Let’s be honest: the tech part of starting a membership can make even the most grounded business owner spiral.
So many platforms. So many features. So many tabs open at once.
“Do I really need all of this? Am I doing it wrong if I don’t have Kajabi and Slack and three different email tools?”
The truth?
You don’t need a complicated system to run a meaningful, scalable membership.
You just need a few purposeful pieces—and permission to keep it simple.
Table of Contents
ToggleNo matter what type of membership you’re building, you’ll need three core tools:
This is your membership’s home base.
It should feel clean, accessible, and easy for both you and your members to use.
Use it to:
Some platforms to consider:
If you plan to add more courses and programs down the road, you might want to consider a platform that can grow with you. But if you just need a simple membership, go with simple.
It doesn’t need to be fancy—it just needs to work without you chasing invoices.
If your platform includes payments, great. If not:
Pro tip: Set up auto-reminders or “dunning emails” so you’re not manually following up when cards fail.
You don’t need five channels. You just need one clear, consistent space to connect.
Choose based on your style:
Remember: Communication builds connection—but only if it feels sustainable for you.
When you’re building something new, it’s easy to think, “More tools = more legit.” But often? More tools just means more tabs, more logins, more burnout.
Here’s what you can skip for now:
Start lean. You can always layer later.
If You’re Most Focused On … | Start With … |
Delivering content clearly | Kajabi, Teachable, or Thinkific |
Creating connection & discussion | Circle, Mighty Networks, or Slack |
Keeping it extra lean | Zoom + Google Drive + Stripe |
Having one tool do everything | Kajabi or Mighty Networks |
Choose one tool per category:
→ Content Hosting
→ Payments
→ Communication
That’s your starter stack.
Write down:
Then close every other tab.
You don’t need more tools—you need a clear plan for fewer tools that work.
This blog post may contain affiliate links to tools or products I recommend. If you purchase with my link, I may earn a small commission at no extra cost to you. Earnings Disclaimer
Heyyy, I’m Kasey 👋 I help wellness brands (and other brilliant humans) build and manage memberships that don't come with a side of Monday inbox dread.
If you liked this post and want more, here’s where to head next:
💌 Get Membership Mail to your inbox — my weekly(ish) emails with systems tips, behind-the-scenes of running memberships, and the occasional cold brew-fueled pep talk.
📝 Browse the blog for more membership management advice, toolkits, and a peek at what’s working behind the curtain.
⚡ Check out my digital tools + templates (like the Airtable Member Database) to make your backend flow easier, today. (coming soon)
🌿 Need bigger support? My Membership Systems Audit & Cleanup is where I roll up my sleeves and fix your backend so your membership feels lighter and more sustainable.
👋 Or just come say hi over on Instagram — DMs are open!
Before you build your next digital offer, find out your natural growth style (Lavender, Hydrangea, Sunflower, or Wildflower) and get clear next steps for your build.
Before you build your next digital offer, find out your natural growth style (Lavender, Hydrangea, Sunflower, or Wildflower) and get clear next steps for your build.
Done-for-you Kajabi builds and membership systems for wellness brands.