Client Sales Process
The one thing all great sales teams have in common is a well-defined sales process for their leads i.e. potential clients. With Infinity's Client Sales Process template, you'll be able keep track of your leads in the pipeline, define the tasks you need to complete in each stage of the sales process, and ultimately close more clients.
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Client Onboarding
If you want to retain your clients and prevent churn rates, you need to create a great onboarding process that will ease them into your product or service. With Infinity's Client Onboarding template, you'll be able to track all the important steps, tasks, and documents during this process, and ensure you build a great relationship with your clients.
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Marketing Agency Client
A marketing agency never sleeps, as there are always tasks to complete, metrics to follow, and projects to organize. If you want your clients to truly be happy and your team to know exactly what they're working on, then this Marketing Agency Client template will surely be of help to you. Choose a view, check off tasks, add documents, etc.
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Client CRM
Closing clients isn't easy, especially if you don't have a well-defined sales process in place. With our Client CRM template, you'll be able to build your own CRM system, track all of your leads, organize client information, and a lot more, which will ultimately help you boost your closing rates and finally stop worrying about new clients on a daily basis.
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Marketing Management
Tasks, projects, metrics, and experiments all play a big role in any marketing strategy. More importantly, all of this requires you and your team to stay fully organized, at all times, and know exactly what's next on your agenda. Infinity's Marketing Management template will consolidate all of your work in a single place for the best results.
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Client Work Management
With our Client Work Management template, you get to create a well-defined system that will help you successfully onboard all of your clients in the future, as well as keep every project, task, and data piece related to them in a single place, ultimately allowing you to build long-term relationships with your clients.
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Support Ticket System
When support tickets start piling in and your team starts panicking, it's time to bring in the bug guns a.k.a. a system that will make ticket management far easier. Infinity's Support Ticket System template will be a great addition for any marketing/support team who's looking for a better way to manage their refunds, bugs, and suggestions.
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Social Media Tracker
Running a successful social media marketing strategy or campaign requires you to constantly keep track of different metrics and KPIs. With the Social Media Tracker template, you get a place where you and your team can stay up-to-date with your social media efforts, and decide what's working and what needs improvement.
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Meetings Calendar
When meeting management becomes a bit difficult and you miss an event or two in your calendar, you'll need a place that will contain all the important dates you need to remember. Our Meetings Calendar template is a superb choice for anyone who is always rushing in and out of meetings, and trying to stay organized and on-time.
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Competitive Analysis
Before you create a marketing strategy, it's important to play detective for a bit and find out who your competitors are, how they function, and what you could do better. Infinity's Competitive Analysis template is meant to make this process easier for you, and help you keep all the data you gather in a single, organized place.
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Web Design
Coordinating all design assets, wireframes, high-priority tasks, and an entire team of designers (especially if they’re working remotely) is never an easy feat. Luckily, our Web Design template is here to simplify the entire process, help you keep everything you need in a single place, and ensure all designers collaborate without a hassle.
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Content Calendar
Whether you have a freelance business or a company, managing content is something you'll be doing on a daily basis. With the Content Calendar template, you'll be able to organize all of your blog posts and various articles, track when they're supposed to be published, and what's the status for each item you create.
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Marketing Plan
With a solid marketing plan in place, you'll be able to set clear goals for your team and ultimately achieve better results for your business. Infinity's Marketing Plan template is meant to help you organize your plan by initiatives, quarters, or however works best for you, and ensure that you complete everything you set out to do.
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Marketing Campaign
No matter how satisfying running a marketing campaign may be, it also comes with a number of challenges—one of them being trying to keep all the channels, ad sets, and metrics in a single, organized place. With Infinity's Marketing Campaign template, we'll ensure that at least this challenge becomes a thing of the past.
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Video Production
If organized well, video production is usually fun and exciting. If organized poorly, it can easily become pretty stressful. Our Video Production template will not only help you keep your entire team in sync, from video editors to producers, but also ensure your projects run from pre-production to post-production without any issues.
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Social Media Calendar
Creating a social media strategy is one thing. Managing the calendar, publish dates, copy, and images? Something else entirely, regardless of whether you're a freelancer or working as a part of a team. With our Social Media Calendar template, you'll have an easy time keeping everything you need for your social media in one place.
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