Infusionsoft Specialist

Relationships are the lifeblood of business, and businesses across every industry are always looking for better ways to maintain existing relationships with their current customers and build lasting relationships with new ones. Becoming an Infusionsoft Specialist VBO is a great way to help businesses manage their customer relationships. Infusionsoft is geared to 

manage email marketing and sales platforms for small businesses, featuring products to optimize the customer lifecycle, customer relationship management, marketing automation, lead capture, and e-commerce. There are more than 25,000 Infusionsoft users, many of whom need continuous help managing their campaigns. You could plug into this existing ecosystem to land clients as an Infusionsoft Specialist VBO.


​Infusionsoft is a cloud-based marketing automation/CRM platform used by thousands to generate leads and foster customer relationships. Infusionsoft specialists use the platform to help marketers capture and score leads, segment contacts and streamline the marketing process. Marketers also use Infusionsoft to build optimized campaigns as well as emails and landing pages. Infusionsoft’s drag and drop builder makes it easy to use. Infusionsoft also has lots of tools, guides and tutorials on their site to help users learn the platform. To get started as an Infusionsoft Specialist VBO, all you really need is proficiency in the platform. Fortunately, there are several blogs and courses available online to bring your skills up to speed.

Here are just a few reasons why you should consider becoming an Infusionsoft Specialist VBO:

  • Businesses of every kind need help managing their customer relationships
  • There’s an existing ecosystem of 25,000 users that you could plug into to land clients
  • This career path aligns well with VBOs with backgrounds in marketing, sales, and communication

Here is an example of a VBO Niche for an Infusionsoft Specialist
To learn more about creating your VBO Niche - CLICK HERE!

Primary Niche

Infusionsoft Specialist

SUB Niche

Infusionsoft Specialist for Ecommerce Businesses

VBO Niche

Infusionsoft Specialist for Drip Email Marketing Campaigns

We provide some great resources to help you get up and running as an Infusionsoft Specialist. If you have questions about becoming an Infusionsoft Specialist, feel free to head over to our Groups and ask there!


  • Identify and assess clients’ needs to achieve satisfaction
  • Training sales team on customer service best practice
  • Handle complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution
  • Creating and managing campaigns
  • Sending out newsletter and marketing emails
  • Setting up invoice billing and other internal systems
  • Building products and order forms


Our research shows the hourly rate charged by Infusionsoft Specialist VBOs ranges from $25.00 to $65.00. However, the majority seemed to land in the $30.00 to $55.00 per hour range. Factors affecting this variance include geographic location, experience, and level of expertise.


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Udemy is a great site for VBOs to sharpen their skills. Their classes typically range from $10.00 - $200.00. However, they are known to have frequent sales where with virtually all lessons as low as $10.00.


Infusionsoft by Keap University OnDemand is a hands-on training course you move through at your own pace. Elevate your skills while gaining the expertise.







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