Strategy Meeting
Artifact info
Title:

Website and Brand Integration Strategy

Engagement:

Yoga with Kaya

Client:

Kaya Mindlin

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

🎯 Strategic Vision: Creating a Unified Digital Presence

Kaya and Michael are exploring merging their professional digital presences under an umbrella brand while maintaining their individual identities (04:12). The conversation centered on whether to publicly "get married" professionally and what value that would bring to their practices. Kaya teaches courses and cohorts focused on yoga and Vedic wisdom, while Michael primarily conducts one-on-one Vedic astrology sessions (06:29). Despite their different approaches, they collaborate extensively behind the scenes, with Michael's astrological expertise informing much of Kaya's teaching content.

The proposed umbrella brand would be Sarva Rasa Institute, which translates to "all nectar" and creates the acronym SRI, meaning "the lustrous Divine Feminine mother of all" (21:12). This name already appears on some of Kaya's training certifications. The institute structure would allow each practitioner to maintain their individual offerings—Yoga with Kaya and Vedic Astrology with Michael—while presenting their collaborative work and shared philosophy.

Kaya noted that her students get very excited when they see the couple together, with Instagram posts featuring both of them generating significant engagement (43:46). Students often ask if Michael will appear in courses, and many express interest in what makes their partnership unique. This enthusiasm suggests untapped potential in highlighting their collaborative relationship more publicly.

💻 Current Digital Infrastructure and Priorities

Michael's website at jotishresolutions.com desperately needs updating, appearing dated despite having a solid client base (05:42). He uses Acuity [tag="acuity"] scheduling for appointments and has been with the platform since its early days, paying very little due to being an early adopter (25:48). His site currently displays as "Vedic Astrology with Michael" rather than the domain name (20:55). Despite the outdated appearance, Michael maintains a thriving practice with approximately 50-75 new clients annually and around 150-200 total client interactions per year, including returning clients (24:48).

Kaya's site, built on WordPress [tag="wordpress"], is more polished but also needs evolution to support growing offerings and improved user pathways (45:56). She manually curates course recommendations at the end of each program, suggesting 3-5 next steps for graduates, but recognizes this process could be automated and personalized (48:11).

The team discussed priority sequencing: Michael's site needs the most urgent refresh since Kaya is actively directing students there after completing programs on Vedic astrology topics (49:30). However, Kaya's site has the larger user base and higher immediate ROI potential (47:48). James suggested considering the umbrella site as the foundation, with individual sites evolving from that shared infrastructure rather than building separately.

🔄 Client Engagement and Data Integration

One significant opportunity lies in merging their email lists and client databases (09:05). Michael rarely sends communications to his clients—perhaps a "Happy New Year" message occasionally—while Kaya maintains regular contact with her student base. A unified system would allow both practitioners to reach their combined audience at least twice annually with relevant updates.

James proposed centralizing administration through one CRM system, one enrollment process, and unified client pipelines (22:38). This would allow them to see their entire ecosystem: who's taking courses, who's booking sessions, and how people engage with both offerings. Currently, Kaya can track which students have taken multiple courses but has no visibility into who has also worked with Michael (24:22).

[technology="CRM System Templates"]

The merged system would give clients a single accounts page showing their complete journey—past sessions with Michael, courses completed with Kaya, and suggested next steps (23:47). This holistic view would help both practitioners make better recommendations and identify opportunities for deeper engagement.

🤖 Intelligent Pathways and Ethical AI Use

A key initiative discussed was developing an intelligent quiz or assessment system to guide people to appropriate offerings (05:37). Kaya expressed enthusiasm for this, noting she just completed a two-part program and manually suggested next steps, wishing she could offer a personalized quiz to route students toward the most relevant of five potential courses (48:11).

[technology="Assessment Systems"]

James explained this could be implemented ethically without problematic AI applications (14:46). Rather than feeding charts to large language models for open-ended predictions, they could create precise algorithms that use Vedic astrology data to recommend specific courses. For example, the system could generate someone's chart using a Vedic astrology API, then recommend one of seven courses based on their predominant planet or one of twelve offerings based on their sun sign's house position (14:46).

Kaya emphasized the importance of maintaining human touch and authentic practice (13:53). She's hesitant to use AI for anything predictive or teaching-based, comparing it to eating healthy, organic food and avoiding chemicals. While she appreciates AI for practical functions like James's work, she wants to keep their spiritual and astrological guidance pure. James assured her that AI exists on a spectrum—it doesn't have to be agentic or involve unpredictable models. A simple algorithm acting like a "secretary at the front door" differs fundamentally from a guide advising on deep trauma (15:14).

Kaya is even contemplating being explicit on the website about how they don't use AI for certain functions, making it clear where they draw boundaries (16:26).

[technology="Intelligent Matching Algorithms"]

🏗️ Technical Architecture and Shared Infrastructure

James proposed building the three sites—umbrella, Kaya's, and Michael's—as one integrated system even if they have multiple domains and brands (46:35). This would use similar structure across all three with a shared backend, making it easier to have courses appear simultaneously on different platforms in different ways.

For example, courses more appropriate for Michael's clientele could appear on his website with different framing than on Kaya's site, but draw from the same content and include students from both audiences (29:50). This addresses Kaya's concern about not alienating Michael's more mainstream clients—CEOs, chefs, actors, pilots—who might not identify with yoga culture but are interested in Vedic astrology (28:50). Michael is cautious about making his website look "too Indian" or limiting his appeal to yoga teachers, wanting to maintain accessibility to high-paying professionals from diverse backgrounds.

James discussed the automation systems his team is building, including post-meeting artifacts that generate transcripts, summaries, task lists, and visualizations (34:10). He demonstrated his weekly planner based on Vedic astrology and his personal chart, with each day having a different template and information about the corresponding planet (01:42). This circular, analog tool balances his linear computer workspace—a tangible example of integrating Vedic wisdom with practical tools.

[technology="Communication Automations"]

After client sessions, James suggested creating automated artifacts including transcripts, recordings, summaries, visualizations, and charts that could be emailed automatically and viewable on client profiles (37:38). Kaya shared an example from a client with a PhD in pathology who used Nano Banana to generate a visual map from her reading notes, finding it helpful to see information represented visually (32:27). James confirmed his system already uses Nano Banana to create post-meeting infographics that often exceed expectations (34:10).

📄 Enhanced Client Artifacts and Long-term Engagement

Michael's clients often contact him years later saying something he predicted completely happened, but they had forgotten the specific prediction until it occurred (36:41). Kaya had a similar experience with her own astrologer who told her she'd marry a Vedic astrologer—she didn't remember this prediction until ten years later when it had come true (36:56). This highlights the value of creating visual maps, reminders, or key date notifications that help clients maintain connection with their readings over time (29:03).

James proposed building systems that create personalized artifacts after initial sessions to serve clients throughout the year, reducing the need for frequent follow-up sessions while maintaining engagement (28:17). These could include visual chart representations in personalized styles, key date reminders based on planetary transits, or synthesized insights from their readings presented in accessible formats.

Kaya has already begun gathering testimonials from 10-15 highly committed students who work consistently with both practitioners, asking them to write about the value of that dual engagement (44:57). Several responses have already arrived, which will provide insight for both the team and potential testimonial content for the new sites.

💭 Brand Identity and Market Positioning

The conversation touched on balancing individual brand identities with collaborative presentation. Kaya's brand "Yoga with Kaya" parallels nicely with "Vedic Astrology with Michael" (21:07), creating symmetry while maintaining distinct focuses. The domain jotishresolutions.com reflects Michael's conceptual approach—the idea of "resolution" is central to his practice and something he constantly returns to in conversations with clients (20:31).

James suggested conducting a brand process around the umbrella identity, including naming exploration, though Sarva Rasa Institute provides a strong starting point (22:11). The "institute" framing allows each practice to function like colleges within a larger educational institution, giving structure and credibility while preserving autonomy.

What makes their partnership rare and valuable is that they're engaged in similar work from different perspectives, actively informing each other's practice (09:36). Kaya described it as almost hiding this unique dynamic, questioning why they wouldn't highlight it more publicly. The vision of sending an announcement saying "we're getting married" would certainly capture attention and communicate their professional union in memorable terms (10:01).

🚨 Considerations and Concerns

Kaya expressed the primary concern about not ostracizing or confusing Michael's clients who exist outside yoga and Vedic tradition circles (28:50). At least a third of his clients have no connection to yoga—they're professionals who received a recommendation for a Jyotish reading. The umbrella site needs to welcome these audiences while still honoring the deeper spiritual context of the work.

Investment concerns also arose around prioritizing where to allocate resources for maximum value (45:31). The quiz functionality seems valuable and could potentially live on the umbrella site, making that a logical starting point (46:06). However, the immediate need to refresh Michael's site before sending more students there from Kaya's programs suggests starting with his redesign (49:30).

James acknowledged needing time to reflect on the various puzzle pieces and optimal sequencing (48:11). The team will need to balance quick wins against longer-term infrastructure building, immediate revenue opportunities against strategic positioning, and individual brand evolution against collaborative identity development.

✅ Next Steps and Future Vision

James will develop a proposal with multiple options exploring the umbrella brand concept and how it integrates with individual site redesigns (41:41). He's excited about the timing, as his team is building relevant technologies and has recently onboarded team members who would be well-suited to this project (52:09).

The conversation revealed enthusiasm for developing course recommendation systems that could work both for new visitors and as "what's next" guidance after program completion (48:11). Long-term, these could automatically account for what clients have already completed, making increasingly sophisticated suggestions without requiring manual question answering (49:58).

James also mentioned building data visualization tools that will launch this year, allowing practitioners to see their client ecosystem visually—understanding yearly patterns, client engagement levels, median versus highly committed participant behavior, and how these metrics change over time (26:01).

[technology="Collaboration Management Tools"]

The vision extends beyond immediate website needs to imagine how the practice might expand, potentially including guest teachers or assistants in specific areas of expertise (11:09). While not immediately planned, having infrastructure that could accommodate growth positions them well for future evolution. For now, the focus remains on better serving their combined client base and making their rare collaborative dynamic more visible and accessible.

Action Items

James Redenbaugh

  • Create proposal with multiple options for umbrella brand and website integration strategy (41:41)
  • Develop prototype quiz system for course recommendations and client pathway guidance (45:31)
  • Build data visualization tools for client ecosystem tracking and engagement analysis (26:01)
  • Design automated artifact system for session recordings, transcripts, summaries, and visualizations (37:38)
  • Research optimal sequencing for umbrella site, Michael's site, and Kaya's site redesigns (48:11)

Kaya Mindlin

  • Continue gathering testimonials from joint clients about the value of working with both practitioners (44:57)
  • Review and provide feedback on quiz prototype concepts (45:31)
  • Share examples of current manual course recommendation process for automation reference (48:11)

Michael

  • Provide input on website redesign needs and content preferences for client audience (41:41)
  • Consider resuming teaching activities and guest instruction opportunities (12:00)
Relevant Initiatives

Platform Migration to Webflow

Priority: 
Very High
Size: 
XXL
Planning Stage

Intelligent Recommendation System

Priority: 
Very High
Size: 
L
Planning Stage

Sarva Rasa Institute Umbrella Brand

Priority: 
High
Size: 
XL
Planning Stage

Michael's Website Redesign

Priority: 
Very High
Size: 
L
Planning Stage

Enhanced Client Artifacts System

Priority: 
High
Size: 
M
Planning Stage

Unified CRM and Client Database Integration

Priority: 
High
Size: 
L
Planning Stage

Client Ecosystem Data Visualization Dashboard

Priority: 
Medium
Size: 
M
Planning Stage
Transcript