Why?

I recommend Kajabi in a most scenarios. My recommendation for Honeybook or Dubsado in place of Kajabi only comes in these few exceptions:

• Budget is most important to you
• You are not very techy and want to keep it simple.
• A website, digital products, email marketing, and blogging are not important to you or in your near-term plans.
• In the above scenarios, I have one main differentiator - the cheaper option is HoneyBook, but Dubsado plays nicer with Xero

Kajabi is my top pick for a marketing platform because for a price equivalent to half of one monthly client, it allows infinite growth possibilities, time saving, and expansion for your bookkeeping business and beyond.

When you have great tools, you're able to create more and play more and your earning potential and ease of reaching ideal clients expands infinitely. For a difference of typically $109 a month (roughly $40/month for HoneyBook or Dubsado and $149/month for Kajabi), you get a wild range of extra features, with new ones being added all the time.

It allows you to:

• Host your website and unlimited, completely custom landing pages
• Sell digital products (DIY templates, or courses)
  • I regularly sell over $1,000/month in DIY templates on auto pilot by leveraging affiliates who are set up properly with Kajabi's affiliate functionality
• Create blogs (which allow you to answer FAQs and promote your services and digital products as a solution to problems)
• Use email marketing (to capture and nurture connections)
  • I use monthly email reminders which I batch schedule one time per year to up-sell my free audience to purchase my DIY template and my DIY template members to upgrade to DFY services. I have clients who have started on my email list for free, who are now CFO clients nearing $1M in revenue
• Create a unlimited forms (for quotes, sign ups, or freebies)
  • When someone submits a form, they are automatically on your email list (see above)
• Have automatic email responses after submission of forms, including routing to custom landing pages and even selling offers
• Accept payments using Stripe which connects well with Xero and allows you to see your income and fees separately and easily
• You can sell any service or offer in Kajabi, with unlimited offers, and you can clone them easily and effortlessly. You are not limited to a proposal process
• It has a great affiliate program. It's easy to rave about Kajabi's great features to your clients who could likely be a great fit for Kajabi - and when you sign 3 affiliates under your link, it pays for your monthly cost. You keep 30% commissions for life.
• And more, but if I were just getting started these are the features I would focus on.

Limitations (that have never limited me):

• No scheduler (but I use Calendly and this can be free and is easy to set up)
• No electronic signature system (I edit my contract in Pages, print to PDF, and use a free version of HelloSign to receive a signature. This whole process takes about 3 minutes per client and happens only upon signing)
• With Honeybook and Dubsado being as affordable as they are, you could use a true CRM as well as Kajabi if you would miss or simply value these functions.