Ontraport Start

This is a helpful process list to guide you through where you are up to in the creation and the initial onboarding of your ONTRAPORT journey

Set up with ONTRAPORT:

Create your ONTRAPORT Account.

Book your Training Call with ONTRAPORT.

Heading: Account Set Up:

Progress Payment 1 - settled.

Provide Login Credentials to your ONTRAPORT Account to us.

Provide Login details to your website.

Planning:

Notify your current web developer

Custom Domain

Gather Your Lists

Rules

Planning Meeting Booked

Development Stage:

Coaching Call

Next Phase:

RESOURCES:

Set up with ONTRAPORT:

Create your ONTRAPORT Account.

ONTRAPORT have been kind enough to provide their "Certs" as they call them with a special offer we can offer to our clients:

ONTRAPORT Plus package
US$147
includes 2,500 contacts, 1 user, unlimited emails and access to all features (except Custom Objects).

Get it here.

Passcode access:
certplus2016

Book your Training Call with ONTRAPORT.

You should get two. Book the second a few weeks out form the first.

These are great and very helpful.

Heading: Account Set Up:

You'll get and invoice from us being 50% of the proposal figure.

Progress Payment 1 - settled.

Planning:

Start to gather your Lists.

Get Lucid Chart. We'll be using this software to create your Process and you will find it invaluable to use for your future funnel planning.

Lucid Chart

Notify your current web developer

It's always good to get onside with your web developer especially if they manage your site for you now.

Let them know that you will be providing someone else access or that you will need them to do the following for you. Which will take little time to do. Approx 5 minutes or so.

1

Add the Free PilotPress ONTRAPORT plugin.
2

Adding Scripts or iframe code to certain pages of the website which are web forms that talk direct to your ONTRAPORT account.

If this causes them grief. I am happy to speak with them.

Custom Domain

Do you custom domains to brand your URLs to your business?

Do you have easy access to where your domains are registered?

Think about registering a .net or .net.au or some other domain that is relevant and recognisable as your brand.

We will discuss more when we meet for the planning session.

Gather Your Lists

Think about how you might like to segment your subscribers. Have they downloaded a guide, a book. No matter how small. So you can ensure you can target them with the right message.