I help entrepreneurs and small business owners increase revenue through the better use of powerful automation technology.

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Advanced CRM & Marketing Automation

My partner Wes and I have nearly two decades of combined experience selecting, implementing, and developing for a number of CRM and Marketing Automation systems, a large percentage of that as a certified partner. To see how we can help make one of these tools a powerful force for your business, reach out to us at The Sales Whisperer.

RSS Sometimes, I write things.

  • How to specify a page's featured image in Hubspot COS June 28, 2017
    When building website and landing pages in Hubspot COS, it's important to pay attention to how that page will preview when sharing on social media. SIDEBAR: When publishing blog posts the HubSpot COS handles this by default so this post is going to get a little "geeky" but it will help you make that great first […]
  • So you want to use Infusionsoft’s web form plugin for WordPress? June 6, 2017
    During ICON 17, Infusionsoft launched a brand-spanking-new plugin called Infusionsoft Official Opt-in Forms. This simple tool helps you install beautiful Infusionsoft web forms on your WordPress site without having to write, copy, or paste a single line of code! Isn't that spectacular? (Even as a longtime developer, I think so.) So how do you get this up […]
  • How to customize Infusionsoft's Shopping Cart "Review Order" button May 9, 2017
    Recently, a fellow Infusionsoft Certified Partner asked a great question. When her client's customers are visiting the Infusionsoft Shopping Cart the button they must click to begin the checkout process is labeled "Review Order." However, this partner noticed was that some customers are confused by this language, so she asked how she could customize it to something a bit […]
  • How to install Infusionsoft Tracking Code on your WordPress Site May 2, 2017
    Did you know that Infusionsoft provides a tracking code snippet that you can embed on your own site? If you didn't, don't worry... you're not alone! Thankfully, it's super easy to install. If you want to do it yourself, Infusionsoft's HelpCenter has a great article on the topic.
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Need something else?

Looking for strategic consulting, custom software development, or something else not listed here? I'm happy to evaluate your specific needs... if I’m not the right guy to help, I’ll be happy to connect you to someone who is. Please send me an inquiry and I'll be in touch!

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