EXCELLENCE IN EXECUTION

Execution can make or break even the best-laid plans. That is where we come in.

At Smartify My Biz, we are more than implementers. Our team of strategists, automation specialists, developers, and project managers turn vision into reality with precision and expertise.

Lindsey

Director of Operations

SPECIALTIES:

Consulting:
  • Detailed Project Briefings
  • Platform Research & Recommendations
  • Implementation Roadmaps
Implementation:
  • Project Management
  • Platform Setup & Configuration
  • CRM Customization & Optimization
  • Automation Systems Setups
  • Rigorous Testing & Troubleshooting
  • Launch Preparation & Monitoring
  • Continuous Process Improvement
Training:
  • Comprehensive SOP Documentation
  • Tailored Training Videos

Amir

Lead Solutions Consultant

SPECIALTIES:

Consulting:
  • Strategic Solutions Planning
  • Technology System Audits
  • Process Mapping & Workflow Design
  • Detailed Project Briefings
  • Defining Functional Requirements
  • Platform Research & Recommendations
  • Budget Planning & ROI Analysis
  • Implementation Roadmaps
  • Metrics Reporting & Actionable Analytics
Implementation:
  • CRM Customization & Optimization
  • Automation Systems Setups
  • Advanced Process Engineering
  • Data Cleanup, Import, & Migration
  • Continuous Process Improvement

Jhun Rey

Solutions Consultant
Sr. Implementation Specialist

SPECIALTIES:

Consulting:
  • Process Mapping & Workflow Design
  • Detailed Project Briefings
  • Defining Functional Requirements
  • Implementation Roadmaps
Implementation:
  • Platform Setup & Configuration
  • CRM Customization & Optimization
  • Automation Systems Setups
  • Advanced Process Engineering
  • Landing Page & Website Design
  • System Integrations (Zapier, Webhooks, APIs)
  • Data Cleanup, Import, & Migration
  • Rigorous Testing & Troubleshooting
  • Continuous Process Improvement
Training:
  • Tailored Training Videos

Janice

Production Coordinator
Solutions Consultant

SPECIALTIES:

Consulting:
  • Process Mapping & Workflow Design
  • Detailed Project Briefings
  • Platform Research & Recommendations
  • Implementation Roadmaps
Implementation:
  • Project Management
  • Platform Setup & Configuration
  • CRM Customization & Optimization
  • Automation Systems Setups
  • Landing Page & Website Design
  • Website Builders (e.g., Elementor, Squarespace)
  • Data Cleanup, Import, & Migration
  • Rigorous Testing & Troubleshooting
  • Launch Preparation & Monitoring
  • Continuous Process Improvement
Training:
  • Comprehensive SOP Documentation
  • Tailored Training Videos
Webmaster:
  • Regular Plugin Updates
  • Malware Detection & Removal

Roderick

Sr. Implementation Specialist
Integrations Specialist

SPECIALTIES:

Consulting:
  • Metrics Reporting & Actionable Analytics
Implementation:
  • Platform Setup & Configuration
  • CRM Customization & Optimization
  • Automation Systems Setups
  • Advanced Process Engineering
  • Landing Page & Website Design
  • Website Builders (e.g., Elementor, Squarespace)
  • Full-Stack Web Development
  • CSS & JavaScript Expertise
  • System Integrations (Zapier, Webhooks, APIs)
  • Rigorous Testing & Troubleshooting
  • Continuous Process Improvement
Webmaster:
  • Seamless WordPress Migration
  • Regular Plugin Updates
  • Backup & Security Monitoring
  • Malware Detection & Removal
  • Website SEO Optimization (Page Speed, Google Search Console)

Mark

Implementation Specialist

SPECIALTIES:

Consulting:
  • Process Mapping & Workflow Design
  • Defining Functional Requirements
  • Platform Research & Recommendations
Implementation:
  • Platform Setup & Configuration
  • CRM Customization & Optimization
  • Automation Systems Setups
  • Advanced Process Engineering
  • Landing Page & Website Design
  • Website Builders (e.g., Elementor, Squarespace)
  • CSS & JavaScript Expertise
  • System Integrations (Zapier, Webhooks, APIs)
  • Data Cleanup, Import, & Migration
  • Rigorous Testing & Troubleshooting
  • Continuous Process Improvement
Webmaster:
  • Website SEO Optimization (Page Speed, Google Search Console)

Percy

Implementation Specialist

SPECIALTIES:

Consulting:
  • Defining Functional Requirements
  • Platform Research & Recommendations
Implementation:
  • Platform Setup & Configuration
  • CRM Customization & Optimization
  • Automation Systems Setups
  • Website Builders (e.g., Elementor, Squarespace)
Training:
  • Comprehensive SOP Documentation
Webmaster:
  • Regular Plugin Updates

Our Expertise

With deep expertise across platforms, we align your systems, workflows, and team for seamless collaboration and efficiency.

Total Systems Design & Overhaul

Platform Research & Selection

CRM Data Cleanup & Organization

Custom LMS & Membership Sites

Lead Generation & Nurture Campaigns

Client Journey Mapping

Platform Migrations

Launches & Virtual Events

Complex Workflows

Systems Integrations

Web Development

Analytics & Reporting

Some of the Platforms We Use