Three simple steps.
No install, no developers, no risk to your data. If you can copy and paste, you can run ARCHIE.
Connect your account in 60 seconds
Inside Ontraport you'll find two short codes (an “API Key” and an “App ID”). You paste them into ARCHIE once. That's the whole setup — no software to install, and you never share your password or log-in.
🔒 Both codes are stored encrypted and are only ever used to read your account.
ARCHIE reads every record and grades it
ARCHIE goes through your contacts, your sent emails, and your automations one by one — not a sample, the real thing — and checks them against proven email and list-health standards. He works in the background, so you can close the tab and come back.
📐 Big lists are handled carefully and accurately; if yours is huge, ARCHIE measures a careful representative slice and clearly labels it as an estimate.
You get a clear plan to grow
Minutes later you have a graded report — online and as a PDF you can share. Each issue is explained in plain English: what it is, what it's costing you, and how to fix it, ranked so you know what to do first.
📈 No jargon. No black boxes. Just a to-do list that makes your account healthier.
Everything ARCHIE hands back.
An overall grade
A single score out of 100 and a letter grade, plus a grade for each of the four areas — so you instantly know where you stand.
Findings, explained
Every problem in plain English, sorted by how much it's hurting you, each tied to a real number from your account.
A step-by-step fix list
A ranked roadmap that tells you exactly what to change in Ontraport — and which fixes give you the biggest win.
A shareable PDF
The whole report as a polished PDF you can save, print, or send to your team or your agency.
The exact examples
The real duplicate or broken records pulled from your account, so you can find and fix them fast.
The math, shown
The scoring formula is disclosed in full. No mystery — you can check every number yourself.
Three promises ARCHIE always keeps.
Read-only, always
ARCHIE can look but can't touch. He never changes, merges, or deletes anything in your account.
Contacts stay private
Your customers' names, emails, and numbers are never sent to any AI. Only summary numbers are used to write your report.
Standards-based
Every recommendation traces back to a recognized industry standard — not opinions.
Ready when you are.
Connect your account and ARCHIE will have your growth plan ready in minutes.