Toyin Crandell
Financial Coach
Money Mindset SHIFT.
Multi 6-figure months
The Client
The Results
+4 sales staff + 2 program coaches
7x client flow
Scaled from 5- to multi-6 figure months
643% revenue growth over 11 months
The Challenge
Client data and program content were spread across systems.
Automations didn’t work as expected.
Membership site couldn’t handle a custom program and content structure.
Clients were falling behind and complaining.
The team was burnt out trying to keep up with everything.
“We’re getting a lot of clients, and it’s out of control… it’s spinning. I’m sick and tired of missing notes, hearing about a client challenge a week later. It’s time to get this thing done.”
Toyin knew she would fail if she tried scaling her sales team without upgrading her technology and processes.
She spent too much time tinkering with her systems, and her team assistant wasn’t able to design systems for the complexity of her business.
So she reached out to Smartify looking for expert help.
The Solution
“This is something that I know needs to get done. Streamlining & automating is a serious priority for me, and it’s something I know I’m going to outsource because, as proven, my team is not yet ready for something like this.”
Toyin overhauled her business infrastructure with Smartify’s complete ‘Built To Scale’ package for high-ticket coaches.
We streamlined functionality into Ontraport, eliminating the need for Leadpages, Teachable, Wufoo Forms, and a redundant CRM platform.
We built the systems to:
Automate email follow up for webinar registrants and call cancellations so no qualified lead fell through the cracks again.
Accept multiple payment options including the ability to take deposits and follow up on collections.
Create a custom branded website to house all her program content with a single sign-on experience for customers
Create a continuity course that only shows content for the months the client’s subscription was active.
Configured Customer Relationship Management functionality for her sales team with role-based 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.
As a result, she’s received a great deal of client feedback and seen her business grow exponentially. After seeing the power of the core systems, she decided to go all in and upgraded to the Scale package.
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“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.”
Toyin Crandell
Financial Coach
Money Mindset SHIFT.
Multi 6-figure months