Turn a cluttered Kajabi contact database into a clear segmentation system your team can actually use.

I design tag taxonomies, lifecycle stages, filters, and automation rules that organize leads and customers around meaningful behavior. The result is more accurate communication and fewer mystery tags.

We begin by reviewing your forms, offers, products, email sequences, integrations, and existing tags. I then define the agreed naming system and configure the most important segments and automations.

The system can cover lead sources, interests, purchases, access, engagement, application status, client stages, renewals, and exclusions.

What you receive

CRM architecture: A documented tag and segmentation framework.

Kajabi cleanup and setup: Priority tags, filters, and automations organized and configured.

Team handoff: Naming rules, usage guidance, and tests for key customer journeys.