Before you build your membership, you need a clear plan. This strategy session provides a personalized blueprint for setting up your membership the right way, so you’re not wasting time on unnecessary tools or costly mistakes.

Get Clarity on Your Membership Tech

Tech Strategy
Voxer Week

Kajabi is powerful, but it’s easy to get stuck trying to figure out which settings you need, how to structure your offers, and what automations will make everything work smoothly. Passing you a calming oil right now ...

Instead of second-guessing your setup, get a step-by-step roadmap tailored to your membership needs.

You don’t need more trial-and-error - you need a clear path.

feeling tripped up by tech decisions?

book now

Get a clear, strategic plan without the guesswork

Why Book a strategy week?

If you’re unsure about your structure, settings, or automations, the strategy session will give you a step-by-step plan to move forward with confidence. 

If you’re unsure about your structure, settings, or automations, this strategy session will give you a step-by-step plan to move forward with confidence. 

book now

Tech Guidance - based on your customer journey, membership content, and goals

Kajabi Setup Plan - we'll set up your site settings at this time so those are good to go

Automations & Workflows – which automations you need (and which ones you don’t)

Custom Action Plan – a step-by-step guide to implementing your setup


This isn’t some one-size-fits-all setup. It’s a tech strategy built around your membership, your goals, and the way you work.

You’ll get a strategic tech plan, built just for your membership.

04.

delivery

I will email you the roadmap and we'll meet again over Voxer for last-minute questions/clarification.

03.

mapping

Once I have what I need, I'll get to work mapping out your plan for you and helping you work on your Kajabi settings.

02.

voxer

During onboarding, you'll get my Voxer handle - this is where we will chat and I'll get what I need for your roadmap.

01.

book it

Book your roadmap via the form below. Once you've booked it, you'll get the info you need to get started.

the process

the Wildflow framework

expand

I help you put the right systems in place so your membership can grow without adding extra work to your plate. Whether it’s streamlining your backend, setting up automations, or preparing for future expansion, you’ll have a solid foundation for long-term success.

engage

We'll design an experience that makes members feel welcome, supported, and excited to stay. With smart automations, onboarding sequences, and engagement strategies, you’ll have everything you need to create a smooth and engaging member experience.

educate

The first step to a successful membership is understanding how it all works - without getting lost in tech jargon. I equip you with the right knowledge and tools so you feel confident managing your membership.

$400

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One time Payment

Or choose to pay in full.

$200

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2 Part Payment

50% due at the time of booking and the remaining
50% due before your strategy week.

This isn’t a traditional strategy call. you’ll have up to 5 business days of access to me on Voxer to ask questions, get feedback, and map out exactly what you need for your membership.

investment.

more about me

I've seen too many membership and course creators struggle with tricky tech, clunky systems, and a revolving door of member churn.

By focusing on streamlined processes, I help you design a membership experience that not only works but helps you and your members feel confident.

From setting up the Kajabi platform to refining automations and workflows, I help you deliver a high-end experience for your members without driving yourself into the ground.

hey, I'm Kasey

frequently asked Questions

+ Is this a live call?

+ How available do I need to be?

+ What if I'm unable to pay my balance before the strategy week?

+ How long does it take to get my action plan?

+ What happens after the week?

It's an asynchronous session using the app, Voxer. With Voxer, we can send both text and voice messages throughout the week as it works into our schedules. 

+ Is this a live call?

+ How available do I need to be?

+ What if I'm unable to pay my balance before the strategy week?

+ How long does it take to get my action plan?

+ What happens after the week?

This is meant to be a flexible option - you don't have to carve out time for a 1-2 hour call and you can answer messages in-between clients. The session is meant to be completed in 5 business days so timely responses will help keep things on track. 

+ Is this a live call?

+ How available do I need to be?

+ What if I'm unable to pay my balance before the strategy week?

+ How long does it take to get my action plan?

+ What happens after the week?

Please get in touch with me ASAP so we can discuss moving your Voxer Day. Deposits are non-refundable so I recommend following through with your strategy session even if we have to push it back.

+ Is this a live call?

+ How available do I need to be?

+ What if I'm unable to pay my balance before the strategy week?

+ How long does it take to get my action plan?

+ What happens after the week?

You can either take your action plan and implement it yourself or you can continue working with me for the Kajabi Membership Build portion. You will receive a quote along with your plan so you can decide which route is best for you.