WiT ClickUp + Kajabi

Clickup + Kajabi

Digital Transformation Proposal James Hogg Marketing Support

Why?

As part of our commitment to building a sustainable and adaptable UK-wide WiT model, we need to expand our presence and professionalise further our business model and operating model. By refreshing our tech stack, we can streamline our operations while adding new, in-demand value to our membership offer.

‘I wish my WiT experience was as good when I'm online as it is in-person.' — Member

‘We have all these systems, but none of them bring me closer to the customer.’ — WiT Staff

2 new tools

• Project management system with CRM function
• Task assignment/management
• Central resource hub
• Onboarding space for new volunteers
• Scalable, with potential to replace Google Drive + Slack
• Ability to add and remove individual seats
• More cost-effective than Monday

How we got here

CRM Project Team (Dal, Shazar, Jo P, Natalia, James) April 2024 — 7 options considered, 3 taken to demo: Hubspot — too expensive/enterprise LACRM — too light-touch Monday

4th demo added based on importance of PM capability:ClickUpMonday + ClickUp shortlistedClickUp chosen on price + featuresClickUp key features:

The project made it clear that our needs lay outside the scope of a traditional CRM platform.

ClickUp Demo

• For CRM
• For Sales Pipelines
• For Project Management
• For Knowledge Management
• For Onboarding

+ Response

The case for community

“With a global recession looming, subscription fatigue should be a concern for all businesses with recurring fees. Meanwhile, the digital maturity of common membership-like services (e.g. Amazon Prime) has raised customer expectations… Customers increasingly expect a blend of in-person, remote and on-demand benefits for memberships.”— Financial Times (2024)

Supporting data

88%

of our members tell us that building their network is the main benefit of Women in Transport membership.

18%

of members discovered Women in Transport online through social media.

27%

of members cite inconvenient locations as the main barrier to attending Women in Transport events.

+19%

is the current quarter-on-quarter growth rate for our email marketing audience.

Kajabi Demo

• For CRM
• For Community Building
• For Dedicated Groups
• For Digital Marketing
• For Scaling Up

Our online stack

Our digital presence is spread across an array of platforms, with minimal oversight.

Our online stack

Kajabi replaces: Moonclerk (subscriptions), Stripe (payment processing, 0% fees), Squarespace (website), Mailchimp (mailers) Kajabi adds: Contact management, community-building, online events, dedicated groups, podcast hosting, Xero integration; scope for online courses, 1:1/group coaching ClickUp adds: Project/task management, sales pipelines, knowledge management, onboarding

System costs

Costs below are per calendar month.Mailchimp is currently running at overage. Stripe takes a cut of all subscription payments. Multiple systems = multiple processes = time drain.

Monthly costs as is

£119

System costs

ClickUp: Costs based on 10 seats (10 paid seats + 10 guest seats for first, 5 for each additional = 65 potential seats) Kajabi: Option to scale up to next pricing tier (£125.35pcm) when needed (1,000 active customers -> 10,000 active customers) N.B. Additional upfront cost/resourcing needed to switch platforms (around £1,250 x 2 with Carina at Be.Spark)

Monthly costs to be

£185

Roadmap

ClickUp will require internal training and buy-in. Kajabi will require a fuller buildout as part of an organisation-wide growth plan, plus a dedicated Community Manager (combined with Social Media).

Jan–Feb 2025

ClickUp Scoping, Process Redesign

Mar 2025

ClickUp Start (Onboarding + Setup)

Apr–May 2025

ClickUp Training Start, Kajabi Preview Prep

Jun 2025

Preview Kajabi at 20th Anniversary

Jul–Aug 2025

Kajabi Scoping + Risk Planning

Sep–Oct 2025

Kajabi Content Prep

Nov–Dec 2025

Kajabi Start (Onboarding + Setup)

Jan–Mar 2026

Kajabi Setup, Website + Mailer Transfers

Apr 2026

Community Platform Launch

Next Phase

Coaching, Courses, Branded App

Branded App

• Smartphone-ready
• All-in-one platform
• For iOS + Android
• £70 pcm add-on

Thank you.

With big thanks for the CRM project team! James Hogg Marketing Support

Response: As WiT grows, so should the offer to our members. The next logical step is to transition towards a fully-fledged community platform online. The 20th anniversary year is the perfect time to start.