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.”

Photo of Amy D'Aprix and LifeBridge Strategies logo 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.

POWERED BY

White Kajabi platform logo
White Launchpad integration logo
Zapier logo in white
Calendly logo in white
Stripe logo in white

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:

  • Sales and client onboarding funnels
  • Conversion-led funnel architecture 
  • Live webinar and coaching funnels
  • Advanced, categorized video library
  • Intuitive, advisor-focused sales design
  • Pricing and offer strategy

The Results

Numbers That Speak Volumes

100+

Video Resources

Searchable in one click

$86B

Financial Institution

Contract win with an industry leader

Top 10

NA Financial Institutions

Clients using Lifemap

Helping LifeMap win a contract with $86B institution

Words From Our Customers

Trusted by serious leaders

Built for brands that need a better member experience and stronger sales.

★★★★★

EBAcademics.com logo and photo of CEO - Caithlin Mitchel

Caitlin Mitchel  ~ CEO

EBAcademics.com

"You guys absolutely freaking nailed it for us.  You guys are the best, and I want to keep working with you forever. Thank you!"

★★★★★

Speaktotransform.com logo and photo of CEO - Lisa Vanderkwaak

Lisa Vanderkwaak ~ founder

SpeakToTransform.com

"The results I got from Motivation proved that nothing is impossible when you are partnered with the right company" 

★★★★★

Taylorcapital.co.uk logo and photo of CEO - Dan Taylor

Dan Taylor ~ CEO

TaylorCapital.co.uk 

"They are undoubtedly the "Go To Guys" for all Kajabi things. They can make Kajabi do things Kajabi can't even do"

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Speak with a Kajabi Expert

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We design and build Kajabi websites and memberships.
More visitors buy, more members stay, and your team stops fighting the platform.

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