Case Study: Accelerating Member Onboarding and Retention

HOW THIS KAJABI TRANSITION & ONGOING SUPPORT DRIVES REVENUE GROWTH

Client name: FARM OWNERS ACADEMY

Services: KAJABI TRANSITION & ONGOING MENTORING

Duration: 18 MONTHS (ONGOING)

The Brief

The client, Farm Owners Academy, helps farmers not only run their farms but also build successful businesses, with a strong focus on mental health. Their three-year membership program offers a portal
that includes communication tools, learning resources, templates, and more. Before working with me, they were using Teachable as their platform but faced significant challenges as their membership grew
to over 350 members.

As their client base expanded, managing new members and updating learning content became increasingly time-consuming and administratively heavy. The platform lacked professionalism,
technology, and the functionality needed for smooth operations. Onboarding was also a cumbersome, manual process. They were looking to engage a professional who could assist them in selecting
and implementing a better platform to overcome these issues.

After receiving a recommendation from a member of their community who had worked with me, they reached out to discuss their needs. After our initial discovery session, they were confident that my experience and expertise were exactly what they needed to successfully transition to Kajabi. They recognised that I could provide the guidance and support required to streamline their processes,
enhance the user experience, and help them scale their business more effectively and went on to engage me for their project.

The Outcome

By leveraging my expertise, the client successfully transitioned over 200 members to Kajabi with minimal downtime, thanks to the detailed planning and structured approach I implemented. I worked alongside
their existing resources in Australia and overseas, providing advisory support, troubleshooting, and handling the more complex tasks. The outcome included a range of impactful improvements:

Enhanced User Experiences = Stronger Retention

By implementing automation and gamification, I helped them transform the system into a more intuitive and engaging experience for users. The new interface is not only easier to navigate but also more
interactive, encouraging continued use. Existing users have praised the improvements, and as a result, retention rates have seen a noticeable increase, reflecting the positive impact of these upgrades.

Streamlined Onboarding Boosts Intakes by 200%

By automating the onboarding process, I eliminated the client’s manual tasks and significantly increased efficiency. This allowed them to scale their operations, boosting intake capacity by 200% and driving substantial business growth.

Improved Tracking Supports Member Success

I introduced a more efficient milestone tracking system, allowing coaches to easily monitor and assess member progress. This improved visibility makes it easier to celebrate milestones, fostering helpful insights to deliver the best experience for the users.

Huge Time and Cost Savings Through Automation

By leveraging bulk uploads and automating key processes, I streamlined member management, cutting down on administrative time and reducing the need for manual event management, not only saving the client time but also significantly lowering operational costs.

We couldn’t have achieved what we have without Dianne. She’s always proactive, easily accessible, and incredibly supportive, and we have built a wonderful working relationship. Working with Dianne has significantly reduced stress and saved us so much time—her expertise has streamlined our processes and helped us avoid costly mistakes. Since partnering with her, we’ve seen continuous growth, with higher retention and more alumni staying on after completing our program, resulting in improved revenue. I highly recommend booking a fact-finding meeting with Dianne to explore her deep expertise with Kajabi—her insights are invaluable. — LEAH JEANESS, FARM OWNERS ACADEMY

NOT SURE IF KAJABI IS RIGHT FOR YOU?

Jump on a complimentary discovery call! I would love to help!

With over 25 year’s experience implementing IT solutions, I’ll help you determine if Kajabi is the right fit for your goals. No need to worry about the overwhelming technical aspects - I’ve got you covered!