A thorough review of your Ontraport account to understand your offers, tags, forms, emails, and anything else specific to your business.
Update your current tag naming system — no more random tags that no longer make sense... what did 'webinar' mean anyway?
Contact record clean-up - remove unsubscribed or bounced contacts to save on your subscription fees.
Update your forms, triggers, and email campaigns to remove old offers that are no longer in use.
And more... depending on your business!
Get ready cause this tech intensive includes:
let me help you make the decision about what to keep, ORGANIZE, or delete. it's time to clean up your busy backend so you can focus on your customer experience.
perfect for you if you're ready to CLARIFY & CONFIGURE your business.
When do you know if your Ontraport is ready for a clean up? When you've got automations and emails that you aren't sure are still active. When there are clearly tags that you are unsure what they mean (or maybe you have duplicates because you forgot you created them!). When you are onboarding new team members (again!) but no one really knows where to find anything or how long things have been there. When you have confirmation emails triggering for products that no longer exist. Do any of these sound familiar?
After we have our initial onboarding call to review your account, I'll get started! I can't wait to work with you.
A 25% deposit is due at the time of booking to hold your spot and cover my research and preparation time.
Choose a time for onboarding & complete your onboarding questionnaire so we can get down to business!
Jenny Fenig, Jenny Fenig Worldwide
Miranda is a true pleasure to work with! She is a pro when it comes to systems, operations and communications.
Laura Garnett, Garnett Consulting
Miranda is constantly helping me up-level how my business is operating. I cannot recommend her highly enough!
Eliza Reynolds, Badass Girls
Miranda is the queen of thoughtful systems, efficiency and organization. She makes my business so much easier!
As a service-based business owner, I know what it's like to be overwhelmed, overworked, and constantly stressed. I've experienced it firsthand.
I created systems and templates to help my business run more efficiently so that I could focus on growth. I went from working all the time to creating a business based on ease. And I love what I do even more now.
When you work with me, I'll create a structure to help your business run smoothly. Together, we'll assess your current systems and create a plan to streamline your business.
During your sessions, I will tackle the things that you have specific to your business and your Ontraport account. These can include: reviewing active offers and triggers, creating a better tagging system to rename and/or reduce tags, making sure your forms are optimized for the best automation, reviewing email sequences, or cleaning up your contact list.
Your specific configuration & clean-up depends on the number of items you have in your account, whether you want me to start from scratch or clean up items that are already there, the number of tags you have, etc. It's specific to your business but a good ballpark is 1-4 weeks.
A 25% deposit ($375) is due upon purchase. This holds your time on my schedule and covers the time it takes for me to review your intake forms and questionnaire. The balance will be invoiced when the project is completed with no further changes. If you need a payment plan, please reach out before purchasing to see if we can work out a plan that fits your budget. Regardless of the plan, 25% is still due upon purchase.
Please make sure you are ready to start this project once you purchase as there are no refunds. Once you have retained services, I carve your project into my calendar for the next month so it is also expected that you will provide any deliverables needed in a timely manner. If for some reason the project is not able to be completed due to a lack of deliverables or communication on your part, your deposit will be forfeited.
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