This session is perfect for business owners, course creators, and coaches who feel unsure about what’s needed to get started, how to prioritize their next steps, while staying focused on the end goal. Whether you’re overwhelmed by the learning curve, not sure what assets or tech you need, or simply want expert guidance to cut through the noise, this call is tailored for you.

The session is designed to help you avoid overwhelm, understand what you need (and what you don’t), and gain momentum with your offer.

Pre-Session Intake: Complete a brief questionnaire to share your current situation, goals, and any specific challenges or questions.

Live Strategy Call (2 hours): We’ll review your current assets, tech stack, and planned projects. Together, we’ll identify your most profitable opportunities and clarify your next steps.

Action Plan Delivery: Within 48 hours after the session, you’ll receive a written, step-by-step action plan with recommendations, resources, and accountability tips, plus a recording of our call.

Follow-Up (Optional): You can reach out with one follow-up question for clarification after reviewing your action plan.

2-hour video call (recorded for your reference)

Clarity on your current position: We’ll review your existing assets, tech stack, and current or planned projects

Guidance on what to prioritize: Identify the most impactful, revenue-focused activities to help you move forward.

Step-by-step action plan: After the call, you’ll receive a written action plan, including detailed recommendations, a list of tasks and assets needed to bring your offer to life on Kajabi, so you know exactly what to do next

Not a full business strategy or launch plan

Not a platform comparison or deep-dive into every available tool

Not ongoing implementation or tech support

You want to avoid wasting time or money on the wrong things

You don’t know what you don’t know—unsure what assets, tech, or steps are actually essential

You’re facing a steep learning curve with Kajabi

You need an expert to help you cut through the confusion and focus on what matters most for your offer