November 28, 2015

Review of the August Infusionsoft Mastery in Costa Rica


If you read my post about the April training, we had some issues due to my curriculum but August was smooth sailing!


In fact, I'll go out on a limb and say that no one was lost, everyone learned a ton, and we all had an incredibly fun time.

I'd get done jabbering at the group and ask if there were any questions, 1 or 2 hands would almost always go up. The indicator that they got it was that instead of asking me to repeat myself, they would usually ask something that added to the conversation.

Learning Infusionsoft

The naming conventions and application cleanup were big interest points for everyone. It can become daunting extremely quickly if you don't keep things clean in Infusionsoft and I think we're all on the same page and now & have best practices to follow to keep us clean.

Everyone created their own squeeze pages and a Google Website Optimizer split test which was a big hit. We used our new squeeze page templates for Infusionsoft & InfusionWP.

Then we went off the deep-end into full-scale launches since I had just supported a 7 figure launch for a client using Infusionsoft during the weeks before the event. We talked about evergreen automation, webinar strategies, sequence cycling, membership website psychology & many other things that are hot right now.

An Interesting Tip for Trainers...

As I was teaching, we had a corresponding page in our membership site for that days lesson and I could add notes into the membership site and save it. Then  they could refresh that page on their own laptop and see what I was doing within seconds of writing it.

This way I could give them code snippets, copy, strategies, file downloads and templates, all on the spot as we were creating and collaborating.


Networking was intense as once again we had only cool/nice people take the Costa Rican plunge and join us in the jungle.

Most people who use Infusionsoft are experts in their field, speakers, authors, maybe even gurus. When you put enough of those people into a room openly talking strategy and technically implementing strategy via Infusionsoft, it can get interesting.

A few of us are going to meet up in Argentina this November for a couple of weeks from downtown Buenos Aires.

The reason: just to do something different, collaborate with each other & have fun...  Those kind of cool people.

Fun & Shenanigans (you know who you are)

The weather cooperated with us and we saw plenty of wildlife. The monkeys came faithfully to breakfast every morning too.

About 1/2 of us went to Esterillos Oeste (a world class beach) and surfed the day after the event.

I missed the zip-line this time but a bunch went here in Punta Leona. Picture

Dinner at Playa Blanca (pic at the beginning of this post) was of course, awesome. Bob even got a mariachi band, and the beach & restaurant were opened just for us. We sat at one giant table which is another great thing about keeping the event limited.

There were lots of drinks, some glow in the dark frisbee on the beach & even some dancing afterward while those who wanted to take it easy lounged around at the table for some good conversation. Kudos Bob.

We were also up every night at the bar near the beach (the only thing open by then) talking with each other until the wee hours. Sometimes it was a bit colorful so I can't say it was always productive.

About two thirds of the group ended up in the ocean late one night to check out the glow-in-the-dark plankton which were out again with a vengeance, very cool. That's crazy if you haven't ever seen it.

Luckily we wised up and started the event at 1:00 PM every day. It sounds lazy but the weather is better in the morning this time of year so people could go to the beach or do some sight-seeing even after they'd slept in a little. It's much more relaxed down here to begin with. Who wants to start training at 8am when it's so perfect outside?

So in summary, it was fun & productive. Don't take my word for it though, watch a few short videos below...


Below this are a few of the testimonial videos.

I have and will be publishing more testimonials & videos but as separate posts. Better For SEO : )


Robert Scanlon


Chris Austin of

Chris is also an Infusionsoft CMAC and is going to start creating some great videos for everyone at


Brad Weimert


...Cherrie, the LEAST experienced Infusionsoft user said...


I wanted to thank you for the Infusionsoft Mastery event!

I came to Costa Rica with very little knowledge of Infusionsoft and left educated and perhaps a bit overwhelmed. But, this is a good thing! I spent the weekend reviewing every last one of the videos in the Training Library plus the bonuses! I worked through the examples and reviewed the slides and material covered last week.

Yes, the complete implementation will take a little longer...but the knowledge and experience has certainly expanded my thinking and I now know that so many more options are available to me.

I feel well equipped to start at the beginning...again, a good thing! I've created my mindmap and am working on an Excel sheet of categories and products...want my tagging to be clean and efficient from the beginning. I've created a few webforms, emails and a follow up sequence. I understand action sets. I've built a few reports.

So, I really could not have asked for more.

I realize I was the least knowledgeable of the attendees as it pertains to Infusionsoft. I think I'll probably be the best case study. I'll keep you informed of my progress...and will, no doubt, have lots of questions along the way. I'm persistent.

I plan to incorporate all the info I've been given as quickly as possible...then I'll be hungry for more. Please consider an IWP event in the future.

Although I hardly consider myself a "master", the three day event was invaluable. Thank you!

Cherrie St Germain
My TruMind | Better Day Movement


8 Seconds Closing Applause


You can get more info including some free videos: Infusionsoft Mastery

Thanks again to everyone who came down for making it so much fun!


-ps: we haven't picked dates for the next mastery event yet

-pps: ok...
Bob spilled the beans on this earlier but all InfusionWP users should get their passports ready : )
FREE InfusionWP users conference here in October/November timeframe!