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The Agenda

The entire event will be focused on 'Automation Models'. We'll be covering models and systems that work in all businesses, and can be implemented for fast growth automated for ultimate scalability. Each speaker has selected an Automation Model to train on. They'll break it down into 3 levels of sophistication: Basic, Advanced, Genius. After the training on an automation model is delivered, we'll huddle into smaller break out groups and work on mapping and implementing your automation model. Regardless of what stage of business your find yourself in, our expert consultants and trainers are prepared to guide you to the next level.


Here are just a few of the topics we'll be covering:

  • Identify Your Focus
  • Lead Capture
  • Lead Nurture
  • Sales via Appointments
  • Upsells
  • Retention
  • Direct Mail
  • Referrals
  • Customer Service
  • Beyond 7 Figures

Claim Your Life Back is about 2 things...
time & money.

We'll uncover the models of automation that work and how to use the right model at the right time to achieve your desired objective. This workshop will allow you to gain clarity on how to use technology to gain greater leverage in your business. We'll be covering everything from lead generation, to sales conversion, to operations automation and more.

Strategic Growth Principles

Extreme revenue growth is rarely acquired through luck or by accident; it is the result of deliberate thoughts, behaviors and actions. We'll help you take full control of your growth.

Tools & Tactics

You'll be shown real world tactics and be given an in depth look on the tools responsible for creationg systems that scale. This is where we pull back the curtain and share our secret sauce.

Implementation Time

Far too many events these days are all theory and no application. Pssst...the money is in the implementation. We've dedicated time for you to apply what you've learned while at the event.

The Smartest Marketers in the Room...

Benji Rabhan

Benji Rabhan

Founder, AppointmentCore

Benji helps people get more appointments, decrease no-shows, and convert appointments to sales. He does this through industry-specific research, custom strategy, and the latest in appointment optimization technology.

Brad Martineau

Brad Martineau

Co-Founder, SixthDivision

Brad was the sixth employee at Infusionsoft and spent over six years leading the product development efforts as a key member of the Infusionsoft leadership team. Brad's specialty is simplifying the complex and bridging the gap between theory and execution. He loves teaching and helping people understand difficult concepts.

Dave Lee

Dave Lee

Co-Founder, PlusThis

Dave Lee is an entrepreneur, optimist, and marketing automation pioneer. His deep involvement in companies like Infusionsoft, LeadMD, and Marketo influenced him to co-found SixthDivision and Plusthis… two companies dedicated to helping entrepreneurs get the most out of marketing automation. Dave is a best-selling author of the book Successonomics - co-authored with Steve Forbes. He's been featured on NBC, ABC, CBS, and Fox affiliates speaking on marketing automation and small business success.

Dustin Lunt

Dustin Lunt

Co-Founder, Marketing Mavens

Dustin is a technology mogul, who has created award winning software like Graphly and Parsey. As an industry leader and Infusionsoft API expert, he is often sought after by other app developers. He understands Infusionsoft's inter-workings like no one else in the world.

Jarrod Morris

Jarrod Morris

Co-Founder, Marketing Mavens

Since 2005, Jarrod has helped over 600 businesses implement Infusionsoft. He's created a 7 figure marketing agency from scratch and currently leads a thriving SaaS company that has acquired 1000's of active users in the last 12 months.

Micah Mitchell

Micah Mitchell

Co-Founder, Memberium

With a specialty in online training and education programs, Micah has been consulting Infusionsoft users for the last 8 years. He's the tech guru many 'internet marketing gurus' go to when they want to build elaborate systems and campaigns that simply get results.

Ryan Chapman

Ryan Chapman

Co-Founder, FixYourFunnel

Ryan has created two different 7 figure businesses using Infusionsoft. He is the author of Would You Like To Go Big? and How To Fix Your Funnel. Ryan is an internationally known expert on marketing and technology leverage.

Trent Chapman

Trent Chapman

Co-Founder, FixYourFunnel

Author of Who's On Your Side? and marketing consultant to the residential real estate industry. He founded a training company that went from $237 to $1.3M in revenue in just 12 months using Infusionsoft.

The Venue

Hyatt Regency Mission Bay

San Diego, CA

Experience the epitome of California coastal chic at Hyatt Regency Mission Bay Spa and Marina San Diego vacation resort near SeaWorld San Diego. Expect the best at this remarkable San Diego vacation resort offering incredible ocean views, waterfront dining, a contemporary poolside lounge, eco-friendly spa, and redesigned hotel rooms and suites and meeting rooms. The only resort hotel in San Diego with multiple water slides, you'll delight in a water playground with three new pools, waterfront health club, and a full-service marina with jet skis, sailboats, kayaks, sportfishing and whale excursions.

Ready to take action?

Come join us for a business-propelling event that'll jumpstart Q4!