How To Prepare For A Call

Modified on Thu, 26 Jan, 2023 at 5:12 PM


This is applicable if you are using the checkout form to take payment.


Before your clarity or breakthrough call with a potential client, log in to Ontraport and view the contact record with the upcoming call, check any notes and have your checkout form ready. Once you take payment with the checkout form, it will automatically kickstart the automation to enrol people into the program.





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