Culture Docs
The documents below represent our 10,000 hours of learning and mastery in the area of creating and scaling a great culture. While you will still need to create your own versions, you can use the documents below to get a running head start on things like: vision setting, hiring, on-boarding, leadership & performance reviews.
Culture Docs
Infusionsoft Leadership Model
Leadership Model – CARE about people and the cause
Hiring For A Culture Fit
Evaluating Culture Fit. At Infusionsoft we believe our strength lies in our extremely talented people and our tremendous passion to help small businesses succeed.
Editable Hiring For A Culture Fit
Leverage this editable document to create your own Hiring For A Culture Fit for your new team members.
Core Value Interview Questions
Behavior Based Interviewing – Fit with Core Values
Candidate Assessment Form Template
Scoring Success Criteria for Culture Fit (Core Values Behavior Based Interview Questions)
Editable Candidate Assessment Form Sample
Use this editable Candidate Assessment Sample Form to reference how to successfully assess a candidate & create your own.
Onboarding/ Progression Path
Infusionsoft is full of people who are working to improve themselves and our company. To facilitate this continuous improvement, we’ve outlined minimum requirements for all Infusionites who want to progress at Infusionsoft.
Editable Onboarding/ Progression Path
Leverage this editable document to create your own Onboarding Progression Path for your new team members.
Quarterly Review Form
Track quarterly progress for company employees.
Editable Quarterly Review Form
Leverage this editable document to create your own Quarterly Review Form.
Quarterly Review Form - for Leaders
Track quarterly progress for leaders.
Editable Quarterly Review Form - For Leaders
Leverage this editable document to create your own Quarterly Review Form For Leaders.
Culture Is Your Secret Sauce
Get the 3 Key Ingredients to Infusionsoft’s Secret Sauce
Everest Mission Example
This is an example of a good visual for your company Mission. This is Infusionsoft’s Everest Mission.
Editable Everest Mission
Use this Editable Everest Mission to build a visual for your company and give it to each of your team members so that everyone can be aligned to it.
Everest Blank Reference
This is an Everest WITH Infusionsoft info and an Everest that is blank and doesn’t have any information from the Infusionsoft one that can be used and edited for your use.
How I Like To Be Led
Use this as you begin leading new employees to learn and understand how they like to be led. This creates a more cohesive planning and execution atmosphere in between leader and their team members.
Editable How I Like To Be Led
Leverage this editable document to create your own “How I Like To Be Led”.
Leadership Lunch, Leadership Model Slides
Leadership Lunch: the elements of leadership. Discover the components that have built Infusionsoft leaders.
Purpose, Values and Mission Power Point Reference
This is the portion of the Power Point presented at Elite Forum on Purpose, Values and Mission. We have provided this for you to reference in sharing with your teams.
Culture Mind Map
Get the complete breakdown of the elements of our culture and how they relate to each other.
Infusionsoft Org Chart
This is an organizational chart of the various management positions and working relationships within a software company.
Infusionsoft Vision Example
Get the break down of the Infusionsoft Vision. Specifics of our Purpose, Core Values, Current Mission.