Membership Workflow Consultation for AASPT

Client: Billy, AASPT Platform: Kajabi Session Type: Consultation call + workflow strategy

Billy came to me frustrated by a messy member onboarding system. His organization’s members purchased access through an external platform that was out of their control. Once those lists came in, his team manually granted offers inside Kajabi - a tedious process that often created customer service issues and confusion for members.

The process wasn’t just inefficient; it was undermining the member experience. Billy needed a better workflow that would simplify onboarding, eliminate unnecessary steps, and create a smoother journey for both the admin team and their members.

During our consultation call, we walked through every part of the existing process and identified exactly where things were breaking down. After exploring several possible solutions, we realized that the “grant offer” function - the centerpiece of their old system - was unnecessary.

By removing that step entirely, we streamlined the entire workflow. I helped Billy reimagine the member journey from start to finish, ensuring new members could access their benefits quickly and without confusion.

This solution simplified internal operations, reduced manual work, and immediately improved the customer experience.

“Oh my gosh, you just saved my life. I would buy you a pizza right now if you were here.” “That was one of the biggest headaches I've had...and now it’s gone.”

Billy left the call relieved and energized, saying the new process would “make a huge difference.” He later shared the update with the organization’s board, who were thrilled with the improvements and the smoother member experience.

What began as a technical support call turned into a complete workflow redesign. Billy walked away with absolute clarity on the right process for his membership flow, and his organization immediately saw the impact. The new system eliminated friction, boosted member satisfaction, and gave the management team back valuable time to focus on serving their community instead of troubleshooting tech.