With Kajabi Access, you’ll be able to book time one-on-one time with a Customer Success Manager at a cadence that makes sense for your business. Learn more about what a 1-on-1 Session is, the benefits of working with a Customer Success Manager, and how to schedule your sessions.
In this article:
- What is a Kajabi Customer Success Manager?
- What can I expect during a 1-on-1 Session?
- When can I meet with my Customer Success Manager?
- How to Schedule your Complimentary Activation Call
- How to Join your 1-on-1 Session Call
- How to Reschedule or Cancel your 1-on-1 Session
What is a Kajabi Customer Success Manager?
Kajabi Customer Success Managers, or CSMs, are trained to make sure you have everything you need to meet your business goals with Kajabi.
Your Customer Success Manager is here to help you optimize the platform to the fullest and give guidance based on your unique business.
The team focuses on high-level strategic topics and best practices that align with your own unique business needs.
What can I expect during a 1-on-1 Session?
During your 1-on-1 Coaching Sessions with a CSM, the goal is to get to know your business, learn more about your objectives, and work together with you to strategize actionable next steps on Kajabi.
Calls may include, but are not limited to the following topics:
- Strategizing next steps
- Best practices on the platform
- Tips and tricks to save you time
- And much more!
No matter what stage of your Kajabi journey you’re at, whether you’re starting your first online business adventure, getting ready to launch, or just looking for new ways to increase sales, the CSM team is here to help maximize the platform for your success!
When can I meet with my Customer Success Manager?
Your Success Session calls are free to schedule on your terms!
In the Access portal in the app, you’ll find the available time slots for 1:1 calls with our Customer Success Managers. Learn more.
While Access members are free to schedule 1:1 calls as and when they need them, we do ask you to be courteous and reasonable with your call requests and to not take advantage of Access so that we can accommodate all Access subscribers. So, please do not schedule a call for every day during a week or month period and no more than 1 call a day.
How to Schedule your Complimentary Activation Call
Each new customer has the opportunity to schedule a complimentary Activation call with a Customer Success Manager after completing the Welcome Call.
To schedule your Activation Call:
- Log into your Kajabi account and view your Dashboard.
- If you are eligible for an Activation Call you will see a scheduling modal directly below your Analytic Cards or your Welcome Checklist:
How to Join your 1-on-1 Session Call
Please be sure to have downloaded Zoom in order to access your CSM calls.
On the day of your scheduled meeting, follow these instructions to join your call at the scheduled time:
- Log into your Kajabi Dashboard.
- Click on the Activation Call tab.
- Select your Booking for that day.
Please Note: The Zoom link for your meeting will appear 15 minutes prior to the scheduled start time of your call. - Click Join Zoom Call.
Can I access a recording of my 1-on-1 Session call?
Access a recording of your 1-on-1 Session call to review and refer to later! To access a recording, request that your 1-on-1 Session be recorded at the beginning of your call.
Can a member of my team join my session?
Absolutely! With Kajabi Access, Account Users can view and access your scheduled sessions from their account.
Learn to get to the Access Dashboard.
Be sure to inform your CSM before your 1-on-1 Session to allow your team member or virtual assistant (VA) into the 1-on-1 Session waiting room.
How to Reschedule or Cancel your Session
If you need to reschedule or cancel a Customer Success Manager Session, you can do so by accessing your Kajabi Account.
You can start by canceling your upcoming Session:
- Log into your Kajabi account and visit your Dashboard.
- Locate the Activation Call section.
- Click the
…icon for more options. - Select cancel.
To reschedule your 1-on-1 Session:
- Log into your Kajabi account and visit your Dashboard.
- Locate the Activation Call section.
- Click the
…icon for more options. - Select reschedule.
And that’s how you can take advantage of Success Sessions with Kajabi Access! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!
