JAMIE SHANNON
How Smartify Helped Jamie Shannon Build a Scalable Business
High Ticket Program
Coach for Teens
Revenue Growth
Stabalized a Multi Figure Monthly Business
Operating part-time with only herself and one assistant
CLIENT OVERVIEW
Jamie is a thriving solopreneur running a successful coaching business to help teen girls overcome anxiety. Prior to working with Smartify, Jamie had built a solid client base and was ready to take the next step toward scaling her operations. Despite her success, she was managing everything manually and felt overwhelmed with the backend tasks required to onboard and support her clients.
The challenge
Jamie had reached a tipping point in her business growth.
Revenue was strong, but her internal systems were holding her back.
Onboarding a new client felt daunting due to the numerous manual steps involved, including multiple communication touchpoints, inconsistent processes, and a reliance on basic tools like Google Spreadsheets.
She described her operations as “held together by a string,” and she knew that in order to scale efficiently—and maintain her sanity—she needed to implement real systems and delegate operational responsibilities.
The SOLUTION
Jamie partnered with Smartify My Biz to bring structure, automation, and clarity to her business operations. At the same time, she hired an assistant, signaling her readiness to grow and operate like a CEO. Working with Lindsay, Amir, and the Smartify team, she transitioned from ad-hoc processes to streamlined, tech-enabled systems designed specifically for scaling service-based businesses.
Smartify built out a comprehensive onboarding workflow using Ontraport, integrating automation, task assignment, and tracking tools to ensure each new client was welcomed smoothly and efficiently.
the systems
Lead Generation
- Evergreen Webinar Funnel
Sales
- Webinar Nurture Automation
- Online Call Bookings with CRM Integration
- Pre-Call Screen Forms with Smart Logic
- Scalable Sales Pipeline
- Checkout Pages, Payment Plans
Fulfillment
- Membership Site w/ CRM Integration
- Personalized Membership Experiences for multiple programs
- Automated Onboarding Workflow
- Client Agreement Workflow
- Service Booking Reminder System
- Weekly Group Call Reminders
- Program Progress & Engagement Tracking
- Program Pause and Reactivation
- Cancel & Termination Management
- Automated Off-boarding Workflow
The RESULTS
Jamie describes her new systems as a “well-oiled machine.” Since implementing the changes with Smartify My Biz:
- Client onboarding is nearly hands-off, requiring just the initial payment from Jamie.
- Her team can log in and instantly see where clients are and what’s needed.
- She’s brought on additional team members confidently, knowing her systems can support them.
- Her dream of becoming a seven-figure business no longer feels like a stretch.
She feels empowered, confident, and deeply supported by the systems that are now the backbone of her business.
In Jamie’s Words
“My mind was completely blown by what was even possible. I literally enroll and everything is just like, check, check, check, check, check. All I do is take that initial payment and I can trust that my clients are well taken care of. It’s a beautiful, well-oiled machine.”