Bx connects businesses through local and global networking meetings, both in person and online, to build lasting referral partnerships. Members also get access to business education resources and training.
Case Study
Bx Networking: Powering 100 events a week globally with Ontraport
12+
platforms eliminated
200
hours/week saved
280+
locations managed
Company
publicSydney, Australia
Industry
Education
Key features used
CRM
Custom objects
Dynamic CMS
Membership
Custom objects
Dynamic CMS
Membership
Introduction
Every week, Bx brings together thousands of entrepreneurs at over 100 events across five countries — a massive undertaking that hinges on smooth operations and a highly personalized experience. So how does Bx pull it off?
Here’s a behind-the-scenes look at how they use Ontraport to streamline and scale event marketing and operations — from the first online touchpoint to seamless check-in at the door.
By consolidating our tools into one unified platform, we’ve been able to streamline our entire operation and drastically reduce manual work.
CEO and Founder, Bx
The Challenges
The Challenges
By 2024, after nearly a decade in business, Bx had become one of the world’s fastest-growing networking communities. But with that growth came a challenge: how to maintain consistency, personalization and operational efficiency across 280+ locations and thousands of members.
Bx knew it was time for a serious tech reset. Their tech stack — a patchwork of over a dozen tools including Trello for pipeline management, Infusionsoft for CRM, and spreadsheets for everything in between — was holding them back. The tools didn’t talk to each other, leading to inconsistent member experiences, repetitive manual tasks, and hindered scalability.
Bx knew it was time for a serious tech reset. Their tech stack — a patchwork of over a dozen tools including Trello for pipeline management, Infusionsoft for CRM, and spreadsheets for everything in between — was holding them back. The tools didn’t talk to each other, leading to inconsistent member experiences, repetitive manual tasks, and hindered scalability.
Too many tools, too much complexity
Over time, Bx had assembled more than 12 different tools, with at least seven of them used daily. The web of systems was so tangled that it required a 39-page training slide deck just to teach team members how to keep things running.
Complicated member logistics
With members at different tiers, a range of voucher types, five payment currencies, and a global event catalog, staying organized was a challenge. Manual data entry and tool-switching made it hard to ensure each person got the right communication and access.
No standardization across regions
Although each location followed the same processes, the tools made it difficult to ensure consistent execution and compliance from one region to the next.
Manual workloads slowing things down
Every event required building a custom web page to share event details and capture registrations, plus manually setting up email automations for confirmations and reminders. It was a massive time sink.
No clear path to scale
Even with strong momentum, Bx lacked the infrastructure to grow sustainably. Without centralized data or repeatable systems, they couldn’t confidently double down on what was working — or improve what wasn’t.
The Solution
The Solution
Bx considered enterprise platforms like Salesforce but found the cost, complexity, and development timeline too steep. Instead, they chose Ontraport — a platform with the same power, minus the need for expensive developers or months of custom coding.
With the support of Ontraport’s implementation team, they built a fully tailored system to manage events, members and communications in just a few months.
With the support of Ontraport’s implementation team, they built a fully tailored system to manage events, members and communications in just a few months.
Personalized event discovery and registration
From the moment someone searches for a Bx event on their site, their experience is personalized:
Any updates made on the backend — like a new venue or a change in event leadership — reflect across the site instantly, creating a smoother, error-free experience for members and guests.
- Location-based search: Visitors can filter events by country, region and territory to find what’s nearby.
- Dynamic event pages: The system updates time zones, agendas, and event team bios automatically.
- Smart registration: The platform adjusts prices and currencies based on location and member status — and surfaces voucher options when available.
- Connect with like-minded entrepreneurs: Attendees browse a live member directory to connect with others.
Any updates made on the backend — like a new venue or a change in event leadership — reflect across the site instantly, creating a smoother, error-free experience for members and guests.
A centralized event hub for the Bx team
From Calgary to Sydney, Bx’s 100+ team members now manage every aspect of their events in one system.
Tasks that once took hours across a dozen tools now take minutes — with total visibility and control.
- Live dashboards: Event leaders can view real-time registration and attendance data.
- One-click event check-in: Attendees are marked present with a quick QR scan or click.
- Permissions: Team members get access only to the data relevant to their role or region.
- Venue management: Local leaders can request new venues for approval from regional managers as well as print on-brand materials like menus and place cards.
Tasks that once took hours across a dozen tools now take minutes — with total visibility and control.
Streamlined Bx team onboarding
Becoming part of the Bx team will soon be a smooth process, thanks to an integrated application and onboarding system launching inside the Bx portal later this year.
This system ensures consistency across the globe while giving each new team member a warm welcome into the Bx community.
- Online applications: Prospective team members apply through a digital form, and applications are automatically routed to the right decision-maker.
- Automated communication: Applicants stay informed throughout the hiring process.
- Customized onboarding: Once hired, new team members access role-specific training tracks and materials.
This system ensures consistency across the globe while giving each new team member a warm welcome into the Bx community.
The technology behind the solution
The technology behind the solution
So how does Bx deliver such a personalized and seamless experience — for both members and team leaders — at such a massive scale?
It all comes down to two powerful features inside Ontraport: custom objects and a no-code dynamic content management system (CMS). Together, these tools form the tech backbone of Bx’s operations.
It all comes down to two powerful features inside Ontraport: custom objects and a no-code dynamic content management system (CMS). Together, these tools form the tech backbone of Bx’s operations.
Custom Objects: Organizing the complex behind-the-scenes
Think of custom objects as smart containers for different types of data. While traditional CRMs might only store contacts and deals or companies, Ontraport lets Bx define their own data structure, tailored to their unique operations.
They use custom objects to organize and relate event locations, leaders and registrations. This setup ensures:
They use custom objects to organize and relate event locations, leaders and registrations. This setup ensures:
- Members get the right event info and reminders
- Leaders only see and manage the events they’re responsible for
- Data stays organized and flows to the right places
No-Code Dynamic CMS: Powering personalized web experiences
On the front end, Ontraport’s dynamic CMS brings all that organized data to life — without developers or a pile of plugins.
When you browse Bx’s website:
This makes the customer experience smoother and saves the team hours of manual updates.
When you browse Bx’s website:
- You’re seeing real-time data being populated from the CRM, not hardcoded pages
- Time zones, prices, and event details adjust automatically based on your selections
- If something changes (like a venue or speaker), it’s updated in one place and instantly reflected everywhere it matters
This makes the customer experience smoother and saves the team hours of manual updates.
Results
Results
Since launching their custom system with Ontraport, Bx has:
- Consolidated 12+ software tools
- Saved over 200 hours of manual work each week across 5 team members globally
- Significantly boosted event attendance through more effective email automation and reach
- Improved support ticket response time to under 3-5 hours across all time zones, with 94% of cases resolved on the first reply
Looking Ahead
Looking Ahead
With a scalable system that supports both the big picture and the smallest details, Bx is gearing up for its growth. They’re expanding further into Canada and the United States — with plans to add another country soon, expected to be the fastest-growing one yet — all while preserving the personal experience that sets Bx apart.
Leading companies scale with Ontraport
Leading companies scale with Ontraport
Customers from all kinds of industries, all over the world, succeed with Ontraport. Join them.
Dale Beaumont
Founder and CEO
Features
© Ontraport 2024
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