Elite Forum Videos

You may have experienced overload when you attended Elite Forum. These videos are designed to give you an opportunity to revisit a topic that you may be getting stuck on.

Additionally, if you have any new leaders, you can use these videos to give them the context, concepts and tools you have been using to grow your business.

Elite Forum Videos

Day 1

Day 1A: Transition From Owner to CEO

“I can’t escape the madness of the day-to-day to focus on the strategic direction of my business.” Does this sentence sound familiar? In this section, we will discuss the power of letting go and delegating to ensure your time is spent on the right activities in your business, as the CEO.

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Day 1B: Vision Workshop

At Infusionsoft, Clate, CEO of Infusionsoft, attributes their success to the intentionality of establishing their Vision, which is defined as Purpose, Values and Mission. In this workshop, Elite Entrepreneur leaders will help you to establish the Vision for your business.

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Day 1C: Strategies & Org Chart

In this video, you will discover the strength levers you have in your business and how you can repeatedly pull these levers to achieve your mission. You’ll also identify the areas where if you invested more, you’d see an exponential return.

Additionally, you will outline your future org chart to start planning for your company’s growth. This exercise will tease out some of your burning questions about how you will achieve your goals and will often generate rich conversations with your partner to get aligned on the plan. Your company’s future will begin to shift from a blurry and fuzzy idea into a clear and focused picture.

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Day 1D: Culture Panel

Culture Eats Strategy for Breakfast! You have learned a lot about Infusionsoft’s Vision, but how does it really work in practice? In this session, you will hear questions posed to Infusionites about their culture and what it’s really like to work for Infusionsoft.

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Day 2

Day 2A: Positive Focus & Momentum Overview

We show you how we start every meeting with what we call positive focus. Learn how you can have more effective, solution-oriented meetings through this practice.

Additionally, you will get an overview for our Momentum Program.

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Day 2B: Hire, Lead and Fire to the Vision

We’ve spent the previous day getting really clear on your company’s Vision. In this session we will discuss the importance of having the right people contributing to your business and how you can hire, lead and fire to your Vision. 

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Day 2C: Big 3

We discuss how to hold employees accountable through measuring performance and a tool we use called Big 3.

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Day 2D: Strategic Planning

A pivotal component of any company’s success is the ability to strategically identify the direction of the business. In this workshop, you will work with us to learn our strategy planning process. This will help you and your team to stay focused on the most important priorities in your business, stay aligned as a team, and make significant progress each quarter.

In this video, we will take the strategies that you have been developing and transform them into actionable goals and tasks, with owners and due dates. The best part is…you don’t have to do all the work. You’ll learn how to spread ownership and execution across your team. And your team will thank you for it!

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Day 2E: Meeting Rhthym

Clate Mask, CEO of Infusionsoft, often shares that one of the things that set Infusionsoft up for success was the commitment to our meeting rhythm. In this section you’ll learn the meeting rhythm Infusionsoft uses to ensure adequate time is spent working ON the business, not just in it!

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Day 2F: Final Thoughts

You can glimpse the final thoughts on some of our customers and their experience on how Elite Forum was for them in their business as we close out Elite Forum. 

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