TOYIN CRANDELL

How Smartify Helped Toyin Crandell Achieve 643% Revenue Growth

High Ticket Program
Personal Finance

+6

Sales Staff & Program Coaches

643%

Revenue Growth over 11 Months

7x

Client Flow

Scaled from 5 to multiple 6-figures per month

CLIENT OVERVIEW

Toyin Crandell is a financial coach who empowers her clients to leave a lasting legacy through their work and finances.

The challenge

Toyin’s marketing success had pushed her multi six-figure coaching business to its limits, leading to several operational challenges:

Disjointed Systems:

Client data and program content were spread across multiple platforms, causing inefficiencies.

Faulty Automations:

Existing automations were unreliable, leading to missed opportunities.

Client Dissatisfaction:

Clients were falling behind and voicing complaints due to the disorganized system.

Team Burnout:

The team was overwhelmed, struggling to keep up with the manual workload.

Recognizing that scaling her sales team without upgrading technology and processes would lead to failure, Toyin sought expert assistance from Smartify.

The SOLUTION

Toyin engaged Smartify’s comprehensive ‘Built To Scale’ package for high-ticket coaches, which included:

System Integration

Streamlined functionalities into Ontraport, eliminating the need for multiple platforms like Leadpages, Teachable, Wufoo Forms, and a redundant CRM.

Automated Follow-Ups

Implemented automated email follow-ups for webinar registrants and call cancellations to ensure no qualified lead was missed.

Flexible Payment Processing

Set up systems to accept multiple payment options, including deposits and automated follow-ups on collections.

Custom Branded Website

Developed a website to house all program content, providing a seamless single sign-on experience for clients.

Continuity Course Management

Created a course structure that displayed content corresponding to the months a client's subscription was active.

CRM Configuration

Configured Customer Relationship Management functionalities for her sales team with role-based permissions, ensuring data security and appropriate access.

Performance Metrics Dashboard

Established dashboards to monitor webinar performance, program levels, and individual enrollment coach metrics.

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

  • Custom Membership Site & CRM Integration
  • Personalized Membership Experiences
  • Onboarding Journey
  • Automated Client Agreement Workflow
  • Service Booking Reminder System
  • Weekly Group Call Reminders
  • Program Progress & Engagement Tracking
  • Program Pause and Reactivation
  • Cancel & Termination Management
  • Streamlined Off-boarding Processes
  • Mastermind Continuity Program
  • Group Retreats & In-Person Events

Customer Service

  • Self-Service Knowledge Base Platform
  • Ticketed Helpdesk System

The RESULTS

With the new systems in place, Toyin experienced significant business growth:

  • Team Expansion: Added four sales staff and two program coaches to manage increased client flow.
  • Increased Client Engagement: Achieved a sevenfold increase in client interactions.
  • Revenue Growth: Scaled from five-figure to multi six-figure monthly revenues, resulting in a 643% increase over 11 months.

In Toyin’s Words

“I would highly recommend Smartify. I found them at 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