Kit for Beginners
Understand Kit’s (formerly CovertKit) basic features with a no-fluff, guided program designed to make it simple and intuitive.
Does setting up your email list in Kit feel more confusing than it should be?
You signed up for Kit (formerly ConvertKit) because you heard it was great for creators and small business owners… but now that you’re in there, things feel a bit, well, overwhelming.
Maybe you…
Have been fumbling around in Kit for a while and second-guessing if your subscribers are even getting the emails they signed up for
Just switched from another email platform and want to skip the trial-and-error phase (because who has time for that?)
Are brand new to email marketing and need a clear, step-by-step guide to setting up lead magnets, welcome sequences, and segmentation – without the tech headaches
If any of that sounds familiar, you’re in the right place.
Let’s get your Kit setup working for you—so you can spend less time wrestling with settings and more time connecting with your audience.
“I wanted to launch my newsletter in January, but I’ve signed up for Kit a few months back. However, I got overwhelmed quick and I wanted to make sure to set it up correctly.
I know it’s a generalization, but what I loved the most is that you were sharing your screen on Zoom as you explained Kit and showed us how to do everything step by step. Even though I’m a reader and prefer step-by-step instructions, on Kit, it was hard to follow this format—so seeing it ‘live’ was so much better.
My confidence in using Kit has grown so much!
The pacing of the lessons was perfect—short videos packed with information, staggered in a way that made it easy to digest and find the time to complete them. Plus, since we’ll continue to have access, I know I can go back for any needed refreshers.”
The key to using Kit effectively isn’t just sending emails.
It’s knowing that the right emails are going to the right people.
That means setting up your account correctly from the start, so your subscribers get what they signed up for, and you can email with confidence.
That’s exactly what Kit for Beginners will help you do.
By the end of this step-by-step program, you’ll know how to:
✅ Import subscribers with confidence, so your list is organized from day one.
✅ Set up consent-based opt-ins, ensuring that only people who want to hear from you are added to your list.
✅ Decide between single vs. double opt-in and set up the option that works best for your business.
✅ Build a simple automation that welcomes new subscribers and sets clear expectations.
✅ Automatically deliver freebies & send a welcome email, so your opt-in process runs smoothly.
✅ Send email broadcasts to the right people, making sure your messages land in the inboxes of those who actually care.
No more second-guessing your setup. No more wondering if subscribers are slipping through the cracks.
With Kit for Beginners, you’ll finally have a clear, structured system for setting up and sending emails with confidence.
“I purchased Kit for Beginners to understand how Kit works and how to make the best use of it.
The most valuable part of the program was understanding the overall settings and how to personalize the templates. The only challenge I had was technical, but it was soon sorted and didn’t stop me from completing the program.
Now, I’m happy with my overall settings! I’ve managed to complete my first sequence and tidy up the formatting of my templates. I feel a lot better about using Kit and how it can work for me—so much so that I may need to upgrade to the Pro plan because I could really do with a second sequence!
I completed all the lessons and found the program easy to follow, with videos that were a manageable size for each task. Thanks, Bev! Each task and demo was clearly explained and easy to follow—I now feel in control of my account and confident it will help me.”
What’s inside Kit for Beginners?
This course will cover everything in the Grow, Send (minus Snippets), and Automate sections of Kit (minus the RSS feed), but broken down into bit-sized lessons that can be completed in under 30 minutes.
Here’s what we’ll cover:
- Overview of Kit’s dashboard & settings menu, so you know what everything means and where to find important information.
- Deep dive into subscribers, including how to important subscribers, individual subscriber dashboards, finding unengaged subscribers, tagging & segmentation
- Kit’s form & landing pages, including adding in extra fields, delivering freebies to new subscribers, double vs. single opt-ins, and getting consent
- Sending emails, including basic design features (I want you to understand where to find things, but I’m not a designer!), sequence settings, setting up email broadcasts, and when to use a broadcast vs. a sequence
- Automations & rules, how and why to use each one, setting up a basic automation with a welcome sequence for new subscribers
What's included with your purchase?
I believe learning Kit should feel straightforward and achievable. Here’s how we’ll make it happen:
👩🏻💻 Bite-Sized Video Lessons: Short video lessons (under 15 minutes) delivered to your inbox, with written instructions and screenshots where it helps.
📅 Client-only rates for Power Hours: Need some 1:1 support? For 90 days, you can book me for an hour of dedicated support at my clients-only rate of $175 (normally $250, so $75 savings).
💰 $10 Bev Bucks: Get a $10 credit to apply to a future purchase, either a digital product or Power Hour.
✏️ A few bonus lessons: There’s a lot we could cover, including some really unique Kit features, but I also don’t want to overwhelm you. So after we complete the main curriculum, you’ll also get access to some advanced beginner-friendly features, including:
- Polls, so you can increase engagement, segment your subscribers, and better understand their needs and interests
- The basics of Kit’s Creator Network, their built-in referral network, so that you can recommend and be recommended by other Kit users and grow your email list organically.
- Sequence & Broadcast reports, so that you understand what all of that data means after you send emails
- How to set up a link trigger so that your subscribers are empowered to turn off promotional emails but stay on your email list.
Need a additional payment plans? Please message me at bev@yourpersonaltechfairy.com
Hey there, I'm Bev Feldman (she/her),
Your Personal Tech Fairy 🍄
I’m a Kit (formerly ConvertKit) Consultant & Email Marketing Strategist. I’m also a Kit Ambassodr! My approach to email marketing is grounded in consent, human connection, and deliverability best practices while also keeping things streamlined & simplified.
At this point, I’ve probably helped hundreds of small business owners who are at all levels of using Kit through workshops, trainings, and one-on-one support.
Frequently Asked Questions
Perfect! This program is designed to help beginners start with confidence and ease.
This program is not a good fit for you if:
- You use an email marketing software other than Kit (formerly ConvertKit).
- You heard you should start an email list, but you don’t quite get why, who your audience is, or what you’d even email about. </aside>
This training is focused solely on strategy, there is no tech training. However, if you need additional tech support check out my services page.
Just like I tell me clients, I cannot make any promises on your return in investment. (And it would be unethical for me to do that.) I do firmly believe, though, that you’ll learn something of value that you can apply to to your email marketing.
It’s possible that I will run a live version of this program, which will include access to a Slack group for 6 weeks. The best way to stay informed is to fill out the interest form above.
Unfortunately I cannot offer refunds. If extenuating circumstances arise, please message me and we can find a way to roll this money into another service.
Each video includes closed captions and a transcript that combines both audio and visual instructions, written instructions, and some screenshots with alt text and/or captions.
This program welcomes participants of all needs and abilities. If you have additional accessibility needs that you don’t see listed, feel free to reach out so we can accommodate them.
For the 90 days after your purchase, you can book a Power Hour at a special Cohort rate of $175 (that’s $75 off what I charge for one-off calls).
