How Janette Gleason Used Infusionsoft to Triple Revenue and Cut Her Marketing Budget by 90%

Summary: Would you like to discover how to triple your sales, cut your marketing spending by 90% and work fewer hours - all at the same time? Of course you would! To discover how to one entrepreneur has done exactly that, I interview Janette Gleason in this episode of the Bright Ideas podcast. When you listen to this interview, you will hear Janette and I discuss: how they nearly went out of business before finally getting their marketing systems on track what they changed with their marketing how automation using Infusionsoft plays a large role her 12 stage sales pipeline and so much more... More About This Episode The Bright Ideas podcast is the podcast for business owners and marketers who want to discover how to use online marketing and sales automation tactics to massively grow their business. It's designed to help marketing agencies and small business owners discover which online marketing strategies are working most effectively today - all from the mouths of expert entrepreneurs who are already making it big. Watch Now Download and Listen Later Transcript Trent Dyrsmid: Hi there, and thank you so much for joining me for this episode of the Bright Ideas podcast. I'm your host, Trent Dyrsmid, and this is the podcast for business owners and marketers who want to learn how to use marketing automation and sales automation tactics to massively boost their business.On the show with me today is a woman by the name of Janette Gleason, and her and her husband own a small tax and accounting firm. Now, a couple of years ago they were spending about $15,000.00 a month on marketing, and they nearly went bankrupt. Then, thanks to deploying a new piece of software, called Infusionsoft, which has helped them greatly with their marketing, not only were they able to cut that marketing budget by 90%, but they were able to triple their revenue in the process, work less and get more dinners at home together.If you're a small business owner, and you're struggling with marketing, and you're looking for some inspiration as well as some specific tactics and tools you can use to massively boost your business, this is an episode that you do not want to miss.Please join me in welcoming Janette to the show.Janette, thank you so much for coming on to do this interview with me and talk about how you are using Infusionsoft to make your business so much more successful. I really appreciate you making the time to be on the show with me.Janette Gleason: You're welcome. Thank you for having me.Trent: For the audience who doesn't know who you are, let's first of all give you an opportunity to just talk real quickly about what your business is, and then we're going to talk at length about how using Infusionsoft has really helped you move the business forward.Janette: Okay. My husband and I own a financial planning firm in Surprise, Arizona, and we our target clients are retirees, people who are 50 and older, and we do their financial planning, retirement planning, income planning, and we also offer tax preparation services.Trent: Okay. In your space, in your area, is there a lot of competition?Janette: Oh, yes.Trent: Plenty.Janette: My husband's name is Joe, and we joke how we're kind of like the Starbuck's. There's a financial planner on every corner.Trent: If you had to guess, how well do you think your firm is doing relative to that all the other "Starbuck's" that are on the block? Are you guys in the middle?Janette: Yes, I think we're doing really well. We've really worked very hard on building a good reputation. Always treating our clients with respect and always doing what's best for them and not what's going to always make us the most money, but what's best for them and their retirement. I think that reputation has served us well, and we get a lot of referrals, and we stand out from the crowd that way.Trent: Okay, so you're doing better than average?Janette: Yes.Trent: All right.