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Benefits

Smart Money Project is marketed as a done‑for‑you automated onboarding and marketing system meant to streamline the process of bringing people into BG Wealth Sharing and guiding them through setup.


Key Advantages:

  • Automated enrollment: The system is designed to present the opportunity professionally and walk prospects through each step automatically, reducing manual follow‑up.
  • Lead capture and tracking: It captures lead information and tracks who completes each setup step, giving you visibility into where prospects are in the process.
  • Streamlined onboarding: Instead of sending multiple links and explaining everything yourself, you can send one system link that guides new members through funding accounts and app setup.
  • Notifications: You receive real‑time alerts when someone shows interest or completes their setup, so you know exactly what’s happening in your business.
  • Consistent presentation: The built‑in funnel presents the opportunity clearly and professionally, which proponents say helps reduce confusion and drop‑offs.

Bonus points:
• The system includes templates and instructions for things like DSJ account setup, crypto funding walkthroughs, and BonChat setup.
• It’s mobile‑optimized and designed to be ready to share with prospects.