KRISTEN CARDER
How Smartify Helped Kristen Carder Transform Her Membership and Double Her Revenue
High-Volume Subscription
Mental Health
Monthly Recurring Revenue (MRR)
Revenue per Client
Monthly Total Revenue
SCALED FROM A 6- TO 7-FIGURE SUBSCRIPTION BUSINESS IN LESS THAN 12 MONTHS
CLIENT OVERVIEW
Kristen Carder is a coach specializing in supporting adults with ADHD through her thriving membership program. At the time of engaging with Smartify, her membership had 350 active members. Despite her program’s popularity, the backend systems were messy and disorganized, making it difficult to scale and manage operations effectively. Kristen was ready to take her business to the next level, but she needed expert help to build a solid foundation.
The challenge
Kristen’s membership was growing, but inefficiencies in her systems were holding her back. Key challenges included:
Disorganized Backend:
Her CRM was cluttered and difficult to navigate, creating inefficiencies and frustration.
- Automations weren’t giving the correct access to members.
- Contacts weren’t segmented properly for reengagement, cross-sell, upsell campaigns.
- Data and reporting wasn’t providing visibility into what was happening with the business.
Failed Support Attempts:
Previous hires, including outside specialists, failed to resolve issues, leaving Kristen feeling stuck and skeptical about finding the right help.
Ambitious Plans Without a Clear Path:
Kristen had exciting ideas for a partner program, VIP incentives, and A-lister initiatives, but her team lacked the expertise to implement them.
The SOLUTION
When Kristen’s Online Business Manager introduced her to Smartify, she immediately felt confident in their ability to solve her problems. Smartify’s approach included:
the systems
Sales
- Relationship Nurturing Automation
- Deadline-Driven Offer Funnels
- Dynamic Email Segments for Active and Dormant Leads
- Subscriptions, Prepayments, and Discount Coupons
- Seamless Cart Checkout Integration
- Failed Payment Recovery System
Fulfillment
- Streamlined Onboarding & Offboarding Processes
- Personalized Membership Experiences
- Program Milestone Recognition System
- Print-On-Demand Materials
- Program Pause and Reactivation
- Client Retention Reengagement
- Cancel & Termination Management
Lead Generation
- Downloadable Resource Funnel
- Mini-Course Signup Funnel
- Live Virtual Event
- Lead Source Tracking
The OUTCOME
Partnering with Smartify transformed Kristen’s business:
- Established a workflow to troubleshoot and fix a list of issues.
- Cleaned up and organized all the fields, rules, forms, messages, tags, automations, pages, integrations, and data
- Documented the business model and created new strategies for lead generation & capture, conversions, delivery, upsell/cross sell campaigns
In Kristen’s Words
“I have been blown away by their level of support, the way they answer questions promptly, and their ability to grow with us. Everything is so neat and tidy, which is essential for someone like me with ADHD. Since hiring them, we’ve almost doubled in size. I never regret paying their bill every month because you really do get what you pay for, and they offer a premium service. If you’re considering working with them, I have zero hesitation in recommending Smartify. You will not be disappointed.”