Training Resources


Monday 6th
Tuesday 7th
Wednesday 8th

Day 1: Attract leads

Overview: We’ll begin our journey through the customer lifecycle using Ontraport, and we’ll learn how to build the funnels you need to attract leads.
9:00 A.M. - 10:00 A.M. PT
Bootcamp & Expert Certification
Session 1
Welcome and orientation
Learning objectives:
Learn about your instructors, class structure and expectations. Get logged in to the app and Slack, and understand where to find resources. 
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videocam
10:00 A.M. - 10:30 A.M. PT
Bootcamp & Expert Certification
Session 2
Fundamentals and vocabulary: A brief tour of Ontraport 
Learning objectives: Get an overview of Ontraport’s collections, editors, automations, systems and wizards.
ondemand_video
videocam
10:30 A.M. - 11:15 A.M. PT
Bootcamp & Expert Certification
Session 3
The customer lifecycle
Learning objectives: Understand the flow of the customer lifecycle and how Ontraport tools support each stage of the journey. 
ondemand_video
videocam
11:15 A.M. - 12:00 P.M. PT
Bootcamp & Expert Certification
Session 4
The customer lifecycle: Attract; Forms
Learning objectives:
Understand basics of the Attract stage and the lead generation tools available in Ontraport. Build a form on an Ontraport page.
ondemand_video
videocam
Lunch
12:00 P.M. — 1:00 P.M. PT
1:00 P.M. - 2:30 P.M. PT
Bootcamp & Expert Certification
Session 5
Designing and customizing pages (fonts, blocks, page elements, element settings)
Learning objectives:
Create an Ontraport site and add your form and build a thank you page and test it with your classmates.
ondemand_video
videocam
2:30 P.M. - 3:30 P.M. PT
Bootcamp & Expert Certification
Session 6
Ontraport for marketing: Writing a message
Learning objectives:
Explore the Advanced and Simple Mail editors. Then create a message and link a file.
ondemand_video
videocam
3:30 P.M. - 4:30 P.M. PT
Bootcamp & Expert Certification
Session 7
Ontraport’s Automation Builder
Learning objectives:
Create a lead magnet download funnel.
ondemand_video
videocam
4:30 P.M. - 5:00 P.M. PT
Bootcamp & Expert Certification
Session 8
CRM: Your contacts and database; Segmentation with groups
Learning objectives:
Find and edit fields. Use Quick View and Detail View. Create custom color fields. Create a group for new contacts.
ondemand_video
videocam
5:00 P.M. - 5:30 P.M. PT
Bootcamp & Expert Certification
Session 9
Wrap up and Q&A
Learning objectives:
This optional session allows you to get any remaining questions answered.
ondemand_video
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Day 2: Convert, Fulfill and Delight
Overview: We’ll cover how you can convert hot leads into paying customers using Ontraport’s tools. Then we’ll dive into how you can fulfill your promise to your customers (deliver the product or service they purchased). Finally, we’ll give you strategies to delight your customers and elevate their experience using Ontraport’s features.
8:30 A.M. - 9:30 A.M. PT
Bootcamp & Expert Certification
Session 10
The customer lifecycle: Convert; Sales elements
Learning objectives:
Understand the purpose of conversion funnels and the tools required to build them using Ontraport. Create a sales page.
ondemand_video
videocam
9:30 A.M. - 10:00 A.M. PT
Bootcamp & Expert Certification
Session 11
Order forms
Learning objectives:
Create an order form with a product and a dummy gateway. Add the order form link to your sales page.
ondemand_video
videocam
10:00 A.M. - 10:30 A.M. PT
(15 min break @10:30);
10:30 A.M. - 10:45 A.M.
Bootcamp & Expert Certification
Session 12
Conversion tactics: Core offer funnel
Learning objectives:
Create an offer funnel (automation that includes offer emails) in Ontraport. Connect your lead magnet funnel to your conversion funnel.
ondemand_video
videocam
10:45 A.M. - 11:00 A.M. PT
Bootcamp & Expert Certification
Session 13
Payments and invoices
Learning objectives:
Learn how to create and manage invoices to request payment from your clients.
ondemand_video
videocam
11:00 A.M. - 12:00 P.M. PT
Bootcamp & Expert Certification
Session 14
Why we built Ontraport and what’s on the roadmap
Learning objectives:
Learn the history of Ontraport’s development and what features are coming in the future.
ondemand_video
videocam
Lunch
12:00 P.M. — 1:00 P.M. PT
1:00 P.M. - 2:00 P.M. PT
Bootcamp & Expert Certification
Session 13 (continued)
Payments and Invoices - continued
Learning objectives:
Learn how to create and manage invoices to request payment from your clients.
ondemand_video
videocam
2:00 P.M. - 2:30 P.M. PT
Bootcamp & Expert Certification
Session 15
Abandoned cart and declined card funnels
Learning objectives:
Build a declined card automation to encourage your leads to complete their purchase.
ondemand_video
videocam
2:30 P.M. - 3:00 P.M. PT
(15 min break @3:00);
3:15 P.M. - 3:45 P.M.
Bootcamp & Expert Certification
Session 16
The customer lifecycle: Fulfill; Coupon codes; Tasks
Learning objectives:
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.
ondemand_video
videocam
4:00 P.M. - 4:30 P.M. PT
Bootcamp & Expert Certification
Session 17
Email delivery: The email reputation chain
Learning objectives:
Consider your own email practices and note areas for improvement.
ondemand_video
videocam
4:30 P.M. - 5:30 P.M. PT
Bootcamp & Expert Certification
Session 18
The customer lifecycle: Delight; Creating a membership site; Protecting membership pages using display settings and conditional blocks
Learning objectives:
Identify ways to delight customers using Ontraport’s tools. Add membership functionality to your Ontraport site and learn how to protect pages. Then add a subscription membership product to your order form.
ondemand_video
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Video link - Coming soon

More education

Day 3: Delight (continued) and Refer
Overview: We’ll give you strategies to delight your customers and elevate their experience – using Ontraport’s features. We’ll show you how to create a referral program so your happy customers can help you build your business.
8:30 A.M. - 9:15 A.M PT
Bootcamp & Expert Certification
Session 18 (continued)
The customer lifecycle: Delight; Creating a membership site; Protecting membership pages using display settings and conditional blocks (continued)
Learning objectives:
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.

ondemand_video
videocam
Video link - Coming soon
9:15 A.M. - 9:45 A.M. PT
Bootcamp & Expert Certification
Session 19
Advanced page design
Learning objectives:
Create a global block and a mobile-friendly block.

ondemand_video
videocam
Video link - Coming soon
9:45 A.M. - 10:30 A.M. PT
Bootcamp & Expert Certification
Session 20
Managing your sales pipeline: Deals, Companies and Card View
Learning objectives:
Link a deal, company and contact — and manage them in Card View.

ondemand_video
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Video link - Coming soon
Break
10:30 A.M. — 10:45  P.M. PT
10:45 P.M. - 12:00 P.M. PT
Bootcamp & Expert Certification
Session 21
Managing transactions in collections (recharge settings and customer center)
Learning objectives:
Build a collection funnel. Add a customer center to your membership site and automate your collection process.

ondemand_video
videocam
Video link - Coming soon
Lunch
12:00 A.M. — 1:00 P.M. PT
1:00 P.M. - 1:30 P.M. PT
Bootcamp & Expert Certification
Session 22
Reporting in Ontraport: Trends and Metrics Dashboards, Reporting Mode and sales reports
Learning objectives:
Create a reporting automation. Check out sales reports for your business needs.

ondemand_video
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Video link - Coming soon
1:30 P.M. - 2:00 P.M. PT
Bootcamp & Expert Certification
Session 23
SMS messaging
Learning objectives:
Check out Ontraport's two-way SMS messaging, and learn how to create your own autoresponder.

ondemand_video
videocam
Video link - Coming soon
2:00 P.M. - 2:30 P.M. PT
Bootcamp & Expert Certification
Session 24
Refer: Partner programs
Learning objectives:
Explore our partner program tools.

ondemand_video
videocam
Video link - Coming soon
2:30 P.M. - 3:00 P.M. PT
Bootcamp & Expert Certification
Session 25
Recap and Q&A
Learning objectives:
We’ll answer any remaining questions!

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Video link - Coming soon
Bootcamp ends

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