The challenge
Courses, members and payment subscriptions were spread across a legacy course platform, a separate community tool and manual spreadsheets.
The creator wanted one platform without disrupting existing paying members.
Our solution
We mapped every product, offer and member state, migrated course content and members to Kajabi, and planned subscription transitions to avoid double-charging or lapses.
Automations now handle onboarding, upsells and churn-prevention emails, and a webhook integration keeps the CRM in sync.
- Content and member migration with validation checks
- Carefully sequenced subscription cut-over
- Automated onboarding and re-engagement sequences
- Webhook to CRM sync for sales and support
Architecture
Legacy
- Old course platform
- Spreadsheets
Migration
- Mapping & scripts
- Validation
Kajabi
- Products & offers
- Automations
Systems
- Stripe
- CRM
Technology
- Kajabi
- Stripe
- Webhooks
- Make
- CSV / data scripts
- CRM integration
Outcomes
- Members moved over with minimal support tickets
- Hours of weekly admin replaced by automation
- One platform for courses, community and payments