Do It Yourself - Smartify My Biz

Do It Yourself

Is This You?

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I'm a solopreneur trying to learn how to use Ontraport so it can help my business grow.

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I have a member on my team who is learning Ontraport and needs to learn how to build what I want.

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I want to learn about marketing strategies that will grow my business and the specific action steps for each.

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I want help to identify ways to increase my team’s efficiency in my business operations.

Looking for self-paced training for your team?
Check out our on-demand Ontraport training here.

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Topics We Cover

What am I doing?

Explore options for generating new leads and converting them into repeat customers. See the good, bad, and the ugly of what’s working for others and what’s not.

What are my options for using Ontraport?

Learn all of the features that Ontraport has and how they can fit into your business model. Get the most out of your Ontraport subscription.

How do I build it / use it?

Get your hands dirty and learn the proper way to structure the CRM to streamline your business. Learn how to use what you’ve built on a day-to-day basis.

Which systems should I be using?

Go beyond Ontraport and create a comprehensive architecture for your business that includes other platforms and how they integrate with Ontraport. Think webinars, video hosting, WordPress sites, calendar bookings, payment gateways, Zapier integrations etc.

How do we do things internally?

Clarify how you and your team operate internally to make sure nothing falls through the cracks and streamline redundant and unnecessary steps. Decide roles so everybody knows who’s responsible for what.  Identify marketing, sales, and operations tasks that can be automated with Ontraport.

What’s the user experience?

Define your customers’ step-by-step  journey on their path to purchase and extend their lifecycle and total customer lifetime value.

Here’s what you get

1

Custom review of Ontraport and your total tech stack

2

Plan for how to streamline all your technology into one place

3

Customized Roadmap + Plan which includes links to resources on how to build

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Access to Ontraport Training Library for your whole team

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1 strategic coaching session with dedicated senior consultant per month

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1 - 2 Group Q&A Calls

Hear from our clients

"When the RPAL Team started searching for an Ontraport consultant to help us build and expand our campaigns to increase our efficiencies, we never dreamed we would find someone like Lindsey! She’s not just a consultant – we also found an adviser, strategist and a new dedicated RPAL Team member. Lindsey and her team at Smartify My Biz have created the synergy we need to grow and expand our Non-Profit Pet Food Bank to help save more little ones in need. All Paws Up to Lindsey and her team for all they do and for Helping Us Help Them."

Judy Griggs

RPAL

"I have worked with Lindsey extensively to devise and implement my marketing strategy as a Small Fish coach. It’s been a joy to rely on her as an expert in digital and social media, to develop campaigns which have delivered great results for me and Small Fish in Australia and the US. And she’s a joy to work with personally as well! I highly recommend her work."

Carl Dierschow

Small Fish Business Coaching

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