JENNY GLICK

How Smartify Helped Jenny Glick Build a Scalable Business Empire

High Ticket Program
Wellness

CLIENT OVERVIEW

Jenny Glick is a seasoned professional who works with individuals and couples to help them deepen their relationships and transform their lives. When she partnered with Smartify, her business was experiencing rapid growth, driven by successful Facebook ads and high-demand sales calls. However, her existing systems were overwhelmed, and she needed a robust solution to scale her operations.

The challenge

As Jenny’s business grew, her patchwork of tools and manual processes couldn’t keep up. Key challenges included:

Disorganized Systems:

Client data was tracked across Google Sheets, notebooks, and scattered Google Drive folders, creating inefficiencies and potential for errors.

Scaling Roadblocks:

Jenny’s ambitious goal of hiring a sales team and running multiple launches was hindered by inadequate systems.

Fragmented Client Experience:

Without a centralized membership platform, managing client resources and communication was difficult.

Recognizing that her vision required professional-grade systems, Jenny sought a partner who could help her scale her business seamlessly.

The SOLUTION

Smartify collaborated with Jenny to transform her operations and set the stage for long-term success:

Comprehensive Ontraport Setup

Smartify organized all her client data within Ontraport, allowing seamless tracking, segmentation, and management of her growing email list.

Custom Membership Platform

A beautifully designed membership site centralized client resources and training videos, creating a professional and user-friendly experience.

Launch and Product Support

Smartify implemented systems to support Jenny’s evolving business model, enabling her to run multiple launches and offer diverse programs with ease.

Ongoing Expert Support

The team provided fast, reliable assistance, taking on complex tasks that saved Jenny hours of work and ensured everything operated smoothly.

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

Smartify’s solutions empowered Jenny to scale her business efficiently while maintaining a high level of professionalism:

  • Streamlined Operations: Centralized systems replaced scattered tools, improving efficiency and reducing errors.
  • Scalable Infrastructure: Jenny gained the ability to run multiple programs, segment her audience, and manage launches effectively.
  • Enhanced Client Experience: A polished membership platform elevated the experience for clients, aligning with Jenny’s vision of excellence.
  • Time Savings: Smartify’s expertise freed Jenny to focus on growing her business instead of troubleshooting tech issues.

In Jenny’s Words

“Smartify transformed how I run my business. They built systems that are elegant, efficient, and scalable, allowing me to expand my offerings and provide incredible value to my clients. Their team is professional, responsive, and a joy to work with. If you’re ready to up-level your business, I highly recommend Lindsay, Amir, and the Smartify team. They’ve made this part of my business so easy and fun, and I can’t imagine running my business without them.”

— Jenny Glick,

Relationship Expert and Business Owner