Proposal
Never Settle Lifestyle. Kim Shambaugh.
Your Program Is Already Great.
Let's Give It a Platform to Match.
A custom client portal + admin dashboard built around how you already work. Private, branded, and as seamless as the experience you create for every client.
Kim, I went through your 30 Day Kick Start as a member and I want to be direct: what you've built is genuinely powerful. The content, the methodology, the way you show up for your clients. That's the hard part, and you've already done it.
What I want to talk about is giving all of that a home that moves as fluidly as you do. Right now the experience is spread across a few different tools. When a client clicks somewhere, it can pull them out of where they were with no easy way back. That friction isn't a reflection of your program. It's just the nature of off-the-shelf platforms that were never designed specifically for what you do.
What I want to build is a single private platform that lives at your domain, looks like your brand, and keeps every client exactly where they need to be. You see everyone at a glance. They log in and everything flows naturally. No dead ends, no hunting for links. It just works the way your program already works.
Your content is already closing people. Let's give it a platform that keeps up with you.
Scott Sherman, KeelPoint Consulting
The Build
What Gets Built
A full custom platform built around your program. Not a generic course template. Two portals in one. Kim sees everything from a clean admin dashboard. Clients get their own private login with a seamless, no-dead-end experience from day one to day thirty.
1
Kim's Admin Dashboard
This is where you run your program. Every client's progress, check-ins, food logs, photos, and messages come back here. All in one place. See who's thriving, who's gone quiet, and who's waiting on a reply, without opening a single other app. Filter by habit, progress, or enrollment date. Nothing falls through the cracks.
2
Private Client Portal
Each client gets their own login. Inside: their 30-day habit journey laid out by week and module (Nutrition, Hydration, Sleep, Movement, Personal Growth, Self Reflection), their progress, and direct access to Kim. No app download required. Works on any phone browser.
3
Daily Habit Check-Ins
Clients check in each day on their habits. Simple, fast, satisfying. Kim sees the data on her dashboard. Clients build streaks. No more spreadsheets or Notion forms that feel like homework.
4
Private 1:1 Messaging
Clients message Kim inside the app. Kim sees every conversation and replies from her dashboard. One place, no switching. In-app push alerts notify both Kim and clients the moment a new message arrives, with an email backup so nothing gets missed. Unread badges show Kim exactly who is waiting on her. Once clients add the portal to their home screen, it works like a real app with push notifications included.
5
Food Log + Progress Photos
Clients log meals and upload before/after photos directly in their portal. Kim can view them from the admin dashboard. Replaces the Notion food log and B+A photo sections that are currently locked and disconnected.
6
Branded Public Site (Elevated)
The public-facing neversettlelife.com elevated to match the quality of what you deliver. Services, about, contact, booking (Acuity stays), all under your brand, fully custom. A site that reflects who you are the moment someone lands on it.
7
Client Onboarding + Login System
When Kim enrolls a new client, they get an email invite with their login. Secure, private, no shared passwords. Kim can add, remove, or pause clients from the dashboard. Built-in enrollment flow so onboarding takes 60 seconds, including a quick "add to home screen" step so clients are set up for app-style notifications from day one.
8
Meet Nev, Your Always-On Guide
Nev is short for Never Settle, though you can call it whatever you want. It's your assistant, built into the platform, trained on your program, and it sounds like you. It works two ways.
On the public site:
Visitors ask about Kim's services and the 30 Day Kick Start. Nev answers in Kim's voice and guides them to book a free strategy session. A 24/7 front desk that turns curious visitors into booked calls.
Inside the client portal:
Nev knows who each client is and where they are in their journey. It checks in on habits, answers questions about their current week, encourages them when they have gone quiet, and keeps them coming back.
Kim stays in the loop:
Anything personal, medical, or needing Kim's judgment goes straight to her through messaging. She can see what clients are asking from her dashboard.
Nev
Hey! Want to know how the 30 Day Kick Start works? I can walk you through it or help you book a free strategy session.
The Difference
Before vs. After
The program stays exactly as it is. The platform around it gets an upgrade.
Current Experience
- Content, community, and tools spread across multiple platforms
- Clicking certain links pulls clients out of their flow. No easy way back
- Group forum for all communication. No private 1:1 channel per client
- No single view of where each individual client stands
- Food log and progress photos live outside the main experience
- Site design constrained by platform templates
- Monthly platform fees regardless of how many clients you have
- Questions wait until Kim has time to answer
- Limited control over how things look, flow, and grow
With This Platform
- One login, one place. Everything flows start to finish
- No dead ends. Clients always know where they are and how to get back
- Private 1:1 messaging between Kim and each individual client
- Kim sees every client's journey, check-ins, and gaps at a glance
- Food log and photos built right into the client experience
- Fully custom design. Built to look and feel like Never Settle
- Flat monthly cost that drops after year one. No platform fees stacking up.
- Nev answers questions anytime and keeps clients engaged between check-ins
- You own it. We maintain it. It grows as your program grows.
Context
What This Normally Costs
Custom platforms like this are typically agency work. Here's what you'd pay elsewhere.
| What | Provider | Typical Cost |
|---|---|---|
| Custom client portal + admin dashboard | Agency / freelancer | $8,000–$20,000 |
| Private messaging system | Custom dev | $3,000–$6,000 |
| Full website redesign (off Kajabi) | Web agency | $3,000–$8,000 |
| Ongoing hosting + maintenance | Dev retainer | $500–$1,500/mo |
| AI guide trained on your content | AI platform | $200–$500/mo |
| Kajabi replacement (ongoing) | Kajabi | $150–$400/mo |
| Market rate total (build + first year) | $20,000–$50,000+ | |
| Market rate total (build + first year) | $20,000–$50,000+ | |
Investment
KeelPoint Pricing
Straightforward, no surprises. One build fee. Monthly rate drops after year one because the work is done.
Build
$1,000
One-time
Covers kickoff and the full platform build: admin dashboard, client portal, messaging, food log, photo uploads, Nev, public site redesign, and onboarding system.
Year One
$549/mo
12-month commitment, billing starts at launch
Hosting, maintenance, updates, bug fixes, and one new feature per quarter. Replaces your Kajabi and Notion fees.
Year Two and Beyond
$299/mo
Month to month
The build is done. You focus on your clients and growing your business. Scott handles the tech. Message him when you want something fixed, changed, or added, and it gets done.
You own it. Once your first year is complete, the platform is fully yours.
Year One Total
$1,000 + 12 x $549
$7,588
Year Two
$3,588
How We Start
Next Steps
Four steps from here to live. Timeline: 6 to 8 weeks from kickoff to launch.
Step 01
Shake On It
We agree on scope. No contract drama. A simple agreement and the $1,000 build fee to kick things off.
Step 02
Planning Session
We sit down (virtually or in person) and map out every screen, every flow, and every feature before a single line of code is written.
Step 03
Build + Review
We build in sprints and share previews as we go. You give feedback. We refine. Nothing launches without your sign-off.
Step 04
Launch + Hand Off
We go live, migrate your existing clients, and walk you through running everything. You're in control from day one.
Ready to own your platform?
Everything split between Kajabi and Notion comes into one place. Your site, your client app, Nev, all of it under one roof that you own. You focus on helping people and growing the business. Scott keeps the platform running exactly the way you want it. Message him when something needs to change and it gets done.
Let's Walk Through It Together