The case studies presented on this site are based on real client experiences. However, to respect privacy and confidentiality, identifying details such as names, industries, and specific business information may have been adjusted or generalized. The core challenges, solutions, and results remain accurate and are shared to illustrate the types of work I do and the transformations I help create. If you’d like to discuss how these strategies could apply to your business, feel free to reach out!

Industry: Chiropractic

The Challenge

Managing an active membership requires keeping track of payments, cancellations, and renewals, but without the right system in place, it can become overwhelming. My client, running a wellness-focused membership program, needed a way to track failed payments, active members, and cancellations without relying on confusing spreadsheets or hours of manual work.

Without proper tracking systems, membership management is:
🚩 Time-consuming – Checking payment statuses and manually updating records takes hours each month.
🚩 Prone to errors – Without a centralized system, it’s easy to miss failed payments or forget to remove canceled members.
🚩 Hard to scale – As the membership grows, keeping track of members manually becomes increasingly difficult.

My client needed a simplified tracking system that would make membership management more efficient and less stressful.

The Solution

We created a Kajabi & Airtable integration that allowed us to:

✔ Automatically track new members – Instead of manually inputting data into spreadsheets, new members were automatically added to Airtable.
✔ Monitor failed payments with ease – A clear dashboard made it simple to identify members who needed follow-ups.
✔ Remove canceled members efficiently – The system ensured that members who no longer had an active subscription were promptly removed from exclusive content and community spaces.

By setting up a customized Airtable system, we transformed membership tracking into a clear, organized process that required minimal effort to maintain.

The Results

With this new system in place, my client experienced:
✅ A dramatic reduction in administrative work – What once took hours each month now took minutes.
✅ Improved payment recovery – Failed payments were spotted quickly, allowing for timely follow-ups.
✅ A more streamlined membership experience – Members who were up to date on payments had a seamless, uninterrupted experience, while those who canceled were efficiently removed from the system.

By combining Kajabi’s membership tools with Airtable’s organization capabilities, we created a scalable, stress-free membership management system that allowed the client to focus more on serving their members and less on backend admin work.

 

Need a streamlined system for your membership or digital product?

I specialize in helping wellness practitioners build, simplify, and scale their memberships, courses, and digital offers with systems that work. If you’re facing similar challenges, let’s chat about how we can create a solution that fits your needs.