"WE WANT TO KEEP GROWING THE BUSINESS BUT
I JUST DON'T HAVE FAITH IN OUR SYSTEMS"
GIVE US AN HOUR, AND WE’LL SHOW YOU HOW YOU CAN USE TECHNOLOGY
TO TAKE YOUR HIGH-TICKET BUSINESS TO MULTIPLE 6-FIGURES PER MONTH.
"WE WANT TO KEEP GROWING THE BUSINESS BUT
I JUST DON'T HAVE FAITH IN OUR SYSTEMS"
GIVE US AN HOUR, AND WE’LL SHOW YOU HOW YOU CAN USE TECHNOLOGY TO TAKE YOUR HIGH-TICKET BUSINESS TO MULTIPLE 6-FIGURES PER MONTH.
DOES THIS SOUND LIKE YOU?
DOES THIS SOUND LIKE YOU?
YOU'RE
NOT ALONE.
WE CALL IT THE SUCCESS CURSE.
You finally figured out Facebook ad copy and webinar content that converts. You're enrolling people on breakthrough calls, and your program is transforming lives.

The pieces of your business are all there.  You dream of growing your high-ticket business and want to turn on the advertising tap, but everything's a bit messy.

All you see is a task list that keeps getting longer with each new client. There just isn't enough hours in the day to handle it all.
“I waste so much time every month, and my time is my most precious resource.  I’ve got so many things going on, that I want it to be like a well-oiled machine that handles the busy work where I’m just spinning my wheels."
You have data and tasks in various spreadsheets. Things start falling through the cracks, and a sinking feeling sets in that this isn't sustainable.

You see others in the community continue to grow, hitting bigger income goals. You do the math and wonder how it’s even possible to deliver your offerings to that many clients.

The simple truth is this:
Your systems must be as HIGH PERFORMING as you are.
If your tech is buckling at this point, there's no way the business can grow while maintaining the standards of excellence your clients expect. Your business processes must function like a well-oiled machine for operations to keep pace with investments in marketing and sales.

After all the hard work of attracting and converting leads, the last thing you need is for clients to be complaining about something that can be handled by good, solid systems.
“We’re doing so much to acquire clients and we’re delivering great content, but we’re losing track of everything in the process. We’re losing sight of the customer journey, which just isn’t acceptable when it’s high-ticket sales. We need to be able to deliver for every client.” 
We’ve seen it with our clients who are both frustrated and burnt out. Most come to us after cobbling together a patchwork of technology.

They realize that their system isn't reliable under pressure.  What worked in the past is holding them back from reaching their goals.

They've tried having someone on their team build stuff, but it becomes evident that the complexity of the problem is simply too much for them. Things are being built incorrectly, and it shows.

They tried hiring tech consultants, but they didn’t understand the nuts and bolts of how their marketing strategy works.  The consultants built some stuff, but it was incomplete.

It's like an endless hamster wheel of tech issues and projects.
“I feel like I’ve got a ship with a bunch of holes in the bottom, and I keep putting bandaids on and keep rolling. It’s worked out so far, but it’s not going to work in the future.”
WE CALL IT THE SUCCESS CURSE.
You finally figured out Facebook ad copy and webinar content that converts. You're enrolling people on breakthrough calls, and your program is transforming lives.

The pieces of your business are all there.  You dream of growing your business and want to turn on the advertising tap, but everything's a bit messy.

All you see is a task list that keeps getting longer with each new client. There just isn't enough hours in the day to handle it all.
“I waste so much time every month, and my time is my most precious resource.  I’ve got so many things going on, that I want it to be like a well-oiled machine that handles the busy work where I’m just spinning my wheels."
You have data and tasks in various spreadsheets. Things start falling through the cracks, and a sinking feeling sets in that this isn't sustainable.

You see others in the community continue to grow, hitting bigger income goals. You do the math and wonder how it’s even possible to deliver your offerings to that many clients.

The simple truth is this:
Your systems must be as HIGH PERFORMING as you are.
If your tech is buckling at this point, there's no way the business can grow while maintaining the standards of excellence your high-ticket clients expect. Your business processes must function like a well-oiled machine for operations to keep pace with growing investments in marketing and sales.

After all the hard work of attracting and converting leads, the last thing you need is for clients to be complaining about something that can be handled by good, solid systems.
“We’re doing so much to acquire clients and we’re delivering great content, but we’re losing track of everything in the process. We’re losing sight of the customer journey, which just isn’t acceptable when it’s high-ticket sales. We need to be able to deliver for every client.” 
We’ve seen it with our clients who are both frustrated and burnt out. Most come to us after cobbling together a patchwork of technology.

They realize that their system isn't reliable under pressure.  What worked in the past is holding them back from reaching their goals.

They've tried having someone on their team build stuff, but it becomes evident that the complexity of the problem is simply too much for them. Things are being built incorrectly, and it shows.

They tried hiring tech consultants, but they didn’t understand the nuts and bolts of how their marketing strategy works.  The consultants built some stuff, but it was incomplete.

It's like an endless hamster wheel of tech issues and projects.
“I feel like I’ve got a ship with a bunch of holes in the bottom, and I keep putting bandaids on and keep rolling. It’s worked out so far, but it’s not going to work in the future.”
GREAT SYSTEMS HELP
YOUR BUSINESS
THRIVE
The answer is to have an integrated solution that reduces the number of platforms, centralizes your client data, notes and communication, and automates time consuming repetitive tasks.

With the right infrastructure in place, you can have confidence to “turn on the tap” with your advertising budget because your systems will be there to support your mission-critical business processes.
“There may be things that would help that I may not be thinking of because I’ve never had a full on CRM before."
And when the solution is specifically designed for your high-ticket strategy, you and your team will be empowered to focus on what’s most important to your business growth… enrolling qualified prospects and transforming lives.
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Webinar
Track your clients' journey through their entire lifecycle from the minute they register for your webinar through to graduation and upsells into back-end programs.

Follow up with webinar registrants at scale.  With automated email campaigns, you ensure every lead who needs to see your webinar does.
Breakthrough Calls & Enrollments
Use nurture campaigns to reconnect with leads who watched your webinar and encourage them to book their breakthrough call.

Continuously improve hard-earned enrollment rates by briefing and debriefing for breakthrough calls with pre-call application responses, outcome tracking, and call notes all conveniently stored in one place.

Reward leads who take action on their breakthrough call by offering deposits. Track those who have secured their fast-action-discount and follow up to convert them into fully paid members of your program.

Offer split pays, payment plans, custom payment amounts, and subscriptions. Automatically prompt clients to update their credit card details if their payments fail, and notify your team to follow up when they don't.
“I want something that’s really clean and easy to use… something we can’t break… something I can actually understand on a basic level and work.”
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Program Management
Automate certain onboarding tasks like sending digital client agreements. Assign team members to perform manual tasks.

Have complete control over your content release schedule, and pause or unpause lessons as needed.

Track client progress and engagement throughout the course.  See the frequency of clients logging into your course and when they logged in last. Save notes to their contact record to ensure all information is in one place.

Automatically prompt participants to book mindset coaching sessions according to your program structure. Follow up when people approach their mindset coaching week but don't have a session booked.
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Content Management
Choose between delivering your course content via automated emails or upgrade the user experience with your own membership site that houses all your course content.

Collect recurring monthly revenue with a continuity program. Grant client access to months they have an active subscription.

Provide a single sign-on experience for your clients to access all your programs, including your continuity program.

Allow your members to access all their transaction history, download invoices, update credit card information, and change their username and password from the Customer Center. 
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Team Management
Grant role-based system access to your coaches, COO, and assistants so everybody gets the information they need while protecting your company's data.

Manage your expanding enrollment coach team by tracking performance metrics for each person's breakthrough call outcomes.

Capture every possible sale by having enrollment coaches follow up and close qualified leads who have placed deposits.

When it's time to say goodbye to a Coach, easily transfer their prospect or client portfolio to their replacement.
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Training & Support
Quickly onboard team members with access to a role-based training library which teaches them how to perform their job duties on your tech infrastructure.

Get premium support to effectively use your new systems and tweak them as your business model evolves.
“This is something that I know needs to get done. Streamlining & automating is a serious priority for me, and it’s something I know I’m going to outsource because, my team can't build something like this.”
WELL DESIGNED SYSTEMS MAKE YOUR LIFE EASIER,
NOT HARDER.
THIS COULD BE YOU...
"Everything is automated. The lead comes in and goes somewhere with the least amount of human error possible."

"We have one vision as the business owners where we can see ‘these are all the calls that are booked this week, these are the stats on how many calls the enrollment coaches have taken and converted, these are the clients coming into the program this week, here is a list of everybody in the their lifecycle before they graduate from the program'… So we can now manage everything in one place."

“It’s so smooth. The stuff is off of my shoulders. Our team members can go in and do what they need to do. It’s just easy to use. Smooth.”
“We keep all the notes in one area. Anyone from the team can know everything about the client. Different members of my team put notes on clients but they don’t have access to the company’s data.”
“We can manually grant access to various modules and pause & unpause courses based on individual client’s needs.”
“I’ve automated what needs to be automated. I have an onboarding process for my clients. I am able to track my breakthrough calls and know exactly what’s going on. And I get it all done in one place.  It’s all streamlined.
We’ve brought structure to the organization. So whether we bring more enrollment coaches onboard or we hire an in-house sales director, we can go ‘here’s the system, here’s the pipeline… manage this.’”
WELL DESIGNED SYSTEMS MAKE YOUR LIFE EASIER,
NOT HARDER.
THIS COULD BE YOU...
"Everything is automated. The lead comes in and goes somewhere with the least amount of human error possible."
"We have one vision as the business owners where we can see ‘these are all the calls that are booked this week, these are the stats on how many calls the enrollment coaches have taken and converted, these are the clients coming into the program this week, here is a list of everybody in the their lifecycle before they graduate from the program'… So we can now manage everything in one place."
“It’s so smooth. The stuff is off of my shoulders. Our team members can go in and do what they need to do. It’s just easy to use. Smooth.”
“We keep all the notes in one area. Anyone from the team can go there and know everything about the client. Different members of my team put notes on clients but they don’t have access to the company’s data.”
“We can manually grant access to various modules and pause & unpause courses based on individual client’s needs.”
“I’ve automated what needs to be automated. I have an onboarding process for my clients. I am able to track my breakthrough calls and know exactly what’s going on. And I get it all done in one place.  It’s all streamlined.
We’ve brought structure to the organization. So whether we bring more Enrollment Coaches onboard or we hire an in-house sales director, we can go ‘here’s the system, here’s the pipeline… manage this.’”
Our Built to Scale package is a comprehensive business infrastructure solution specifically designed for successful high-ticket businesses that are ready to organize their systems, elevate their brand, and scale their team so they can have a bigger impact on the communities they serve.

The complete Built to Scale package is best suited for growth-minded coaches and consultants who are ready to scale their business to multiple 6 figures and even 7 figures per month!


For others who are looking for something a little more entry-level, we offer two additional packages that enable you to upgrade your tech infrastructure as you ramp up your business step-by-step.
“I want a stepping stone in the right direction towards automation and having everything flow with the opportunity to grow into the full meal deal.”
The Organize Your Systems package streamlines all the messy spreadsheets, transaction processing, and course delivery with an automated email drip course.

The Elevate Your Brand package builds on top of the Organize package with a branded member site that houses your course and drips out content access on whatever timeline you’d like.

Then, whenever you’re ready to offer back-end courses, a continuity program, and expand your enrollment coach team, simply upgrade to the full Built to Scale package.

All packages are customized to your unique business processes and program structure.
“I have something that can evolve with my business.”
Our Built to Scale package is a comprehensive business infrastructure solution specifically designed for successful high-ticket businesses that are ready to organize their systems, elevate their brand, and scale their team so they can have a bigger impact on the communities they serve.

The complete Built to Scale package is best suited for growth-minded coaches and consultants who are ready to scale their business to multiple 6 figures and even 7 figures per month!
“I want a stepping stone in the right direction towards automation and having everything flow with the opportunity to grow into the full meal deal.”
For others who are looking for something a little more entry-level, we offer two additional packages that enable you to upgrade your tech infrastructure as you ramp up your business step-by-step.

The Organize Your Systems package streamlines all the messy spreadsheets, transaction processing, and course delivery with an automated email drip course.

The Elevate Your Brand package builds on top of the Organize package with a branded membership site that houses your course and drips out content access on whatever timeline you’d like.

Then, whenever you’re ready to expand your back-end offerings, team of coaches, and launch a continuity program, simply upgrade to the full Built to Scale package.

All packages are customized to meet your unique business processes and program structure.
“I have something that can evolve with my business.”
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"I would highly recommend Smartify. I found them at a critical point where my company had outgrown our current systems and needed a strong tech automation system to support our clients...
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It was slowing us down in receiving more clients because there were so many old, breaking and time-consuming manual systems. Lindsey and Amir assisted us in sorting through all our process gaps.
  • Created a system for us to track outcomes and tasks down to each member on our team (sales, client service, administration).
  • Re-created all of our client facing landing pages, forms and booking pages within Ontraport.
  • Created a beautiful, luxury client dashboard for 6 separate programs and ensured that they all integrate with one another automatically so that our clients have one seamless interface.
They built my vision for our client experience which multiple other companies had mentioned to me was "impossible" and made it even better than I had expected.
The automation processes have saved our company thousands of dollars each month in payroll and software costs, but even better, it is more beautiful than I could imagine.
Everything is in ONE place and I feel so much peace of mind around our tech and client service process. Lindsey, Amir and their team are one of the best business investments we made in 2020. Thank you for your service and professionalism, can't wait to work with you at our next stage of growth!"
Toyin Crandell, Toyin Crandell Coaching
HOW THIS CAME TO BE...
We are mission-driven Certified Ontraport Experts with over 8 years experience building tech infrastructure for various clients.

A few years ago, we noticed several of our word-of-mouth referral clients were asking that we build similar funnel elements in Ontraport.  We learned that they were all using the same high-ticket marketing and sales strategy and were now generating more success than everybody else.
Satisfied to see our clients' success, we decided to specialize. We learned how that strategy works from successive implementation projects and ended up designing an integrated solution for the whole strategy.
We knew we were on to something after achieving a few design breakthroughs. We tried implementing our solution as a comprehensive package, and to our delight, it worked!
Subsequent sales calls with prospects validated that others in the high-ticket coaching & consulting community saw the value in our solution; however, some stated that the features and functionality were simply too much tech for their needs at the moment.
So we decided to create an on-ramp of solutions  designed to meet the needs of businesses at three stages of development.

We went back to those prospects who were thrilled to now have a right-sized solution which laid the foundation for future growth.
BUILT TO SCALE WORKS
Jaime Shannon, Life Coach for Teens
Jenny Glick, Relationship Mentor
LET'S CHAT
We limit our production capacity so we can deliver superior service to each client.
Book a call now for a live demo and to reserve your spot in our workflow.
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SET UP A CALL NOW
YOUR ALTERNATIVES
There are two scenarios when upgrading your tech infrastructure.
You - or someone on your team - will have to design the systems architecture, select the tech stack to implement, and set up, configure and integrate the platforms to ensure your data flows through the system correctly.

Once the new system is ready for transition, you’ll have to migrate your data and teach your team how to perform their jobs on the new infrastructure… all while running your business.

Upgrading tech systems is a risky proposition, much like changing the wheels on a bus while driving it down the highway at full speed.

A lot of stuff can go wrong. You need experienced people who know what they're doing.
OR...
Don’t get us wrong, there are tons of great consultants out there, but imagine trying to explain your high-ticket marketing strategy to someone who’s never heard of it. Do you really want them to learn on your dime?

Or would you rather work with an experienced team who can bring best practices to your operations... people who know how to bend the technology to accommodate your business’s unique needs?

We’ve spent years building tech infrastructure.  We live and breathe this stuff and already know what works and what isn't worth the time and effort to build. We know where the landmines are and how to avoid them.
The companies that have been able to scale up didn’t waste time endlessly messing with systems or people who didn’t know what to do. They focused on what they do best - getting and serving clients - and let experts handle the tech.
"I just need to know that this thing is going to solve the issue. When I see something I need, and the people in-house can’t get it together, that’s ok. Let’s find people who can. Let’s get it done. Let’s move forward."
Take the first step today.
Book a live demo with us now to discover whether Built to Scale is right for you.
There’s simply no other tech solution that is custom built for high-ticket businesses and will enable you to scale up to multiple 6-figures and even 7-figures per month.

Don't waste any more time struggling with your systems. Start preparing your business for its next stage of growth. Book a call with us now.
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