your numbers you may still have to pull out a good ol’ Excel Spreadsheet and dump hours into trying to...
One-Click Infusionsoft® Data Restore & Visualization with New Cloud Backup

One-Click Infusionsoft® Data Restore & Visualization with New Cloud Backup

What would you do if someone on your team accidentally assigned himself as the owner of every single one of your leads? Or if a botched import corrupted 500 of your hot leads? (These are all true customer stories, by the way) Four years ago, back in 2013, Novak Solutions launched the original Cloud Backup Tool which offers backups of key Infusionsoft® data and making that data available to the customer on-demand. The tool has proven invaluable to many customers in those kinds of situations. By having a backup to turn to, Novak Solutions was able to get these customers back on their feet in just a couple of hours. But that wasn’t enough. We wanted to go a step further! We wanted to be the ONLY place our customers need for their Infusionsoft® data problems AND make it easy for them to get those problems fixed when they occur. Today is an exciting day because we’ve definitely taken it one step further with two new super powers in Cloud Backup… First, we’ve totally redefined how you can look at your Infusionsoft® data. Visualize Your Data Want to see all of the data changes made by a particular Infusionsoft® user? Done! All of the changes done last Friday afternoon? Simple! All of the deleted records from this morning when your sales pipeline imploded? There they are, I feel better already! Super easy 🙂 Cloud Backup gives you powerful data visualization in two easy steps: pick a date range, then click on the data graphs to filter by User, time of day, or a specific field. Nothing else to it! Easily isolate...
Top 5 Best Infusionsoft Custom Reports For Actual Meaningful Insight Into Your Business

Top 5 Best Infusionsoft Custom Reports For Actual Meaningful Insight Into Your Business

Hey Novak Solutions readers! I’m Paul Sokol and I’ve known these Novak guys for many years. Recently, Jordan has been writing a lot about data and wanted to do a post on the top 5 reports available inside Infusionsoft. He reached out to me about it and well, here we are 🙂 The reason he asked me is because I’m pretty familiar with Infusionsoft and its native reporting functionality (been using the software since ’08). This was actually a really fun guest post because it forced me to take the entire lens of a small business and condense it to what I consider the most critical and insightful reports/data points. Oh! One important thing to note: this intentionally doesn’t have ANY campaign reporting in it. That’s a topic for an entirely different guest post. Alright enough flapping my digital gums, let’s get to these top five reports. Best Infusionsoft Report #1 – eCommerce > Sales Totals (By Product) This is one of the most important reports because it empowers a lot of crucial data points for the Product, Sales and Financial functions of your business. From a Chief Product Officer standpoint, this report gives a high level breakdown of what specific Offers are actually selling which indicates the general health of their Product Line. If a business has 20 things to sell, but only 3 are being sold, that means something different than if 18 of 20 are being sold. Neither circumstance is bad (nor good) without additional context but this report empowers that kind of “troubleshooting” into your Product Line health. From a Chief Sales Officer standpoint, this...