Kajabi Experts Agency

Kajabi Finance Platform

A finance platform designed to support financial advisors and their clients.

Contract Win with $86B Financial Institution

(Designed at scale. Trusted at every level.)

★ ★ ★ ★ ★ Feb 6, 2026

“It’s been a pleasure to work with Chris and the Motivation team. We came for their recommended technical expertise and were helped by their excellent strategic thinking. Their production structure enabled a clear understanding of our vision and complex needs. The team addressed requests along the process and adjusted the custom integrations to meet our end users’ high standards. All our interactions are professional, responsive, and organized. A terrific partner to turn wishes into reality.”

Amy D'Aprix, LifeBridge Strategies

The Transformation

Limitation to Limitless Growth

Challenge

Kajabi handles courses. B2B platforms demand more.

Lacks separate branded experiences for advisors and clients
Can’t create advisor-specific, customized registration pages
Missing multi-coach and live webinar integration with automated signups
No intelligent resource library accessible to both audiences
Standard Kajabi library falls short for enterprise needs

Solution

We built a dual-experience SaaS platform with automated systems.

Advisor portal featuring sales pages, checkouts, and onboarding
Client signup system enabling advisor-specific branding at scale
Multi-coach and live webinar funnels with automated scheduling integration
Netflix-style resource library with keyword search for both audiences
Dynamic membership portals delivering plan-specific content to each audience

The difference is not effort. It is automated systems.

Not Your Average Kajabi Setup

No confusion. No friction. Just intentional, conversion-led design.

Membership Portal

Pricing

Coaching Funnel

Resource Library

Onboarding

Responsive

Membership Portal

The Membership Portal adapts dynamically to B2B audience needs.

Personalised content, access, and CTAs based on membership level
Automated onboarding from signup to full access
Integrated account management, upgrades, and tools in one place
Scalable, low-admin experience built for B2B growth

Pricing

The Pricing experience makes plan selection clear, confident, and friction-free for advisors.

Three tailored membership tiers with clear value positioning
Conversion-optimised layout powered by Launchpad logic
Inline discovery call booking via Calendly, no redirects
Expandable FAQ sections to address objections and build trust

Coaching Funnel

The Coaching Funnel delivers a seamless, scalable booking experience for multiple coaches and session types.

Custom coaching funnel combining Kajabi, Launchpad, and Calendly
Easy browsing of coach profiles with one-click session booking
Automated scheduling, confirmations, and access rules
Hands-off system built to scale personalised coaching services

Resource Library

The Resource Library is an intelligent, fast-access hub for both advisors and clients.

Custom Launchpad Marketplace theme built for Kajabi products
Netflix-style card layout with instant loading and search
Keyword-based organisation for flexible browsing and favourites
Direct category connections for a smooth, frictionless content experience

Onboarding

The onboarding experience delivers personalized client signups at scale.

Customisable Launchpad landing page templates for each advisor
Free signup page with branded registration experience
Easy backend management for fast duplication and updates
Automated emails, tags, and access to the Client Member Portal

Responsive

The responsive experience ensures flawless performance on any device or screen size.

Launchpad-based responsive system across the entire platform
Optimised layouts for mobile, tablet, desktop, and large screens
Fast-loading assets to support SEO and engagement
Consistent usability and visuals for every user, everywhere

Full-page screenshot of Lifemap.living lead generation website created by Kajabi Experts Agency, Kajabi Finance Platform

Finance Platform for Advisors

Kajabi Website Design

We didn’t just create a sales page. We built a dual-access platform for advisors and their clients.

Every section is crafted to fit how advisors work and how clients engage, moving beyond templates to deliver a seamless, trust-driven journey for both audiences.

Behind the scenes, Calendly, Zapier, Kajabi, and Launchpad automations power the platform. No friction. No drop-offs. Just a smooth, professional experience for busy advisors and their clients.

But design alone doesn’t convert. We dig deep with clients to uncover real frustrations and future goals. When strategy, story, and structure align, you get more than a page — you get a system that wins.

That’s how we helped LifeMap secure a contract with an $86B industry-leading financial institution.

Key projectelements we excel at: