60-Minute Strategy Call
Offer Optimisation Audit
Let's make 2026 the year you planned for.
If your offers, systems, and tools feel messy or disconnected, this 60-minute audit gives you a clear, focused plan to streamline everything.
Get Started NowYou've Got the Pieces
You're Not Broken
You've got the expertise. You've created offers. You've built content.
But somewhere between "finds you" and "buys from you," things aren't clicking.
You don't need more tools. You need a clear map.
You need someone who can see the whole picture, spot the gaps, and show you exactly what to fix first.
- You've got offers, content, and tools—but it still feels harder than it should to get people from "interested" to "I'm in"
- Your tech stack is a patchwork of platforms that don't quite talk to each other
- You're still not freeing up your own time, even though that was the whole point
- You keep tweaking things but can't tell what's actually working
- Every decision feels like a guess because you don't have the full picture
Introducing the Offer Optimisation Audit
A 60-minute strategy call where we review your offers, audit your systems and tech stack, and map the path from "finds you" to "books or buys."
Then we turn it into a simple 30-day action plan so everything works together to support consistent sales.
Book Your Audit
What We'll Do Together
- Map your current offers & buying path See exactly how someone discovers you, engages with your content, and is invited to buy.
- Audit your platforms, tools & automations Identify what's doing the heavy lifting, what's overlapping, and what's not pulling its weight.
- Spot friction, gaps & leaks in your customer journey Find where leads drop off, where you're losing sales, and where things feel confusing or clunky.
- Design a focused 30-day action plan Prioritise the 2–4 changes that will make the biggest difference in the next 30 days.
What You'll Walk Away With
Your 30-Day Action Plan
A clear roadmap that outlines your simplified offer and customer journey map, specific recommendations to streamline or consolidate your tools, and suggested changes to your funnels, pages, or emails for higher conversions.
Simplified Customer Journey
A visual map showing exactly how people move from discovering you to becoming paying clients—with friction points highlighted.
Tech Stack Recommendations
Specific guidance on which tools to keep, which to consolidate, and how to make everything work together seamlessly.
Prioritised Next Steps
Clear direction on what to do first, next, and later—so your systems are easier to manage and actually support your sales.
Kajabi Integration Insights
If it makes sense for your business, we'll explore how shifting into a streamlined Kajabi setup could simplify your entire operation.
How This Works
Step One
Book Your Session
Choose your time and complete the short intake form so I can review your offers and current setup in advance.
Step Two
Pre-Session Review
I'll review your intake form and take a look at your current systems before we meet, so we can dive straight into strategy.
Step Three
60-Minute Strategy Call
We map your offers, audit your tech stack, identify gaps and friction points, and design your 30-day action plan together.
Step Four
Receive Your Action Plan
Within 48 hours, you'll receive your customized 30-day action plan with clear next steps and recommendations.
Step Five
Implement & Transform
Follow your roadmap to streamline your systems, strengthen your customer journey, and set up for consistent sales.
Is This For You?
The Established Coach
You're great at what you do, but your backend feels chaotic. You know there's a better way to package and deliver your offers—you just need someone to help you see it clearly.
The Course Creator
You've built content and offers, but conversion isn't where it should be. You suspect there are leaks in your funnel but can't pinpoint where or why.
The Tech-Overwhelmed
You're juggling multiple platforms and tools that don't quite work together. You want to simplify without breaking what's already working.
The Ready-to-Scale
You've proven your concept and have clients, but your systems weren't built for growth. You need a strategic overhaul before you can scale sustainably.
What Clients Say
"I engaged Kate to deliver expertise and advice during the establishment phase of a digital project. Kate's insights, knowledge, tactical thinking and client-focussed approach were absolutely invaluable."
"Kate helped us develop our courses, coaching, events and retreat pages on the Kajabi platform. Kate's expertise helped us create simple options online ourselves & we recommend her expertise to you"
"In an hour with Kate, we covered so much ground my mind was blown. I came with a list & screen shared - she walked me through everything & made it easy. Can't recommend her highly enough. I would have saved hrs if I had engaged her earlier."
"I've been struggling, for months, to get everything set up to sell my sales training programs.Kate saw what was missing & helped me get it set up. Her explanations were clear and she didn't speak above or below my level of understanding."
Your Investment
This isn't just a consultation call. It's a strategic audit that gives you immediate clarity and a concrete action plan.
$197
60-minute strategy session + 30-day action plan
- 60-minute focused strategy call
- Pre-session intake and review
- Complete offer and customer journey mapping
- Tech stack audit and recommendations
- Custom 30-day action plan (delivered within 48 hours)
- Kajabi integration guidance (if applicable)
- Recording of the session for your reference
⚡ Limited spots available each month to ensure quality and attention for every client
Questions?
How is this different from regular consulting?
This is a focused, strategic audit—not ongoing consulting. We zoom out, map everything, spot the issues, and create your action plan in one intensive session.
Do I need to be using Kajabi already?
Not at all. We'll audit whatever platforms and tools you're currently using. If Kajabi makes sense for consolidation, we'll discuss it—but there's no pressure to switch.
What if I don't have my offers or systems documented?
That's actually really common! The intake form will help you organize your thoughts, and we'll map everything out together during the call.
Will you help me implement the changes?
The audit includes your strategic roadmap. If you want hands-on implementation support, we can discuss Done-With-You services separately.
How quickly will I see results?
You'll have your action plan within 48 hours. Most clients start seeing improvements in conversion and time savings within the first 2-3 weeks of implementation.
What if I'm not ready to make big changes?
The action plan is prioritised—you can implement the quick wins first and save bigger changes for when you're ready. Even small tweaks often make a significant difference.
Can I bring my team to the call?
Absolutely! If you have a VA, tech person, or business partner who manages your systems, they're welcome to join.
What happens after the 30-day action plan?
You'll have everything you need to implement independently. If you want ongoing support, we can discuss monthly retainers or project-based work.
The Question Isn't
Whether You Need This.
It's How Much Longer
You're Willing to Wait.
Every day you spend with disconnected systems is a day you're working harder than you need to.
The clarity you need is 60 minutes away.
"This could be the session that changes everything."
Book Your Offer Optimisation Audit