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Let’s get your Ontraport account all set up
Already have an Ontraport account? Contact support to get started.
Let’s get your Ontraport account all set up
Already have an Ontraport account? Contact support to get started.
The fastest and eastest way to get started on the right track.
With this full-service setup package, you’ll work one-on-one with a senior rep to clarify your goals and make a plan to achieve them in Ontraport. Then, our team will set up everything you need via screen share so you can learn as you go. You’ll be empowered to build your vision with Ontraport, and you’ll have the skills to do it.
Your Done-with-you Setup and Training Package includes:
30-minute Online Business Strategy Deep Dive
During this one-on-one video call, an Ontraport senior digital strategist will assess your goals and develop a detailed implementation plan with you. We’ll cover every part of your digital strategy and everything you’ll need to build your complete vision.
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"The onboarding calls are a fantastic value-add for new users and I'm consistently blown away by the team's professionalism and friendliness. I feel like I truly have a team working with me who is invested in my success."
- Matthew Canning, Foundations of Execution
Already have an Ontraport account? Contact support to get started.
30-minute Online Business Strategy Deep Dive
During this one-on-one video call, an Ontraport senior digital strategist will assess your goals and develop a detailed implementation plan with you. We’ll cover every part of your digital strategy and everything you’ll need to build your complete vision.
arrow_drop_down_circle
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"The onboarding calls are a fantastic value-add for new users and I'm consistently blown away by the team's professionalism and friendliness. I feel like I truly have a team working with me who is invested in my success."
- Matthew Canning, Foundations of Execution
Already have an Ontraport account? Contact support to get started.
Two 60-minute Implementation and Training Sessions
With your implementation plan in hand, we’ll dive in. We’ll help migrate your data, set up pages, emails, payments, automations — whatever it takes to get you to your goals, fast. We’ll work directly in your account, training you along the way so you can confidently use Ontraport in the future. We’ll record and send the sessions to you for reference.
Already have an Ontraport account? Contact support to get started.
Two 60-minute Implementation and Training Sessions
With your implementation plan in hand, we’ll dive in. We’ll help migrate your data, set up pages, emails, payments, automations — whatever it takes to get you to your goals, fast. We’ll work directly in your account, training you along the way so you can confidently use Ontraport in the future. We’ll record and send the sessions to you for reference.
Already have an Ontraport account? Contact support to get started.
30-minute Next-Steps Strategy Session
Once your initial setup is complete, you’ve really just begun the adventure: Using Ontraport means a world of possibilities is open to you. In this second call with a senior digital strategist, we’ll help you brainstorm the best next projects to tackle to achieve your vision and grow your business. You’ll leave inspired, with a list of opportunities and a handful of resources to make it happen.
30-minute Next-Steps Strategy Session
Once your initial setup is complete, you’ve really just begun the adventure: Using Ontraport means a world of possibilities is open to you. In this second call with a senior digital strategist, we’ll help you brainstorm the best next projects to tackle to achieve your vision and grow your business. You’ll leave inspired, with a list of opportunities and a handful of resources to make it happen.
Email Delivery Audit and 30-minute Review
Before we finish, we want to make sure you get the best email inbox rates possible. To achieve that, our email delivery experts will review your entire email program — from technical setup to message content — to make sure you’re using today’s best practices.
Two tickets to OPZLA Live
One of the hottest tickets around, Ontrapalooza is now in its 10th year. Come to Santa Barbara, California to meet the Ontraport team, learn advanced tech and marketing skills, and mingle with your entrepreneurial peers. 
Already have an Ontraport account? Contact support to get started.
Email Delivery Audit and 30-minute Review
Before we finish, we want to make sure you get the best email inbox rates possible. To achieve that, our email delivery experts will review your entire email program — from technical setup to message content — to make sure you’re using today’s best practices.
Two tickets to OPZLA Live
One of the hottest tickets around, Ontrapalooza is now in its 10th year. Come to Santa Barbara, California to meet the Ontraport team, learn advanced tech and marketing skills, and mingle with your entrepreneurial peers. 
Already have an Ontraport account? Contact support to get started.
Our money-back guarantee
We're confident the Done-with-you Setup and Training Package will put you on the fastest track to reaching your goals with Ontraport, so we're not even going to charge you for it until after you upgrade from your free trial to a paid account. Plus, we'll refund the full package cost if you cancel your Ontraport account within 30 days of your first account payment.
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“Boy were those onboarding calls worth it! My productivity really took off after that, and the two hours spent have saved me countless hours over the months since – not to mention increased revenue from better marketing and automation skills.”
- Michael Neeley, MichaelNeeley.com 

Ready to start reaching your goals faster?

Add this package to any new or existing Ontraport plan for $897

Already have an Ontraport account? Contact support to get started.
"Switching over to a new system can be overwhelming but Ontraport's team took the time to walk me through the system and introduce me to all the features. I was able to set up a complex email funnel and accompanying landing pages all the while seamlessly capturing leads and making sales … and in no time at all. Ontraport is truly a special company."
- Ursula Centrowitz, Marketing Coach

Ready to start reaching your goals faster?

Add this package to any new or existing Ontraport plan for $897

Already have an Ontraport account? Contact support to get started.
"Switching over to a new system can be overwhelming but Ontraport's team took the time to walk me through the system and introduce me to all the features. I was able to set up a complex email funnel and accompanying landing pages all the while seamlessly capturing leads and making sales … and in no time at all. Ontraport is truly a special company."
- Ursula Centrowitz, Marketing Coach

Frequently Asked Questions

What are some examples of what the team can implement for me?

We’ll help you migrate your data, set up pages, emails, payments, automations — whatever it takes to get you to your goal, fast. Some specific examples include:
  • Customizing your records and importing existing contact data
  • Hooking your custom domain up for publishing pages, sending email and link tracking
  • Creating page or message templates that match your brand, which you can use going forward
  • Launching a blog, membership site, or lead capture page so you can start generating leads
  • Setting up custom objects so your data reflects how your business really works
  • Connecting your email and calendar so all your data is in sync across services
  • Setting up your team and custom permissions so that everyone can access just what they’re supposed to
  • Creating custom pipelines designed to track your specific businesses processes visually
  • Setting up integrations with other platforms
  • Covering basic email and SMS best practices
  • Creating personalized online customer portals using Ontraport’s Dynamic CMS
  • Providing personalized training or creating a custom learning path for you or your team

Can I just do this myself?

You can! That’s why this is not a required onboarding fee. But, we’ve been at this a long time, and we know that our customers who go through this tried-and-true setup and training process reach their goals much faster and more often. If you want to do it yourself, though, Ontraport University is a great place to start!

What if I have big plans that we can’t finish through this package?

  1. We can create a custom learning path for you and give you a to-do list so you can finish your project yourself.

  2. We can introduce you to our top Certified Experts who can tackle anything you throw their way.
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