Elite Vault

Here in the vault you’ll find tools and training that will enable you to grow your business to 8 figures and beyond.

2020 Webinars

How to Get Sales and Keep Customers During A Crisis: May 2020

As you push forward through challenges in your business that have come as a side effect of COVID-19, like others, you may feel tapped out on how to navigate the challenges that are coming at you. The weight of your business is feeling heavier than normal by now and you are looking for creative ways to get sales and keep customers during this time of crisis.

As we have engaged with our Elite community over the past few weeks, we have felt your various pains and recognize that there is a focus around getting sales and keep customers during this time. We also recognized that this is the time for you and your people to get wildly creative to engage your prospects and customers. Recently, we’ve seen stellar examples from leaders across many business types and industries where creativity has been the fuel to work through their current challenges.

This webinar will be helpful for you if you want to hear the creative, affordable and practical examples that other leaders are doing to…

  • Get Sales in a creative way as you adjust to a new normal
  • Build relationships with prospects to increase the likelihood of converting them to customers in the future
  • Provide exceptional service and value to existing customers in order to retain them.

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Compensation Dos and Don’ts for Business Owners: April 2020

We often hear our members ask questions about how to figure out what to pay people when they create a new role; how to plan for and use compensation as a way to recognize great performance and/or retain the best team members; and, probably the one we hear the most, how to set up compensation for sales people.  For the April Elite Momentum Webinar we are bringing an expert to teach you the Dos and Don’ts of Compensation.

When you attend this webinar, you will learn: 

  • How to think about compensation to drive performance in your business
  • Best practices for determining what compensation should look like for a given role
  • Pros and cons for common approaches to sales compensation

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2 Parts: Leading People Through Challenging Times & How to Have Difficult Conversations: March 2020

Originally this webinar was on “How to Have Difficult Conversations” and given the current circumstance surrounding us with all the uncertainties and unknowns of COVID-19, we wanted to adjust the webinar to focus on some of your current needs.

These are the times when the best leaders rise to the occasion. We want to help our Elite community lead powerfully.

The webinar is modified to be a 2 part webinar:

Part 1:  “Leading People Through Challenging Times”

We will address the following:

  • Ambiguity and Uncertainty are the enemy
  • Your job is to Set the Vision
  • People need more communication right now, not less
  • Quarterly planning, weekly meetings, daily huddles
  • What is in our control?

Part 2: “How to Have Difficult Conversations” 

By attending this webinar you will walk away with:

  • Mindset: that will prepare you for a difficult conversation
  • A framework for structuring your difficult conversations
  • More confidence for having these types of conversations

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The High Performance 1-on-1: February 2020

If you have been wanting to improve yourself as a leader when it comes to the 1-on-1’s with you team members, this is the perfect webinar for you.

David is an expert when it comes to alignng your team and driving performance in a 1-on-1 format. Come tomorrow and learn the proven 1-on-1 format David has used for over a decade to:

  • Drive massive performance improvements
  • Increase team happiness
  • Unlock your team’s potential

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How Healthy is Your Business?: January 2020

In this monthly webinar we will share with you the Elite Health Assessment.  This simple set of questions will enable you to do a quick health check on your business every quarter, so you can be proactive in staying healthy and avoid costly or even deadly business illnesses.

By attending this webinar you will walk away with:

  • The set of questions you need to assess the health of your business
  • An understanding of what each question measures
  • Some ideas about what to do if your business is unhealthy in one or more areas

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2019 Webinars

Scale with Intention + Plan with Purpose = Vision & Meaningful Results: December 2019

In this training, we will walk through the evolution of planning and growing a team, how to empower the team you have as well as the people you recruit, what is required of leadership and how to support your company through the processes. We will have plenty of Q&A to tackle any real world situations that you’re working through.

You will walk away from this training understanding of:

  • How to create an business of scale
  • Who fits in your business?
  • What is required of leadership to empower this?
  • Team building
  • You’ve hired people, now what?
  • Intentions & Feedback
  • Change in team & communication
  • Plan, Iterate, Plan
  • How to scale yourself and support your business through planning

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Stop Hustling, Start Scaling: Building & Implementing a Repeatable Sales Process with The Q Framework: November 2019

In this training, Scott Sambucci will show you the configurable selling system that uses seven core questions to help you identify exactly where you are with every sales opportunity and, more important, to help you build your company’s repeatable sales process—from prospecting and lead generation to pipeline management and deal flow to pricing and paying customer conversion.

This is the Q Framework and is designed to help you and your sales team:

  • Talk with your customers in terms of the ONE thing they care most about.
  • Identify your prospects’ critical business issues, and how to leverage these issues in your sales conversations.
  • Find and sell to each buyer, stakeholder, influencer, and decision-maker in every sales opportunity.
  • Demonstrate how your product is an investment for your customers so that you never hear words like “cost” and “budget” again.
  • Reduce the risk that your prospects feel when they’re hesitating before giving you to go ahead.

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How Are You Using Your Most Precious Asset?: October 2019

Hint: This has nothing to do with your employees or your money!

The great equalizer for everyone who has ever lived is that we all have exactly the same 24 hours in a day.  And yet, some people accomplish much more with their time than others.

In this webinar you will learn a simple but effective practice to ensure you are investing your time in the things that matter most to you.  This is NOT an efficiency webinar (how to squeeze more return out of every minute). This is about understanding how you allocate time compared to the things you say matter most to you.

Brett has chosen to share this webinar now in preparation for the clarity you need to get as a leader as you head into the annual planning process for your company.

+ Bonus: Prep of November Elite Momentum

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Q&A: Group Coaching on Outward Mindset Practice: September 2019

This is a special webinar for those who attended our May Elite Momemtum event with the Arbinger Institute.

Dave Moss, our master facilitator, has agreed to host a special Q&A session for anyone who has questions about any of the tools you have been practicing since the May event.

Dave will check in with those who attended in May on how things are going with implementation and answer any questions you may have.

If you didn’t attend in May, you are still welcome to attend this webinar with Dave. You may be missing some of the context. If you would like to read or check out the book “The Outward Mindset” in preparation for this session, you can.

Recording Not Available

“Hulkanize” Your Employees: August 2019

In this webinar, you will get simple yet powerful ideas for engaging your employees in new ways that help them add more to your company or team, and help them feel valued and important.  As a result, your employees will have greater loyalty toward you and your company.  You, your executive team, and managers will become more effective leaders and will come to see greater value in approaching each employee as an individual, and not just a single member of a greater whole.  With continual improvements, companies can enjoy greater harmony between co-workers, increased productivity, and improved company culture. 

On the webinar this month, you’ll learn the:

  • Importance of employee engagement (what it is, how to improve it)
  • Critical role of the manager
  • Tapping into the hidden strengths that all employees have

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July Elite Momentum Webinar is a special 2-part webinar: July 2019

Part I Description: As any business owner knows, hiring the right person can be really difficult.  It sometimes feels like you are rolling the dice or spinning a roulette wheel.  You cross your fingers and hope for a good outcome.  Stop gambling away the future of your business.  On the webinar this month, you’ll learn a simple solution that will exponentially improve your hiring success.  Specifically, here’s what you’ll get from the webinar:

  • An understanding of the role of the Candidate Assessment Form in your hiring process
  • An introduction to a simple Candidate Assessment Form
  • A real life example of how to use the form

Part II Description: We’re creating a very hands-on, get-real-work-done experience for the August Momentum event.  Clate Mask will be our keynote speaker to kick things off and then we have 12 breakout sessions on hiring, onboarding, leading and firing to the Vision.  For the second half of the webinar this month you’ll:

  • Learn about the breakout sessions that will be offered
  • Have a better idea of who you should consider bringing/sending to the August Elite Momentum event
  • Find out the pre-work you should do to help you get the most out of attending the event

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How to Grow a Vibrant Community Using Social Media: June 2019

This webinar will be great for you if you want to learn how to leverage Social Media Marketing to:

  • Grow your brand with your customers/members/users
  • Turn your customers/members/users into a tribe
  • Give your members/users/tribe a voice to generate your marketing + improve your member/user experience

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Creating Leaders: May 2019

This webinar will be focused on the difference between leadership vs. management and the impact it creates within the business.

Starting from the beginning, Anita will walk you through the first steps to creating a leader that will drive accountability and performance that in turn will create a future for your vision within your business.

Here’s what you can expect to learn if you come to this webinar:

  • Introduction to leadership
  • Creating with possibility and seeking context with intention
  • How it all comes together

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Does Your Leadership Reflect Total Commitment To Your Values?: April 2019

The question “Does your leadership reflect total commitment to your Values?” should cause you to contemplate on how well your day to day behaviors as a leader reflect the Values and invite your team to live them. In this webinar, we will deep dive on the key opportunities you have to Lead to the Values.

Here’s what you can expect to learn if you come to this webinar:

  • How to use one on ones to lead to the Values
  • How to use company meetings and other team communication settings to lead to the Values
  • How to use on-boarding to set the right tone from the start
  • How to use written communication to lead to the Values
  • Ideas for how to use your space to lead to the Values

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Finally! Simple Tools for Quarterly Planning and Execution: March 2019

Quarterly planning and the resulting need for tracking and accountability can be overwhelming if you don’t know where to start. During this webinar, Brett will give you tools and templates to help you craft and manage a successful quarterly planning and execution process.

Here’s what you can expect to learn if you come to this webinar:

  • How all of the planning meetings fit together on a calendar, including the “T minus” project chart we used at Infusionsoft
  • How to manage the post-planning execution in a way that fosters ownership with accountability
  • Simple Tools for managing all of the planning and execution detail

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The Importance of Delegation: February 2019

Delegation is paramount in moving from strategy to execution. Even though there are some that try, you know you can’t do it all. Especially in a small business we lean on others to drive results. All too often, projects get dumped onto others’ laps without the coaching or guidance needed to be successful. In this webinar we will address delegation, providing a concrete framework to help you understand when and how to delegate.

Here’s what you can expect to learn if you come to this webinar:

  • The importance of delegation.
  • Understand Ken Blanchard’s Situational Leadership II model for delegation.
  • Identify the right approach based on team members’ levels of competence and commitment.

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Break It Down Now: A Framework For Writing Copy That Sells!: January 2019

In this fun webinar, Carrie-Lynn Rodenberg, founder of Turnkey Marketing, will provide you with a proven copywriting framework you can easily use in all of your marketing. Whether you’re creating social media ads, emails, landing pages, or website copy, this failproof structure will guide you to success! Plus, Carrie-Lynn will also share some of the very best practices and copy “hacks” that she has discovered from writing thousands of marketing pieces for successful companies. If you use words in your marketing, this webinar is for you!

Here’s what you can expect to learn if you come to this webinar:

  • A powerful framework you can use to write any marketing copy
  • What 80% of your offer should focus on and how it will drastically increase conversions
  • A simple process composed of “bite-sized pieces” so you don’t get stuck anymore

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2018 Webinars

The Optimized Workplace: December 2018

In this webinar, Nick will be sharing his CPR methodology which he has taught to businesses and individuals across the United States, including Joe Polish, Jay Abraham, and Tony Robbins, and will also be revealed in his upcoming book.

Look forward to learning about:

  • Communicate: achieving inbox zero and using Slack for internal communications.
  • Plan: project management, scheduling, agendas, and weekly and quarterly planning tactics.
  • Resource: process documentation and creating an internal wiki.

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Drive employee engagement and business results through recognition: November 2018

Join Linde to learn about her experience in designing recognition programs and the key success factors in designing a new plan, or enhancing your current programs.

You can expect to learn:

  1. What to consider in designing formal and informal recognition programs.
  2. Ways to use recognition to reinforce your organization culture.
  3. How to connect recognition efforts with your overall rewards strategy.

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Make 2019 Your Best Year Yet!: October 2018

Here’s what you can expect to learn if you watch to this webinar:

  1. Go into strategic planning with more confidence
  2. Be able to get prepared for the November Elite Momentum event
  3. Decide if the optional intensive day is right for you

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Super Charge Your Offsites: September 2018

Here’s what you can expect to learn if you come to this webinar:

  1. Key outcomes for offsites
  2. How to design the agenda to meet your business’/team’s specific needs
  3. Which team members should attend offsites
  4. What pre-work is necessary to make the most of the precious time you’re investing in an offsite
  5. Tips for making your offsite super impactful
  6. How to increase the chances of offsite work making its way back to the office

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Exciting New Benefits for Elite Momentum Members: August 2018

Here’s what you can expect to learn if you come to this webinar:

  1. Learn about the new benefits you will have access to in Momentum
  2. Take a virtual tour of the new membership site
  3. Get introduced to the new online membership product

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Making Your Customer The Hero Of The Story: July 2018

Here’s what you can expect to learn if you come to this webinar:

  1. Understanding the importance of being clear in your messaging
  2. Learning where a lack of clarity is hurting you
  3. Getting tools to help you improve your messaging

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Engaging the Hearts and minds of your people: June 2018

Here’s what you can expect to learn if you come to this webinar: Leadership principles that will invite others to engage more fully in your business, Key leadership moments for eliciting engagement, Practical tips and tools for building the trust necessary to open your people’s hearts and minds

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How We Became a Best Place to Work: May 2018

Brett interviews Bill Harney and Beth Frank from Keeping Current Matters on their journey to building a great company and an award-winning culture. Bill and Beth have been part of the Elite community for the past 3+ years. Bill, Beth and team have done an exceptional job of taking what we teach in Elite, making it their own and creating an amazing company.

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May Momentum Event Preview - Leadership: April 2018

Given the exceptional content webinar we had last week with Clate Mask (April’s main webinar), I decided to give a preview of what’s coming at the May Momentum event, get some feedback and answer any questions.

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The Elite Mindset: How to Make the Most of Your Elite Journey: Bonus

Clate Mask, CEO of Infusionsoft, and Brett Gilliland share how to get the most out of your Elite Journey whether you are just joining the Elite Community or have been on this journey for some time.

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Common sense cx: March 2018

Learn the 5 things that any business owner needs to do if they want to grow sales, keep customers, and create a thriving brand.

Mike covers some basic strategies you can implement today to see immediate benefits to your business.

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    Improve Your Hiring: February 2018

    Brett provides  3 low-investment, high-return strategies for dramatically improving your hiring success rate.

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    ATTRACTING THE VERY BEST CUSTOMERS: January 2018

    Shaun Buck, CEO of The Newsletter Pro, shares how to attract the very best customers.

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    2017 Webinars

    Systemize your sales process: December 2017

    Stephanie Holmes-Winton is the CEO if The Money Finder. She has been a part of the Elite Community for a few years and is sharing how to successfully systemize your sales process. 

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    Big 3: November 2017

    Brett dives into how to create effective BIG 3 from Elite Forum. Big 3 creates confidence for employees by giving them clarity and confidence, alignment to company goals and enables a rhythm of accountability for them. Watch this to get more insights into Big 3 for your business. 

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    Preview for Strategy Planning & Execution: October 2017

    Our presenter is Tyler Norton, long-time strategy coach for Infusionsoft leaders like our CEO, Clate Mask.

    Tyler will offer a sneak peek into his strategy planning process and how to make the most your preparation for 2018.

    He’ll share smart small business strategies and tools to get you going in the right direction

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    Creating Meaningful Interview Questions: September 2017

    Lauren has worked on the Infusionsoft Hiring team for Years and is an expert when it comes to the hiring and onboarding experience of new employees. If you are looking to create a better interview questions, this is a great webinar for you to watch and get started.

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    Top 10 Tips to get the most out of Elite Momentum: August 2017

    Cindy Eagar and Lauren Borgeson discuss the top 10 tips to get the most of your Elite Momentum experience. This is great for those of you who are new and looking how to take advantage of the Elite Momentum program for your business.

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    How to Create an Advisory Board: July 2017

    Jake Fackrell, CEO of Domega and Finalist to the Elite Business of the year finalist in 2017. Jake talks you through how to create an advisory board for your business.

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    Success Tips from 2017 Elite Business of the Year winner: June 2017

    Lee Richter is the CEO of Richter Communications. Lee is an Award-Winning Author, Visionary, Speaker, Certified Master Coach, Entrepreneur, Global Leader, Mother and Friend. Lee was also the winner for the 2017 Elite Business of the year.

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    Success Tips from a 2017 Elite Business of the Year Finalist: May 2017

    Melissa Allen is the CEO and Co-Founder at GetUWired. She has worked hard to develop culture anyone would want to be a part of and has been awarded for it! She was a 2017 Elite Business of the Year Finalist.

    Watch Recording

    Killer Sales Methodology and Process: April 2017

    They will walk you through understanding the killer sales methodology and process that has led them to be successful with their teams at Infusionsoft.

     In this webinar, you will:

    • see some mistakes most business make that they often don’t realize when they are creating a sales process
    • get immediate actionable strategies to help you convert more leads to customers

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    Multipliers: March 2017

    In this webinar, you will learn from Dan Ralphs:

    • The fundamental differences between Multipliers and Diminishers
    • Understand the 5 key practices that are common among all Multipliers
    • Recognize in yourself some of your accidental diminisher tendencies

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    Lead Meetings like a Boss: February 2017

    Looking to learn how to lead your meetings better? In this webinar, you will learn how to hold productive and effective meetings.

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    Content Marketing: January 2017

    Is your content marketing working? What to know before your write. 

    Learn what content marketing can do for your business and walk through a basic content marketing plan with Carey.

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    2016 Webinars

    Customer Experience: December 2016

    In this webinar, you will learn how to:

    • Use customer feedback to make impactful changes to your business
    • Set up listening posts in key areas of your business
    • Know what to listen for, and how to measure success
    • Prioritize the feedback you get from customers to create a queue of impactful improvements

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    Quarterly Planning for Team Leaders: November 2016

    Cindy Eagar has worked on the Elite Team for a few years. She co-created the Elite Momentum program and is an expert when it comes to Elite and the content that we provide. In this webinar, she is teaching quarterly planning for teams. This is great reference if you have team leaders; anyone who is over a team so that you can engage the team in the quarterly planning sessions. Cindy teaches you how.

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    Meeting Rhythm: October 2016

    Brett is an expert when it comes to meeting rhythm. In this webinar, he will give ideas on how to implement meeting rhythm. If you tried meeting rhythm before and have questions, this webinar is a great place to get some of those questions answered.

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    Leadership Tools: September 2016

    Justin MacDonald and Eric Sparrow provide leadership tools for you to use within your business.

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    Interviewing Strategies: August 2016

    Nick Contaldo and Cindy Eagar discuss interviewing strategies to use during the hiring process.

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    Powerful 1-on-1s: July 2016

    Dan Ralphs, Cindy Eagar, Chris Spear, Kara Pierce & Brent Crandell, leaders at Infusionsoft, discuss the impact and influence of a powerful 1 on 1.

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    Leading Remote Teams: June 2016

    Yanira Sesniak, Infusionsoft Manager & Stephanie Holmes-Winton, CEO of The Money Finder discuss how to lead remote teams powerfully.

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    How to Win at Payment Processing: May 2016

    How to win at Payment processing with Carlos Wilson, Infusionsoft payments specialists.

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    Customer Retention and Referrals: April 2016

    Shaun Buck, long time Elite Mastermind member reviews customer retention & referrals best practices.

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    Total Rewards: March 2016

    Kerri Zunkowski, Infusionsoft’s VP of People, dives into total rewards and concentrates on Sales compensation and planning.

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    Scaling Your Business Through Partnerships: February 2016

    Chad Kerby, Infusionsoft’s Head of Partner Programs and Partner Sales, deep dives into scaling your business and generating growth through Partner Sales.

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    Big 3: January 2016

    Brett Gilliland coaches on the importance of having “Big 3”.

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    2015 Webinars

    Balancing Business, Life & Family: December 2015

    Infusionsoft’s VP of Business Development, Jeff Mask, shares the importance of balancing business, life and family.

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    Interview With Get You Wired: November 2015

    Cindy Eagar interviews Lee Goff & Melissa Allen of GetUWired.

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    Building Your Brand and Your Business: October 2015

    Susan Koehler, Infusionsoft’s VP of Marketing & Communications walks you through branding, it’s purpose and best practices to building your brand.

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    Multiply People Through Dreaming: September 2015

    Dan Ralphs, Infusionsoft’s Dream Manager explores the power of dreaming and how it can help to multiply people.

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    Employee Compensation: August 2015

    Hal Halladay, Infusionsoft’s SVP of Corporate Development shares and coaches on Employee Compensation and Compensation Philosophy.

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    Fire to The Vision: July 2015

    Mary Shelley, Infusionsoft’s Director of Talent presents on “Fire to the Vision”.

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    Train to the Vision: June 2015

    Brett Gilliland & Georgi Feidler present on Training to the Vision.

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    Hire To The Vision: May 2015

    Lauren Hodgson, Talent Acquisition Supervisor for Infusionsoft, reviews hiring to the vision.Watch Recording

    Developing Leaders: April 2015

    Candi Luciano, Infusionsoft’s VP of Leadership Development presents on developing leaders.

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    Annual Planning Offsite: March 2015

    This webinar will provide you with the tools to review when you take your team to do annual planning offsite. Brett is the presenter of this webinar.

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    Strategic Planning: February 2015

    Brett trains on Strategic Planning.

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    Building a Successful Team: January 2015

    Bill Hoffman, Infusionsoft’s Sr. Director of Professional Services,  presents on How to Build a Successful sales Team.

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    2014 Webinars

    Personal Effectiveness: December 2014

    Infusionsoft’s VP of Talent, Anita Grantham talks through personal effectiveness.

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    Kick Off & Overview: November 2014

    Brett Gilliland and Elite Coaches kick off Elite Momentum with introductions of the team and members. The “Why” of Elite Momentum, specific program details and schedule is shared. Questions are answered from Elite Momentum members.

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