Jamie empowers teenage girls suffering from anxiety with the tools they need to thrive in high school and beyond.
459% revenue growth
Stabalized a multi 5-figure monthly business
… operating part-time with only herself and one assistant.
Jamie’s marketing and sales were dialled in. She was consistently enrolling new clients each month.
As a wife and mother of 3 growing boys, Jamie didn’t want to scale up her business like her peers in the high-ticket coaching community.
She wanted efficient systems that would enable her to operate a sustainable, lifestyle business with low overhead and low hassle so she could have the time freedom to be with her family.
But her task list was growing faster than revenues. Client data was distributed between physical files, Google sheets, and various notebooks, and post-it notes. She was:
processing transactions through Paypal,
emailing client agreements, and
Manually sending course content to program participants one at a time.
“My current follow up list is a piece of paper with post-its and arrows all over it.”
There was no way to grow without sacrificing time with her family.
Jamie needed to get things under control but was overwhelmed by technology and unsure how to put all the pieces together.
“I had to stop my ads on Facebook because I had so many calls that I could not manage everything. I am really burning out.”
After receiving several referrals from peers, Jamie reached out to Smartify My Biz with her situation. Luckily, we’d done this before.
“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.”
Smartify’s entry-level Organize package for high-ticket coaches was perfect for Jamie’s goals. It helped her:
Automatically send agreements and course content via pre-programmed emails.
Offer payment plans without worrying about who owes what. She just processes the payment on the order form, and Ontraport keeps track of the rest.
Triggering access to two front-end courses to two different audiences (teens & parents) in parallel, with a single transaction
Keep track of active, paused and graduated members in a single list view so she never loses track of customers
Because of Ontraport’s customization options, we were able to adapt our solution to meet Jamie’s needs of serving two stakeholders (teenage girls and their parents) and deliver a program experience that matches Jamie’s unique customer’s journey.
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“I got to the point where I was a successful solopreneur, but I felt like I was holding my business together by a string. Getting a new client was overwhelming because I had to do 50 different things to make sure they were enrolled well. It was a lot of management. I knew I was ready to make changes and run a more organized company. I know that my dream of becoming a million dollar company is not a stretch now that I have all the systems that I need to grow comfortably. Working with Lindsey and Amir was nothing short of amazing – I’m not a tech person, so I had a google spreadsheet and that’s about as organized as it got, so my mind was completely blown by what was even possible using Ontraport. I literally take payment on a call and then everything is automatically done for me! Thank you Smartify My Biz team for setting up my beautiful well oiled machine.”
Multi 5-figure months