JEREMY KRULIKOWSKI

How Smartify Helped Jeremy Scale to 885% Revenue Growth

High Ticket Program
Personal Finance

+4

Sales Staff

885%

Year-Over-Year Revenue Growth

1.5x

Database Growth

Scaled from 5 to multiple 6-figures per month

CLIENT OVERVIEW

Jeremy Krulikowski is a High Performance Wealth Coach specializing in helping Christians eliminate debt and build wealth. At the time of engaging with Smartify, Jeremy had a small team and big aspirations. He dreamed of enrolling 20–100 clients a month, but his systems were holding him back.

The challenge

Before partnering with Smartify, Jeremy’s operations were disorganized and unsustainable. Key challenges included:

Fragmented Systems:

His team relied on multiple platforms like Teachable, Podio, and various spreadsheets, making data and automations messy and unreliable.

Scalability Fears:

The lack of a solid foundation caused Jeremy to worry about scaling, fearing things would fall apart if his client base grew rapidly.

Operational Inefficiency:

Onboarding clients, managing contracts, and delivering program content were prone to errors and manual work, creating unnecessary stress.

These inefficiencies left Jeremy overwhelmed and unsure how to scale his business without everything imploding.

The SOLUTION

These inefficiencies left Jeremy overwhelmed and unsure how to scale his business without everything imploding.

Centralized Operations

All client data, automations, and workflows were integrated into a cohesive CRM system.

Simplified Processes

Smartify broke down overwhelming tasks into manageable steps, creating a smooth and organized operational flow.

Scalable Infrastructure

The team designed systems that could handle exponential growth, giving Jeremy confidence to double, triple, or even quadruple his client base without fear of collapse.

Above-and-Beyond Support

Smartify offered personalized, hands-on assistance, even going beyond the contract to ensure Jeremy felt supported and empowered every step of the way.

the systems

Lead Generation

  • Evergreen Webinar Funnel
  • Lead Source Tracking

Sales

  • Webinar Nurture Automation
  • Dynamic Email Segments for Active and Dormant Leads
  • Online Call Bookings with CRM Integration
  • Pre-Call Screen Forms with Smart Logic
  • Scalable Sales Pipeline
  • Sales Call Outcome Mapping
  • Sales Team Performance Tracking
  • Custom Checkout Pages, Payment Plans, Subscriptions

Fulfillment

  • 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
  • Back-End Continuity Program

Customer Service

  • Self-Service Knowledge Base Platform
  • Ticketed Helpdesk System

The RESULTS

By partnering with Smartify, Jeremy’s business underwent a remarkable transformation:

  • 885% Revenue Growth: Monthly revenue soared from five figures to multiple six figures.
  • Team Expansion: Jeremy confidently expanded his sales and coaching teams, knowing his systems could support the growth.
  • Peace of Mind: Jeremy no longer worried about operational bottlenecks or errors, freeing him to focus on sales and marketing.

In Jeremy’s Words

“Before Smartify, our systems were a complete nightmare—messy data, broken automations, and no way to scale. Smartify gave us the tools and confidence to grow exponentially. They didn’t just fix things; they built us a scalable foundation and supported us every step of the way. I’m picky about who I trust, but Smartify exceeded every expectation. This is hands-down one of the best investments we’ve ever made as a company. If you’re on the fence, don’t waste your time trying to DIY. Hire Smartify. You won’t regret it.”

— Jeremy Krulikowski,

High Performance Wealth Coach