November 30, 2015

Conquer & Grow - Good Times

BellagioIt was just as I expected. Really fun. Kudos to Infusionsoft & to Vegas too : )

The favorite speaker was Michael Gerber of course. I'm not sure I understood everything he said but don't have the immense knowledge he does to keep it all in perspective. I said this in an email recently but he's my favorite author/speaker and it was just great to hear from him again.

Bill Walsh spewed out a litany of 1-liners that could each take a whole book to explain properly. I think the first time you see Bill you can't fully appreciate the value he brings in motivation & energy because you're already overwhelmed about 3 minutes into the presentation.

A few people asked me if he was "for real" or not and I'd say "yes". It seems that no matter where I travel, he happens to already be there for some reason. You'd swear he's running 5 events at a time every weekend, he's a crazy guy. Not only does he know what he's talking about, he actually does it. That's WHY he's got so many friends at the top.

Hopefully, you saw MVH speak. I had to step out and do some client support stuff but I've seen him before and he's an inspirational speaker. If you're a writer you should look him up. If you're not familiar with him, he co-authored "Chicken Soup for the Soul" with Jack Canfield and currently one of his big projects is called Wealthy Writers Wisdom. It's a course to help writers get their books written and marketed properly.

Almost all of the speakers were great and I won't point out the 1 or 2 I didn't care for.

BellagioThis isn't brown-nosing but the gospel truth, I really think Infusionsoft has made a LOT of improvement in the last 6 months or so since Infusioncon.

It's not just the software but the company, too, from what I can tell and the general buzz of clients & vendors alike.

NOTHING WILL EVER BE PERFECT, it won't with my business or yours either but there is really a major, noticeable improvement at Infusionsoft.

You know the software has been changing drastically over the last year. Not in new features as much as in usability and stability. It's gotten much better. Now that we have our own software I know how complicated the little things can be.

And now as they're releasing new features again, I think we're going to see it steadily continue to get better & better.

We didn't sponsor at this event but I noticed they treated their sponsors very well here. Infusionsoft employees were around helping clients and presented some great Infusionsoft-specific training in the breakout sessions as well.

The Bellagio was great. It was Bob & John's first time up here and I'm glad Nicole Shoots at Infusionsoft is such a stellar event coordinator. They were both blown away with the hotel and the city too. Really great choices.

Something Important...

We all saw Clate and Scott doing some on-site, on-demand support for their customers via a Q&A session during lunch. They told us something important about followup sequences in Infusionsoft.

I've been really struggling with the very best way to email people. More importantly how to mix broadcasting with sequencing. We even build and teach a crazy "Cycler" that chooses which sequences to put people in and out of depending on what they're doing, buying, opening, clicking or viewing.

Clate & Scott put me to shame, though. After what they said, I've thought about it a lot.

My question to them was roughly "How do you guys use sequencing & broadcasting together but ensure people don't get too many emails?".

The cycler manages sequencing really well but doesn't take the broadcasts into account at all.

Here's how the problem usually occurs:

  1. Someone joins your list and starts receiving an email from you every few days.
  2. Then, at random, you suddenly decide you have something to say that the whole list needs to hear.
  3. You blast it out to them.
  4. Earlier that day, your sequence mailed the person.
  5. They see the second email and decide you mail them too much.
  6. They opt-out.
  7. Some report you as SPAM!

So here's what they said. "We don't broadcast our whole list, just segments."


I think I was over-complicating my decision-making process. Now, I'm going to push every lead into the cycler the moment they hit my list and no-one gets a broadcast until they finally exit the cycler. Then - and only then - will they be open for broadcasting.

When you or I send a broadcast email, our latest news doesn't mean spit to someone who doesn't know us yet right? They need a little background for it to be of any value or for it to make a good impression.

I know this doesn't sound all that ground-shaking for people already automating but for those of you who, like Clate (he told us a Christmas story about his first sequence), had Infusionsoft but weren't sending followup emails out in a sequence, listen up. This IS the magic pill.

Infusionsoft is not a magic pill. The pill is: sequential, tested, automated marketing and communication.

Over the years, I've been in and seen a lot of Infusionsoft apps. The ones who usually make good money are not doing anything ground-shaking. They are simply doing sequential, tested, automated marketing.

I'll go a step further and say that they're the happiest people too. It's not just that they make money.

You know, that whole internet myth of retiring to the beach while you make money in your sleep is less of a myth and merely something that takes more thought than the web page selling you "happiness" is willing to admit.

Don't get overwhelmed thinking you have to make it perfect or do it all at once. Just do some sequencing and make a commitment to do more as soon as you possibly can.

  • Schedule 1 hour right now for setting up a sequence or running reports on your existing sequences to see what you can improve.
  • Re-write some subject lines in your emails.
  • Create some split tests, look at your headlines on your pages and try to make them better.
  • Re-signup for your own sequences if you have them and see how it feels when you receive those emails.
  • Do something for your sequences or at least start. They'll set you free!

Thanks again Infusionsoft & everyone who came and made it a fun event. If you weren't there, get yourself to it next year because this one was thrown together quickly and was completely awesome. It will be even better the second time around.

I'd love to hear your thoughts about the event, any of the speakers or anything else about the event in the comments below... even if you didn't come!


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!