Suze Chadwick [00:00:00]:
Welcome to the Brand Builders Lab podcast. I'm your host, Suze Chadwick, certified business and mindset coach, author, and speaker. Each week, we'll be talking about simple but powerful business and mindset strategies that will help you build a lean, clean, and profitable business so you can learn to get out of your own way and pay yourself more for get average. It's time to level up. Hey, lovely. Welcome back to the podcast. Awesome to have you here. Today.

Suze Chadwick [00:00:30]:
I'm taking you behind the scenes, behind the scenes in the business. I have had quite a few people that have asked me why I moved from kajabi to Heartbeat and what the process was. So that is what I'm doing today. I have got my beautiful VA on the podcast, Jennale, and we're talking about the ups and downs, the decisions we made, the pros, the cons, the. The realizations, all the rest of it, so that you can get a little bit of a look at how we manage the migration not only from kajabi to heartbeat, but also we ended up moving our emails and what we're doing now as far as the community goes and how you can join the community, too. So that's what we're gonna go through today. And if at any point you're interested in heartbeat, then you can always check it out through my affiliate link, which is suzechadwick.com heartbeat. And you can go and check it out, get a free account, play around, join their community, and see what it's all about.

Suze Chadwick [00:01:27]:
If you're looking for a community first platform where you can host your coaching, your courses, your membership, your events, and all the rest of it. But listen, let's dive into this week's episode. Jenna, welcome to the brand Builders Lab podcast.

Jenna [00:01:45]:
Oh, thank you for having me. It's interesting being on the other side. I'm normally listening to it and doing the back end, but I love it.

Suze Chadwick [00:01:53]:
I love it. For those who don't know, Jenna is my amazing va OBM. I feel like you're. You jump into the different roles depending on what's going on in the business. But we've had a few requests, and it was something that we were going to do anyway, which was talking about the transition that we went through with the systems. So this is 2024 that we're in this year. And sort of at the end of 2023, I made the decision that I wanted to move away from Kajabi, and we ended up changing emails as well. And so we're going to talk about the process that we went through.

Suze Chadwick [00:02:31]:
I'm going to talk quickly about why I decided to do it, because I think that's kind of the question that I've had from quite a few people, and then we'll dive into how we did it, the project management, because really, I'm going to be honest, Jenna did the lion's share of the work, which is why it's so important to have team. But, okay, let's just start firstly with why. So I have been with Kajabi for a long time, for years and years and years. And I love Kajabi. I think it was the third platform that I went to, and I really love the analytics. I love the way that it looks from a brand perspective. It was also, let's be a little bit honest, it was the cool platform to be using for a very long time. I still feel like it's there.

Suze Chadwick [00:03:16]:
But one of the things that really made me make the change was that, number one, the cost was, it wasn't astronomical, but it was higher and we had limitations with it. So in order to expand the way that I wanted to and also have everything in one place, it was going to cost me a lot more to get those elements within Kajabi. So I really, we had Facebook groups that were outside, obviously, of Kajabi. I was limited to a certain number of products. We would then had zoom, obviously, when it came to coaching calls and events that we were manually sending out emails about, and there were issues with that. So it just felt very choppy, like there were bits and pieces everywhere, and I was just very over it. So on a random coaching call with a group of clients, one of my clients mentioned. Cause I said, I think I wanna bring everything together.

Suze Chadwick [00:04:16]:
And she said, have you heard of heartbeat? Which I had not. I'd looked at Circle, I was looking at mighty networks. So there were a number of ones that are around that you would know about when it comes to having a community led platform. And so I went and I looked at it, and I have really been trying to lean into my heart more than my head this year. And when I got into it, I was just like, oh, my gosh, I think this is it. Like, I just loved the look and feel of it. I loved just the fact that not only could we have courses and memberships, I could have free resources. All of our events and coaching calls all were housed here so that everybody could RSVP and then they'd get automated messaging.

Suze Chadwick [00:05:05]:
We had the directory, like all of these things. So the community and as well, my one on one coaching clients, we found a workaround to have them in there too. So just to give you starting point, the reason that I shifted was to get rid of Facebook groups, get rid of manual zoom emails, and have all of my community, all of my courses. And also it's limitless. So at the moment, there's no limit to how many courses I can create or what I can do in there. We'll need to go up when we get over 1000 people. So that's the only. From a pricing perspective, that would be the next sort of level up.

Suze Chadwick [00:05:50]:
So let's talk about. That's the reason why. Let's talk about the process. Jenna, do you want to talk about the process? But also, if there's anything else that I haven't mentioned during the process of us talking about the move that you can remember or that you think's worth sharing.

Jenna [00:06:10]:
Yeah, so I remember you, like saying, even before this, I just want a program that's like everything there that we can look at like that. We're chatting with our clients there. We've got. The community was a big aspect that with Kajabi, you've got your contacts there, but there's not like the community's outside of it. As you said, we've got the Facebook groups where we're connecting with our people, but it's very, like, we have a lot of stuff everywhere. And two, it can be quite overwhelming because we've got our, you know, we've got certain emails that go through Kajabi, but then we've got another platform that we sent emails for, like marketing. And there was a lot of automations in a lot of different places. And it's just, I think the decision was we want to be more community focused.

Jenna [00:06:57]:
We want everyone that comes through your business to have that, like, for you to have a connection with that's deeper than being in multiple different places. We wanted them all in the one space and for them to connect with each other, which is really important, and to be part of something that they can grow, connect, you know, not be alone in business. So the community aspect was a huge thing. And then, yeah, to have, when we did look into it, to have all the moving parts there. Like, for example, if we have coaching calls within one of our programs, there's an events tab that's connected to the course. That's like not having to go into zoom and create separate links and create, like, it's integrated through Zoom, through heartbeat and the events, like, it's for a user, like, to come into heartbeat. All of everything's there. They've got their course content, they've got the threads, which is sort of like slack in a way, where they can connect.

Jenna [00:08:04]:
Yeah, connect, connect and chat with each other. It's got the events so they can see what's happening, what they've RSVP to. So we have events that, you know, are specific to programs and then community, like free community events where people can come in and that type of thing. So yeah, going back, that was to make the decision. Yeah. Very community focused. We wanted something that was where, yeah, all, everything is in the one place. And then I suppose the process from that was looking at what programs we're currently using and then looking at Heartbeat and what.

Jenna [00:08:39]:
Yeah. Making sure that it does tick all the boxes. So we did a bit of a review on Heartbeat. I know you had like a free trial. You're in there playing with it, making sure like that it was like you're the type of person that's like not, let's just play a little bit in it. We're not going like, we've got the idea and you have to, you know, you got to go have a play first to make sure it.

Suze Chadwick [00:09:02]:
Yeah, yeah. And also, so heartbeat have also got the hearth, which is their community. And so that's got like, I want to say two and a half or 3000 people in it now. And so I was able to go and join that when I. Because that's a free community too. Obviously, it's where all of their customers are, but they run a lot of free masterclasses to then attract people in who want to build community, to almost demonstrate like what the product can do. And so I went in there, I joined some of their masterclasses. I got a feel for like how they structured it and what they did as well so that I could see it in action.

Suze Chadwick [00:09:44]:
So I think that that was also something that was really helpful because I, whilst I don't need to be in there for a long time to make a decision, I want to be in there, play around for maybe a couple of weeks and then be like, okay, we're either in or out. And I talk to my clients about this a lot as well. Wherever you can, like making faster decisions, where you're like, okay, what, what are our choices here? So our choices were circle mighty network, heartbeat, okay, by the end of the year, like this was like October November 2023, I'm like, by the end of this year, like, I want to have made a decision and I want to be moving forward. And so once I made the decision, when it came to heartbeat. We then sat down and we decided on a bit of a project plan as far as how we were going to move, what needed to move, et cetera. So do you want to talk about that? Because, I mean, you managed most of it.

Jenna [00:10:40]:
Yeah. So basically what we did was, yeah, had a look, named out all the things that were changing because we're changing email providers as well. So we wanted to look at the, what is better for us in terms of their email providers, what's not working in the current system. Looking at all that, then basically I did up a spreadsheet because I wanted to list down all of the stuff in Kajabi, have a look at the whole Kajabi, what we need to bring over, what we don't want to bring over. We had a discussion about what tags we want to bring over, what products we want to bring over, and then looking at even the carts that we want to bring over because there's a lot of elements within Kajabi and we had to basically had to write down and put in all the data of like what we want to bring over. And I did it in like a checklist format so that I didn't miss anything when we were doing the migration. So we didn't miss anything that we're going to bring over because there's a lot of moving parts in terms of not only the product, we've got email sequences that are connected to that product. We've got automations that are connected that when they sign up, they get this email, they get this tag, they get this type of thing.

Jenna [00:12:01]:
So really it was a process of looking at the whole of Kajabi and then putting all the data onto a Google Sheets doc, basically just the name, what it is, not copying over all the content. That was sort of the next phase after that. So it was really just recording everything that we need to bring over and having like a guide and a map of like, okay, here's what we need to do. And then we had a chat and looked over everything. This is the process that we're going to take. And that's the plan. That was the first stage.

Suze Chadwick [00:12:33]:
So it was an audit. We did like a really, like a audit on a cleanup as well. I always find, you know, with things like this that are this big, you've got to remember I grew my business within Kajabi. So there were like funnels, opt ins bits and pieces, smaller programs that I'm not like sharing anymore, those sorts of things. So we didn't just want to do a dump, like, from one platform to the other. It was an opportunity to audit what's there and just focus on what do we want to continue with, what are the main assets. So that then we were able to just leave behind whatever. So the other thing I do want to say is that I am still.

Suze Chadwick [00:13:19]:
I still think Kajabi is amazing. Like, if you're somebody that's got, you know, a couple of courses, you're just wanting to start off with your courses, I think that Kajabi's great. Like, if you're like, I don't really need to have a central community, Suze. We don't maybe have lots of events or whatever it is, I still think Kajabi is great. I'm still an affiliate for Kajabi as well. So, you know, I think that my business had outgrown it, and I wanted something different, but I still think it's a great platform, and so I still pay the minimum. It's like an on hold plan, which I want to say. I want to say is like $40, maybe a month that I still pay.

Suze Chadwick [00:14:00]:
So that if we ever wanted to go and reactivate Kajabi, for whatever reason, whether it's to get data, information, et cetera, I can always just go back and kind of, you know, make that live again. But also because I do have affiliate payments, just to be totally transparent, I still have my account there as well. So I think that really just looking at that order and also just having that little safekeeping where it's not completely gone, like, whilst we're in this transition, and we're like, you know, bringing everything over, and I testing this new platform where my entire business now sits, I just had that sitting there just in case, but, yeah, but it's been. But it's been a really good move. And so as far as timeframes go, we made the decision mid November that we were absolutely gonna move. We got the audit list sorted, and then basically, both of us, I mean, you were working with heartbeat more individually, both of us started to shift the content over. What was it? So it was like November, December, January, February, March. So it was like five months.

Suze Chadwick [00:15:15]:
And the one thing I just want to say here is, depending on the size of your business, like, my courses are quite big. Yeah. So what I wanted to do was give us a luxurious amount of time to do things in. I was not like, oh, my gosh, we've got to get it done by, like, this date. I didn't want to be like that. I said to Jenna, if we can make this live by March. That will be great. Like, I'd love to have that done, but if we don't have it all done by March, like, I'm not going to lose it.

Suze Chadwick [00:15:46]:
So I think that also just giving yourself the space and the time to do it well, to not be rushing, to not be pushing, putting massive pressure was something that I think is important too. So, you know, we weren't losing customers or anything like that. Kajabi. We were still taking clients into Kajabi. I was still running everything through Kajabi, but we were doing the move over sort of three, four months or so. So do you wanna talk about your, I guess, interactions with heartbeat team?

Jenna [00:16:21]:
Yeah. So I think the exporting of it, it was quite a therapeutic thing for me, I thought, like, it was. So you copy it because you get in this thing of like, yeah, copying everything over. We're uploading all the videos to Vimeo and that's good because we've got backup of backup. We've got it all our videos in Vimeo and then we've embedded them in the new platform. But for me, I'd never used heartbeat before. And with any new program, the only way that I learn is by getting in there and literally doing it, like, oh, have you used it before? I'm like, no, but we're going in, we'll figure it out, we'll learn it together. And like, yeah, you know, and I think the best way of doing that was uploading all the content.

Jenna [00:17:08]:
They have amazing support. So I was in with a migration because we had to migrate because we have, we have our key courses, but within them we had offers, carts, whatever you want to call them, with different pricing points. And we had people within programs that were active and non active. So it was a little bit more complicated with the export and the import into the new program to make sure that people that we were inviting in that had already finished their payment plans or they'd already purchased it and they get access to just the course. And then we had people that were still active members that were still on payment plans and was still like actively within the program for the first, because we had a year access to the community aspect. So there was a few moving parts with that that we had to figure out because it was a bit complicated with like, okay, who's in this one? And we had to export everything from, we had a lot of Google excel sheets of like, yeah, all the data and everything as backup when we exported from Kajabi. So the support team within heartbeat were really great. They jumped on calls with us because we were like, what does this mean? What? We were figuring it out as we went.

Jenna [00:18:34]:
And they were really great. Like, they jump on a call with us both on Zoom and talk us through the whole platform, what each section means, because there's different names for different things on every platform that mean the same thing.

Suze Chadwick [00:18:48]:
Yeah.

Jenna [00:18:49]:
So we had to get, we had to get used to the language and, yeah, their support team was really great with how we're going to migrate and uploading stuff and, yeah. Making sure that because we were worried we didn't want to send anything and make it a complicated experience for our customers, we wanted to make it as easeful and flow as possible so that it was an easy process. And they did feel good coming into the new community and that same content, new community, new place, and have that feel with it.

Suze Chadwick [00:19:22]:
Yeah, yeah, yeah. I agree. And it's. We'll talk a little bit about this in a second, but I think that because heartbeat's fairly new, I want to say it's three or four years old. Yeah. So one thing that we really love about them is that they're always making it better. So when Jenna had a conversation with Nick, who was the support guy, one of the support guys who's absolutely lovely, he, you know, we explained the way that our carts work, explained that we want people to be able to either pay in full or payment plan and get certain amounts of access. So, for example, you know, most of our programs have got a limited amount of access, either three, six or twelve months to live coaching, but then you get life of the program access to the content.

Suze Chadwick [00:20:12]:
And so we just had to explain all of that to them. And they were so accommodating. They were like, okay, this is what we can do, but also, we can't do that thing that you need, but we will make the changes. So it was really interesting when they do monthly town halls, and those town halls are to talk about what new developments are happening within the program. And so the way that it works, let's say I want something to change, I'll go and I'll log it, and then once it's logged, the entire community can upvote it, which means that if more and more people want that one change, it kind of goes up the ranking of importance, which I think is really interesting. And so when Nick got on a monthly town hall, he actually said, we've completely revamped the way that our carts work and the way that our payments work. And he was like, Jenna and Suze, thanks so much for, like, showing us, because he's like, we're always learning from the community, and I was super impressed with that because I was like, no, like, we need this to happen and this to happen and it needs to work like this. And they were so responsive.

Suze Chadwick [00:21:21]:
And I think the thing with a platform like Kajabi, which is still great, and I think that, you know, the backend and the tech work so well, but if you need changes in that, they're such a big machine now that they don't move at the same speed as, I guess, something that's a little newer and bit more nimble and not as big is able to move. And I know that they won a number of recent investment rounds as well, so they've got like a lot more money to invest in, like software development and the product development, and they've just brought on a whole new support team and all of those sorts of things. So it's been really interesting to watch it all. And Mutaza, who is the founder, he's just very like, we want your response. We want to know what you think. The town hall is on a zoom. And so literally he will share what the updates are and he'll stop and he'll be like, does anybody have any questions? Is there anything that you thought this would do that it doesn't do? And you could come off me on a zoom and give him feedback, which I just think is like, really impressive for a tech platform like this as well. Like, they're super interested in what their customers think and are experiencing.

Suze Chadwick [00:22:40]:
And, you know, you're obviously always going to get some people that are kind of like, but I need it to do this, which is like asking it to, you know, phone your clients and do something impossible, which is, which is, you know, that's just not what the platform's there for. But I think that, you know, 80% of the time, 90% of the time, like, it's so great to have that ability to interact and give feedback and watch them as they develop it. So I think that that's really good. I want to go back to one thing, which was, I feel like I can't remember where I learned this from. I shared it with you, was our onboarding. So the emails that we were going to be sending to our clients, I feel like I saw somebody else do this and then I shared it with you and I was like, this is really good when it comes to bringing our clients across. And so one of the things that we did was that we wrote a series of emails, which was all about the fact that we were moving platforms, why we were moving platforms, what we really wanted for our community and the future of our business. So that might have been like one email.

Suze Chadwick [00:23:48]:
Another email was how amazing this is going to be for them and all the things they're going to get and how this is going to benefit them as our clients. So I think that, I don't know, were there like four or five emails, which was really the selling the shift and the change, and then also like giving them hopefully a really great onboarding process and timeline of when this was going to happen, how it was going to happen and what they needed to do.

Jenna [00:24:21]:
Yeah. And I think that was a great why, why it works so seamlessly as well. And we didn't have like a big, like, oh, what's that? Like send one email? Like, yeah, we're moving. Here's the link. Like, we did, we did warm them up to the fact that this was happening. We did it well in advance. I think we did it like six weeks out, the first email, like, you know, we let them know even before that we're, you know, because you're quite transparent with, you know, updating on your Instagram Stories and stuff of like, you know, we're moving platforms and like behind the scenes and this is what's happening. And we did the email like six week out.

Jenna [00:24:54]:
Six weeks out. And we had like a whole, we had it in Google Docs of like, okay, this email is going to go six weeks out. This email is going to go the five weeks out and we're going to warm them up to the, and tell them how great this new community is. What the, you know, that it's going to be fun. It's going to be a great way to connect with other people in their community because I find when people, when they get onboarded into the our heartbeat community, they answer, they have like introduction questions, which is really cool, and we'll chat about that as well. But they answer questions about, you know, who they are, what their, you know, what their business is, what they're working on at the moment, what's their interests. And then our community interacts and gets to, like, the networking in there is so cool. So to have that onboarding process pre coming into this new phase was really important for us to warm up our clients to the change and be excited about it and make it like this fun experience and make the new tech a fun way to bring them in.

Suze Chadwick [00:25:59]:
Yeah, for sure. And I think that even once everybody came in, so there's two things I want to talk about here. But when people came in, I think that that was really great. People went and commented on everybody's, like, who they are and where they are and what they're doing, and it was like asking questions. And I'm so into that as well. So that was really nice. And I think that that still happens. You know, I'm always learning, too, especially when we come into a new platform.

Suze Chadwick [00:26:25]:
So I had created, like a navigation, like, this is how it works and this is where you go. But we had it, like, in our resources section. So then I had some clients that came in and said I didn't really know what to do next, like, when I joined. So then we created a start here that was on the main page instead of kind of within the resources section. And so I've all, I've been speaking to the community as well and saying what's working, what's not? You know, how are you finding it? Is there anything else we need to do to, like, help, et cetera, so that you can use it in the way that we want you to be able to use it? We've got, like, our main threads, which is our main sort of pages, which is, you know, you can ask the community. There's an intro section. We've got our announcements. You can do collaborations, promotions and jobs.

Suze Chadwick [00:27:16]:
So I love that somebody was like, oh, we're looking for somebody to come on as our social media manager or whatever. And so, you know, people might respond to that. We've got it just for fun, which is like what I'm watching on Netflix. So it's a bit of a water cooler type place as well, or the fact that I'm now playing pickleball and I'm very excited about it. So we kind of got, you know, business and fun, and then we've got, like, our client hub. So if you're in BBA or if you're in amplify, then they are groups that are just for clients in that particular area. But one of the things I did want to share, which is a really interesting one, and, you know, I'll always be transparent with you, is that I've had, like, hundreds and hundreds and hundreds of clients in Kajabi, and when we moved and we let everybody know, and you've got to remember, I've been in business for ten years, so there have, there have been people that have been in my programs, et cetera, and they didn't come and join the community. They obviously have access to come and grab the course that they bought, but people move on, and that's totally normal.

Suze Chadwick [00:28:22]:
And so I think it was also just being okay with that. It's like, you obviously want everybody to come with you, but people go through different iterations and different stages of business. And so if that course that they bought six years ago is no longer relevant, then they may not be inclined to come and join the community. And I think just totally being okay with that, like, just letting go of any ego, any preconceived thoughts about who should be in there and what it should be doing and all of that, I was just like, we're drawing a line in the sand, really, and people have access to the programs that they purchase if they want it, and if they are now part of other things or they don't want to come in, we're okay with that as well. And so I think just being really, like, okay with all of that was an important one for me, too, so. And also the fact that. And we can talk about this, like, the, the pros and the cons of the move. So I think the other thing is, and speaking to other business owners with communities, community is tough, as in having an active space where people come to regularly and engage and share and ask questions.

Suze Chadwick [00:29:42]:
I think that it's not something I feel like they say 20% of your community will engage. It's like, so, you know, if you've got 1000 people, like, 200 people might engage, or if you've got 100 people, 20 people will engage. So I think that also being okay with that, like, we do challenges, we do free events, we do, like, networking, those sorts of things within the community. But I think also just realizing that people, like, come in when they come in and they go and do their work at other times. And I'm kind of the same as well. So let's talk a little bit about the pros and cons. What have been the pros of moving?

Jenna [00:30:24]:
Yeah, I think the community all in one space, like, having everything there for, like, so we know that, you know, the one place that I always go when I'm working with you is heartbeat. Like, I'll open up heartbeat and be like, okay, community, let's go through all of the threads. Let's connect with the community, what's been happening, get a bit of an update on everything, and then chat with you, like me. And you chat in deep, like, because you've got your private messages on there as well. So you can DM. Yeah. Other members of the community and then checking over the thread. So I think yeah.

Jenna [00:31:00]:
The all in one. Yeah. The support, I feel like the support within the community of heartbeat. They listen, they actually ask you questions. They're super responsive in that sense. What else? What do you reckon?

Suze Chadwick [00:31:17]:
Yeah, I mean, I think that it has been great just to go to one place. I don't have to log into three different places to be able to connect with people. And I also think that I've been able to have a lot more conversations with clients in heartbeat just because of what it's got available with the DM's and that sort of thing. We also do have, like, automated engagement tools where, for example, if somebody's not been in the community for a couple of weeks, we just send out. It's like a bit of a one sentence, which is like, you know, hey, whoever. Hey, Kylie. You know, we haven't seen you around. I hope you're doing really well.

Suze Chadwick [00:31:57]:
Is there anything that we can help you with at the moment? And so that also helps, too, to sort of have some of those automated engagement elements that notice when people are there and when they're not there, and really looking at how we bring people back into the community. And like we've said, heartbeat's great. So. And just watching them constantly evolve, like, I think that where we'll be, like, even, you know, in the next couple of months, every month they're doing massive shifts and changes and improvements, which I love. I think that the challenges, apart from community engagement in general, because I think that that's just where we are as far as communities online go. And, I mean, I've been part of other communities where it's been interesting to watch, like, be in that community, but also watch to see how it works. And, you know, I feel like I see that, too, where it's a challenge to get people constantly engaging. The analytics have been a challenge for me.

Suze Chadwick [00:32:58]:
So I think one thing I loved about Kajabi that Jenna and I were talking about before we started recording is that every morning I would log in, my dashboard would be there, I would be able to see what my revenue generation for the last 30 days was. So for this month, where I was at the. And then there's like a lifetime earnings, which is very motivating. Can I say? When you log in there and you see that number, especially when you've been on the platform for a long time, and then it also shows you number of new clients when you're in the Kajabi platform, so, and then the analytics, all of our client data, like, every time they buy it, all seats within Kajabi, and then Kajabi's just using, like, PayPal and stripe as the payment platforms. So it's like, you know, that's just how it's processed. But all of the information sat within the platform, and so that's not how heartbeat currently works. I don't. I think that they're changing that.

Suze Chadwick [00:33:53]:
I think that they are looking at more of the CRM functionality where client information is kept within the platform, which would make it a lot easier from an analytics perspective, because the analytics matter to me, like, I really do want to know. Um, I guess the analytics that they've got is more around the community. So, you know, number of people engaging those sorts of things, like conversations happening, et cetera, which is good, but from a revenue generation and business perspective, that doesn't tell me about sales and, you know, new clients and things like that. So right now, I have to go to stripe to get that information. And I find that really confusing and not very clear to see everything I want to know in one place. And the reason that I'm saying that is because, like, I have other products that come into stripe that are not in heartbeat. And so then I'm not getting full transparency across my product suite and what's earning what, which I think Kajabi was really great at. So I think that they're shifting that they're changing that in heartbeat, but it's not available now.

Suze Chadwick [00:35:04]:
So that's probably one of my biggest bugbears with it, is what I'd say. What about you, Jenna?

Jenna [00:35:11]:
Yeah, I'd say that. And as well as when a new customer purchases a product in there, sometimes we get email notifications, sometimes we don't. So it's quite hard to see, like, you know, who's joining the community. You see when people obviously do go through the intro and the onboarding, but getting notifications of new sales and stuff via email. So I think it's more the sales and the data around. Yeah. Like, Kajabi is very good as a CRM, maybe not as good as with community aspect, whereas heartbeat's got that community aspect really nailed there, but it needs some work on the analytics and stuff and. But they, they will listen and it will develop and, yeah, get better as it goes.

Jenna [00:35:59]:
So, yeah, for me to have all of our contacts, like, we have them in a lot of excel sheets and a lot of data outside of heartbeat, like, we can see all the people, but I think having a bit more knowing where they're at and seeing what more data, I think.

Suze Chadwick [00:36:19]:
Yeah, yeah. So for example, like, if I wanted to just go see when a client joined a program, I'd have to go to our spreadsheet. Like, it's not that didn't that information, because heartbeats not a CRM, that information did not transfer over, which was a manual process, which was a problem. So I think. I think that that is something that I wish that it did, but it's kind of like no platform is perfect. So whilst heartbeat now gives us 80% of what we want, that 20% it still needs to deliver on, because I think it's really important from business, from a business building and revenue generation and also client management perspective, it is quite crucial and something that we definitely need. So I'm looking forward to having that. But that's probably my biggest bugbear as far as what it doesn't do.

Suze Chadwick [00:37:15]:
And I do have to say, I have to give a bit of a shout out to Jasmine, who is your pricing queen on Instagram as well. It was quite funny. I think she heard me mention. So this was even before we moved, I mentioned that I was going to be moving to heartbeat, and she just went and jumped. She just went and jumped on it straight away. And so by the time we did move, she was already in heartbeat. And she was like, just like, she jumped on a zoom with me and she was showing me inside the platform. And she's like, this is how we did a workaround on one on one coaching and all the rest of it.

Suze Chadwick [00:37:49]:
So she was fantastic. She's very techie as well, so she was fantastic at being like, if you need anything, if you've got any questions, just let me know. But she's like, the minute I heard you were moving to it, I'm like, if it's good enough for Suze, it's good enough for me, which I just thought was hilarious. Cause I'm like, I'm not actually even on the platform yet, but I did. But I was like, this feels like the right place to be. So, yeah, so it was quite funny. So I think that just having other people that are also in the development of it and kind of going, oh, this is what we did, and this is what really worked well. And, you know, have a think about this.

Suze Chadwick [00:38:26]:
That that was really helpful throughout the process, too. Is there anything else that comes to mind for you? I feel like that those were the pros and cons mainly for me.

Jenna [00:38:37]:
Yeah, I think that they're the main things. And, you know, as we, as we continue with a platform, like, we're always looking at where we can improve, where, you know, all the new things that are coming. Yeah. We're constantly looking at ways that we can improve and change and update, but I think the process that we went through, yeah, there was probably, like, times where we were just like, what's going on here? Why is this not working? But I think it was a very easeful move from having that, like, the phase. One of you looking at the, like, all the different platforms, what's best for us, then looking at what we need to move in terms of all the data, and then the process of actually moving it across us, getting into there, you know, going over everything and, you know, pulling everything apart and working out what fits where. And then the phase of. Yeah, once it was already, then bringing our community and nurturing them that way. And now we're continuing to grow from that.

Suze Chadwick [00:39:41]:
Yeah. And I just think, you know, if you ask somebody that's looking, because I know that I've had a few people that are like, why did you move, and how did it work, and what would you say about it? I just think, you know, like, everything. I'm like, pick three things. Like, just pick three and then think about what you need, because everybody's different. Like, you can't go on what I've done because my business model might be very different to you, and also what I want might be different to what you want. So I think it's really important to sit down and go, okay, what is the most important thing to me? So for me, I really wanted to build community that was, like, we wanted a community led platform. We wanted something that felt really nice to be in and easy to navigate, you know, and then all the other things that we've spoken about. And so.

Suze Chadwick [00:40:29]:
And cost was another thing we were looking at, like, how much it is, too. So heartbeat, I think, is fairly inexpensive compared to what I've paid in the past. And so I think that you've really got to take a look at what's my criteria? What is it that I'm really wanting to do and have as we move the business forward? And can I just say this? And, Jenna, you don't need to listen to this, but it's clever you. But at the end of the day, nothing's set in concrete. Like, you know, heartbeat's great, and I love it, and we will continue to use it, just like I did with Kajabi. And if in three years time, I'm like, is it still the best place for the business? Then we'll make that decision at the time. And so I think that sometimes people are just really scared to make moves because they're like, well, what if it's the wrong move? This is what I hear all the time. And I'm just like, and then, like, if you're not happy where you are now, if what you've got is not fulfilling what you need, then I would rather move and think that, okay, we're going to get 80% of what we want, and it's going to be better than where we are.

Suze Chadwick [00:41:37]:
But also doesn't. This is not forever. This may not be forever. And so just having that mindset, because business changes, tech platforms evolve, they come and go, you know, costs, I think, drop as well sometimes. So even now, I just saw somebody who I follow who's massive. She's now using. She's not on Kajabi anymore. She's now on a different platform.

Suze Chadwick [00:42:00]:
And now I'm like, what's that platform? But you've kind of got to be like, I made the decision that I made, and I'm going to stick to that decision for a number of years, as long as it works and for longer if it continues to evolve and become even more amazing. But also, you make the decisions as best you can in the moments that you're in and with the information that you have and with the platforms that are available. So just don't ever be afraid to move to something you know is going to be better, but also know it may not be forever. So that's just one thing that I'd say, because I know people get really paralyzed by indecision and fear of what if it doesn't work kind of thing. So.

Jenna [00:42:44]:
And, yeah, I remember when you made the decision and you kept it. Like, I feel sick.

Suze Chadwick [00:42:49]:
You know, I feel.

Jenna [00:42:50]:
But I. But it's the right to see it. Like, you knew that it was the right decision in that moment, but you still felt sick about it.

Suze Chadwick [00:42:56]:
Oh, my gosh, I felt so sick. That's so true. That's so true. Don't expect decisions to feel great all the time. Like, I think you follow your intuition and you're like, I think this is the right move. Like, it's checked all the boxes that we said that we wanted. And so based on that logic, yeah, we're going to make the move. Does it mean that it's fun and exciting and easy and should feel great all the time? No, because you're moving a major part of your business and you've kind of got to sit with that and be like, okay, well, I know why I made the decision, and that's what you've always got to fall back on because, you know, like, everything in entrepreneurship, it's a roller coaster of emotion.

Suze Chadwick [00:43:44]:
And you're like, am I making the right decision? I don't know if I'm making the right. This is so much work. Is this worth it? Blah, blah, blah. But you've just got to say, at the end of the day, I know why we made the decision. I've made the decision, and now we're moving forward, so.

Jenna [00:43:56]:
And I've probably still got those voice messages. Oh, Jenna, I don't know. You know, I feel, like, sick about this. I'm like, it's cool. We've got the, like, as you said, at the end of the day, we might change in, you know, whatever develops, and I'm here for that. Like, whatever changes and moves, same as email, provide, like, any platform that you sort of use, it can work for a period of time, and then something might change or, yes, something better comes along and it doesn't mean anything at all. It's just new tech, new thing to use that feels better at that time in your business, it's.

Suze Chadwick [00:44:29]:
Yeah, I. Yeah, but I mean, I have to say, like, it felt so much easier because you were on my team. Like, you took the lion's share of it, you managed it. You spoke to heartbeat and. And let me know what was happening. And so I just think if you're moving because somebody said to me, like, what team did you bring in to help you move? Like team Jenner. But, yeah, like, I just think once again, like, because we had the amount of time, because we weren't, like, this needs to happen in four weeks, which would have required a bigger team because of the amount of content and everything, I was like, let's just give ourselves time. And you managed the majority of it.

Suze Chadwick [00:45:11]:
And then I'd spend, sometimes I'd spend a Sunday watching, I don't know, vampire diaries or something like that and copying across videos into Vimeo. So it was more, and it was community.

Jenna [00:45:22]:
And the big thing that worked for us in terms of team and, like, a team aspect between the both of us, we, the communication, like, we knew we had our Monday meetings. Okay, where at this, you know, I'm at this stage here and you're like, yep, I'll jump in during the week. I'll let you know what I've copied across and what. And we work together on it. I think that's a huge point that, yeah, if you have got team, yeah, do a, like, get together, you know, tell them to what, what you're planning on doing, what you're moving over, and then them being like, okay, here's the actual, like, this is the game plan. This is what we're going to do. And then communicate as you go through it. Don't just be like, oh, here's all this stuff, and whatever.

Jenna [00:46:04]:
Like, because I think me and you, we're, we've been working together for many years now. Like, it's been ages, and I can't believe that it's been that long. But we, yeah, we communicate, and that's, that's a huge point that, yeah, every week we know what's going on in the business, what you need support with, because that's what's important to me, to make sure that you've got all the support that you need. And then we're looking at our community. Who needs support in there, what's happening there, what events are going on. And I think the communication is a huge player in that.

Suze Chadwick [00:46:34]:
Yeah, for sure. For sure. Oh, so good. So good. Yeah. And I mean, you know, at the end of the day, it's always developing. Like, I just, it's not like, oh, tick, we did it. We finished.

Suze Chadwick [00:46:45]:
Now, like, obviously the migration is done, but growing the community, coming up with new ideas, updating programs, which we're in the middle of right now. Like, amplify 2.0 is coming. And so I just think from a team perspective and from a platform perspective, you've just always got to be looking at what's next, how we evolving, how are we getting better, how we're delivering even better to our clients, things like that. So I think that, that, that's definitely helped with the success of the migration. It was not without hiccups, but I don't think you'll ever do something this big without, with, you know, with it being perfect the whole way through, but, yeah, but it's been really good. So I think that that pretty much covers it.

Jenna [00:47:34]:
Yeah, definitely. Yeah, I think, yeah. If you're looking at changing, be open to it. Have a look at what's. Yeah, what's working. Have a look at heartbeat if you're interested. I don't know if Suze has an affiliate.

Suze Chadwick [00:47:45]:
I do. Chadwick.com, heartbeat.

Jenna [00:47:48]:
There we go. I'll add that into the show notes. There we go.

Suze Chadwick [00:47:52]:
So, so good. Amazing. Jenna, thank you for sharing these. For those who asked about it, I hope that answers all your questions. If you listen to this and you have any other questions, just dm me all good and for my beautiful podcast community. If you want to come and join the community as well, then all you have to do is go to suzechadwick.com community and come and join us and come and check it out too. Yeah?

Jenna [00:48:16]:
Yes, we'd love to have you there.

Suze Chadwick [00:48:19]:
Amazing. All right, thanks. Lovely. We'll speak to you soon.

Jenna [00:48:22]:
No worries. Bye.