Toyin Crandell is a successful, high-performance success and wealth coach who helps her clients crush self-sabotage and leave a lasting legacy through their work and finances.
Ready to accelerate business growth, Toyin knew her current strategies were working well, but pushing her existing business infrastructure to its limits.
Even with a strong operations team, Toyin knew the system would fail if she tried scaling up her enrollment coaches without upgrading her tech and processes.
Client data and program content were spread across multiple platforms, including Ontraport, Leadpages, Teachable, WP Forms, Google Sheets, and others.. (Sound familiar? 🙂 ?
She was spending too much of her valuable time tinkering with systems
Toyin decided to invest in overhauling her business infrastructure with our complete ‘Built To Scale’ package.
We streamlined functionality into Ontraport, thereby eliminating the need for Leadpages, Teachable, Wufoo Forms, and a new CRM platform.
Our Scale Package helped Toyin:
Automate her marketing for webinar registrants and breakthrough call cancellations so no qualified lead fell through the cracks again
Use custom payment options including the ability to take deposits and follow up on collections
Create a custom branded and luxurious website for housing all her program content with a single sign-on experience for customers
Create a continuity course that only shows content customers have access to during active membership
Develop Customer Relationship Management functionality for her sales team with role-based security permissions that let team members see only the data they are entitled to have access to,
Metrics dashboard, including webinar & program level and Enrollment Coach specific performance metrics.
“I would highly recommend Smartify. I found them a critical point where my company had outgrown our current systems and needed a strong tech automation system to support our clients. It was slowing us down in receiving more clients because there were so many old breaking and time consuming manual systems. They assisted us in sorting through all our process gaps.“
Bestselling Author | International Speaker
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