Host The Retreat. I’ll Handle The Kajabi Tech
If you’re a coach, healer, or retreat leader, you probably didn’t start your business because you love software.
You started it because you love people.
You love holding space.
You love watching someone arrive tense and leave lighter.
But to actually fill your retreat, suddenly you’re told you also need to:
- Build a “high‑converting” landing page
- Set up email sequences and automations
- Connect payment plans and checkout pages
- Manage waitlists, forms, tags, and a dozen tiny settings
For most of the coaches and healers I work with, that’s the moment their eyes glaze over.
This post is a simple, non‑techy look at what happens behind the scenes when I set up the tech for a smooth Kajabi retreat launch, so you can see what’s possible without needing to do it yourself.
The Kind Of Client I Help
Most of my clients look something like this:
- They are coaches, healers, or teachers (yoga, spiritual, business, wellness)
- They are amazing in person and create powerful retreat experiences
- They feel embarrassed or frustrated by “all the online stuff”
They usually say things like:
“I know my retreat is good. I just freeze when I open Kajabi.”
“I’ve sold a few spots, but it feels very manual and messy.”
“I’m scared to touch anything in my account because I don’t want to break it.”
If that sounds like you, you’re in the right place.
What Was Going Wrong Before We Cleaned Things Up
Here’s a very normal example of what I see when I first look at a client’s retreat setup:
- The retreat page has good heart, but important details are hard to find
- People aren’t sure what to do next: “Apply? Pay? Email you?”
- Emails are being written one by one instead of being scheduled in advance
- Payments are coming in through different links or methods
- There is no simple way to see who’s interested versus who’s actually booked
None of this means you’re bad at business.
It just means you’ve been trying to use a complex tool without a guide.
What I Do Instead: Make The Journey Simple For Your Future Guests
When I set up your retreat tech in Kajabi, I’m not trying to impress you with complicated funnels.
I’m thinking about your future guest who is:
- Curious
- A little nervous
- Busy and easily distracted
For them, I want the journey to feel like this:
- “Oh, this retreat is for people like me.”
- “This sounds like exactly what I need.”
- “The details are clear and I know what I’m paying for.”
- “Booking my spot was easy and I feel taken care of.”
Behind the scenes, yes, that involves landing pages, emails, offers, and automations.
But from your view, it should feel like: “My people can find it, understand it, and book it without me chasing them.”
A Gentle Behind‑The‑Scenes Look (In Plain Language)
Here’s what I quietly put in place for you inside Kajabi.
- A Clear, Calming Retreat Page
I turn your ideas and notes into a retreat page that:
- Speaks directly to your ideal guests in simple language
- Shows them what the retreat is about and what they’ll walk away with
- Shares the key details they always ask: when, where, how much, what’s included
- Gives them a clear next step button to either “Apply” or “Book Your Spot”
No tech talk. Just a page that feels like you.
- A Simple Way For People To Raise Their Hand
Instead of “DM me if you’re interested” scattered in different places, I set up:
- A gentle interest form or waitlist form, or
- A short application if you like to approve people first
When someone fills it out, Kajabi quietly organizes them in the background so we can follow up properly.
You don’t have to track it in a notebook or wonder, “Who did I forget to reply to?”
- Loving Emails That Go Out Automatically
Most of your people need more than one touch before they’re ready to book a retreat.
So I create a short series of warm, human emails that can include things like:
- The story behind your retreat and why it matters to you
- What kind of person this is really for
- What past guests have experienced
- Gentle answers to common worries (money, travel, “Will I fit in?”)
- Clear reminders of dates and spots remaining
Once we set it up, Kajabi sends these on your behalf.
You don’t have to remember who got what.
- A Checkout That Feels Safe And Straightforward
Nothing kills a retreat sale faster than a confusing payment page.
I create clean, simple checkout pages where your guest can:
- Clearly see the price and what it includes
- Choose between pay‑in‑full and a payment plan (if you offer one)
- Complete their payment and immediately receive a confirmation
No hunting for links. No “did it go through?” panic emails.
- Automatic “You’re In” And “Here’s What’s Next” Messages
After someone books, they should instantly feel held.
So I set up:
- A warm “You’re in!” email
- Basic next steps and key dates
- Later, more detailed logistics like travel times, packing lists, and anything else you want them to know
All of this can be scheduled and automated so you’re not sending last‑minute group emails the night before your retreat.
How This Feels For You As The Retreat Host
Once this is all in place, my clients usually tell me they feel:
- Calmer during the launch
- More confident sharing the retreat, because the link just works
- Less afraid of their own Kajabi account
- More able to focus on holding space, not fixing settings
Behind the scenes, yes, there is a lot of tech.
But from your side, it looks like:
- One clear link to share
- A list of people who are interested and people who booked
- Emails and reminders going out without you babysitting them
If you’re not on Kajabi yet but this sounds like the kind of support you want, you can start your Kajabi trial through my partner link. Once you’ve got your account, we can use your free call to map out your retreat tech setup.
If This Sounds Like The Support You’ve Been Wanting
If reading this makes you think, “This is exactly what I need, but I don’t have the brain space to figure it out,” that’s exactly who I built this for.
If you’d like help with:
- Turning your retreat idea into a clear, inviting page
- Setting up the sign‑up process, emails, and payments
- Cleaning up the messy parts of your current Kajabi setup
Click here to book a free 20‑minute Kajabi retreat tech support call, and I’ll review your current setup and show you exactly what I can take off your plate.
You bring the transformation.
I’ll make sure the tech quietly supports it.
May you always find your North Star.
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