Ontraport CRM – Help Me Scale

Need A Proper Holiday?
Then you need a CRM System!!

Success is what allows you to go surfing and spend time with your family. If you’re scraping for every sale and any blip can sink you, then of course you’re picking up the phone during your kid’s soccer game or the weekend BBQ.

On the other hand, if you’ve got a stable business, a predictable stream of clients, and a clear system for serving them, then when the phone rings on Sunday, it can wait.

Automation is about more than simply sending an email to the right person at the right time. It’s about fundamentally seeing your business as a collection of systems that are designed, implemented, tested and improved over time. Systems for attracting and converting customers. A system for delivering the goods. A system for supporting your clients and getting referrals and on and on. That’s the real work of business-building, and it takes time… but it’s the difference between putting out fires for a living and having a business that supports your life.

Excerpt from interview with Forbes Magazine

LANDON RAY - Founder of Ontraport


Hey it's Pauline Martin-Brooks here and if you're reading this then you're one step closer to being able to take a step back from your business and maybe even take a holiday!!!!

Now I know, in the interim you'll need to really lean into your business to get it set up for scale.

And that's why I'm here to help you with the whole process. Sure it's a pain in the backside to get it all set up initially.

But...How amazing will it be to be able to take some time off and still have things flowing along?

If you're interested in scaling your business then Systems and Automation have to be a massive part of your strategy.

If you're looking for a way to engage with your clients regularly and then to be able to create Automations based on the actions they take then you have come to the right place.

Ontraport has been named as the best CRM system for Small Business by Forbes Magazine and I'm super proud to be associated with the them. I've used many CRM systems over the years and I've never seen anything as good as Ontraport, with the support and training that they have. Most of all I love the metrics they can provide!

As a Certified Consultant I can help get you set up with them, I can have a complimentary user seat so I can jump in and help you sort things out if you get stuck. I'm also first to know about any changes/improvements being made and I may even be able to offer some discounts for you over their existing packages!

Anyway if you're a least little bit curious as to how this works or even how it compares against other CRM systems then do yourself a favour and book a free demo with my personal Ontraport Concierge Cameron Cornell. 

When you click the link below you'll see a booking page from Calendly that looks like the below picture, just go ahead and book a time that works for you.

Cameron gives my clients extra time on the demo's and will show you the more advanced features if you tell him I sent you, so be sure and do that!

Already Have Ontraport?

If you've taken the plunge and already have Ontraport, then Congratulations you're part way there!! Most people I see who have Ontraport use it straight out of the box. The challenge with this is that it hasn't been customised to your business.

One of the things that drives me absolutely nuts is seeing a business owner running a spreadsheet along side of Ontraport! Many of my clients start like that because the over arching strategy has been neglected.

So if you haven't fully customised your Ontraport then let's have a chat and work out how to make this amazing piece of Software do what you want it to do!!

I've prepared a small questionnaire so we can get the most out of our strategy session.

CRM's can be daunting. I thought I knew a lot about Ontraport but working with Pauline has opened my mind to a whole new world! Her expertise is invaluable. What she shows me in an hour would take me a day to uncover, learn or build myself. Each time we speak I have an idea of what I'm wanting to get out of the session, but my expectations are always exceeded. I wonder how I ever survived without her! 

Karina Bond, Client Relations Officer