I drew a picture of your year ahead

automation best practice kajabi real talk strategy toptip Feb 03, 2026

When I jump on calls with business owners around this time of year, there’s a common theme.

“I can’t keep going like I am – I need to get something set up to work for me and to help ease the load.”

Different people, different businesses… but the same feeling.

The tricky thing is, those kinds of goals always sound big and far away when they’re written in your annual planner.

“I want next year to feel totally different.” | "I want to be XYZ by this time next year"

Big goals are great. But they only become real when you zoom in on the timeline and the next few steps.

If you make a few key changes now, you’re not waiting until January 2027 to feel the difference. You start feeling it within a few weeks, and it compounds over the rest of the year.

The “stick person” timeline 💃

I’ve sketched a very fancy (read: extremely basic) “stick person timeline” for you to explain visually.

It looks something like:

  • Now: Overloaded, lots of things in your head, new year resolutions slipping away, systems held together with duct tape and goodwill.
  • 30 days from now: A clearer main offer path, a few bottlenecks removed, some key processes mapped out and already taking action as intended.
  • 90 days from now: Less manual admin, more repeatable delivery, a customer journey that’s starting to feel intentional and easy.
  • End of 2026 → Into 2027: Offers and systems that actually work for you, more breathing room, perhaps even a relaxing festive season vacay and a business you can grow without burning yourself out.

When you look at it that way, the question stops being:

“How do I fix everything by 2026?”

and becomes:

“What do I need to clean up in the next 30 days so the rest of the year feels lighter and more profitable?”

For most people I talk to, that comes down to a few things:

  1. Too many offers or options, and not enough clear “main path” to buy
  2. Tools and platforms that don’t really talk to each other
  3. A customer journey that kind of “just happened” instead of being intentionally designed

A real example: Lyn & Mike

Here’s a recent example of what’s possible when you decide to fix this.

Lyn and Mike run a B2B leadership coaching program over Zoom, working with global client cohorts.

Before we worked together, they were teaching the same topics over and over to different business groups, but everything was in their heads. Each cohort was getting slightly altered versions, the slide decks were built bespoke every time, time-zones were being juggled and everything lived in live calls and email threads.

There was no easy way to track who had actually engaged with the material or measure the impact and the prep for each round was huge.

In September 2025, we:

  • Packaged up their knowledge into a structured 12‑month program
  • Set up a manageable recording schedule so they could create assets without burning out
  • Moved their onboarding, resources, content delivery, progress emails and live session admin into a more systemised flow

Within a few months:

  • Prep time for each cohort dropped from 30+ hours to less than 5
  • They had a clear, packaged program that was easy to show and sell to other B2B clients
  • Their B2B client onboarding became almost entirely automated, leaving them more time to promote and onboard more clients without being the bottleneck
  • Their B2B clients are raving about having their own branded Corporate Leadership program to help grow their people and businesses
  • They suddenly had the confidence (and structure) to explore a B2C version with only light tweaks

Same expertise. Same people. Different system & strategy.

That’s the kind of shift I want for more business owners heading into the rest of 2026.

If you’re reading this thinking “that’s me…”

If this is resonating, you might recognise yourself in one or more of these:

  • You’re teaching or delivering the same things over and over, but it mostly lives in your head, scattered docs or email threads
  • You know your offers are good, but the path from “finds you” to “buys from you” feels messy or fragile
  • You’re already at (or close to) capacity and can’t keep adding more manual admin or bespoke work just to grow
  • You want 2026 to feel very different to the end of 2025, and you’re ready to clean up your offers and systems in the next 30–90 days

If that’s you, the next step isn’t to build a giant new product or overhaul your whole tech stack.

It’s to map what you already have, clean up the main buying path, and decide what needs to be systemised first.

How I help people do this

This is exactly why I created my Offer Optimisation Audit (OOA) sessions.

It’s a 60-minute strategy call where we:

  • Map out your current offers and the path from “finds you” to “buys from you”
  • Audit your platforms, tools, and automations 
  • Spot the friction points and leaks in your customer journey
  • Turn all of that into a focused 30-day action plan you can actually follow

The goal is simple:

To help you stop feeling like you “can’t keep going like this” and start feeling like your offers and systems are finally working for you.

If you’d like me to walk through your business with you and create that 30‑day plan, you can read more and book an Offer Optimisation Audit here: https://www.nzoutofoffice.com/offers/sZLarwcW/checkout

You don’t need to have anything tidied up beforehand. Come as you are, messy systems and all.

And if you’re more of a visual person, imagine my little “stick person timeline” as your future self cheering you on when you take those first few clean‑up steps!

Let's get your business ready for 2027 you! 


Hey, I’m Kate and my business is NZ Out of Office. I help established business owners and their teams launch and manage their online digital products with strategic guidance, tech know-how and hands-on implementation.

If you’ve got the vision but need someone to help you actually make it happen - I’d love to connect. Book a call here

IF YOU'RE YET TO JUMP ON KAJABI...
WHAT ARE YOU WAITING FOR?


Now is the perfect time, with the BEST Kajabi offer there is right now!

That may be an extended free trial which will allow you to give Kajabi a whirl, check it out, make your site live and sell some products! And if it's not for you, then you can cancel before your card is charged. Simples.  Or it may be an exclusive special price!  Click the button below to find out!!

AND as a THANK YOU for being here, I've thrown in a few helpful bonus support tools to help you get started the right way on Kajabi. 

GRAB A FREE TRIAL NOW