The Retention Studio ยท Freelance Services
You know what you want.
I build it for you.
Kajabi setup, email sequences, and retention diagnostics for business owners who don't have time to figure out the tech.
Tell Me What You NeedWhat I Build
Services & Pricing
- Kajabi collaborator access or login
- Page copy โ what you want it to say (or add copywriting to scope)
- Offer name, price, and what's included
- Headshot or any images to be used
- Link to existing pages for style reference
- Stripe or PayPal connected to Kajabi before start
- Who is the audience โ new client, subscriber, post-purchase
- What action should they take by the final email
- Brand voice โ 3 words that describe how you sound
- Any existing emails you want me to reference
- Sender first name for the "From" field
- Kajabi or email platform login
- Kajabi collaborator access or login
- Page copy or copywriting added to scope
- Offer name, price, and what's included
- Domain or subdomain to use
- Stripe or PayPal connected to Kajabi before start
- Thank you page message โ what should they see after purchase
- Brand voice โ 3 words that describe how you sound
- Sender first name for email "From" field
- What action should they take by the final email
- Client journey from signed contract to project complete
- Deliverable names and typical timelines
- Any documents currently sent to clients โ even if messy
- Key team contacts and their roles
- Platform preference โ email, PDF, Google Drive, or other
- Should it be editable by client or view-only
- Focus area โ client retention, employee retention, or both
- Company size โ number of clients or employees
- Industry or niche
- Brief description of your current onboarding process
- Any recent churn, turnover events, or exit feedback
- Any existing surveys or feedback data to include
- What are you tracking โ clients, revenue, leads, employees, or other
- What decisions will this tracker drive
- Platform preference โ Excel or Google Sheets
- Any existing spreadsheet to reference or rebuild from
- Key metrics or data points that must be included
- Who will use it โ just you or your whole team
- List of processes to document โ even bullet points or voice notes work
- Who performs each process and how often
- Any existing documentation to reference โ even if incomplete
- Preferred delivery format โ Google Doc, PDF, Notion, or Word
- Number of SOPs in scope โ pricing adjusts for larger sets
- Brand colors and logo for formatted output
- Role or roles being hired for
- What documents are needed โ offer letter, 30/60/90, role clarity, stay interview, or full packet
- Any existing templates to reference or replace
- Key expectations, milestones, or metrics for the role
- Company size and industry
- Logo and brand colors for formatted output
- Current CRM or spreadsheet export โ even if messy
- CRM platform โ HubSpot, Salesforce, Airtable, Google Sheets, or other
- What a qualified lead looks like for your business
- Outreach goal โ cold outreach, follow-up, re-engagement, or pipeline tracking
- Any scoring criteria or prioritization rules to apply
- Access to CRM or spreadsheet via secure link
- Who is the survey for โ clients, employees, or prospects
- What decision will the results drive
- Desired number of questions or preferred length
- Platform preference for delivery
- Any existing surveys or assessments to reference
- Logo and brand colors for formatted output
- Full product list โ names, prices, and what's included in each
- All page copy or copywriting added to scope
- Domain or subdomain for each product
- Stripe or PayPal connected to Kajabi before start
- Automation rules โ what triggers what
- Tag structure or audience segmentation preferences
- Brand voice โ 3 words that describe how you sound
- Sender name and email for all sequences
The Process
How It Works
What I Need From You
Before We Start
- Kajabi collaborator access or login credentials via secure link
- Logo file โ PNG with transparent background
- Brand colors โ hex codes or 2โ3 websites you love
- Page copy โ what you want it to say (or add copywriting to scope)
- Offer details โ name, price, what's included
- Stripe or PayPal connected to Kajabi before start date
- Brand voice โ 3 words that describe how you sound
- All assets within 24 hours of deposit โ or start date moves
Let's talk about
what you're building.
Fill out the short form below. I'll review it and reach out within 24 hours to schedule a call or confirm next steps.
Submit Your Project DetailsNot sure which service fits? Just describe what you're trying to solve โ I'll point you in the right direction.
Also From The Retention Studio
Need more than a project?
We built the full system.
The Retention Studio offers full retention infrastructure for owner-led professional services companies โ from diagnostic audits to complete retention build-outs. If you're losing clients or employees and want to know exactly why and what to do about it, this is where to start.
Audit ยท Sprint ยท Full Build ยท Retention Engine
See The Full Suite of Services