Because of Ontraport’s customization options, we were able to adapt our solution to meet Jamie’s unique needs and deliver a program experience that matches Jamie’s vision of her customer’s journey.
Jamie Shannon specializes in empowering anxious teenage girls and giving them the tools they need to thrive. She had been diligently applying the marketing and sales principles she learned from her coaching group with much success.
She was manually processing transactions through Paypal, sending client agreements, delivering course content by sending weekly emails to each girl with links to videos in Google Drive. Her client data was spread between physical files, an assortment of Google sheets, and various paper notebooks and post-it notes. Her task list was growing faster than her revenues, and that there was no way to continue expanding without organizing and automating her business.
Our ‘Organize’ package centralized all client and transaction information while laying the groundwork for future expansion into additional back-end courses and growing her team of enrollment coaches.
Our Organize package helped Jamie:
Automatically send client agreements and weekly course content via pre-programed emails.
Offer payment plans without worrying about who owes what. She just processes the payment on her order form, and Ontraport keeps track of the rest.
Deliver dripped access to two separate courses to two different audiences in parallel, all with a single transaction
Keep track of active, paused and graduated members in a single listview so she never loses track of customers
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