Tech Sales Funnel Audit For Coaches

Struggling to sell? Let’s audit your tech, fix what’s broken, and simplify your systems

Your sales system should be selling on autopilot and not ghosting your leads, missing email triggers, or leaving you wondering what went wrong. Ready to fix what’s broken?

Fix my funnel

You had big dreams for your funnel…

Leads rolling in. Emails doing their thing. Sales landing while you’re out living your life.

Instead?

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You’ve lost count of how many times you’ve tested that email sequence

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Delivers a professional experience for your clients

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Includes built-in email, checkout, and automation tools

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Gives you real-time data and simple customisation

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Saves you from stringing together multiple tools

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Supports live launches and evergreen funnels with ease

If this all sounds familiar, you don’t need to start from scratch.

You need a sales funnel expert who knows where things break, and how to fix them.

The Tech & Sales Funnel Audit

Optimise the funnel you’ve already built, and make sure it’s actually doing its job.

This done-for-you build transforms your expertise into a sophisticated programme with strategic systems and zero tech stress.

This isn’t a full rebuild. It’s a strategic audit designed to identify what’s not working inside your funnel — from broken automations to clunky customer journeys. You’ll walk away with expert insight, a clear fix plan, and zero jargon.

Tech and Sales Funnel Audit, meta ads thrivecart sales page

What you’ll get with the Funnel Tech Audit:

60-Minute Live Audit Session

We’ll hop on Zoom and screen share your current funnel setup.

I’ll walk through every step like a lead would (from opt-in to onboarding) while you show me the backend. I’ll spot what’s broken, missing, or over-complicated and talk you through it in real time.

Tech Stack Review

I’ll dig into the platforms you’re using — whether it’s Kajabi, ConvertKit, ThriveCart, Kartra, Zapier or some Frankenstein combo, and check:

Are your tools connected properly?
Are your automations running as expected?
Are leads getting lost in the journey?

Everything gets checked, tested, and flagged if it’s not working as it should.

Implementation Plan

After the call, I’ll send you a tailored plan outlining:

What’s broken (and how to fix it)
What’s missing (and where to tighten things up)
What’s unnecessary (and can be simplified)

So you know exactly what to do, or what to delegate.

Audit Recording

The whole session is recorded and shared with you. So whether you want to revisit it yourself or pass it to your VA, you’ll have everything captured in one place.

7 days post-audit support

Need clarity while you’re implementing? Run into a quick tech hiccup? You’ll have one week of email support to keep you moving forward.

Total Investment:

£647

book an audit

What’s the sales funnel audit process?

It’s straightforward and streamlined, just how your funnel should be 😏

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Book your audit

Hit the button below to secure your Funnel Audit. You’ll be taken to a short form where you’ll confirm your booking and make payment.

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Fill out the pre-audit form

Once you’re in, you’ll get access to a quick-fire questionnaire. This gives me the info I need on your funnel, platforms, and current setup so we don’t waste time on the call figuring that out.

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Schedule your live audit call

After the form’s submitted, you’ll be able to book your 60-minute Zoom audit. We’ll walk through your funnel together, spot the gaps, and I’ll guide you on exactly what needs fixing.

BOOK YOUR SALES FUNNEL AUDIT

Real coaches. Real results. Clean Kajabi builds that work.

See what happens when the backend runs smoothly and the systems are built to scale.
From course launches to evergreen funnels, these case studies show how powerful your business becomes when the tech stops getting in the way.

Karen Fisher, The Grooming Goddess Academy - kajabi build

How Grooming Goddess Academy launched with 15% conversion and zero tech stress

Pippa Goulden, The PR Set - Kajabi Tech Support

Optimising for growth: How we helped The PR Set streamline their Kajabi systems

How Grooming Goddess Academy launched with 15% conversion and zero tech stress

Optimising for growth: How we helped The PR Set streamline their Kajabi systems

Meet Kirsty: Membership and online course setup expert for coaches

Hi, I’m Kirsty Spain,

As a tech enthusiast and course setup expert for coaches, I’m passionate about digital tools, especially the ones that create true business leverage.

I work with high-level coaches to take their existing offers and turn them into beautifully implemented digital programmes, with systems that support your premium pricing and polished delivery.

About Kirsty

Feel 10x more confident about your tech set up for your next live masterclass.

Get the free Masterclass Tech setup checklist designed to walk you through exactly what to do with the tech, in clear, simple terms, so you can stop second-guessing and start growing your audience, your income, and your impact.

Download Now

12 Ready-to-Use Lead Magnet Ideas for Coaches

All your tech and sales funnel audit questions answered

Whether you’ve just built your funnel or you’ve been tweaking it for months, you’re not the only one wondering if it’s really working the way it should.

These are the most common questions I get from coaches who are ready to optimise, scale, and stop second-guessing their setup.

Can I use Kajabi as a CRM?

Yes, you can. Kajabi includes basic CRM features like tagging, segmentation, and customer tracking. For most coaches, it’s enough. If you need more advanced client management, we can integrate Kajabi with your preferred CRM using tools like Zapier.

Can you help me choose the right Kajabi plan?

Yes. We’ll look at what features you actually need and make sure you’re on the right plan — no overpaying for extras you don’t use.

Can you write my emails or sales page?

Yes, if you need this service then we do have options at an additional fees. We can also help you write your own content by guiding you on structure, best practices, and give you examples as well.

Do I need to hire a VA too?

Not unless you want ongoing help after the build. Everything I set up is designed to be low-maintenance and easy to run without a big team.

Do you only work with Kajabi?

Kajabi is my go-to platform because it’s powerful, all-in-one, and built for growth. I also work with tools like ThriveCart, Kartra and Email Marketing platforms when needed, but your main delivery will run on Kajabi if you choose one of my core Kajabi packages.

How do I book a discovery call?

Simply head to my contact page or click here to book a free discovery call, where we will chat about all your options and make sure Kajabi is the best fit for your coaching business.

How long does the Kajabi setup take?

It depends on the package:
→ Kajabi Evergreen Funnel: 2 weeks
→ Complete Kajabi Build: 4 weeks
→ Premium Kajabi Launch: 6 weeks
Timelines start after our planning session and once you’ve submitted all your materials.

How much is Kajabi per month?

Kajabi plans start around $149/month. Most clients use the Growth Plan at $199/month, which includes key features like automations, affiliate tools, and up to 15 products. We’ll make sure you’re on the right plan before we begin.

Is Kajabi the best platform for coaches?

For most, yes. It’s ideal if you want to run your course, emails, automations, and checkout in one place. It’s not the cheapest, but it saves time and tech stress in the long run.

If you want to sign up for a trial click this link: https://app.kajabi.com/r/ShAKQbng

Is Kajabi worth it?

If you’re serious about scaling your coaching business, yes. It replaces multiple tools (course platform, email service, landing pages, checkout, automations), saves time, and gives your clients a seamless experience. It’s built for coaches who want fewer moving parts and more results.

What if I don’t have any of my course content ready yet?

If you’re still creating your content, you’re not quite ready for a full build. These packages work best when at least 80% of your content is done. If you’re still in the strategy phase, book a call, and I’ll point you to the right next step.

What if something breaks after launch?

You get post-launch support included. That means I’m around to fix bugs, make tweaks, and guide you as your system goes live.

What is a Kajabi specialist?

A Kajabi specialist is someone who knows the platform inside out. I go beyond tech setup and focus on strategy, structure, and making sure everything supports your goals.

What is Kajabi best for?

Kajabi is best for hosting digital courses, memberships, and coaching programmes. It’s especially strong when you want one place to manage content, sales funnels, emails, and automations. It works whether you’re launching live or selling evergreen.

What makes you different from a VA or tech assistant?

I don’t just “set things up” — I build smart systems that fit how your business works. I think like a strategist, act like a partner, and care about your client journey as much as you do.

Will I be able to update things on Kajabi later?

Yes. I build clean, user-friendly setups so you or your VA can confidently make updates. You’ll get a handover video walkthrough that shows how everything works.

Sales funnel strategy & tech tips for coaches

Want to make smarter decisions about your sales funnel, tech stack, and client journey?
The blog is where I break down what actually works — with real examples, practical insights, and straight-talking strategy for coaches who are ready to scale with systems that support their growth.