Day-to-day use of Ontraport in a coaching company
Use Cases and Deployment Scope
We have a coaching company. We use Ontraport for CRM, page editor, emailing, reporting, purchase product pages.
It allows all admin, operation, content and marketing team to work on it.
Ontraport accompanies to turn our prospects into clients and to access their informations at anytime. It is very convenient as we can easily personalize the tools to meet our needs.
Pros
- Create purchasing pages
- Email prospects & customers
- Monitor data
- Follow-up on our prospects that becomes customers
Cons
- When creating groups there's some condition that can't be used together (we would like to use "OR" rather than "AND")
- Allow multiple users to access to one automation at the same time (as viewers not editors)
- Gather data on email deliverability
Likelihood to Recommend
Here are some cases where Ontraport is well suited :
- When writing emails, you can easily access to preview, manage the changes and go back to what you did before
- When using automations, if there's an error, you can go back to a previous version of it. There are also some super tools that allows to see where a clients is on an automation without having to go through the all automation.
It is less appropriate when you are several colleague that are addressing an issue on an email/automation as it doesn't allows you to be multiple person on the item.
