Platforms / Kajabi
Kajabi setup and implementation services
Sage Kite sets up Kajabi around how coaches and course businesses actually enrol and keep their students. We map the journey from first enquiry to renewal, then build the offers, checkout, funnels, tags, email automations and member onboarding to match it.
New or existing accountsMigrations to KajabiFixed price, agreed up front
A student journey in KajabiExample
- Opt-in or applicationForm
- Tagged and nurturedAutomation
- Sales page, or a call bookedFunnel
- Conversation, for high-ticket offersYou
- Checkout and payment planOffer
- Access and welcome sequenceProduct
- Renewal or next offerSegment
Automated in KajabiKept with a person
Common starting situations
Kajabi can run the whole business. Most accounts only run part of it.
- Tags nobody understands
Years of launches leave dozens of tags, and no one is sure which segment is safe to email.
- Offers and products tangled
One course sold through several offers, each granting slightly different access.
- Every launch built by hand
Funnels, emails and deadlines recreated from scratch instead of reused.
- Buyers left to find their way
No welcome sequence, so students pay, log in once and quietly stop.
- Applications sit in an inbox
High-ticket enquiries arrive, but call booking and follow-up happen from memory.
- Too many tools stitched together
An old email platform, a scheduler and a chain of Zaps doing what Kajabi could do natively.
These are rarely platform problems. They come from building Kajabi one launch at a time, without a map of the journey it is meant to run.
Three starting points
A new Kajabi account, one that needs fixing, or a move to Kajabi.
New Kajabi setup
You are launching on Kajabi and want the structure right before students arrive.
- Offers, products and access mapped first
- Checkout, payment plans and funnels built
- Tagging scheme and email automations set up
- Tested with real purchases before launch
Kajabi account cleanup
You have run Kajabi for a while and it has grown messy with each launch.
- Audit of offers, products, tags and automations
- Tags consolidated and segments rebuilt
- Funnels and sequences made reusable
- Onboarding and renewal journeys added
Migration to Kajabi
You are moving from another course platform, website or email tool.
- Content, contacts and tags moved and mapped
- Student access recreated in the right products
- Recurring payments assessed in discovery
- Old tools retired once the new setup is live
What we implement
What Kajabi setup covers.
Some features depend on your Kajabi plan. We confirm what yours supports during discovery.
Products and access
Courses, coaching programmes, communities and memberships structured so each student gets exactly the access they paid for, and nothing breaks when you add a new product.
Offers and checkout
Offers, pricing, payment plans and subscriptions, with coupons, upsells and order bumps where they suit the offer. Kajabi Payments or your existing processor set up and tested.
Funnels and pages
Opt-in, sales, checkout and thank-you pages built in Kajabi's page builder with your existing brand, connected into funnels you can reuse for each launch.
Contacts, tags and segments
A tagging scheme designed once and written down, and segments you can trust, so the right people get the right email and nobody is emailed by accident.
Email and automations
Welcome, nurture, launch and re-engagement sequences, with automations triggered by forms, purchases and progress. Advanced automations need a Growth or Pro plan.
Coaching enquiry journey
Application forms, call booking and follow-up for coaching sold through conversations, connected to a CRM where the sales process needs one.
Student onboarding and retention
The first login, welcome emails, progress nudges and community setup that help students finish, and renewal or next-offer journeys when they do.
Kajabi AI tools
A review of where Kajabi's AI tools, such as Cofounder and Expert Agents, would help your business, and set-up with sensible limits where they do.
Integrations and reporting
Analytics and ad tracking, plus Zapier or webhooks where Kajabi has no native connection, and reporting on revenue, subscribers and engagement.
Custom website and brand design
Not offered at present. We build pages within Kajabi's page builder using the brand you already have.
Which Kajabi plan?
The plan decides what can be automated.
We recommend the smallest plan that runs your journey properly. We do not earn commission on your subscription.
| What changes the setup | Basic | Growth | Pro |
|---|---|---|---|
| Products | 5 | 50 | Unlimited |
| Contacts | 2,500 | 25,000 | 100,000 |
| Advanced automations | Not included | Included | Included |
| Remove Kajabi branding | Not included | Not included | Included |
| Branded mobile app | Not included | Not included | Included |
Based on Kajabi's published pricing, September 2026. Kajabi may change its plans, so check Kajabi's pricing page before you buy.
How it works
How a Kajabi setup runs.
- 01
Discovery
Your offers, audience, current tools, plan and who signs off.
- 02
Proposal
Deliverables, exclusions, milestones and a fixed project price.
- 03
Journey map
Offers, access, tags and emails agreed from enquiry to renewal.
- 04
Build
Products, checkout, funnels and automations, then any migration.
- 05
Test
Test purchases and sign-ups run through every path before launch.
- 06
Handover
Training, a documented tag scheme and optional maintenance.
Before and after
What we need from you, and what you receive.
What we need
Confirmed during discovery
- Admin access to your Kajabi account, or your plan choice
- Your offers, prices and what each one includes
- Course content, or access to your current platform
- Contact exports from any email or course tools
- Brand assets and copy for pages and emails
At handover
Final scope set in your proposal
- Products, offers and checkout configured
- Funnels and pages ready to launch
- A documented tagging and segment scheme
- Email sequences and automations, tested
- Student onboarding from first login
- Training for you and your team
Is Kajabi right for you?
Kajabi suits businesses that sell knowledge, access and community.
Usually a good fit
Coaches, course creators, membership and community businesses, and experts selling programmes online. It works best when you want courses, email, checkout and community in one place rather than five separate tools.
Worth comparing first
If most revenue comes from high-ticket programmes sold on sales calls, you may need sales-pipeline tracking that Kajabi is not built for, so we assess whether a CRM such as GoHighLevel or Keap should sit alongside it. Service businesses that mainly send proposals and contracts are often better served by Dubsado or HoneyBook.
Specialist experience
Previous Kajabi work by a Sage Kite delivery specialist
Examples are being prepared. We publish only approved, attributed work. Each example will show:
- Specialist role and what they built
- Project context and delivery period
- Screenshots with client details removed
- Results only where there is evidence for them
Where Kajabi sits
The platform is one part of the growth system.
Kajabi runs enrolment and delivery. The work around it decides what to sell and keeps new students arriving. See how this fits coaches and course businesses.
Questions
Kajabi setup FAQs
Kajabi setup services
What does a Kajabi expert do?
A Kajabi expert designs how Kajabi should run your business, then builds it: products and access, offers and checkout, funnels and pages, a tagging scheme, email sequences and automations, and the onboarding that helps students finish. Sage Kite starts by mapping the journey from first enquiry to renewal, so the setup follows how you actually sell.
Can you set up Kajabi from scratch?
Yes. A new setup starts with your offers and the journey a student takes to buy them. We then build the products, offers, checkout, funnels, tags and automations, and test every path with real sign-ups and purchases before launch.
Can you fix an existing Kajabi account?
Yes. Many accounts have grown one launch at a time: too many tags, tangled offers, and funnels rebuilt for every launch. We audit what is there, consolidate tags and segments, make funnels and sequences reusable, and add the onboarding and renewal journeys that are usually missing.
How long does a Kajabi setup take?
It depends on the number of products and offers, how much content and data needs to move, and how many automations the journey needs. A single course with one funnel is a much smaller project than a full migration with coaching and a community. Your proposal sets out the milestones and dates before work starts.
Scope and migration
Can you migrate my courses and students to Kajabi?
Usually. We move course content, contacts and tags from other course platforms, websites and email tools, and recreate student access in the right Kajabi products. We confirm what your current platform can export during discovery.
Can active subscriptions and payment plans be moved?
Sometimes. Moving recurring payments depends on your current payment processor and how the subscriptions were set up. It needs care, because a mistake can mean a missed or double charge, so we confirm what is feasible in discovery before it is included in scope.
Do you build Kajabi sales pages and websites?
We build opt-in, sales, checkout and thank-you pages in Kajabi's page builder using your existing brand, as part of your funnels. We do not currently offer custom website or brand design.
Which Kajabi plan do I need?
It depends on how many products you sell, how many contacts you have and how much automation your journey needs. Advanced automations need a Growth or Pro plan, and removing Kajabi branding or a branded mobile app needs Pro. We recommend the smallest plan that runs your journey properly.
Can Kajabi handle high-ticket coaching sold on calls?
Kajabi handles applications, scheduling and payment well. It is not designed as a sales CRM for tracking many conversations through a pipeline. If most of your revenue comes from sales calls, we assess whether a CRM such as GoHighLevel or Keap should sit alongside Kajabi.
Working with Sage Kite
Is Sage Kite a Kajabi partner?
Sage Kite is an independent implementation partner. Kajabi is a trademark of its owner, and Sage Kite is not affiliated with, endorsed by or certified by Kajabi. We set up the platform on your behalf and are paid by you, not by Kajabi.
What happens after the setup?
You own the account and can run it. Handover includes training and a documented tagging scheme. Where it helps, Sage Kite offers maintenance with a defined support scope, launch support, and the marketing and specialist staffing that keep new students arriving.
Is Sage Kite only a Kajabi agency?
No. Sage Kite is a business growth consultancy. Kajabi is one of the platforms we implement, alongside consultancy, marketing, automation and specialist staffing. Kajabi runs enrolment and delivery; the broader work decides what to sell and brings in the students.
Sage Kite is an independent implementation partner. Kajabi is a trademark of its owner. Sage Kite is not affiliated with, endorsed by or certified by Kajabi.
Build Kajabi around how you enrol students.
A discovery call looks at your offers, your current setup or plan, and what a fixed-scope project would cover.