• Find certain assets in Ontraport and get to know your teammates
• Create a form
• Create a thank-you page
• Write an email to send to your lead magnet
• Create a lead magnet download funnel
• Add and edit contacts, and change quick view
• Create groups for your new leads based on fields and tags
• Complete the Free Download Lead Magnet Funnel Wizard

• Create a sales page
• Create an order form
• Create the five part funnel
• Create a product delivery funnel for your conversion
• Create an abandoned cart funnel
• Test your conversion funnel
• Create an onboarding funnel
• Brainstorm strategies for improving email delivery

Conversion tactics: Sales pages and order forms
Conversion funnels employ every aspect of Ontraport discussed so far. We'll distinguish between a sales page and an order page, learn how to track conversions and make sure our customers are getting the product they purchased.

Conversion tactics: How to make a conversion funnel
To grow your business you need revenue, and that means customers. We’ll start by building a typical conversion funnel and discuss the themes in each of five emails recommended for turning your leads into customers.

Conversion to fulfillment: Product delivery
Any good relationship begins with keeping your word. We’ll go over how to ensure the products your customers purchased get delivered.

Cart abandonment and other conversion issues
Not every sale goes perfectly. It’s important to have campaigns that can address the issues that arise. We’ll build an abandoned cart campaign and show some ways you can approach declined transactions.

Tracking your sales: Sales reports
Getting a sale is a great first step, but you need to understand how and and when it’s happening so that you can keep making it happen. We’ll take a look at sales data in Ontraport, specifically the sales reports and what information you can get from there.

Conversion to fulfillment: Onboarding
When you make sure your customers are taken care of at the beginning, you’re helping them get value from your product. This sets you up for a great buying relationship in the future. We’ll show you how to help your customers get value from their product by setting up a simple onboarding process, similar to how we do it here at Ontraport.

The email reputation chain
Everyone has a story about email that ended up in spam. In this course, one of our Email Delivery Experts will show you how to avoid those traps and take charge of your delivery. There are five key components every business owner needs for optimum email delivery.

• Create a membership site
• Protect your pages
• Create a global block and make your content mobile friendly
• Link a deal, company and contact — and manage them in Card View
• Build a collections campaign
• Create a reporting campaign for our Bootcamp funnel
• Create an SMS funnel (opt in and follow up)

Ontraport membership sites
One of the best ways to generate revenue is with consistency. A membership site is one of the core ways small businesses do this. Using our powerful landing page builder, we’ll construct a membership website. We’ll discuss how to create membership levels, manage your content, and add new pages whenever you need to.

Ontraport Pages — advanced page design
If Ontraport Pages is your bread and butter, you’re in the right place. We’ll open up Ontraport Pages to see what’s really possible with this state-of-the-art feature. Topics include: t, mobile vs. desktop display, global blocks, how to “favorite” blocks, and how to use margin and padding to create a beautiful landing page.

Sales team management — Deals and Companies
This is huge for those of you in the B2B business world. Deals and Companies is a set of prebuilt Custom Objects, specifically designed for business-to-business interactions. We’ll discuss how they work and what other features they are designed for.

Managing transactions in collections
Anytime you offer subscription products, like a membership site, you face the possibility that someone won’t pay their bill. In this lesson we’ll discuss how you can manage this problem with Ontraport’s automated collection tools: recharge settings and collections automation.

Understanding your data — reporting in Ontraport
With a good grounding in how to work with Ontraport, it’s time to understand the data it’s giving us. We’ll focus on the Dashboard and Ontraport Performance Mode and theeports they offer.

2-way SMS in Ontraport
Email might be the best tool you have to market to your contacts, but it’s not the only way. We’ll take a look at how to use Ontraport’s SMS tool and how you can add it to your marketing arsenal.

Where Ontraport is headed
Tune in with Ontraport CEO and founder, Landon Ray, to hear about the latest news inside of Ontraport. We’ll talk about what’s been happening, what to look forward to, and of course answer any questions you’ve been itching to ask.

• Create some UTM variables and test them with our Bootcamp campaign
• Add UTM variables and other tracking to your email
• Set up deep funnel conversion tracking in your Ontraport account
• Build a blog post
• Create and test a multi-object form
• Build a blog post template
• Build an overview page

Lead tracking and conversion with UTM variables
Urchin Tracking Modules variables (UTM) are a form of high-level lead and customer tracking. By applying them to contacts as early as possible in their life cycle, you can see the kinds of activity that drew them to your business, which assets tend to produce engagement, and the content that produces the highest conversion metrics. Note: Ontraport Pro account is required.

Deep funnel conversion tracking
For those of us who are spending ad dollars to bring in new leads, this session is a must. We’ll discuss how Ontraport integrates with Facebook and Google analytics so you can track your leads through every phase of the life cycle. Not only is this useful information for any business buying ads, it’s uniquely available to Ontraport. Don’t miss it!

Custom Objects and how to use them
By now you should be familiar with all of the core features of Ontraport. It’s time to tackle what is quite possibly the most powerful feature we have: Custom Objects. We’ll talk a bit about the three database relationships this feature uses and how to apply them. We’ll end by showing you how to build a Custom Object.

Custom Objects and how they’re related
Now that we know how to build a Custom Object, let’s talk a little bit more about how to use them. We’ll focus on relating records to each other, especially between objects. This sets us up for the next session where we open up one of the biggest innovations available to Ontraport customers: Dynamic Content!

Dynamic Content — A preview of the Ontraport advanced course
To help entrepreneurs adapt to the changing landscape of the internet, Ontraport has released Dynamic Content. This innovative feature set completely changes a powerful CRM into a content management system. In this course we take our first look at this feature with Dynamic Pages, and how our customers can start using it. We’ll finish by building a simple blog page.

Dynamic Content Part 2 — Dynamic Blocks
We'll take a deeper look at Dynamic Content by showing you how to use Dynamic Blocks. We’ll explore how this changes page design, how you can display more data on your pages and how to use blocks to link to other parts of your site. We’ll continue our activity from the last session and create an overview page for our blog.

What it takes to be a successful Ontraport Expert
We want to set you up for success as an Ontraport Expert. Ultimately, this relationship will benefit us both!. CEO and Founder Landon Ray will discuss the history of the Expert program, how Ontraport works with and supports its Experts, and how to successfully support our customers.

• Identify your vertical, craft a statement and guarantee
• Share your experiences with lead qualification and pricing your products. What's worked and what hasn't?
• Brainstorm — What additional Ontraport services can you offer to create more value for your clients??

Succeeding as an Ontraport Expert
We’ll go through the unique benefits of becoming an Ontraport Expert and the resources available to you, and answer any questions about our program.

The essentials of consulting
Whether you’re new to working on behalf of small businesses or you’ve been doing it for years, there are some core principles that benefit everyone: knowing your vertical, crafting a position statement, and presenting guarantees. We’ll cover each of these in detail and how they apply to your business.

Knowing your customer
Becoming a consultant means getting to know who your customers are. Sure, you can send surveys, but nothing beats a good conversation. We’ll go through the ways you can have these conversations (we call them discovery calls), and ensure that the people you’re working with are right for you and your business.

Growing your business
In this course we’ll unpack how to manage your projects as you take on new clients. We’ll talk about how to avoid ‘scope creep’ and make sure you and your clients always meet your deadlines. We’ll also explore other products and services you can offer as an Ontraport expert: Copywriting, account management, and marketing funnel tests. Finally, we’ll discuss some of the simple things that we do at Ontraport to get new clients up and running quickly, and how you can use them to help your clients too.