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.
Service
Custom Web Platform
Timeline
4 Weeks to Launch
Investment
$1,000 deposit + $549/mo year one
Date
November 2026

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
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
See every active client at a glance. See where they are in their 30-day journey, their last check-in, unread messages, and who's gone quiet. Filter by habit, progress, or date enrolled. No more guessing who needs attention.
Client Overview Progress Visibility Admin Only
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.
Login-Gated 30-Day Journey Mobile-Friendly
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.
Daily Tracking Streaks + Progress 6 Habit Modules
4
Private 1:1 Messaging
Real direct messaging between Kim and each individual client. Not a group forum, not a comment thread. A private conversation. Kim can send encouragement, answer questions, and check in. Clients can reach out without posting publicly. Both sides get notified.
Direct Messages Notifications Replaces Notion DMs
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.
Food Journal Photo Uploads Replaces Notion
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.
Full Redesign Acuity Integration Off Kajabi
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/pause clients from the dashboard. Built-in enrollment flow so onboarding takes 60 seconds.
Secure Auth Email Invites Kim-Controlled
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
  • 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
  • $549/month year one, then $299/month. Predictable, scalable, platform-independent
  • You own it. Scott maintains it and grows it with you. This is not a walk-away service. As your business expands, Scott is there to add, adjust, and keep everything running the way you want it.
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
Kajabi replacement (ongoing) Kajabi $150–$400/mo
Market rate total (build + first year) $20,000–$50,000+
Meet Nev

Nev is short for Never Settle, though Kim can call it whatever she wants. It is her AI assistant, built into the platform, trained on her program, and it sounds like her. It works two ways.

On the Public Site
Visitors ask about 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 App
Nev knows who each client is and where they are in their journey. It checks in on habits, answers questions, and keeps people engaged between Kim's sessions.

Anything personal or needing Kim's judgment goes straight to her through messaging. She sees what clients are asking from her dashboard.

KeelPoint Pricing
This is what it costs to work with us. Straightforward, no surprises.

Never Settle Lifestyle Platform

One-time build fee covers everything listed above. Monthly retainer covers hosting, updates, and ongoing support. No Kajabi bill, no Notion bill.
One-Time Deposit
$1,000
Full platform build: admin dashboard, client portal, messaging, food log, photo uploads, public site redesign, onboarding system
Year One Monthly
$549/mo
Hosting, maintenance, updates, bug fixes, and one new feature per quarter. Replaces your Kajabi + Notion fees.
Year Two and Beyond
$299/mo
Per month. The build is done but Scott is not going anywhere. As the business grows and new features are needed, Scott is there. Message him and it gets done. Same support, same partnership.
Year One Total
$7,588 ($1,000 + 12 × $549)
Next Steps
Four steps from here to live.
Step 01
Shake On It
We agree on scope and pricing. No contract drama. A simple agreement and a $1,000 deposit 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?

This is a starting point. Not a final spec. Let's talk through it, make sure it fits exactly how you work, and build something that moves as fluidly as you do.

scott@keelpointconsulting.com