We recently contributed two articles to Infusionsoft on Tag management and cleanup.  If you are an Infusionsoft user (or are planning on becoming one) you should read through these both.  The first one is on how to properly plan your tags and includes a free spreadsheet to assist in the process.


The second is for those of you who have been using Infusionsoft for quite some time and have a problem with your tags.  If you need to clean up, here is how we do it.


Good luck, and as always if you have questions you can feel free to post them here or contact us if you want some help with your company’s strategy.

Also, keep in mind that while these articles are specifically for Infusionsoft, they principles could apply equally to any CRM system that uses a tag-based organization system.