From Courses to Coached Experiences: Embedding AI Toolsets in Kajabi & Teachable Member Areas

Why your member area needs a “doer,” not just a library

• Completion beats consumption. Members don’t need more files; they need next steps.
  
• Fewer tickets, clearer outcomes. A course copilot answers routine questions instantly.
  
• On-brand at scale. Every response and worksheet pulls language from your material, not the open web.
  
• Keep your stack. You can embed tools directly into your Kajabi or Teachable pages.
  

What a FormWise Toolset looks like inside Kajabi/Teachable

A Toolset is a small, branded dashboard of your AI tools that lives on a members-only page. Common components:

1. Lesson Q&A CoPilot
   
   • Answers only from your uploaded PDFs, lesson notes, and pages.
     
   • Optional citations so members see where answers came from.
     
   • Example prompts: “Summarize the funnel framework from Module 2,” “What’s the email cadence you recommend for new leads?”
     
     
2. Onboarding Wizard (SmartForm)
   
   • Collects goals, niche, offers, and assets.
     
   • Outputs a clear, tailored action plan members can copy into their doc.
     
3. Worksheet / Plan Builder (SmartForm)
   
   • Turns your frameworks into fill-in-the-blanks that generate a first draft (e.g., messaging, weekly schedule, lead magnet outline).
     
4. Weekly Accountability Check-In (SmartForm)
   
   • Prompts for wins, blockers, metrics, and next steps.
     
   • Produces a short summary for the member (and optional coach inbox).
     
5. Resource Finder CoPilot
   
   • “Which template covers a welcome series?” “Where’s the pricing lesson?”
     
   • Answers strictly from your course materials.
     

Important: FormWise generates on-brand text outputs members can copy/paste. It doesn’t send campaigns or track analytics—so your existing email, community, and analytics tools stay in place.

Guardrails that keep you on-brand

• Scoped data sources. Attach approved PDFs, pages, and notes; the CoPilot answers from those only.
  
• Clear tool identity. Prompts are written to stay in-bounds (“Use the Course Handbook + Lesson PDFs; don’t invent steps we didn’t teach”).
  
• White-label. Your logo, colors, and voice.
  
• Login Mode. Gate tools so only members can access them.
  
• Conservative retention. You choose what’s stored and for how long.
  

Real examples you can launch this month

Creator Academy

• Onboarding Wizard (SmartForm) → outputs a 30-day plan
  
• Lesson Q&A CoPilot → reduces support questions
  
• Weekly Check-In (SmartForm) → boosts accountability
  

Copywriting Cohort

• Offer Brief Builder (SmartForm) → gathers audience, promise, proof, CTA
  
• Template Finder CoPilot → points to the right swipe file with citations
  
• Draft Polisher (CoPilot) → improves clarity in your voice (from your style guide)
  

Fitness Membership

• Intake (SmartForm) → goals, constraints, schedule
  
• Program Finder CoPilot → maps a plan from your training library
  
• Progress Log (SmartForm) → weekly metrics + next steps summary
  

A 60-minute starter plan

Step 1 — Collect your sources (15 min)
Pick 5–10 core documents: welcome guide, key lesson PDFs, style/voice notes, top FAQs.

Step 2 — Build a Toolset (20 min)
Create a small dashboard with:

• Lesson Q&A CoPilot (attach your PDFs/pages)
  
• One SmartForm (Onboarding Wizard or Worksheet Builder)
  

Step 3 — Embed on a members-only page (10 min)
Add the Toolset via your platform’s HTML/iframe block. Keep your existing theme.

Step 4 — Announce + measure (15 min)
Post a member update: “Ask the Course Copilot anything covered in Modules 1–3.” Track: fewer tickets, faster first outcomes, and check-in completion.

Measuring wins (simple but telling)

• Ticket deflection: % drop in “where is…” and “what did you mean by…” emails.
  
• Time-to-first outcome: How quickly members produce their first draft/plan.
  
• Check-in completion: Weekly submissions vs. baseline.
  
• Module velocity: Members moving from watch → do.
  

Implementation notes for Kajabi & Teachable

• Embed the Toolset on a members-only page.
  
• Place it above the lesson list for visibility, or create a dedicated “Action Hub.”
  
• Start narrow (Modules 1–3), then refresh sources as you publish new lessons.
  
• Name tools clearly: “Course Copilot (Modules 1–3),” “30-Day Action Plan Builder,” “Weekly Check-In.”
  

FAQ (fast answers for buyers)

Will this replace my course platform?
No. It augments your Kajabi/Teachable site with guided tools.

Does it pull from the open internet?
Not unless you enable it. By default, CoPilots answer from your attached sources.

Is it complicated to set up?
No. Upload docs, select a template, write the tool’s identity, embed on a page.

What about student privacy?
You control access with Login Mode and conservative retention settings.

Can I customize tone and voice?
Yes—add a brief style guide and example passages to your data sources.

Template Toolset you can copy

Course Copilot Starter

• Lesson Q&A CoPilot (scoped to your PDFs/notes)
  
• Onboarding Wizard (SmartForm)
  
• Weekly Accountability Check-In (SmartForm)
  

We’ll map your first 5–10 documents and publish a branded Toolset you can drop into a members-only page today. Just join our office hours!

Ready to turn your course into a coached experience?

Spin up your Course Copilot Starter Toolset, embed it on a members-only page, and give members a place to do the work—not just watch it.

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