• $3,997 Per Person

Online Profit Secrets is a 3-day hands on intensive course that helps you learn how to understand and implement advanced CRM automation using the Infusionsoft software app. Attendees will be working on their computers to navigate the Infusionsoft system and build complex automation based on our own proven setup process and methodology. Much of the focus will be put on the “campaign automation’ in which participants will learn how to select and move the different icons onto the canvas, connect them to each other and customize. The goal is to learn how to automate marketing, sales, fulfillment, internal and finance areas of a business to save time, increase sales and deliver on promises.


JUNE 14 – 16, 2017

Program Benefits

  • Setup marketing automation campaigns using the campaign builder
  • Attach Infusionsoft lead forms to website pages
  • Poll and segment leads and contacts
  • Qualify leads and automate their journey
  • Double-opt-in CASL compliance and setup
  • Design high call-to-action emails using templates and context
  • Automate sales, fulfillment and finance
  • Search, import, update, add notes to contacts
  • Setup advanced tagging
  • Design internal forms
  • Track unlimited lead sources
  • Optimize link clicks and CTA
  • This program qualifies for government funding. To find out how to get your training expenses reimbursed go here.

Topics Covered

  • Advanced Campaign Automation
  • 5 Tag Categories
  • 5 Campaign Naming Conventions
  • Naming Tags and Tag Automation
  • Building and Launching a Lead Capture Form
  • Configuring Decision Diamonds
  • Building and Monitoring a Customized Dashboard
  • Status Tags and KPI’s
  • The Branding Centre
  • Using the Email Builder
  • Tracking Lead Sources
  • CASL Compliance
  • Internal Forms vs Web Forms

Who Should Enroll

This program is ideal for the digital marketing officer, marketing director, business owner and sales team who wants to:

  • Automate their marketing and sales processes
  • Track leads through a sales pipeline
  • Create a customized and automated client journey
  • Save time and drive more sales
  • Be 100% CASL compliant
  • Build a dashboard to track KPI’s
  • Keep leads from dripping through the cracks
  • Have a website that creates business vs simple education
  • Track sales team performance
  • Qualify potential clients with segment automation
  • Gain quick access to client records



  • Jun 14 – 16, 2017 | $3,997


Program runs from 9:00 am to 5:00 pm


Paul Tobey

Paul Tobey is the CEO of Training Business Pros, a North American Leader of high-level business training and advanced digital marketing implementation services. He also employs and manages a team of highly skilled digital marketing experts for Business Pros Marketing, a full-service marketing agency. Paul is considered by many to be one of the leading internet marketers in North America and has helped over 50,000 people learn personal and professional skills to enhance their careers and lives. His company is a leading Infusionsoft Certified Partner that helps established businesses adopt proven digital marketing solutions and advanced CRM automation. Read More about Paul and his team.


Training Business Pros HQ.

25 Lesmill Road

Toronto ON


click this link to inquire


Companies can claim up to 83.3% in government funding towards training expenses for Training Business Pros. To See how you can take advantage of this opportunity, click below.

More about government funding



Let us know what we can do to make your experience easier!