Key Takeaways:

How leads find Ontraport

• Referrals
• Ads
• Events

What Happens when they get to Ontraport

• Schedule a Discovery Call
• Sign-up for a Free Trial

Discovery Call

• The purpose of this call is to get to know the lead and their business
• What brought the lead to Ontraport?
• Allows us to see whether or not they are a "Sales Qualified Lead". AKA... Are they a good fit for Ontraport?
• Mainly occur before the client has purchased or signed up for a Free Trial account

Strategy Call #1

• This call is meant to help deep dive into the clients business.
• Prepare and schedule them for their Implementation Call #1
• Organize and provide their next steps to help move forward
• Identify and clarify HOW Ontraport will help them

Implementation Call #1

• General Overview of their account
• Help give the client a better understanding of how to use their account by building a workable structure in their account
• Set Homework items for Implementation Call #2
• Schedule them for Strategy Call #2

Implementation Call #2

• Review Homework set in Implementation Call #1
• Go over any questions they have
• Build and test
• Reiterate resources needed

Follow-up

• General Check-in to see how they're doing
• Provide resources as needed