Become an expert

Expert Certification Course

A five-day course to grow your consulting business and support Ontraport's fast-growing user community

We’re limiting enrollment in this course in order to provide a high-quality educational experience and foster a sense of community. Register early and save your spot!
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An image of young entrepreneurs working on laptop computers. An image of young entrepreneurs working on laptop computers.
An image of young entrepreneurs working on laptop computers. An image of young entrepreneurs working on laptop computers.

Become an expert

Expert Certification Course

A five-day course to grow your consulting business amd support Ontraport's fast-growing user community

In order to provide a high-quality educational experience and foster a sense of community, we’re limiting enrollment in this course. Register early and save your spot!
arrow_forward
Join the waitlist

Grow your consulting business and support Ontraport’s fast-growing user community 

Ontraport Consultants, a man and a woman, working with a client. Ontraport Consultants, a man and a woman, working with a client.

The Expert Certification Course is a five-day class designed for business owners and marketing professionals wanting to support our mutual clients. It’s designed for implementation specialists, consultants and integration partners.

Attend this course, pass the certification exam, and you can join the exclusive group of Ontraport Experts who work with our clients. You’ll learn advanced marketing strategies and how to apply them in Ontraport for clients, and you’ll get exclusive perks as a part of the Ontraport Experts community. 

Here’s what you can expect from this course

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Engaging lessons

Attend five days of training on software, advanced marketing and sales tools, and strategies for running your consulting business.

Hands-on software builds

Build using Ontraport during class so you’ll leave the course with essential funnels in your account.

Consultants training

Hit the ground running with your clients using our essential elements of a successful consultancy business.
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A proven, five-part model for growth

Learn an evidence-based marketing strategy to build trust with customers and leads during the five most critical phases of their relationship with your brand.

Support and insight from the Ontraport team

Work directly with our best automation experts to get ideas for building your business’s funnels.

Advanced sales tactics for increasing your revenue

Get sales tools and tactics for better sales conversations — and more opportunities to earn monthly recurring commissions on any accounts you refer.
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One-on-one support

Get your questions answered in real time from our Product Education team, either via Zoom or Slack.

Here’s what you can expect from this course

Icon of a box with files popping out Icon of a box with files popping out

Engaging lessons

ttend five days of training on software, advanced marketing and sales tools, and strategies for running your consulting business.
Icon of a laptop computer with a tree growing out of the screen Icon of a laptop computer with a tree growing out of the screen

Hands-on software builds

Build using Ontraport during class so you’ll leave the course with essential funnels in your account.
Icon of a purchaser receiving an item Icon of a purchaser receiving an item

Consultants training

Hit the ground running with your clients using our essential elements of a successful consultancy business.
Icon of a fast moving dollar Icon of a fast moving dollar

A proven, five-part model for growth

Learn an evidence-based marketing strategy to build trust with customers and leads during the five most critical phases of their relationship with your brand.
Icon of a graduate cap Icon of a graduate cap

Support and insight from the Ontraport team

Work directly with our best automation experts to get ideas for building your business’s funnels.
Icon of a person using a laptop computer Icon of a person using a laptop computer

Advanced sales tactics for increasing your revenue

Get sales tools and tactics for better sales conversations — and more opportunities to earn monthly recurring commissions on any accounts you refer.
Icon of a purchaser receiving an item Icon of a purchaser receiving an item

One-on-one support

Get your questions answered in real time from our Product Education team, either via Zoom or Slack.

Upcoming Expert Course Dates

April 14 - 18, 2025

Group pricing? Contact Certification@Ontraport.com

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Is Expert Certification for you?

Expert Certification is ideal if you’re ready to dig into advanced marketing and sales tools to wow your consulting clients. (If you need basic training only, please check out our Bootcamp course.)

Here’s what different businesses will gain from the course:

Marketing or business consultants/coaches and agencies

Expert Certification will help you take your consultancy business to the next level. Learn how to help your clients attract more prospects from their target vertical, get better results for them, and retain them as lifelong clients.
Group of Ontraport Certification graduates posing for the camera. Group of Ontraport Certification graduates posing for the camera.
Two female Ontraport Certification graduates talking outside. Two female Ontraport Certification graduates talking outside.

Web designers and developers

This course will introduce you to a flexible, powerful and cost-efficient tool you can use as the backend engine for anything you want to build (including apps!). Increase your revenue and save time with our powerful suite of page-building and app-building tools.

Automation managers and virtual assistants

Take your automation skills to the next level so you can grow your business. Learn strategies to impress clients, get more done, and achieve better results.

"

There are many useful discussions about how to sell Ontraport, how to work with clients and how to succeed as a consultant.

- Luke Ward, Automation XL

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Join the waitlist

Is Expert Certification for you?

Expert Certification is ideal if you’re ready to dig into advanced marketing and sales tools to wow your consulting clients. (If you need basic training only, please check out our Bootcamp course.)

Here’s what you can expect to gain from the course, depending upon your role:

Marketing or business consultants/coaches and agencies

Expert Certification will help you take your consultancy business to the next level. Learn how to help your clients attract more prospects from their target vertical, get better results for them, and retain them as lifelong clients.
Group of Ontraport Certification graduates posing for the camera. Group of Ontraport Certification graduates posing for the camera.

Web designers and developers

This course will introduce you to a flexible, powerful and cost-efficient tool you can use as the backend engine for anything you want to build (including apps!). Increase your revenue and save time with our powerful suite of page-building and app-building tools.

Automation managers and virtual assistants

Take your automation skills to the next level so you can grow your business. Learn strategies to impress clients, get more done, and achieve better results.
Two female Ontraport Certification graduates talking outside. Two female Ontraport Certification graduates talking outside.

"

There are many useful discussions about how to sell Ontraport, how to work with clients and how to succeed as a consultant.

- Luke Ward, Automation XL

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Join the waitlist

Perks of getting certified

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25% referral commission for any client referrals
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Access to our exclusive Ontraport Experts Group
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Public recognition on Ontraport's website with a link to your site, description of your business and contact information
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Access to our online Expert Portal of educational resources, tools and updated materials from all future courses
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An exclusive LinkedIn Ontraport Experts badge
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A standing invitation to our monthly Insiders call to learn new marketing strategies and software skills
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First look at new features, including beta access
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Rights to use Ontraport Brand Assets on your own marketing materials
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Access to an exclusive online forum where you can get answers, share leads and network with your fellow Ontraport Experts and the Ontraport team
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A discounted pass to sit in on a future Expert Certification course of your choice
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Priority OPLZA sponsorship applications
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Exclusive tools to create and implement templates for new client accounts in just a few clicks

Sign up now and also get instant access to:

Agency Summit Recordings

Exclusive content from our first ever Agency Summit with talks from great business minds.

You’ll hear about:
 

  • How to Deliver Deep Personalization at Scale with Landon Ray
    Find out how to get and keep more clients by demonstrating and delivering modern personalization and automation strategies.

  • Playing to Your Strengths: A Radical Approach to Creating a New Business Strategic Plan with Jody Sutter
    You want to control your agency’s future. The best way to do this is by playing to your strengths. You’ll discover how to land on a new business strategy during this session based on stuff you’re already good at.
     
  • The Four Benchmarks for Mastering Profitability with Marcel Petitpas
    During this session, you’ll discover the elements and critical pillars of the feedback loop.You’ll also learn how to avoid pitfalls during the feedback loop process, and determine the metrics and benchmarks you’ll want to track.
     
  • How to Exponentially Grow Your Reach, Client Acquisition and Market Share Using Virtual Events with George Shepherd
    In this session, you’ll discover the secrets of producing virtual events with thousands of attendees that convert into sales.
     
  • Bringing Process and Order to Your Business Operations with Marquis Murray
    Finding it difficult to manage your team's effectiveness and efficiency? In this session, you'll get the foundational building blocks for creating an efficient business operations plan.

The Agency Summit Professional notes

Not only will you get access to every recording from the summit, we’re also going to include notes taken by a professional, to help you learn more in less time.
Ontraport's President, Lena Requist with a photo of Modern Ontrapreneur Magazine Ontraport's President, Lena Requist with a photo of Modern Ontrapreneur Magazine

Ontraport Training: Live Courses Agenda

See the complete agenda to find out what you’ll learn on each day of each course, from strategy discussions to invaluable sales tools.  

Day 1: Attract leads
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Welcome and orientation
Learn about your instructors, class structure and expectations. Get logged in to the app and Slack, and understand where to find resources.
Fundamentals and vocabulary: A brief tour of Ontraport
Get an overview of Ontraport’s collections, editors, automations, systems and wizards.
The customer lifecycle
Understand the flow of the customer lifecycle and how Ontraport tools support each stage of the journey.
The customer lifecycle: Attract; Forms
Understand basics of the attract stage and the lead generation tools available in Ontraport. Build a form on an Ontraport page.
Designing and customizing pages (fonts, blocks, page elements, element settings)
Create a thank you page and test it with your classmates.
Ontraport for marketing: Writing a message
Create a Simple Mail message and link a file.
Ontraport’s Automation Builder
Create a lead magnet download funnel.
CRM: Your contacts and database; segmentation with groups
Find and edit fields. Use Quick View and Detail View. Create custom color fields. Create a group for new contacts.
Wrap up/questions
This optional session allows you to get any remaining questions answered.
Day 2: Convert, fulfill and delight
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Q&A with Landon
Chat with CEO/Founder Landon Ray about Ontraport and get any questions answered.
The customer lifecycle: Convert; sales elements
Understand the purpose of conversion funnels and the tools required to build them using Ontraport. Create a sales page.
Order forms
Create an order form with a product and a dummy gateway. Insert the link to your order form on your sales page.
Conversion tactics: Core offer funnel
Create an offer funnel (automation that includes offer emails) in Ontraport. Connect your lead magnet funnel to your conversion funnel.
Abandoned cart and declined card funnels
Build a declined card automation to encourage your leads to complete their purchase.
The customer lifecycle: Fulfill; coupon codes; tasks
Understand the tools available to fulfill your promise to customers. Build a product delivery funnel. Create a coupon code and enable it on an order form. Create an onboarding funnel that includes tasks (to fulfill your promise to customers).
Email delivery: The email reputation chain
Consider your own email practices and note areas for improvement.
The customer lifecycle: Delight; creating a membership site; protecting membership pages using display settings and conditional blocks
Identify ways to delight customers using Ontraport’s tools. Create a membership site for your business. Add a subscription membership product to your order form. Add pages to your membership site and display them to logged in members.
Day 3: Delight (continued) and refer
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Recap and review
Recap Day 2 and what we built together.
Advanced page design
Create a global block and a mobile-friendly block.
Managing your sales pipeline: Deals, Companies and Card View
Link a deal, company and contact — and manage them in Card View.
Managing transactions in collections (recharge settings and customer center)
Build a collection funnel. Add a customer center to your membership site and automate your collection process.
Reporting in Ontraport: Trends and Metrics Dashboards and Reporting Mode
Create a reporting automation.
SMS messaging
Explore our partner program tools.
Recap / Q&A
We’ll answer any remaining questions!
Succeeding as an Expert: Verticals, position statements, guarantees
Identify your vertical. Craft your positioning statement. Write your guarantee to your customers.
Essentials of consulting: Discovery calls, pricing anchors, project plans
Share your experiences with lead qualification and/or make a plan for your discovery calls. Consider your pricing options and discuss what has worked/not worked. Map out how you’ll tackle client projects, using our tips.
Growing your business: Products and services; strategies used by successful consultants
Identify products and services you can offer to create more value for your clients. Take notes on what’s worked for our successful consultants.
Day 4: Advanced marketing and sales | strategy and software training
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Setting up UTM variables
Create and test a UTM ad.
Email tracking and tracked links
Set up email tracking and link tracking. Practice putting a tracking code in an email, on a page or in your SMS messages.
Deep funnel conversion tracking
Set up deep funnel conversion tracking in your Ontraport account.
How to be a good Expert
Learn tips from our CEO on how to be a good Ontraport Expert!
Sales reports: Automation Performance Mode
Navigate to sales reports and play with creating groups / adding conditions for your business needs.
Advanced personalization: Using merge fields, hidden fields, and prefilling forms
Learn our techniques and best tools for providing an uber-personalized experience with your brand.
Ontraport Calendar and self-scheduling
Set up your Ontraport Calendar (and two-way sync with Google) for your (and your clients’) businesses. Keep your calendar full and your clients happy by managing appointments with self-scheduling.
Account management for Agencies/Experts
Use Managed Accounts and create new accounts using account templates.
Day 5: Ontraport’s Dynamic CMS
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Custom objects: Relationships
Understand the three relationship types and how to relate objects via form fill-out. Make a new object called “blog comments.”
Dynamic CMS: Dynamic templates and page types
Build a blog from scratch.
Dynamic blocks and grid mode
Create a blog overview page using a dynamic block.
Customizing Ontraport Apps
Enable an app and learn to customize it for your clients. Create custom fields and learn behind-the-scenes tricks for branding it. (Save yourself time and leverage this tool!)
Sales training: Diagnosing and Prescribing
Learn our techniques for selling Ontraport like a pro. Diagnose your potential clients’ problems through active listening and inquiry. Effectively prescribe Ontraport as a solution for business problems and handle objections.
Sales training: Getting a commitment and following up
Recognize buying signs and turn them into a closing. Solidify your client relationship with good follow-up practices.
Exam logistics and Q&A
We’ll give you the details about the multiple choice and practical parts of your exam and how to submit them. Come with any questions you have for us!
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Frequently asked questions

Check out the answers to some of the most frequently asked questions about the live training courses below. If you have additional questions, please get in touch with us by emailing certification@Ontraport.com.

What is the refund policy for the Expert Certification course?

Your Expert Certification tickets are refundable at any time, for any reason, within 30 days of the end of the course. You can also transfer your ticket to another person in your organization if you’d like. Send us an email at certification@Ontraport.com letting us know the name of the person you’d like to transfer your ticket to.

Do you offer discounts for groups?

Yes. Let us know how many people are in your group, and we can discuss pricing. Contact certification@Ontraport.com.

I want to get my entire team certified as Ontraport Experts. Will you travel to us?

Please get in touch with us at certification@Ontraport.com to discuss details about the number of people who will participate in the course, the dates you’re interested in, and your location.

What is the process for renewing my status as an Ontraport Certified Expert?

After passing the Ontraport Certification exam, your active Expert status is valid for one year. Each subsequent year your Certification will automatically renew for $500 on the last day of your original course unless you close your Certified Expert Sandbox account. You will then have two months to complete your renewal exam.

Will I be able to attend while in a different timezone?

Yes, you will be able to view the recorded live sessions. Also, video recordings of the live sessions will be available the next business day on our event resources page. Those recordings will be available for 30 days after the course has concluded. The slides covered each day will also be posted and available to download.

Are there any basic qualifications necessary to take the Expert Certification course?

Yes. To take the Expert Certification course, you’ll need to pass an “Ontraport Fundamentals” quiz. This course isn’t designed for those brand new to the software, and the quiz helps us ensure that attendees will have a quality educational experience.

I want to have someone from my marketing team or my virtual assistant become an Ontraport Expert — does it make sense to send someone other than myself to the course?

There is no better way to train your team on the strategy and software than to send them to these live training programs. We highly recommend Bootcamp for anyone who works in your Ontraport account. If you want them to take your account to the next level, we recommend sending them to go through the Certification Course.

What is the difference between the Expert Certification Course and Ontraport Bootcamp?

The Expert Certification Course is for users who already have a basic foundation of Ontraport software skills and who want to learn advanced marketing skills to use in their consulting business. Ontraport Bootcamp is designed for beginners in Ontraport’s software. It’s focused on the fundamental skills needed to implement Ontraport in your business.

Expert Certification includes five days of software and strategy training plus training on how to be a successful consultant. Bootcamp includes three days of software and strategy training.

Those in the Expert Certification course will have 30 days to submit a Certification Exam to us for grading. Those who pass the exam are recognized as Ontraport Experts and receive the benefits and privileges that go along with their new status. Bootcamp does not have an exam associated with the course.

I’ve signed up for a live training course — what should I do next?

You will receive a confirmation email and more messages with specific information beginning 30 days before your course start date.

What time will we start and end each day?

The online live course is scheduled to start at 8:30 A.M. PST time and end at 6:00 P.M.

Curious about Certification?

Empower your business to attract more prospects and turn them into lifelong clients.
Ask us about the program by sending an email to certification@Ontraport.com
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