Strategy Meeting
Artifact info
Title:

Design Services Sync-up

Engagement:

Yoga with Kaya

Client:

Kaya Mindlin

Meeting Date:
November 19, 2025
Next Meeting Date:
January 29, 2026
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November 19, 2025
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Kaya Mindlin
James Redenbaugh
Rob Hurwich
Charis Alura
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Meeting Summary

🎯 Strategic Vision & Timeline

Kaya outlined her multi-year evolution: continuing live teaching focus through 2026, then gradually shifting toward self-paced content starting in 2027 (01:08:05). She'll still teach live, but wants to rebalance toward more automated, nurturing systems for self-paced students while maintaining the four core pillars of her work:

  1. Knowledge - The teachings themselves
  2. Teacher-Student Relationship - Direct connection and feedback loops
  3. Community - Student-to-student connections
  4. Time - Long-term, non-transactional engagement

This timeline makes infrastructure decisions now critical - whatever system gets built needs to support this strategic shift.

WordPress to Webflow Migration

[tag="webflow"]

Why Consider Moving?

The current WordPress setup uses 30+ plugins creating a fragile "Frankenstein" system prone to breakdowns. James proposed migrating to Webflow, which would:

  • Eliminate most plugins by building features natively
  • Provide more flexible course structures (courses > lessons > topics with unlimited interrelation)
  • Support multiple content types per page (current LMS alternatives force linear, single-video-per-page structures)
  • Enable more sophisticated automations and community features
  • Reduce maintenance overhead and bugs
The Deal-Breaker Question

Membership continuity is non-negotiable (01:00:02). With ~500 active subscribers between two membership tiers, any migration must preserve existing subscriptions without forcing re-enrollment.

James's proposed solution (01:06:53):

  • New subscriptions happen in the new system
  • Existing MemberPress subscriptions continue running in parallel
  • Both systems sync to Airtable [tag="airtable"] as the unified CRM
  • Members experience seamless access regardless of which system processes their subscription
  • Old WordPress site may need to remain online temporarily as a billing archive

Still needs confirmation: Whether Stripe/PayPal subscriptions can truly transfer without interruption. This must be resolved before committing to migration.

Proposed Beta Approach

Test with the Nectar of the Nakshatras course launching January 2025 (01:08:05):

  • Standalone course, one class per month for 12 months
  • Doesn't need to integrate with existing LearnDash structure
  • Can exist on separate domain with matching visual style
  • Allows user feedback and rapid iteration before full migration
  • Provides wiggle room in timeline (serious content starts March/April)

Airtable as Central Hub

[tag="airtable"]

James demonstrated using Airtable as an intermediary database between content management and website display (00:47:40).

Benefits:

  • Edit all courses, lessons, topics in spreadsheet-like interface
  • Changes sync live to website via Whalesync [tag="whalesync"]
  • See everything at once - filter, sort, bulk edit
  • No waiting for WordPress page loads
  • Archive old content by changing status rather than deleting
  • Serves double duty as student CRM

[technology="CRM System Templates"]

For Course Cleanup:

Kaya and Charis can use Airtable to systematically review all 66 courses, tagging outdated content (like the 2022 Bhagavad Gita program) as "archived" rather than deleting it (00:42:51). This removes it from the site while preserving records.

For Membership Management:

Every student gets an Airtable record showing what they've purchased, subscription status, payment history, and access rights. When issues arise, fix them directly in Airtable rather than wrestling with MemberPress.

AI-Powered Personalization & Community Matching

[tag="claude"]

James demoed a connection assessment tool built for another client that Kaya immediately recognized as valuable (00:23:00).

What it does:

  • Students complete a questionnaire about their interests, goals, background
  • AI analyzes their responses against the course database
  • Generates personalized email with:
    • Specific course recommendations with reasoning
    • Suggested study buddies/community connections
    • Relevant podcast episodes or resources
  • Can facilitate introductions between matched students automatically

[technology="Intelligent Matching Algorithms"]

Why Kaya loves this: (00:27:09)

Currently using clunky Mighty Networks for community features. Students value connecting with each other but the platform has poor engagement, confusing login, and limited matching capabilities. An integrated, intelligent system would:

  • Feel more personal (questionnaire creates sense of being "known")
  • Connect students more meaningfully
  • Extend engagement through smart course recommendations
  • Automate study buddy pairing based on compatibility
  • Support watch parties and time-zone-based groupings

Technical approach: (01:15:43)

Built using N8N automation framework connecting forms, AI agents (Claude/GPT), and databases. Could analyze completed courses, progress rates, and preferences to make ongoing recommendations - not just one-time assessment. [tag="n8n"]

Next step: Separate meeting to design Kaya's version of this system (01:15:55).

ActiveCampaign Enhancement

[tag="activecampaign"]

Rob emphasized huge untapped potential in ActiveCampaign (00:12:32)

Current gap:

Students join self-paced courses but receive minimal automated nurturing. Kaya often doesn't know when someone enrolls in self-paced content unless they reach out. No systematic completion reminders or strategic upsell sequences.

Opportunity:

  • Welcome sequences for new self-paced enrollments
  • Progress check-ins and encouragement
  • Course completion celebrations with next-step recommendations
  • Strategic promotion of complementary courses to existing students
  • Create "high-touch feeling" in "low-touch" delivery

[technology="Communication Automations"]

This directly supports the 2027 strategic shift toward more automated self-paced systems while maintaining relationship quality.

🏗️ Technical & Operational Details

Team Structure
  • Peter (Germany) - Bug fixes and overnight support (00:05:29)
  • James - Strategy, architecture, AI automations
  • Rob - Available for consultation on ActiveCampaign and design strategy (00:11:42)
  • German design team for deeper visual refreshes
Project Management

James building custom Webflow based project hub with:

  • Initiative timelines and task tracking
  • Team time logging with interactive visualizations
  • Meeting notes and recordings archive
  • Direct links to key documents and sites
  • All synced to Airtable [tag="airtable"] for real-time updates

[technology="Collaboration Management Tools"]

Course Structure Requirements

Kaya needs to maintain Netflix-style hierarchy: (00:37:19)

  • Course = Netflix as a whole
  • Lesson = Individual show
  • Topic = Episodes

Must support multiple content types per page: practice video, supplemental technique video, Q&A recording, related course promos - all accessible without clicking away and losing place. James confirmed this is straightforward in Webflow. (00:39:10)

[technology="Online Learning Platforms"]

Membership Features Gap

Current system doesn't support bundling - students can only purchase one thing at a time. New system should enable multi-course packages with discounts. (00:59:18)

[technology="Custom Membership System"]

Password & Transition UX
  • Password resets required (can't transfer encrypted passwords)
  • Can be streamlined: enter email → click link → set new password → access all previously purchased content
  • One-off course purchases transfer easily
  • Subscriptions require the careful strategy outlined above

🚨 Current Issues to Address

Spam/Bot Signups: (00:10:10)

Receiving ~6 suspicious emails daily - gibberish text versions of legitimate signups. Needs investigation.

Member Dashboard Bug: (00:04:04)

Courses periodically disappear from student dashboards. Temporary fix: edit any text on the page and republish, which makes courses reappear. Rob hasn't investigated root cause yet but this recurring issue points to deeper MemberPress/shortcode problems.

Nectar of Time Membership Issues: (00:43:56)

Glitchy Frankenstein structure with recurring cancellation problems. Fresh rebuild could resolve persistent issues.

✅ Next Actions

James:

  • Build Webflow [tag="webflow"] mockup of Divine Within or SRI Studio course structure (00:41:56)
  • Send examples of existing Webflow course sites
  • Share numerology and connection assessment demos
  • Scope Airtable [tag="airtable"] migration plan with cost estimate
  • Research membership subscription transfer logistics - confirm feasibility
  • Schedule separate meeting to design Kaya's AI questionnaire/matching system

[technology="Assessment Systems"]

Kaya & Charis:

  • Audit all 66 courses during Mercury/Venus/Jupiter retrograde cleanup period
  • Identify archived/outdated content for removal
  • Prepare for potential beta test of Nectar of Nakshatras in new system

Rob:

  • Available for ActiveCampaign strategy consultation [tag="activecampaign"]
  • Handoff documentation already completed

💭 Long-term Vision

James described building a "meta-network" connecting multiple conscious teachers and course creators (01:13:42):

  • Shared Airtable [tag="airtable"] infrastructure enables cross-pollination
  • Guest teacher courses could appear on partner sites
  • Access to "other people's audiences"
  • Unified discovery across multiple learning communities
  • All while maintaining individual brand identities

This aligns with Kaya's interest in reaching new students through partnerships rather than just her own marketing efforts.

Relevant Initiatives

Active Campaign Improvements

Priority: 
High
Size: 
M
Planning Stage

Front Page Refresh

Priority: 
Medium
Size: 
M
Abandoned

Bundling Programs

Priority: 
Medium
Size: 
S
Abandoned

SEO Strategy and Optimization

Priority: 
Medium
Size: 
M
Abandoned

General Wordpress Support

Priority: 
Medium
Size: 
M
Ongoing
Transcript