Marketing Overview & Partner Programs

1. We help small businesses succeed. Marketing Overview& Partner Programs Cindy Eagar Director of Partner Programs cindy.eagar@infusionsoft.com @cindyeagar

2. Hello from the Partner Team

3. Our Purpose: To help small businesses succeed

4. Our Mission: To create and dominate the market of all-in-one sales & marketing software for small businesses with 100,000 customers worldwide

5. The Opportunity • 27 million U.S. small businesses under 25 employees • The Internet has changed everything for small businesses • Finding, getting, keeping customers is harder than ever • Survival requires them to use web tools and best practices • They lack the time, money and expertise to do it all Small businesses want one system to manage their sales and marketing activities.

6. The Problem Complexity. Inefficiency. Lost opportunities.

7. The Solution The All-in-One Sales & Marketing Software for Small Businesses Get new customers. Get repeat sales. Save time. Automation

8. Value Creation • Shareholder Value • 56% annual revenue growth • 13,000 companies; 50,000+ users • Predictable, diversified revenue • $40M run rate; $50M year-end • Disciplined management team • Capital efficient Customer Value • 260 million contacts managed • 7 billion emails sent • $4 billion in e-commerce • 121 million leads captured • Vibrant partner ecosystem • Engaged user community

9. The Art of Selling to Small Business Find Them Sell Them Serve Them

10. Creating the Category Reaching millions with Lifecycle Marketing education • A holistic approach to sales and marketing • 10 years of experience teaching small businesses • Infusionsoft is the system to implement the strategy

11. Who is our ideal customer? • Owner operated small business • 2-25 employees • Been in business for a few years • Has a list of more than 1000 leads/customers • Spending money on web marketing • Frustrated with multiple systems • Has processes that can be automated • Generating web traffic • Has content to attract and nurture • Ready to invest time and money to succeed

12. Target Users

13. Competitive Landscape Target Customer Size Lead Gen Email Marketing Email Marketing Marketing Automation CRM E-commerce

14. Infusionsoft Growth

15. We have 13,000 customers 27 million small businesses just in the US alone With less than 25 employees

16. What have we been up to? • Brand – logo, look, culture, voice, trademark • Partner programs and success • Referral, Consultants, Addons, Developers • Target market focus • Coaches/Experts, Local Services, Sales Teams • Product messaging clarity • GroSocial • Lifecycle Marketing education • InfusionCon 2013 – 2000 attendees

17. What’s next? • Small Biz education– Lifecycle Marketing, Big Ideas blog, webinars, guides, Success Club • UK/Europe expansion • 2013 Fall Release product – it’s getting easier • Promotion to target markets • Customer success stories • Mainstream press, analysts, influencers • Partners – next level of everything

18. Thriving Partner Community End of 2013 350 200 800 50 150 • 150 Certified Consultants • 100 apps in Marketplace • 500 active Referral Partners • 7 Certified Developers • 75 at PartnerCon 2012

19. Our Focus

20. Thank you Cindy Eagar cindy.eagar@infusionsoft.com @cindyeagar