Bridging the Gap Between Clients’ Lives and Money

When the idea to connect people’s life and financial goals, combined with 20+ years of consulting expertise, goes online, see how we helped LifeMap turn their vision into an intuitive, scalable Kajabi platform for financial advisors and their clients over 50.

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Challenge

Standard Kajabi works for course platforms. Not for dual-experience SaaS serving two distinct audiences.

✗ No separate branded experiences for advisors and clients
✗ Can't create advisor-specific customized registration pages
✗ Missing multi-coach integration with automated booking
✗ No intelligent resource library accessible to both audiences
✗ Standard portals inadequate for enterprise-level requirements

Solution

We built a dual-experience SaaS platform using Launchpad with separate journeys and automated systems.

✓ Advisor portal with sales pages, Calendly booking, and tier-based access
✓ Client signup template system for advisor-specific branding at scale
✓ Multi-coach funnel with automated scheduling integration
✓ Netflix-style Resource Library with keyword search for both audiences
✓ Dynamic member portals with plan-specific content per audience
✓ Global privacy compliance hub (US, Canada, UK, EU, Australia)

Custom Features:

Our Done-For-You Blueprint approach follows six proven steps from idea to launch to growth. It’s the process we’ve used to deliver predictable, scalable results for hundreds of projects. Add-ons like branding, strategy and copywriting can be layered in if your project demands them.)

Pricing

Member Portal

Coaching Funnel

Resource Library

On boarding

Mobile

Pricing

A transparent, conversion-optimised pricing page, powered by Launchpad logic. Advisors can easily compare three tailored membership tiers — Premium, Elite, and Enterprise — each with clear copy and upgrade options.

For those needing a custom solution or wanting to discuss options, we added a prominent booking feature: advisors can instantly schedule a free discovery call directly from the pricing page via an inline Launchpad popup with Calendly integration — no redirects, just seamless engagement.

To further support decision-making, we implemented a sophisticated FAQ section using SaaS best practices: questions are grouped by topic, presented in expandable accordions for easy browsing, and address everything from billing to onboarding and support. This ensures advisors get instant answers, builds trust, and removes barriers to conversion.

Member Portal

We designed a custom member portal that adapts to each advisor’s plan and business needs. The portal personalises content, call-to-actions, and access, so every advisor sees only what’s relevant to them, whether it’s onboarding steps, client management tools, live webinars, or upgrade options.

Automated onboarding guides new users from signup to full access without manual intervention. Advisors can manage their accounts, view plan-specific resources, and handle upgrades in just a few clicks. The portal integrates seamlessly with booking, communication, and reporting tools, keeping everything in one place.

For B2B firms, this means less admin, faster onboarding, and a more professional experience for every advisor and client. Our approach delivers a scalable, easy-to-manage solution that supports business growth and adapts as your needs evolve.

Coaching Funnel

The LifeMap team had a clear vision for their coaching experience. They wanted a seamless, high-level solution for integrating multiple coaches and booking both free and paid sessions. Our job was to deliver that vision with precision and sophistication.

We built a fully custom Personal Coaching Funnel, combining Kajabi, Launchpad, and Calendly to enable effortless scheduling, instant notifications, and advanced automations. Clients can easily browse coach profiles and book sessions, choosing from multiple coaches with just a few clicks. The backend runs on autopilot, managing scheduling, confirmations, and access through robust automations and rules, while the frontend remains intuitive and easy.

We won't lie, it wasn't that easy! This one-of-a-kind funnel required thorough planning, mapping, and design to ensure every step, from coach selection to session booking, is smooth for clients and fully automated for the business. The result is a scalable, hands-off system that sets a new standard for personalised coaching integration in digital platforms.

Resource Library

To showcase LifeMap resources, we built an Intelligent Resource Library by enhancing Kajabi course products with a custom Launchpad Marketplace theme, purpose-built to surpass standard platform limitations. The library features a left sidebar and Netflix-style card layout for instant loading, quick search, and an intuitive interface, making it easy for both advisor teams and clients to find what they need.

Instead of standard categories, we implemented a keyword-based system layered throughout the library, enabling seamless browsing by category, content type, or favourites. Each section connects directly to its Kajabi module, delivering a smooth, frictionless content experience for every user.

Sign Up

The LifeMap team wanted every advisor to have their own branded registration page for clients, a solution that’s fluid, scalable, and easy to manage from the backend. We delivered a fully designed Launchpad landing page template, paired with a free signup checkout, that can be quickly duplicated and customised for each advisor.

The hero section features a video, persuasive copy, and a strong CTA, followed by content sections and FAQs to inform and engage clients. The backend setup allows the LifeMap team to update branding and details for each advisor with ease, ensuring a consistent yet personalised experience.

As part of a seamless funnel, we ensured all emails, tags, and automations work together, so clients move effortlessly from signup to instant access to their personalised Client Member Portal and resources.

Mobile

LifeMap was built for adaptability. Using our custom Launchpad system, we delivered a fully responsive platform that looks and performs flawlessly on any device — mobile, tablet, laptop, desktop, or large display. Optimised asset loading and sizing boost SEO performance and keep users engaged from the first click, supporting both user satisfaction and business growth. Our engineered layout system ensures consistent design and usability for every member, everywhere.

Kajabi Website design

We designed and built a high-converting Advisor Sales Page for LifeMap using the proven 4Ps copywriting framework — Promise, Picture, Proof, Push. The page features a persuasive sales video, clear messaging, and a bold CTA to book a free discovery call.

To maximise conversions, we integrated Calendly directly into a Launchpad popup, enabling instant, frictionless call booking with real-time notifications — no redirects, no lost leads. Every element is crafted to engage busy financial advisors, highlight LifeMap’s turnkey platform, and showcase the value of expert life tools, live webinars, and one-on-one guidance.

But without a great story, your pages will fail. We work with you to understand your customers frustration and and what it feels like to solve it, great copy converts.... with these 3 elements combined, that is a sales page strategy that wins.

Key funnel elements we excel at:

Acquisition funnels
Funnel architecture
Hook creation
Intuitive sales design
Pricing strategy

Why Motivation Digital?

Join a community of creators, brands, and innovators who trust us…

“We’re not just designers. We build automated systems that are needed to launch, grow and scale online brands. Every Blueprint is proven through hundreds of successful projects, blending strategy, design, and tech into one package. With our proprietary LaunchPad technology and Kajabi expertise, we deliver like no one else can.”

We design the platforms behind 7 & 8 figure brands...

We build premium Kajabi platforms, websites and funnels designed to scale. Engineered for engagement, retention, and revenue. Proven track record: 250 projects & $300M in client sales.

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Choose your path

Launch - Growth - Scale

We launch, grow & scale automated Kajabi websites & bespoke portals.

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