The case studies on this site are based on real client work. To respect privacy, identifying details like names, industries, or business specifics may be adjusted or generalized. The core challenges, solutions, and outcomes are true to the work we did together.
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Membership Type: Holistic Wellness Membership
Client Industry: Holistic Health & Coaching
Stage: Pre-launch build + backend setup
The Situation
This holistic wellness practitioner was preparing to launch a brand-new membership. They had the vision. They had the content. But they knew one thing for sure:
They needed a clean, scalable system from day one—before the tech tangles, missed payments, or manual chaos could creep in.
So we built the backend first.
The Solution
We created an intentional membership management system that connected Kajabi + Airtable—giving the client clarity and control, even before the first member joined.
Here’s what we put in place:
✅ Real-time member tracking → Airtable dashboards reflected member status automatically: active, failed, canceled, re-engagement
✅ Proactive failed payment flow → Clear alerts for follow-up, built-in scripts, and a visual at-a-glance system
✅ Smooth offboarding process → Cancellations triggered access removals, keeping content + community clean from the start
Everything was designed to grow with them—no future duct tape required.
The Result
Because the system was in place from day one, the client:
⏳ Saved hours/week from the moment the membership launched
🎯 Avoided messy tech debt by building it right, not rushing
💫 Felt confident scaling—with a backend that could hold growth
This wasn’t a rescue mission. It was a thoughtful build—designed for sustainability from the start.
✨ Want to Build a Membership That’s Scalable from Day One?
Check out my Kajabi Build Services!
