Give customers a smooth way to change plans while keeping Kajabi access accurate.

I design and configure upgrade, downgrade, and access workflows for memberships, subscriptions, and tiered programs. The result is a clearer customer experience with fewer manual corrections behind the scenes.

We begin by mapping your plans, products, billing rules, access levels, and effective-date policies. I then build the agreed Kajabi offers, tags, automations, email messages, and access changes.

The workflow can cover immediate upgrades, scheduled downgrades, prorating guidance, bonus access, canceled plans, grace periods, and internal notifications. I clearly document any payment behavior controlled outside Kajabi.

What you receive

Access architecture: A practical map of plans, products, transitions, and timing.

Kajabi automation setup: The agreed offers, tags, messages, and access rules configured.

Scenario testing: Upgrade, downgrade, cancellation, and account checks with handoff guidance.