Kristen Case Study - Smartify My Biz

Kristen Carder

High-volume subscription
FOCUSED
7-figure subscription business

Watch Kristen Journey

The Client

Kristen coaches adults with ADHD through a subscription-based membership program.

The Results

+99% Monthly Recurring Revenue (MRR)

+58% revenue per client

+128% monthly total revenue

Scaled from a 6- to 7-figure subscription business in less than 12 months.

The Challenge

We met when Kristen had a popular podcast and 350 people in her core program.

She wanted to grow to thousands of members and become a 7-figure business, so she had invested heavily on website design, copywriting, and advertising.

But she couldn’t realize an adequate Return on Investment because her systems were messy on the back end.

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Automations weren’t giving the correct access to members.

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Contacts weren’t segmented properly for reengagement, cross-sell, upsell campaigns.

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Data and reporting wasn’t providing visibility into what was happening with the business.

Kristen had tried to design the systems herself with a team of VAs. Then she tried hiring a few Ontraport-specific people, who were not helpful. She became frustrated because no one seemed to be able to solve the mounting problems.

That’s when her manager went looking for an expert who could:

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really clean up Ontraport

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answer all their questions,

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move forward with new, exciting projects, like incentive and reengagement campaigns, partner program, etc.

She found Smartify My Biz.

The Solution

As a Bespoke client, we worked collaboratively with Kristen and her team to get things under control.

Through our multi-pronged approach, we fixed the problems with her current systems while we restructured workflows and designed new projects for revenue generation.

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Established a workflow to troubleshoot and fix a list of issues.

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Cleaned up and organized all the fields, rules, forms, messages, tags, automations, pages, integrations, and data

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Documented the business model and created new strategies for lead generation & capture, conversions, delivery, upsell/cross sell campaigns

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Designed, set up systems, and documented operating procedures for a new

    • Coach Training Program
    • Partner Referral Program

As a result, Kristin and her team were free to focus on doing what they do best – attracting new clients and serving them well.

ARE YOU READY TO SMARTIFY YOUR BUSINESS?

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“I felt like they really knew what they were doing and they could solve this problem for me. I was right, they have been amazing to work with. I have loved paying our bill to them every single month because you do get what you pay for. And they offer a premium service. We have a lot of projects going and a lot of tweaking. I have been blown away by their level of support, with the way they answer questions promptly. We’ve almost doubled in size since hiring them. Things shift and change, and Smartify is there growing with us, changing things for us. Everything is so neat and tidy.”

Kristen Carder
High-volume subscription
FOCUSED
7-figure subscription business

BOOK A CALL TO PINPOINT THE TECH STACK THAT WILL WORK WITH YOUR BUSINESS.