CRM & Automation in Your Business

A “customer relationship management” (or CRM) software will automate tasks in your business and communications with your customers, members and clients. It can streamline your every day tasks and communications, giving access to your protected content, and send personalized messages to your contacts.

I recommend Ontraport because it allows you to customize things in just about any way you can imagine. While this creates many exciting opportunities, it is important to have a certified guide to help you along the way because it is not a foolproof setup. With my education and experience in Ontraport, I can ensure your use of the program is successful and that your business is able to reap all the benefits available.

My wife, Erin Chase, shares her experience on she has seen success with her business and OntraPort. Click here to watch her 45 minute presentation at OntraPalooza conference.

I can assist with setting up your Ontraport account and managing, on multiple levels, including:

  • Email marketing and automation
  • Online course and/or portal setup
  • Membership site setup
  • Monthly reporting on key metrics in your business
  • Much more, based on your needs and the software’s functionalities

I understand that your contacts and clients are the lifeblood of your business, and I can help you manage and communicate with them in a personalized and valuable manner.

Schedule a call and let’s discuss if Ontraport is right for you, or how I can assist you managing your account.