A good CUSTOMER PATHWAY PLAN makes it a no-brainer decision for your customers to work with you.

Want to attract more of your dream customers and ensure they want to buy from you?

A clear and defined CUSTOMER PATHWAY creates a strong foundation for your business. It helps you build trust with your leads so that more of them become customers.

Ensure every interaction with your business leads customers down the right path

Enjoy support and guidance from a someone who's been there

Know exactly what to do to turn leads into customers

What kind of journey are customers taking with your business?

Your marketing should effortlessly bring customers into your business. But very often, that does not happen.

A CUSTOMER PATHWAY Plan will help to ensure your marketing efforts are not wasted.

Defining the journey that a customer will take with your business is a powerful way to ensure all the necessary boxes are ticked for getting the sale and nurturing the customer relationship.

Lay the foundation for your business success over 3 strategy sessions designed to create the perfect profitable pathway for your customers.

Just wanted to to do a big shoutout to Kat Soper after a fantastic session today.

I've got so much more clarity on my customer journey now, have been able to make a few quick tweaks and changes that I'm sure will make a big difference.

- Lauren Parsons

What you'll get

A detailed CUSTOMER PATHWAY PLAN to profitably guide people through key interactions with your business.


3 x Strategy Sessions with Kat

You'll get an initial 90-min and 2 x 60-min follow up strategy sessions to define your bigger picture profitable customer pathway plan.



Gain a comprehensive plan that details the journey your customers will take with your business from the very first interaction, until they are no longer a customer.


Put your numbers into action

Use your detailed plan to build your profitable customer pathway and lifetime access to the Plan Your Profitable Pathway online course. (Additional support is available as an add on to help you implement your plan).

Kat Soper Nailed It

Stop wasting time and energy on ineffective marketing and let's nail your Customer Pathway

Here's what you'll get with the package:

  • Lifetime Access to the Plan Your Profitable Pathway Online Course - valued at $497
  • A 90-minute One-to-One Strategy Session – valued at $500
  • 2 x 60-minute Strategy and Implementation Sessions - valued at $600
  • Reusable templates and resources - valued at $97
  • Your Own Number Tracker - valued at $37
  • The Sales Predictor Calculator - valued at $47 


So much value it will blow your mind!

"I just wanted to say thanks to Kat for her guidance and knowledge. She helped me understand my Customer Pathway and gave me the confidence and tools I needed to share my message. So is so organised and gives so much value it will blow your mind. Thank you again, I'm so grateful."

Raina Tahiti

Fun Money Habits


This has really helped me see what I need to do

" I did the Business Health Check. I was a bit scared knowing a lot of aspects of my business were lacking. Kat was very reassuring. It has really helped me see what I need to do, prioritise it, and I'm feeling much more in control!"

Katrina Pace

Words for Wellness


I would highly recommend!

"Kat has helped me take my vision and transfer it into reality! I am super grateful for Kat's support, advice and hand-holding where needed. "

Tania Carr

The Coaching Hub &

The Recruitment Hub



What do I bring to the meeting?

To get the most from our time together, it's really important that you know how to find your key numbers. This can include:

  • Your Google Analytics (or other website analytics)
  • Social Media Metrics
  • Sales Figures (from Xero and/or your e-commerce platform)
  • Your Ads Dashboards (if relevant)

It's not important that you know how to understand them or know your way around (that's the point of the audit training right). It's only important that you can login to them and have them all open for our session.

If I need to change the appointment, can I reschedule?

You can quickly and easily reschedule your session up to 48 hours prior to the session for no charge using the link provided in your booking confirmation email.

Please note that sessions cancelled within 48 hours of your appointment are non-refundable. If you need help rescheduling your booking you can email hello@thehelpfulacademy.com and our team will help you reschedule.

How will the meeting take place?

We host all of our meeting using Zoom. The link to join the Zoom meeting can be found inside your booking confirmation email. All you need to do is click this link and follow the instructions provided.

If you've never used Zoom before, we recommend that you allow additional time prior to the meeting to download the app to make your viewing experience better and ensure you are on time to the meeting.

I can't find a time that suits me, do you have any other times available?

Kat is available for planning sessions between 9 - 3pm NZ standard time, Tuesday - Friday. If you are from another time zone and cannot find a time that suits your time zone, please contact the team on hello@thehelpfulacademy.com and we can look at finding another time.

The Helpful Academy offers services which are registered with the Regional Business Partner Network

Small businesses (within New Zealand) may qualify for vouchers to help pay for services such as training workshops, courses and coaching. For more information contact us, your Growth Advisor, or check out www.regionalbusinesspartners.co.nz