
Certified Ontraport Expert


Ryan Andersen
Certified Ontraport Expert
-
Marketing & Growth Consultant
-
Nonprofit Consultant
-
Business Consultant
-
Conversion Optimization
-
Sales Funnel Optimization
-
Marketing & Business Automation
-
Data Analysis & Reporting
-
Email Marketing
-
Process Optimization
-
Landing Page Construction
Get the Most Out of Ontraport And Grow Your Business
I help businesses and nonprofits get the most out of their Ontraport accounts to generate leads, increase sales, drive revenue, save time, and delight customers.
I've worked in Ontraport nearly every business day for the past 7 years, allowing me to develop the type of expertise that is gained only through hundreds of hours of hands-on experience.
I support my Clients with everything in Ontraport from setting up new accounts to automating marketing and business processes to building custom apps that solve the most complex business challenges. Whatever it is you need, you can rest assured I've got you covered.
​
With over 15 years of experience in marketing, I don't just implement and administer Ontraport, I help my Clients turn Ontraport into a marketing powerhouse, ensuring it is used to achieve their sales and growth goals. This explains why my Clients tend to keep me around after our initial projects as an integral asset to their ongoing success.

Certified Ontraport Expert
I have successfully completed the requirements for the Ontraport Certification Program and I am recognized by Ontraport as an Expert. The Certification Program includes over 40 hours of training and a Certification Exam. Certified Ontraport Experts are required to renew their certification each year in order to maintain their competency with Ontraport's latest features.
Clients
Some of the Clients I've been privileged to work with







Hi, I'm Ryan 👋
Marketing Consultant, Proud Father, & Musician
15 years ago, I started my career in marketing for nonprofits. Today, I help nonprofit digital marketing teams grow their email lists, enroll program participants, save staff time, diversify their digital fundraising strategies, and hit their online fundraising targets.
In 2017, I began my freelance career, expanded my work to include businesses, and started working with Ontraport. Today, I spend the majority of my time working in Ontraport for my Clients. As an Ontraport Certified Expert, I pride myself in staying at the cutting edge of the Ontraport roadmap, ensuring my Clients are getting everything out of their Ontraport account, from the basic to most advanced features.
​
My expertise in marketing and Ontraport allow me to bring the best of both worlds to my Clients. When you work with me, you will not just get my exhaustive Ontraport expertise, but you will get the expertise of someone who knows how to use Ontraport as a marketing tool to increase sales, grow revenue, and achieve your business goals.
​
I absolutely love Ontraport. I'm a self-proclaimed Ontraport nerd. It brings me great satisfaction to learn about the challenges that my Clients face and then to use my deep knowledge in marketing and Ontraport to develop and implement the best solutions. Whether that means building a new sales funnel or optimizing an existing sales funnel, building landing pages or emails, automating complex business processes, setting up a membership site or online course, leveraging Ontraport's most advanced features to build custom tools, or anything in between—my passion is helping my Clients use Ontraport to meet (and exceed) their business, marketing, and growth goals.

What is Ontraport and Why I Love It
Brings my joy and makes me happy
​
I really enjoy working in Ontraport and I have fun using it to solve the needs of my Clients. I think finding joy in work is important and when I'm working in Ontraport for my Clients I am happy and excited and that makes me an even better consultant for you!
​
Custom objects, dynammic content,
​
Ontraport is an all in one business platform that allows you to build, manage and execute your crm, website, marketing, sales and business processes in one place and then make them all work for you on autopilot with advanced automation.
Ontraport is a flexible platform that grows with you as your business grows. Start using it for the simplest use cases—landing page,form,emails,sales—and then scale it to manage your most complex business processes and automations.
Make a video of me explaining Ontraport. And then make a video of me explaining what I can do to help you in Ontraport.
What You Can Expect From Me—As A Certified Ontraport Expert
The qualities I bring to my work as a Certified Ontraport Expert
Extensive Real-World Hands-On Experience
My expertise comes from real experience, not just my certification
One may technically become a Certified Ontraport Expert without any real-world hands-on experience. That's not not my path. I worked inside Ontraport nearly every business day for 6 years before I received my Certification. My advanced knowledge of Ontraport comes primarily from my hands-on experience working inside the tool to find creative solutions to my Client's needs. My Certification is Ontraport's stamp of approval that I meet their requirements of expertise. Because of my extensive experience, I work quickly in Ontraport, navigating the tool with ease and quickly finding answers to questions when something goes beyond my knowledge.
A Complete & Advanced Knowledge of All Features
Regardless of your Ontraport needs, I've got you covered
With over 6 years of hands-on experience in Ontraport, extensive engagement in Ontraport's Facebook User Community, completion of the entirety of Ontraport's online University, certification as an Ontraport Expert, and hundreds of hours of implementing innumerable solutions for my Clients, you can be confident that regardless of your needs in Ontraport, I've got you covered. You can rest assured that I will find the most effective ways to use Ontraport to meet your needs, navigating the tool with efficiency and ease, ensuring you're getting your money's worth while getting the highest-quality implementation.
Insight From the Cutting Edge of Ontraport's Roadmap
Get the most out of Ontraport's latest features
Ontraport is a tool that is growing and expanding in functionality all the time. It's one of the best features of Ontraport—their ambitious and aggressive roadmap. But this also means that it can be easy to get left in the dust and miss out on key features that could benefit your business. Many Ontraport accounts are living in the past, propping their business up with legacy features and under-utilizing the latest and greatest features. I pride myself in living at the cutting edge of Ontraport's roadmap. I stay apprised of Ontraport's latest feature releases, making sure to test them out in my personal account to ensure that I can bring them to my Clients as needed.
A Deep Passion for and Belief in Ontraport
My background in marketing gives me insight into the power of Ontraport
I've worked in marketing long enough to know the challenges that consistently face nonprofits and businesses. Too often, they are plagued with a patchwork of marketing tools that are expensive to maintain and difficult to connect, making it almost impossible to get actionable data. Ontraport's all-in-one marketing and automation solution means that entire businesses can be run from a single login with all data about users in a single place. It is hands-down the best solution at a reasonable price point that I have found. I deeply believe in this product and I am passionate about helping my Clients get the most out of it to grow their businesses.
A Talent for Using Ontraport for Process Optimization
Put your business processes on autopilot to save time and focus on sales
One of the parts of my work I love most is business process optimization and automation. I research my Client's existing business processes and make recommendations for how Ontraport can be used to make them more efficient and run on autopilot. I've used Ontraport to optimize and automate countless marketing and business processes for my Clients. From the most basic automations that send a series of emails to the most advanced custom tools that turn program management into just a handful of human touch points, I've used Ontraport to save y Clients loads of staff time that can then be reallocated to growth, sales, and revenue.
Best Practices and Unmatched Quality
This means your Ontraport account will be in good shape
Though Ontraport is increasingly releasing pre-built systems for users, it's still often the case that you have to build your own solutions to meet your needs. Ontraport is extremely versatile and flexible and there are often multiple ways to achieve the same outcome. It's important to work with a consultant that brings best practices to building out solutions in Ontraport so your solutions are built the best way possible. Best practices are learned over time through hands-on experience and trial and error. With 6 years of hands-on experience in Ontraport, I ensure that I bring best practices and unmatched quality to my Client's accounts.
Wide-Ranging Experience Using Advanced Features
Pushing the limits of Ontraport to build custom applications
Many users use Ontraport mostly for building landing pages and forms, selling products, sending emails, and managing data. But Ontraport offers so much more. Ontraport allows you to build membership sites, customized user experiences, and entire no-code/low-code apps that use advanced features to solve the most complex business challenges. Using webhooks, custom objects, Clickfix, Zapier, dynamic content, and pushing automations to the limits, I've built tools such as a staff portal for viewing and acting on specific data sets, a job application and management tool, a contracting and invoicing tool, and a Fellowship program management tool.
Turning Ontraport into a Marketing Powerhouse
The intersection of my marketing and Ontraport expertise = growth for you
I have been working in marketing for over 15 years. You can say I'm a marketer who found Ontraport. My marketing-first approach means that when you hire me you're not just getting someone who passed a certification and knows how to administer and implement Ontraport, but someone who knows how to use all the features of Ontraport to implement a full marketing strategy to increase sales and grow revenue. I bring expertise in email marketing, lead generation, conversion optimization, sales funnel optimization, landing page optimization, analytics and reporting, and business and marketing strategy.
What You Can Expect From Me—Beyond My Ontraport Expertise
I optionally offer these areas of expertise to my Clients as they wish
A Growth Strategist and Thought Partner
I help coach my clients in their strategies
An Ontraport Client of mine whose budget was tight recently let go of their business coach before they let go of me. This is because the value that I was offering extended well beyond administering Ontraport to helping them strategize their plan and tactics for promoting their upcoming course. I'm often hired initially by my Clients for specific projects and then brought into high-level strategy and planning sessions because they realize that my extensive experience in marketing as well as my growth mindset and my strong communication skills make me an ideal thought partner for developing plans and growth strategies.
A Passion for Testing and Optimizing
Testing and optimization is at the core of a powerful marketing strategy
A strong marketing strategy incorporates a testing and optimizing plan that is nimble and consistent. By testing popups, landing pages, emails, ads, messaging, etc. you can constantly learn about your users improve the performance of your sales funnels. I encourage my clients to launch quickly and then test as much as possible. Too often, I've seen clients with sales funnels that were launched months or years ago that haven't been touched since. This means that huge opportunities are being missed to improve these sales funnels over time. With proper testing, these funnels can go from being low-performing and stagnant to high-performing and active.
A Focus on Using Data to Inform Decision-Making
Good data and reporting is the backbone to your business
Collecting data and building reports to help my Client's make sound decisions is one of my favorite areas of work. The process includes figuring out which data to collect, how to collect the data, and then how to report the data, whether via Ontraport's native reporting functionality or a third party tool like Google Looker Studio. I have helped my Clients go from not having a focus on data and reporting to using data and reporting as an integral part of their business. Through the use of good data and reporting I help my Clients understand their users preferences and behaviors so they can make informed decisions about where to focus energy to increase sales.
Creating Predictable Evergreen Lead to Sales Funnels
AKA selling your products year-round, every day, on autopilot
One of the ways that I have found to be most impactful to my Clients is to help them establish their evergreen sales funnel. For many nonprofits and businesses, this is a new concept. They often sell based on campaigns or promotions. When they set up their evergreen sales funnel, they create predictability in their revenue, sometimes for the first time ever. I work with my Clients to set up lead generation tactics and then I measure the success of those leads through the sales funnel to the point of purchase so we can start to have conversations about how much they need to invest to optimize their funnel and get the results they want.
Nonprofit Experience
Extensive experience supporting nonprofit Digital Marketing Teams
My career in marketing started with nonprofits in 2007 when I was in college and helped the Environmental Affairs Board at University of California Santa Barbara and the California Student Sustainability Coalition build their websites and promote their work. Since then, I have worked with numerous nonprofits including Pachamama Alliance, Institute of Noetic Sciences, Room to Read, and Urban Adamah to help them grow their constituency, communicate about their programs, and drive donations. I continue to work with nonprofits today and I have a passion for helping good organizations succeed. My extensive experience with nonprofits means that I understand the unique challenges that nonprofit digital marketing teams face and I know the strategies and tactics that can be implemented to drive success.
Qualities that Come from Years of Experience
These are some of the qualities my Clients consistently celebrate in my work
Strong Communication
I am often commended for my strong communication skills. This means that I communicate clearly and effectively over email and on calls to individuals or to teams. I communicate with respect and clarity that ensures we will work efficiently and effectively.
Big Picture Thinking
I am able to get down and dirty with tedious tasks while also being able to see the big picture. This enables me to deliver complex projects from beginning to end, making sure to hit deadlines that may be far out in the future.
Problem-Solving
You don't have to know all the solutions because I can come into your nonprofit or business, assess your needs, and develop the solutions that you need to solve your challenges and achieve your goals.
Passion
I am truly passionate about the work I do. I love helping my clients achieve their goals through my marketing and Ontraport consultation.
Partnership
I can check off a list of tasks for my clients as needed if they already know what they want and what they want me to do. But, if desired, I can also act as a partner to provide guidance and coaching based on my extensive experience to up-level the projects and tasks to improve results.
Innovation
I can implement your ideas and solutions as you design them, or I can also help you imagine new ideas and solutions that go beyond your current thinking to solve your challenges and achieve your goals.
Experience
With over 15 years in marketing and over 6 years in Ontraport, I bring the type of expertise to my work that is only gained through hands on experience.
Project Management
Project management is one of my areas of excellent competency. I've managed many projects of many shapes and sizes over many years. I'm capable of holding may moving parts and managing teams to deliver the results that you need.
Integrity
I do what I say I'm going to do when I say I'm going to do it. If I make a mistake, I take responsibility, clean up the mess, and fix it. Integrity means that you can trust me to deliver what I promise, work efficiently, bill honestly, and work independently without micromanaging me.
Efficiency
My extensive experience means that I can navigate my way quickly through Ontraport with expert precision. This means that you'll be paying me to execute on projects, not figuring out how to solve them or how to navigate my way around Ontraport.
Unmatched Quality
I deliver high-quality, thoroughly tested and reviewed work, so-much-so that my clients consistently task me with launching their marketing campaigns without review.
Professionalism
With many years of working in offices, with teams, for businesses and nonprofits, I've developed a professionalism of someone who takes their work very seriously, communicates respectfully to clients, and does what they say they will do.
Best-Practices
When we work together, you can rest assured that I am bringing best practices to what I deliver. If you wish, this can mean that I don't just deliver what you tell me to deliver, but that I also make suggestions for how you can make improvements and produce even higher quality results.
Value
I bring such a high value to my clients that they often keep me around after our initial projects to support them in an ongoing role. They find that having my expertise available to them as needed adds high value to their nonprofit or business.
How We Can Use Ontraport to Achieve Your Marketing & Growth Goals
My extensive expertise means I can help you no matter what you are using Ontraport for or where you are in your Ontraport journey. Whether you're setting up a new account, establishing your first sales funnel, setting up a membership site, building a custom application, or anything in between—I've got you covered.
Below is a list of some of the ways we can work together in your Ontraport account. This list is not exhaustive. Ontraport is a tool with many capabilities and functionalities. The best way to learn about how we can work together is to contact me and start a conversation!
Audit Your Account to Identify Opportunities
Let's make sure you're getting the most out of your Ontraport account
It's ok to not know exactly what you need—you just need to know that you need help. We'll work together to identify the opportunities in your account and then I will implement the solutions needed to help you get the most out of Ontraport.​
​
Maybe your automations, emails, and landing pages feel like they are in disarray and you don't know the way forward to create breakthrough. Or maybe you can't stay up to date with Ontraport's development roadmap, and you're not taking advantage of functionality that can save you time and money, boost sales, and delight your customers.
​
For an Ontraport account audit I'll bring my extensive experience in project management and research and discovery to ask you all the right questions to understand your business goals. Then I'll dive into your Ontraport account, assess your existing business processes, and make recommendations for how we can work together to ensure you are getting the most out of your Ontraport account to achieve your marketing and growth goals.
Manage and Execute Your Marketing Campaigns
Rest assured that your marketing campaigns are covered
An effective way for me to support my clients is to be on call to run their marketing campaigns as they come up.
A full blown marketing campaign can consist or multiple emails over multiple days, landing pages, sales and payment pages, and automations and can require an intimate knowledge of how Ontraport works.
I'll set everything up efficiently and with precision so you can be confident that your emails will send out to the right segments at the right time and that the entire user experience will be excellent without any errors.
​
Having an Ontraport consultant on call to run your marketing campaigns is a smart investment so you can run promotions to your customers while you focus on other business goals.
Build and Optimize Your Automated Sales Funnel
Let's make your Sales funnel work for you
We'll work together to map out your sales funnel (or funnels) from lead generation and nurture to closing the sale, delivering the content, and delighting your customers.
We'll build a sales funnel (or funnels) entirely in Ontraport that works for you on autopilot so you can be confident that Ontraport is working for you all the time (including after hours and on weekends) to meet your sales and growth goals.
A sales funnel typically includes a landing page with a form, an email nurture sequence, a sales page and payment page, task notifications to staff, reports to analyze performance, and an automation to tie it all together and make it work on autopilot in the background.
Automate Your Business and Marketing Processes
Save time so you can focus on growth and sales
An often over-looked benefit of Ontraport is that it can be used to automate simple to complex business and marketing processes.
I'll come in and audit your existing marketing and business processes and make recommendations for how you can use Ontraport to save time so that you and your staff can focus on what matters most: meeting your sales and growth goals.
​
For example, it's not uncommon for businesses—even after they have Ontraport—to still have processes that are being run with spreadsheets and manual emails. Or maybe you are running some functions of your business with other tools that Ontraport could solve.
​
I'll find the opportunities to bring these processes inside of Ontraport and to automate these processes to save you time and money and to reduce the chance of human error.
Build a Blog Feed (Or Any Other Content Feed)
Testimonial Feeds, Product Feeds, News Feeds, etc.
Ontraport's dynamic content allows you to make any sort of content feed for your website. A content feed is simply a collection of content that has a repeatable design and template. Things like blog feeds, news feeds, testimonial feeds, comment feeds, product listings, real estate listings, etc.
In Ontraport, we will set up a custom object and then create an individual record for each piece of content in the feed. From there, you have a ton of control over how you display the content on your website. You can also set up a search and filter tool to allow your users to easily browse your content.
Implement Advanced Solutions to Solve Your Biggest Challenges
Advanced functionality to meet your most complex needs
Faced with a complex challenge for your business? Chances are, Ontraport can be used to create a solution using some of the advanced functionality that is available.
Features like custom objects, dynamic content, and webhooks, combined with integrations like Zapier and ClickFix (a third party tool that adds layers of functionality to Ontraport) mean that you can build complex solutions with Ontraport from advanced automations to hyper-customized user experiences to low-code and no-code web apps.
​
By using some of Ontraport's more advanced features to bring all of your marketing and business processes under the Ontraport roof, you will benefit from powering your entire customer experience with your database. This means you get to create custom user experiences at every step of your customers' journey which in turn leads to more sales and more satsifaction.
Get You Set Up and Trained in Your New Account
Start your Ontraport journey on the right foot
I'll help you get set up in your new Ontraport account. We'll get your account users set up, build your initial emails, automations, pages, reports and everything else to ensure that you are fully equipped to use Ontraport to meet your business goals.
We'll set up your data architecture to meet your unique CRM needs, including building custom objects as needed, and connecting them with webhooks as needed.
We'll make sure that you have a complete understanding of the wide breadth of functionality that Ontraport has to offer and that you are using it all in an effective way to achieve your business goals.
This service can include migration from another system if needed as well as setting up Ontraport's built-in systems and applications as well as anything else you see fit to ensuring that you feel fully prepared in your new account.
Build a Website That Gives Visitors a Customized Experience
Build your entire website with super custom user experiences
Ontraport can be used to build entire websites. With features such as global content blocks, site navigation, dynamic content, and search and filter, you have everything you need to build your entire website using Ontraport.
And the benefit of building your entire website using Ontraport is that if Ontraport can identify the user (either by cookie or because they are logged in), you can completely customize the visitor's experience based on any data point.
Think presenting the right offer to the visitor at the right moment with exactly the right language for them in their journey. This type of highly customized website experience is the cutting edge of web developement and holds huge potential for increasing sales and revenue.
Build and Optimize Your Forms, Emails, Automations, and Pages
I'll set up these core assets with efficiency and precision
I have extensive experience building forms, pages, automations, and emails in Ontraport. I know all the ins-and-outs of Ontraport's builders. I work with the type of speed and efficiency that only comes with hundreds of hours of hands on experience, ensuring that you will get your money's worth from the start.
​
Using ClickFix (a third party tool that adds layers of functionality to Ontraport), I am able to bring advanced features to your forms and pages that aren't available natively from Ontraport—things like conditional fields and conditional blocks on your pages.
​
My background in email marketing and web copy means that I can also help you with your email copy and your webpage content architecture as needed.
Set Up Your Data Collection and Reporting
Actionable reports help you make smart decisions
I love to provide my clients with beautiful reports that provide actionable data that can be used to inform marketing and business decisions.
​
I'll work with you to understand which data you need to inform your marketing and business strategies. From there, I'll try to get your needs met with Ontraport's built in reporting tools.
​
If Ontraport's built in reporting tools don't meet your needs, I'll attempt to use Ontraport's automations to get the data and metrics that you need. This is a wonderfully versatile and effective way to get complex data sets from your Ontraport account, particularly for specific cohorts of users in specific timeframes or for specific campaigns.
​
If we still can't get what you need, I will export your data and use Google Looker Studio to create beautiful and interactive reports that will give you all the data and metrics that you need.
Build a Membership Site or a Staff Portal
Give a select group of users access to exclusive content
Ontraport's membership feature makes it easy to build a membership site for your users. And because they are logged in, Ontraport can use any data point about your users to create hyper-customized experiences in your membership site.
Membership sites can also be used to create what I like to call "Staff Portals". This allows you to give staff the ability to log in to a portal, view only the data that they need to view, and take actions on that data without having a paid seat in Ontraport.
For example, if you have a 10-person sales team, by building a Staff Portal for them to view data and take action, you will avoid the cost of paying for each of them to have a seat in Ontraport and you will be able to customize their user experience so that their workflow can be optimized and efficient.
____ ______ __ _____ (Fill in the Blank 😀)
Let's solve your challenges together
Ontraport is a comprehensive tool that supports many different types of users across many different use cases. It would be impossible to list all the ways that I can help you in your Ontraport account.
Ontraport can be a very simple tool if it is used for its most basic functionality or it can be a complex tool if it is used for its most advanced functionality.
Rest assured that whatever your use case is, I've got you covered. My extensive expertise and experience in Ontraport means that I can help all types of Ontraport users across all sorts of use cases—from the most basic to most advanced.
Contact me and we'll chat to explore how we can work together to meet your marketing and growth goals.
Marketing and Growth
My extensive background in marketing means that my services go beyond implementing and administering Ontraport to using it to execute effective marketing strategies that help my clients grow their leads and their revenue to meet their growth goals.
Lead Generation & Nurturing
Use Ontraport to convert site visitors to your email list and then nurture them into sales
I'll help you implement more forms across your website for your website visitors to give you their email addresses. We'll focus on general email sign ups as well as gated content. Then we'll create a funnel (likely a series of automated emails) that will nurture these leads to become customers, program participants, or donors. We'll study and split test these forms and emails over time to optimize them and increase the number of leads coming in and converting.
Research and Discovery
Let's make sure you have all the information you need to make the right decisions
I commonly help my clients execute the research that they need to make the next big decision for their team. Whether you are searching for an agency to build you a website or run your marketing program or you are figuring out your requirements for a project that you are building internally, I can run the research you need to ensure you feel confident that you are making the right decisions and moving forward efficiently.
Email Marketing
Let's design an effective email marketing strategy that nurtures and converts your users
I bring many years of experience in email marketing to my work with my clients. I can help you with everything from designing an effective email marketing strategy, writing or editing email copy, building your emails, and setting up the automations that send your emails.
Conversion Optimization
I'll optimize your user funnels to convert more users at every step of the way
I'll start by analyzing whatever existing user pathway you're looking to optimize. I'll establish the steps in the pathway that can be optimized. Then, I'll deploy split tests across your pathway to find variations of each step that perform better than before. Whether this means testing forms, landing pages, emails, copy, etc., we'll find out what makes your users convert at the highest rates at each step and then implement these changes.
Growth, Marketing, and Business Strategy Consultation
My clients often value my consultation on their business and marketing strategies
With many years in the nonprofit and business industry in marketing and growth, my clients often call upon me to provide guidance on their marketing, growth, and business strategies—trusting my perspective and experience to provide valuable insight into how they can effectively achieve their marketing and growth goals.
Process Optimization
By optimizing your business processes, you'll save time and increase revenue
I'll research your existing business processes and make recommendations for how we can optimize them to free up staff time so that you can focus on what matters most—sales and revenue. Change can be difficult, especially when you've done things the same way for many years. But by taking the leap to have an outside expert come in and make recommendations for how you can optimize your existing processes, you can make huge improvements to the productivity of your business or organization.
Project Management
I'll help you effectively bring a project from start to finish
I bring many years of project management to my work with my clients. As a very skilled and detail-oriented project manager, I effectively help my clients bring large projects to fruition. I bring a very high level of quality assurance to my work and I am very talented at bringing complex projects with deadlines far in the future to fruition, so you can rest assured that I've got everything covered and that I will deliver the expected result, allowing you to focus on what matters most—sales and revenue.
Data Analysis and Reporting
Let's get you the data and reports you need to make smart decisions and optimize your strategies
I will do the discovery and research necessary to understand the key data and metrics that you need to gather to successfully run your business. I will then build the mechanisms to gather your data and metrics and then build the reports you need to visualize the data and access it as needed. This will help you understand the effectiveness of your marketing tactics and strategies and see where to focus your resources to optimize your sales pipeline and increase revenue.
Predictable Sales Funnel
An ROI friendly sales funnel ensures you know you'll get Y if you put X in
I'll help you establish what I like to call a "predictable sales funnel". We'll ensure that you understand the ROI of your sales funnel so you can make educated decisions about how much to invest.
Advertising
Let's get your offering in front of new users to bring in more sales and revenue
I'll help you implement an effective advertising strategy on Facebook, Google, and/or Youtube that will generate more leads and customers so you can achieve your sales and growth goals.
Areas of Expertise
I bring 6 years of experience in Ontraport and 15 years of experience in marketing with businesses and nonprofits alike
Expertise in Ontraport
Whatever it is you need support with in Ontraport, you can rest assured that I've got you covered. My extensive work in Ontraport has given me a breadth of experience that covers all that Ontraport has to offer from the most basic to the most complex functionality. I pride myself in staying at the cutting edge of Ontraport's roadmap, meaning that when you work with me, you can be confident that I will ensure you are benefitting from Ontraport's latest and greatest features which is important because Ontraport is a complex tool that is constantly rolling out new features and functionality. In addition, I am a Group Expert and very active participant in Ontraport's Facebook User Community which means I stay apprised of the latest challenges, ideas, and use cases that Ontraport users are encountering.
Basic
-
Setting up a new account
-
Installing Ontraport's tracking code
-
Migrating from another system to Ontraport
-
Importing data from aonther syste to Ontraport
-
Setting up users and permissions
-
Designing and building emails
-
Designing and building forms
-
Designing and building landing pages
-
Building automations
-
Setting up email preferences for your recipients
-
Setting up sales pages, products, payment options (subscriptions, trials, payment plans, etc.) and payment gateways
Intermediate
-
Building membership sites (either natively on Ontraport or on Wordpress using Ontraport's Pilotpress plugin)
-
Building blogs or any other type of content feed
-
Customizing user experiences based on engagement history
-
Making sure your pages are mobile responsive
-
Reporting using groups, the built-in dashboards, automations or custom solutions
-
Lead scoring
-
Integration with Google Calendar and your email inbox
-
Using tasks to keep track of complex workflows
Advanced
-
Custom objects
-
Dynamic content (including search and filter)
-
Facebook custom audiences
-
Setting up a partner program
-
Webhooks (for advanced functionality)
-
No code web apps
-
Clickfix (a third party tool that adds excellent advanced functionality on top of Ontraport)
-
Zapier integrations
-
Reactions
-
Roll up fields
-
Site Navigation
Expertise Beyond Ontraport
With 15 years of experience in marketing, I bring a marketing mindset to my work in Ontraport. This is important because, at the end of the day, Ontraport is a marketing tool. An Ontraport Certified Expert without a marketing background can effectively administer Ontraport for their clients, but an Ontraport Certified Expert with a background in marketing can not just administer Ontraport, but use it strategically to achieve the growth goals of their clients. This accounts for why my Ontraport clients often hire me to accomplish a specific project in Ontraport and then keep me around because I prove to be a valuable and fundamental asset to their overall marketing and growth strategies.
-
Email marketing
-
Growth marketing
-
Digital marketing
-
Project management
-
Strategic planning
-
Business strategy
-
Nonprofit consulting
-
Online fundraising
-
Auditing websites
-
Optimizing websites
-
Lead generation and nurturing
-
Sales funnel optimization
-
Conversion optimization
-
Web copy editing and optimization
-
Content architecture
-
Landing page design
-
Marketing automation
-
Business automation
-
Process optimization
-
Quality assurance
-
Data harvesting
-
Data analysis
-
Ontraport
-
Clickfix
-
Google Data Studio
-
Google Tag Manager
-
Google Sheets
-
Zapier
-
Wisepops
-
Creating reports
-
Building SEO pages
-
ConvertBox
-
Wix
How it Works
I offer flexible options for a partnership
By the Project
Paying by the project is a great way to ensure that you keep me hyper-focused on the exact results that you are after. We will start with a roadmapping session to ensure that I deeply understand your needs and that all expectations are clear.
By the Month
A monthly retainer is an agreement for me to be available for a certain number of hours of work each month. You can use those hours however you wish. This is a popular option with my clients once they discover the value that I add to their team.
By the Hour
Paying by the hour is a great solution for quickly getting support on ad-hoc projects. It's also a good way for work together if you aren't ready to commit to a single project, but you know that you are ready to get some extra support.
By the Day
This is a great solution if you need someone to come in and partner with you in a planning and strategy session. I will engage in discovery work before the day-long session which will also be added to the cost.
Ongoing Support
Ongoing support is a great way to give you the confidence that you have Ontraport (and marketing) expertise available at your fingertips. Many of my clients keep me around after our initial projects because they realize the value that I bring to their business or nonprofit. I bring ongoing support for a variety of needs including email marketing, monthly promotional campaign execution, sales pipeline optimization, Ontraport administration, and more. Let's talk about how I can become part of your team in an ongoing support role.
Custom Arrangement - Don't see an arrangement for working together that suites your needs? Let's talk. I'm flexible with how I work with my clients. What's most important to me is that I am doing good work with good people. Within those requirements, I'm happy to work with you to find a way to work together that works for you.
Need Help Quickly?
Sometimes you just need someone to jump into your account and quickly solve something. We'll skip all the discovery and other conversations and get to work.
Rush Job
I get it—rush jobs happen. You need to solve something in Ontraport right away and you need someone who can confidently jump into your Ontraport account and help you out right away. I offer rush jobs at any hour any day of the week. We'll only talk as much as is needed for me to understand your need and then I'll dive in as quickly as possible.
Power Hour
There is so much that you can do in Ontraport. Sometimes you'll get stuck and you can't figure out how to do something. You've read the documentation and talked to support, but what you really need is someone to show you how to do it. During a Power Hour, we'll jump on a screen share and I'll walk you through how to accomplish what you're trying to do.