Customer Success

Get Your Client Results 10x Faster?

Throughout my coaching career, I’ve tried many things to help my clients get results…

And what I’ve realized through all the trial and error is this.

It doesn’t matter how good you are…

It doesn’t matter how much experience you have…

And it doesn’t even matter how eager you are or how much you care.

You’ll never help 100% of your clients get results.

So what stops clients from getting results?

Their mindset.

You may have heard Tony Robbins’ famous quote…

“Success is 80% mindset, 20% mechanics.”

And it’s very true.

So in this week’s newsletter, I’ll discuss 7 reasons why your clients may sabotage their own success, and the one solution to fix it all.

But before getting into the main part of the newsletter, let me give you a perfect example of why mindset is so important.

As you know, I teach High Ticket Closing.

The mechanics of high ticket closing include asking the right questions, playing with prospect resistance, asking for money, talking to strangers, and many other things.

But if the mentee is uncomfortable with any of the mechanics, or they have a negative association with sales,  then they’ll never succeed.

So, let’s dive into the…

7 Reasons Why Your Clients May Not Succeed

  1. They can’t do it

    This one is obvious, and it’s the reason why they’ve hired you.

    If they could do it, they would have already done it.
  2. They won’t do it

    Here they have the ability but they simply won’t do the work to achieve the success they desire.
  3. They don’t believe they can do it

    Here they have the ability, but for whatever reason, they don’t believe they can succeed.

    This often causes people not to even try to change their life and get better results.
  4. They don’t believe it will work

    No matter how many clients you have that have succeeded with your program…

    There will always be people who don’t believe it will work.

    What they’re really saying is similar to the 3rd reason.

    They don’t believe it will work for them.

    Sure, they can see other people succeeding.

    But they don’t think it will work for them, and this becomes a self-fulfilling prophecy.

    Meaning, if they don’t think it will work, it won’t work.
  5. They don’t stick with it long enough

    Success happens at different times for different people.

    Some reach their goals in a month or two, some may take years.

    So, what determines how fast someone will succeed?

    The truth is, there are many variables, which include but are not limited to…

    The hours they put in… how consistent they are… how fast they learn, and countless others.
  6. They play the victim.

    In my High Ticket Closer Certification™ (HTC), we have a rule.

    That rule is “No excuses, No opinions, and No victims.”

    Victims always look for someone else to blame.

    They b*tch, moan, and whine.

    And if you accidentally bring on clients like these, not only will they be a client from hell, but they’ll never succeed.
    They haven’t taken full responsibility for their life, and until they do, they’ll continue to stay stuck.
  7. Their environment

    I always say, “Your environment is more powerful than your willpower.”

    If your clients are constantly hanging out with negative friends and family, they’ll be influenced by them and this will cause internal friction in their mind.

    They may be swayed not to work on themselves, their business, and their goals.

    And if they don’t move house or distance themselves, this will adversely affect their future success.

How To Help Them Overcome The 7 Roadblocks To Success

So, with all these roadblocks and obstacles getting in their way, how do you give your clients the best chance of success?

The answer is of course, to include a mindset portion in your program.

Your mindset modules should be designed in such a way to remove old beliefs that could halt their success…

And replace them with more empowering beliefs and different ways of thinking that will help them succeed.

For example: In HTC™, I teach the psychology of high ticket sales… why sales is a noble profession and not something to be ashamed of… why people look down on salespeople… why they can’t afford to be afraid of speaking to strangers, and so much more.

If you haven’t already, brainstorm the different ways of thinking someone must have to succeed in your program, and all the different mental roadblocks someone may experience when working with you.

You may like to interview past or current clients, because they may tell you things you’ll likely never think of.

Remember, all you can do is to help the clients who want to help themselves.

And if they join your program, and don’t think they need mindset training, then those are the people who need it the most, and usually they’re the ones you can’t help.

In closing…

If you want to give your clients the best chance of success, don’t skip the mindset training.

When you include mindset, you should see your success rate increase, and if you only let in highly motivated people, this will also improve your client success rate.

Until next time… go high ticket,

Dan Lok

P.S. – We’ve spoken about your clients throughout the entire newsletter, but what about getting YOU faster and better results in your business?

If you want my complete business playbook that’s responsible for over $100 million in sales in my coaching/consulting business, then you’ll love the S.M.A.R.T. Challenge™.

The next challenge kicks off on July 26th and runs for 3 days.

After the three days, you’ll leave with a “done list” of tasks and the strategies to SCALE, SYSTEMIZE, and SUSTAIN your business through the toughest economic climates, and much more.

We only run the challenge a few times a year, so…

Click here for the full story and secure your spot >>

Engaging Students with Kajabi Assessments and Quizzes

Hello, fellow course creator!

Today, I’ll walk you through a step-by-step process to leverage Kajabi’s assessment and quiz features, creating an interactive and enriching learning experience for your students. 

Engaging quizzes and assessments can boost student participation, improve knowledge retention, and ultimately lead to a more successful course.

Let’s get started!

Step 1: Plan Your Quiz Questions

Begin by carefully planning your quiz questions. Consider the key concepts and learning objectives you want to assess.

Organize the questions into relevant sections to ensure a logical flow throughout the quiz.

Step 2: Choose Question Types

Kajabi offers a variety of question types, such as multiple-choice, true/false, and open-ended.

Select question types that align with your course content and learning goals. 

Mixing different question formats keeps the quizzes dynamic and interesting.

Kajabi provides four distinct question types, each with its own set of advantages and considerations:

Multiple Choice:


  • Efficiency: Crafting multiple choice questions is efficient and time-saving, ideal for evaluating a wide range of content.
  • Objective Scoring: Scoring is straightforward as there’s a single correct answer, reducing grading subjectivity.
  • Immediate Feedback: Students receive instant feedback on their performance.


  • Limited Critical Thinking: Multiple choice questions may not encourage deep critical thinking or reflection.
  • Guessing: Students can sometimes guess the correct answer, potentially inflating scores.



  • Diverse Answers: Checkboxes allow for multiple correct options, accommodating nuanced responses.
  • Effective for Concepts: Ideal for assessing understanding of concepts with multiple facets.
  • Flexible Scoring: Instructors can assign partial credit for partially correct answers.


  • Complexity: Crafting effective checkboxes questions can be more time-consuming.
  • Ambiguity: It may be challenging to determine the extent of partial credit for complex questions.

Short Answer:


  • Open-Ended Reflection: Short answer questions encourage students to provide detailed, open-ended responses, promoting critical thinking.
  • Versatility: Suitable for various subjects, from essays to mathematical problem-solving.


  • Subjectivity: Grading short answers can be subjective and time-intensive, as it involves assessing the depth and quality of responses.
  • Varied Lengths: Responses can vary in length, making grading consistency a challenge.

File Upload:


  • Multimedia Integration: File uploads enable students to submit diverse forms of work, such as essays, images, or multimedia projects.
  • Authentic Assessment: Ideal for evaluating real-world skills like graphic design, coding, or video production.


  • File Size Limitations: Uploading large files can pose technical challenges.
  • Storage and Accessibility: Storing and accessing numerous files may require additional resources and organization.

Ultimately, the choice of question type depends on the specific learning objectives, subject matter, and desired level of assessment detail within your course.

Step 3: Access Kajabi’s User-Friendly Interface

Log in to your Kajabi account and navigate to the desired course.

Click on the “Assessments” or “Quizzes” tab to access Kajabi’s user-friendly interface for creating assessments.

Step 4: Create the Quiz

Build your quiz by adding the questions and answer choices. You can provide explanations or additional information to provide context or reinforce learning points. 

Ensure that the questions are clear and concise, avoiding any potential confusion.

Step 5: Set Grading Options

Decide on the grading system for your quiz. You may choose to assign points to each question, offer partial credit for partially correct answers, or use a simple pass/fail system. 

Adjust the grading options to align with your course objectives.

Automatically Graded:


Not Automatically Graded:


Step 6: Configure Timing and Completion

If applicable, set a time limit for completing the quiz.

Consider the complexity of the questions and the time required for thoughtful responses. 

Additionally, decide whether students can retake the quiz or if they have one attempt only.

Step 7: Add Gamification Elements

Enhance the learning experience with gamification elements. Incorporate point systems, badges, or progress bars to reward students for their achievements. 

Gamification fosters a sense of accomplishment and encourages students to excel.

  • Unlock Achievements with Badges and Points: Develop a rewarding system where students earn badges and points as they progress through the course. Craft quizzes, assignments, or interactive activities within Kajabi, and utilize its Community product or compatible themes to seamlessly assign points and badges based on key milestones and student actions. These actions can trigger automated responses, enhancing the learning experience.
  • Compete and Climb the Leaderboards: Motivate your students by setting up leaderboards that showcase their rankings compared to peers. Kajabi’s Community product can automatically update these leaderboards as students make progress, adding a competitive edge to your courses.
  • Interactive Learning Elements: Elevate engagement by integrating interactive elements like videos, quizzes, and games. While Kajabi currently doesn’t support interactive videos, you can embed them from external applications. Check out our comprehensive guide on embedding interactive assets into your Kajabi courses for step-by-step instructions.
  • Track Progress Effectively: Kajabi offers standard progress tracking, allowing students to monitor their course journey. Ensure your students are well-informed about how to access and interpret their progress details.
  • Challenge Your Students: Foster active learning through challenges that unlock new content or levels. Design quizzes, assignments, or interactive tasks that students must complete to access further course material. Kajabi’s Community product is a valuable asset for creating and managing these challenges.
  • Reward Excellence: Recognize student achievements with rewards such as badges, points, or certificates. Implement a system that automatically grants rewards upon course completion. While Kajabi can trigger basic certificates through Zapier, our preferred method involves Jotform integration. Embed Jotform forms into your courses to personalize certificates, issue them securely, and ensure one-time use, guarding against unauthorized duplication.
  • Encourage Peer Interaction: Facilitate peer-to-peer interactions within your course by incorporating forums, chat rooms, or interactive elements. This not only enhances the learning experience but also encourages collaboration among students.

Step 8: Provide Instant Feedback

Enable the option for instant feedback after completing the quiz.

Students will appreciate receiving immediate insights into their performance. 

Utilize feedback as an opportunity to encourage improvement and celebrate correct answers.

Kajabi testimonial

Step 9: Review and Revise

Before publishing the quiz, review it thoroughly to ensure accuracy and relevance.

Make any necessary revisions to fine-tune the questions and overall quiz experience.

How to view Assessment results:

Step 10: Monitor Performance

Once your quiz is live, keep a close eye on student performance and engagement.

Utilize Kajabi’s analytics to track quiz results and identify areas where students may need additional support.

By following these ten steps, you’ll be well-equipped to harness the power of Kajabi’s assessment and quiz features, providing your students with an interactive, rewarding, and impactful learning journey.

And don’t forget to take advantage of these fantastic offers:

►► Grab your FREE trial of Kajabi + $5,995.00 of FREE bonuses here:

►► Watch the FREE masterclass on how to get paid for what you know:

To your unstoppable success,

Dan Lok

Maximizing Course Engagement with Kajabi Drip Content

Welcome to a game-changing strategy that will not only enhance your students’ learning experience but also keep them coming back for more: Kajabi Drip Content.

In this extensive guide, we’re going to dive deep into the world of drip content. You won’t just learn about its benefits; you’ll master the art of leveraging it effectively to captivate your audience and skyrocket your course’s success.

Drip content isn’t just about releasing your course materials over time; it’s about creating an engaging and structured learning journey. It’s about building anticipation, motivation, and a strong connection with your students, so they remain committed to your course.

Why Drip Content? The Benefits You Need to Know

Before we embark on the practical steps, let’s take a moment to understand why Kajabi Drip Content is a game-changer:

  1. Enhanced Student Engagement: Drip content provides a structured learning experience. It prevents students from feeling overwhelmed and allows them to focus on one topic at a time. This not only leads to better comprehension but also significantly improves retention rates.
  2. Higher Course Completion Rates: One of the most significant challenges in online education is ensuring that students complete the course. Drip content is your solution. By carefully pacing your content delivery, you’re more likely to see higher completion rates among your students. Drip feeding content prevents learners from skipping ahead, missing crucial information, and dropping out prematurely.
  3. Consistent Learning: Regularly scheduled content keeps students on track with their learning journey. With consistent updates, they remain motivated and eager to explore each new module. This continuity ensures that your course remains top-of-mind, preventing students from losing interest or getting distracted by other commitments.

The Practical Steps: How to Implement Kajabi Drip Content

Now that you understand the incredible benefits, it’s time to get into the nitty-gritty of scheduling your Kajabi Drip Content. Here’s a step-by-step guide to help you implement this strategy effectively:

Step 1: Structure Your Course

Begin by organizing your course materials into logical segments, such as modules, chapters, or weeks. Consider the flow of learning and how each section builds upon the previous one. This step is crucial for creating a seamless learning journey.

Step 2: Set Drip Dates

Determine the intervals at which you want to release each segment of content. Kajabi gives you complete control over the release date and time for individual lessons or entire modules. Take the time to plan this carefully, as it directly impacts the student experience.

Step 3: Maintain Student Interest

Creating engaging email notifications is key to keeping your students excited about your course. When new content is available, craft attention-grabbing subject lines to entice them to dive into the latest materials. Remember, the more engaged they are, the more likely they are to complete your course and become loyal customers.

how to retain customers-1

Step 4: Monitor and Adapt

The world of online education is dynamic. It’s essential to keep a close eye on student engagement metrics and feedback. Use this valuable data to adjust your drip schedule or improve your course content based on their preferences. Your students’ feedback is your compass for continuous improvement.

For step-by-step setup of Kajabi drip content click here to read Kajabi’s very simple article that provides this information.

Best Practices for Drip Content Success

To make the most out of your drip content strategy, consider these best practices:

  • Balance the Pace: Find the sweet spot for content release intervals. It’s a delicate balance, not too fast to overwhelm your students, but not too slow to lose their interest. Experiment and find what works best for your specific audience.
  • Provide Value: Every piece of content you release should deliver actionable insights. Students should eagerly anticipate what they’re about to learn and trust that it will add value to their lives.
  • Create a Cohesive Journey: Craft a seamless learning journey throughout your entire course. The content should flow naturally from one module to the next, building on previous knowledge and experiences. This cohesiveness creates a more enjoyable and effective learning experience.

In conclusion, Kajabi Drip Content is a potent tool for maximizing course engagement. By implementing this strategy effectively, you’ll not only improve student engagement and completion rates but also foster a community of eager learners who can’t wait to see what you’ll teach them next.

So, are you ready to embark on your journey to create a captivating online course?

►► Grab your FREE trial of Kajabi + $5,995.00 of FREE bonuses here:

►► Watch the FREE masterclass on how to get paid for what you know:

To your unstoppable success,

Dan Lok

Clients Get The Better Of You?

No matter how you look at it, your clients either make your business a pleasant dream, or chilling nightmare…

We’ve all had clients from hell…

But what I’m talking about is not making things harder than they have to be, even if you have great clients.

So, in this week’s newsletter, you’ll discover 5 ways you can improve how to deal with your clients to improve both your and their satisfaction.

Why You Should STOP Solving Your Clients Problems

“What Dan, I shouldn’t solve my clients problems?”


Here’s what I mean.

If you’re a consultant, then solving your clients’ problems is part of your job, but if you’re a coach…

Your job is to give them what they need and provide guidance and support so THEY can solve their own problems.

The reason for this is twofold.

If you solve every little  issue they have:

  • You’ll be overworked and underpaid…
  • They’ll ALWAYS be dependent on you, and NEVER grow…

Neither of those outcomes is favorable for either of you.

So, by all means be there for them, give them everything they need to succeed, but NEVER enable them to remain helpless.

Why You Must Track Your Clients’ Progress

Tracking your clients’ progress is essential if you want to keep your clients long term.

But as your client base expands it can get difficult to manage.

You’ll want to create a Google doc or spreadsheet with a tab for each client.

On each tab you’ll have where they were before starting with you…

And you can monitor their progress each week or month that passes based on specific metrics.

You can spend a little time each week filling in the sheet for all clients, or hire a virtual assistant if you’re too busy…

And this gives you a solid idea of where each client is and what they need to reach their goals and continue progressing.

How To Manage Your Clients WITHOUT Overwhelm

Do you ever feel like you’re being led by your clients or they have a little more control than you like?

I see this far too often in coaching/client relationships.

The key to managing your clients is training them so they know where the lines that must not be crossed are.

You want to be there for your clients, but you other life and business priorities too.

Unless there’s an emergency, they can’t just call you whenever they want.

If you’d like to know how I manage my clients, then click here to watch this short but insightful video >>

Remember, you’re the leader in this relationship.

You set the ground rules with compassion of course, because you’re often their only line of support on this journey.

How To Have Tough Client Conversations Without Losing Your Cool

Being a leader has many difficult moments…

And having tough conversations is definitely one of them.

In my opinion B.S. has no place in a coaching and consulting, or training relationship.

Your ability to do your job well relies heavily on your ability to tell your clients what they NEED to hear, not what they want to hear.

Things may get awkward.

Your clients may not like it, but it’s essential to both your current and future success.

So how do you have those tough conversations with your clients?

Good question.

In this video, Mel Robbins outlines the 4 things to do that make having difficult conversations easier >>

In short they are:

  1. Acknowledge responsibility
  2. Define the outcome
  3. Listen & validate
  4. Restate the outcome

But I suggest you watch the 4 minute video to gain full insight into how to have difficult conversations.

How To Ensure Your Clients Don’t Quit Early

There’s nothing worse than putting so much time and effort into your business, programme, and clients, only to have them pull out before the programme ends.

Your lifetime customer value is very important, so if you run a 12, 24, or 36+ month program…

Your success hinges on your clients not quitting early.

There could be many reasons why they may want to leave.

Four of the biggest reasons are:

  • They don’t feel like they can keep up so they have to quit
  • They’re unhappy with the experience so they fire you
  • They found a service they feel is better so they exchange/fire you
  • They’re experiencing time, financial problems, or personal problems

The question is, what can you do to ensure they don’t quit?

As always, effective communication is KEY, which is where your new tough conversation skills become vital.

I shot you a quick video on how to have a high client retention rate >>

How To Understand Client Lifetime Value

The lifetime value of each of your clients is one of the most important Key Performance Indicators (KPIs) in your business.

Here’s how you calculate it.

Say you have 10 clients and you have been working with you for a total of 32 years.

Your average client relationship then lasts for 3.2 years.

Let’s say your profit for each client on your $5K program is $3.5K.

This means your Customer Lifetime Value is $11.2K which is $3.5K profit x 3.2 years.

When you know this number you know how much you could spend to acquire each customer and still remain profitable.

This also highlights how important client retention is, because the lower your LTV, the less you can spend to acquire customers and the less profitable your business.

In Closing…

Your business is a never ending puzzle with pieces that can go almost anywhere.

I hope this newsletter has helped clear up some of the ways you can keep your clients and yourself happy and your business more profitable.

Until next time… Go High Ticket,

Dan Lok

P.S. – The countdown till our next S.M.A.R.T. Challenge™ is well underway.

If you weren’t aware, the S.M.A.R.T. Challenge™ is our 3 day business immersive where you’ll discover the exact strategies and secrets we used to generate over $100 million in our coaching/consulting business in just a few years.

You could say, I’m handing you my business playbook on a silver platter.

We go LIVE on July 26th, and our recent challenge surpassed all expectations.

This is truly an event you won’t want to miss if you’re serious and committed to the success of your business.

You can get the full scoop and save your seat here >>

Launching Your Kajabi Course – My Proven Steps for a Successful and Profitable Launch

Welcome to an exciting chapter of our Kajabi journey, where we’ll unveil the thrilling process of launching your online course to the world.

Get ready to discover my proven steps for a successful and profitable launch!

Step 1: Setting Clear Objectives and Goals 

Before anything else, define your launch objectives and goals. What do you aim to achieve with this launch? 

Increased enrollments, revenue targets, or building your email list? 

Having clear goals in mind will guide your strategy and keep you focused throughout the process.

Step 2: Building Buzz with Pre-Launch Marketing 

Create a sense of anticipation and excitement around your course by implementing pre-launch marketing strategies. 

Utilize social media, email marketing, and content marketing to tease your audience with sneak peeks and valuable insights about your course’s content and benefits.

Step 3: Building a High-Converting Sales Page 

Your sales page is your virtual storefront, so make it compelling and persuasive. Craft compelling copy, highlight the benefits of your course, and include testimonials or success stories to build trust with potential students. 

Don’t forget to incorporate your irresistible call-to-action buttons!

Step 4: Preparing Course Materials and Content 

Ensure that all your course materials and content are ready for delivery before the launch. This includes videos, PDFs, quizzes, and any bonus materials you’ve promised. 

Take the time to test your content to ensure a seamless learning experience for your students.

Step 5: Creating Promotional Content 

Diversify your promotional content to reach a wider audience. Consider creating blog posts, podcasts, videos, or hosting webinars related to your course topic. 

Share valuable insights and establish yourself as an authority in your niche to attract potential students.

Step 6: Hosting Live Launch Events 

Live launch events, such as webinars or Q&A sessions, can be powerful tools for engaging your audience and driving conversions. 

These events allow you to address questions, showcase the value of your course, and create a sense of urgency to encourage immediate enrollments.

Step 7: Implementing a Countdown Timer 

Harness the power of urgency by implementing a countdown timer on your sales page. This will create a fear of missing out and prompt potential students to take action before the launch period ends.

Step 8: Collaborating with Affiliates 

Leverage the Kajabi affiliate program or collaborate with influencers in your niche to extend your reach and attract a broader audience. Affiliates can help drive traffic and generate additional enrollments, increasing the overall success of your launch.


Congratulations! You’re now equipped with my proven steps and checklist for a successful and profitable Kajabi course launch. 

Remember to set clear objectives, create pre-launch buzz, and prepare your course materials meticulously. Engage your audience with live launch events, promotional content, and affiliate partnerships to maximize your impact.

►► Grab your FREE trial of Kajabi + $5,995.00 of FREE bonuses here:

►► Watch the FREE masterclass on how to get paid for what you know:

To your unstoppable success,

Dan Lok

Designing Stunning Kajabi Course Pages – Elevate Your Online Courses with Visually Engaging Pages

Welcome to our exploration of designing visually captivating Kajabi course pages, where we unlock the secrets to elevating your online courses and captivating your students with striking aesthetics…

Step 1: Accessing the Customization Dashboard 

To begin crafting your masterpiece, log in to your Kajabi account and navigate to the course you want to design. 

Click on the “Customize” option to access the customization dashboard, where the magic happens.

Step 2: Selecting Your Branding Elements 

A consistent brand presence is crucial for course recognition. Start by incorporating your brand’s colors, fonts, and logo into your course pages. 

Kajabi offers a variety of pre-set themes or the option to create your own custom theme to match your brand identity seamlessly.

Step 3: Crafting a Visually Appealing Layout 

Now comes the creative part! Design a layout that complements your course content and enhances the learning experience. 

Use eye-catching visuals and graphics that align with your course’s theme and resonate with your target audience.

Step 4: Organizing Content with Sections 

Organize your course content into sections to create a clear and logical flow. Each section should have a descriptive heading, guiding students through the different modules or topics in your course. 

This improves navigation and ensures that students can easily find what they’re looking for.

Step 5: Utilizing Multimedia Elements 

Enhance your course pages with multimedia elements to engage your students. Embed videos, audio files, and interactive elements like quizzes or surveys. 

These elements break the monotony of plain text and make learning enjoyable and interactive.

Step 6: Mobile Optimization 

In the mobile-centric world we live in, it’s crucial to optimize your course pages for mobile devices. 

With Kajabi’s responsive design, your pages will automatically adapt to different screen sizes, ensuring a seamless experience for students on smartphones and tablets.

Step 7: Testing and Tweaking 

Designing is an iterative process, and A/B testing is your ally. Experiment with different layouts, colors, and content arrangements to see what resonates best with your audience. 

Analyze the data and make data-driven decisions to refine and improve your course pages continually.

Step 8: Call-to-Action Placement 

Strategically place clear and compelling call-to-action buttons throughout your course pages. These buttons can direct students to enroll in your course, access additional resources, or subscribe to your email list. 

A well-placed call-to-action can significantly impact your conversion rates.


Congratulations! You’ve learned the step-by-step process of designing stunning Kajabi course pages that will leave your students impressed and engaged. 

Remember to incorporate your branding elements, create an appealing layout, and optimize for mobile devices. Don’t forget to experiment with A/B testing to fine-tune your pages and ensure they deliver a top-notch learning experience

As you embark on designing your captivating course pages, I invite you to join my FREE masterclass on “How to Get Paid for What You Know” and seize the opportunity to grab your FREE trial of Kajabi + $5,995.00 of FREE bonuses here

To your unstoppable success,

Dan Lok