Grow My TSP is a financial services company that helps U.S. federal employees and military members manage their Thrift Savings Plans (TSPs). Through online courses, market analysis and other educational content, the company supports its members in making informed decisions about their retirement accounts.
Case Study
Grow My TSP: 3x revenue with personalized customer experience
3x
revenue growth in 5 years
40x
increase in paid subscribers
90%
of business run on one platform
Company
publicVirginia, United States
Industry
Financial services
Key features used
CRM
Email + SMS Automation
CMS
Membership
Self-scheduling
Sales pipeline
Email + SMS Automation
CMS
Membership
Self-scheduling
Sales pipeline
Introduction
As retired federal employees and military veterans, Conan Bruce and Jerry Haran saw a critical gap: There wasn’t enough support for managing Thrift Savings Plans (TSPs) — the federal government's equivalent of a 401(k). Motivated to close that gap, they launched Grow My TSP.
What started as a PDF newsletter and an email list has since grown into a robust financial education program — complete with a 60-lesson online membership course, real-time SMS alerts for market activity, personalized retirement plans delivered through private online portals and more.
Much of this was made possible by the team’s switch to Ontraport in 2020.
Since then, the Virginia-based company has seen a 40x increase in paid subscribers and 328% revenue growth.
I give credit for most of our revenue growth to the Ontraport platform. The biggest way Ontraport has solved our pain points is having all of these features under the same ecosystem. I don’t know ANY other solutions that do this as well as Ontraport.
Co-founder and Chief Experience Officer, Grow My TSP
The Challenges
The Challenges
Before switching to Ontraport, Grow My TSP faced several operational hurdles:
Fragmented tools
They used multiple disconnected platforms to manage newsletters, leads, payments and member communications — leading to outdated customer data, inefficient sales processes, and limited marketing capabilities.
Unstable WordPress site
Their plugin-heavy WordPress site was unreliable and frequently experienced glitches and downtime.
Barriers to launching courses
Their attempts to launch a course using the LearnDash plugin on WordPress were derailed by technical complexity and plugin conflicts.
Manual, time-consuming workflows
Delivering real-time market alerts — a core part of their value — required hours of manual CSV uploads across different platforms.
The Solution
The Solution
In 2020, Grow My TSP replaced their patchwork of tools with Ontraport’s all-in-one platform. Here’s how it transformed their business.
High-converting marketing funnels
Using Ontraport, the team creates lead magnet funnels in minutes — including opt-in pages, confirmations and automated follow-ups.
Efficient sales operations
By leveraging Ontraport's built-in sales pipeline and self-scheduling tools, they streamlined sales management, eliminating the reliance on spreadsheets and Calendly.
One-day membership migration and LMS launch
Grow My TSP migrated their entire membership system from WordPress MemberMouse to Ontraport's membership in a single day, with zero downtime. They also quickly and easily launched their extensive 60-lesson course and a forum using Ontraport’s prebuilt app templates.
Real-time alerts, fully automated
With Ontraport, the team now delivers targeted email and SMS market alerts within minutes — previously a one-to-two-hour manual process — drastically enhancing customer experience and satisfaction.
Personalized retirement planning portals
Using Ontraport’s Dynamic CMS, Grow My TSP creates personalized retirement plans for its members. Members fill out an online questionnaire, which generates their plan, which they can then access in their private portal.
Most of what we do would be cost prohibitive for a business our size without Ontraport.
Co-founder, Co-founder and Chief Experience Officer, Grow My TSP
Results
Results
✔ 40x growth in paid subscribers — from 50 to over 2,000
✔ 3x revenue growth over five years (34% CAGR), achieved largely without paid advertising
✔ Thousands of hours saved annually through automation and tool consolidation
✔ 90% of business operations centralized in Ontraport (pending customer support migration)
✔ Enabled two successful price increases thanks to greater service value
✔ One-day, zero-downtime membership migration from WordPress to Ontraport
✔ 60-lesson online course launched with no code or developers
✔ Fully automated delivery of personalized retirement plans
Looking Ahead
Looking Ahead
Grow My TSP plans to double their subscriber base within the next two years, with Ontraport central to their expansion strategy. They also aim to transition customer support from Zendesk to Ontraport, fully embracing the platform as their Customer Experience Automation (CXA) solution.
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.
Paul Antonelli
Founder and CEO
Dale Beaumont
Founder and CEO
Azariah Lehman
Chief Operating Officer
Features
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