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Training Resources


Monday 14th
Tuesday 15th
Wednesday 16th

Day 1: Attract leads

(slide deck)

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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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.
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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. 
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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
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Lunch
12:00 P.M. — 1:00 P.M. PT
1:00 P.M. - 2:00 P.M. PT
Bootcamp & Expert Certification
Session 5
Designing and customizing pages (fonts, blocks, page elements, element settings)
Learning objectives:
Create a thank you page and test it with your classmates.
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2:00 P.M. - 2:45 P.M. PT
Bootcamp & Expert Certification
Session 6
Ontraport for marketing: Writing a message
Learning objectives:
Create a Simple Mail message and link a file.
ondemand_video
videocam
3:00 P.M. - 4:00 P.M. PT
Bootcamp & Expert Certification
Session 7
Ontraport’s Automation Builder
Learning objectives:
Create a lead magnet download funnel.
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4:00 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.
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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.
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videocam

More education

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Platform tour 
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The big picture
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Customize your contact records
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The 5 message editors
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How pages work 
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Publishing your pages
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Automations overview
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Systems
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Forms on Ontraport pages
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Page elements
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Putting automations together
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Organizing your data with groups
Day 2: Convert, Fulfill and Delight

(slide deck)

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.

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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)
10:45 A.M. - 11:00 A.M. PT
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
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11:00 A.M. - 12:00 P.M. PT
Bootcamp & Expert Certification
Session 13
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.
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Video link - This lesson begins at 16 min
Lunch
12:00 P.M. — 1:00 P.M. PT
1:00 P.M. - 2:30 P.M. PT
Bootcamp & Expert Certification
Session 14
Abandoned cart and declined card funnels
Learning objectives:
Build a declined card automation to encourage your leads to complete their purchase.
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2:00 P.M. - 3:00 P.M. PT
(15 min break @3:00)
3:15 P.M. - 3:45 P.M. PT
Bootcamp & Expert Certification
Session 15
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.
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3:45 P.M. - 4:30 P.M. PT
Bootcamp & Expert Certification
Session 16
Email delivery: The email reputation chain
Learning objectives:
Consider your own email practices and note areas for improvement.
ondemand_video
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4:30 P.M. - 5:30 P.M. PT
Bootcamp & Expert Certification
Session 17
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. 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.
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More education

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Types of offers 
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Testing an order form
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Following up with abandoned carts
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Declines and collections
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Fulfilling digital orders
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Fulfillment physical orders
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Creating coupon codes
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Sales reports
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How tasks work
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Email deliverability tips
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Membership sites overview 
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Social login for membership sites
Day 3: Delight (continued) and Refer

(slide deck)

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 17 (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
9:15 A.M. - 9:45 A.M. PT
Bootcamp & Expert Certification
Session 18
Advanced page design
Learning objectives:
Create a global block and a mobile-friendly block.
ondemand_video
videocam
9:45 A.M. - 10:30 A.M. PT
Bootcamp & Expert Certification
Session 19
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
videocam
Break
10:30 A.M. — 10:45  P.M. PT
10:45 P.M. - 12:00 P.M. PT
Bootcamp & Expert Certification
Session 20
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.
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Lunch
12:00 A.M. — 1:00 P.M. PT
1:00 P.M. - 1:30 P.M. PT
Bootcamp & Expert Certification
Session 21
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
videocam
1:30 P.M. - 2:00 P.M. PT
Bootcamp & Expert Certification
Session 22
SMS messaging
Learning objectives:
Check out Ontraport's two-way SMS messaging, and learn how to create your own autoresponder.
ondemand_video
videocam
2:00 P.M. - 2:30 P.M. PT
Bootcamp & Expert Certification
Session 23
Refer: Partner programs
Learning objectives:
Explore our partner program tools.
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2:30 P.M. - 3:00 P.M. PT
Bootcamp & Expert Certification
Session 24
Recap and Q&A
Learning objectives:
We’ll answer any remaining questions!
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Bootcamp ends

More education

arrow_forward
Designing for mobile devices - OPU
arrow_forward
Designing for mobile devices - Support Center
arrow_forward
Deals + Companies
arrow_forward
Metrics Dashboard
arrow_forward
Partners
arrow_forward
SMS messaging
arrow_forward
Demo-discovery

Day 3: Delight (continued) and Refer

(slide deck)

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 17 (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
9:15 A.M. - 9:45 A.M. PT
Bootcamp & Expert Certification
Session 18
Advanced page design
Learning objectives:
Create a global block and a mobile-friendly block.
ondemand_video
videocam
9:45 A.M. - 10:30 A.M. PT
Bootcamp & Expert Certification
Session 19
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
videocam
Break
10:30 A.M. — 10:45 P.M. PT
10:45 P.M. - 12:00 P.M. PT
Bootcamp & Expert Certification
Session 20
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
Lunch
12:00 A.M. — 1:00 P.M. PT
1:00 P.M. - 1:30 P.M. PT
Bootcamp & Expert Certification
Session 21
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
videocam
1:30 P.M. - 2:00 P.M. PT
Bootcamp & Expert Certification
Session 22
SMS messaging
Learning objectives:
Check out Ontraport's two-way SMS messaging, and learn how to create your own autoresponder.
ondemand_video
videocam
2:00 P.M. - 2:30 P.M. PT
Bootcamp & Expert Certification
Session 23
Refer: Partner programs
Learning objectives:
Explore our partner program tools.
ondemand_video
videocam
2:30 P.M. - 3:00 P.M. PT
Bootcamp & Expert Certification
Session 24
Recap and Q&A
Learning objectives:
We’ll answer any remaining questions!
ondemand_video
videocam
Bootcamp ends — Expert Certification continues
Overview: We’ll take a break from software to talk about how to succeed as an Expert. We’ll cover how to be strategic in your communication about your business. We’ll cover pricing and value-add products and services. 
Break
3:00 P.M. — 3:15 P.M. PT
3:15 P.M. - 3:45 P.M. PT
Expert Certification
Session 25
Succeeding as an Expert: Verticals, positioning statements, guarantees

Learning objectives:
Identify your vertical.

Craft your positioning statement.

Write your guarantee to your customers.

ondemand_video
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3:45 P.M. - 4:30 P.M. PT
Expert Certification
Session 26
Essentials of consulting: Discovery calls, pricing anchors, project plans

Learning objectives:
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.

ondemand_video
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4:30 P.M. - 5:30 P.M. PT
Expert Certification
Session 27
Growing your business: Products and services; Strategies used by successful consultants

Learning objectives:
Identify products and services you can offer to create more value for your clients.
Take notes on what’s worked for our successful consultants. 

ondemand_video
videocam

More education

arrow_forward
Designing for mobile devices - OPU
arrow_forward
Designing for mobile devices - Support Center
arrow_forward
Deals + Companies
arrow_forward
Metrics Dashboard
arrow_forward
Partners
arrow_forward
SMS messaging
arrow_forward
Demo-discovery
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