Automating Jamie’s Client Journey with Zapier, Kajabi, Click Up & ConvertKit
Prepared by: Aveline Elfar & Co.
September 2025
The Client
Jamie Berman is a Money Manifestation Coach with a strong digital presence, including 6,300+ email subscribers and 6,000 Instagram followers. At the beginning of 2025, she launched a new round of her 12-month group coaching program, Money Manifestation Movement, focused on helping entrepreneurs shift their money mindset and grow their businesses without burnout.
Jamie and her team needed clarity, consistency, and more automation implemented in their client journey. Their existing process lacked visibility, leaving both the team and clients uncertain about next steps. By auditing the workflow, documenting tasks, and creating a visual map of the journey, we built a streamlined process with new automations that improved client experience and internal efficiency.
Challenges
The team struggled to fully understand the client journey from start to finish. Automations weren’t clearly mapped, and renewals were especially difficult to track and manage:
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No clear visibility of the full client journey
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Lack of clarity of what automations were involved in the process
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Difficulty managing client renewal offers
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Manual processes weren’t clearly integrated with automations, leading to uncertainty
Solutions Implemented
We worked closely with the team to document, audit, and redesign the client journey. A visual roadmap and new automations provided clarity and consistency:​​​​
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Conducted a process audit with the team using Loom tutorials and written SOPs
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Audited backend automations and integrations for accuracy
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Built a visual outline in Google Drawings to map the full client journey, including client-facing, backend, and internal team tasks
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Collaborated with the client to refine client touchpoints and improvements
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Added new automations:
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Midway feedback check-in forms
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Testimonial requests
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Automated renewal notice sequence starting 2 weeks before program end​
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NOTE: Pictured here is the visual outline we built inside of Google Drawings to map out the entire client journey.
Results & Outcomes
The client journey became clear, structured, and repeatable—benefiting both the internal team and clients:
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Team gained a full visual understanding of the entire client journey process
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Clearer connection between backend automations and manual tasks
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Improved client experience with proactive feedback and testimonial requests
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Automated renewal notices reduced manual follow-up and human error
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Clear visual documentation and related Standard Operating Procedures (SOPs) made onboarding new clients faster and easier, ensuring consistency in how the process is followed​
Client Testimonial
“One of the biggest transformations has been how dialed in the back end of my business is now. Everything is so much more organized—from our SOPs to the Company Drive to ClickUp. It’s made a huge difference in how smoothly things run, especially during launches and when onboarding team members or collecting testimonials. I’m super grateful for all the systems that were built and the clarity it’s brought. I also really appreciated the way you delegated to the team and followed up to ensure things got done—your attention to detail really helped us stay on track. Your team was also a HUGE asset with implementation of so many tasks & systems. I truly appreciate that and know that they went above and beyond so many times trying to do everything possible to make everything work efficiently"
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- Jamie Berman
Ready to transform your business?
If you are ready to transform your business and achieve similar success, apply to work with AE&Co today to discover how we can help you implement tailored solutions that drive growth and efficiency and help you to scale quickly.
