Keep Ontraport. Lose the ceiling.
You chose Ontraport because it's open enough to build on. Most people never do. Custom code alongside your existing account gets you the portal, the dashboard, the front end or the integration you've been told "isn't possible" — without ripping anything out.
You're on Ontraport, and you've hit the edges.
It runs your contacts, your automations and your billing well. But the parts your members and prospects actually see — the pages, the portals, the experience — are held together with whatever the page builder allows and a few tools bolted on around it.
- ✓You've built a workaround for something the platform should just do
- ✓Your member area lives on a second tool with a second login
- ✓You export to a spreadsheet to see the numbers you care about
- ✓You've submitted a feature request and never heard back
- ✓You don't want to migrate — your team knows the system and it works
The things Ontraport can't do alone — built to look like part of it.
Member portals
A real logged-in area for your members — content, progress, bookings, downloads, community — that reads and writes to the contact record you already have. One login. No second platform.
Dashboards & reporting
The numbers you currently assemble by hand, live on a page: pipeline, retention, revenue by offer, who's gone quiet. Built from your data, arranged the way you think about the business.
Custom front ends
Sales pages, application flows, quizzes, calculators and onboarding sequences that aren't constrained by a block editor — and that push every answer straight into the CRM.
Integrations that actually fit
Connections to the tools you've decided to keep — scheduling, payments, video, community — built as proper integrations rather than a chain of Zaps that break on a Tuesday.
Automations beyond the builder
Logic the visual automation builder can't express: conditional pricing, multi-step qualification, scheduled batch work, anything with real branching. Written once, running quietly.
Admin tools for your team
Internal screens for the jobs your staff do daily — the ones that currently take eleven clicks in the standard interface. Faster, fewer mistakes, less training.
Ontraport is the platform I know best.
I've spent years inside it as a CRM consultant — configuring it, migrating businesses onto it, and building the code that runs beside it for clients whose needs outgrew the standard toolkit.
That matters because the hard part of this work isn't the code. It's knowing how the platform models a contact, a purchase, a sequence — so that what gets built fits the way your account already works instead of fighting it.
How it stays yours. Everything built lives in your own repository and connects to your account through your own API credentials. If we stop working together, it keeps running, and anyone you hire can pick it up. The guarantee →
Smaller scope, faster loop.
Most Ontraport work doesn't need a full Stack Audit. A conversation and a short written scope is usually enough to quote.
A conversation
What you've been trying to do, what you've tried, what it's costing you in time and workarounds.
Written scope
What will be built, how it connects to your account, and what it costs — in one page, in plain English.
Build & connect
Built in your repository, tested against a copy of your data, connected to your live account when you say so.
Hand over — or keep going
Documentation and a recorded walkthrough. Then it's yours to run, or keep me on to keep building.
Most complete systems start here.
Clients who see what one custom piece does for one corner of the business are the ones who later want the whole thing. That's fine. Nothing built here is thrown away — it becomes part of the larger system when you're ready.
Worked example coming. The first published Ontraport case study is being written up now. In the meantime the coaching membership case shows the same approach carried all the way to a full system.
Ontraport questions.
Will this break my existing automations?
Do I need to give you my Ontraport login?
What if I move off Ontraport later?
Is there a minimum project size?
Tell me what Ontraport won't do for you.
A 30-minute conversation is enough to know whether custom code is the answer and roughly what it costs. No audit required to start.