Transforming a Leading B2B Online Learning Platform

GenuineShift is an online learning platform that empowers insurance broker teams, including account managers, team leads, and executives, to grow professionally through on-demand and cohort-based programs. Serving 100+ firms nationwide, 23 of the top 100 insurance organizations, GenuineShift’s Client Service Academy delivers practical, transformative training for a high-pressure, high-stakes industry.

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★ ★ ★ ★ ★ Nov 21, 2025

“Collaborative, strategic, and reliable. Chris and his team combine long-term thinking with strong execution, and their Kajabi expertise shows in the results."

Jenn Welsh, GenuineShift

Challenge

Kajabi's basic templates work fine for simple courses, but fall short when you're running a sophisticated B2B learning platform serving enterprise clients.

GenuineShift was serving a demanding audience. With 100+ insurance firms including 23 of the top 100 organizations nationwide, they needed more than generic onboarding and scattered resources. Their template-driven platform lacked clear navigation, differentiated access for free and paid users, and automated lead capture from LinkedIn. The real challenge wasn't just redesigning pages—it was creating separate, tailored portals for different user types, automating acquisition funnels that segment and route leads intelligently, integrating Monday.com CRM for B2B program registration, and building a scalable infrastructure that supports both cohort-based and on-demand programs without constant manual intervention.

Solution

We transformed the platform into a unified B2B learning experience, powered by Launchpad with rule-based portals and automated acquisition systems.

We built dual-path funnels—one for free users through Kajabi, another for paid programs via Monday.com integration. We created separate, branded portals using advanced rule systems: a value-packed Client Service Center for free members with upgrade prompts, and a distraction-free Library for paid participants focused on deep learning.

Every element supports scalable B2B growth:

Automated acquisition funnel capturing and segmenting LinkedIn leads instantly
Rule-based portals delivering tailored experiences for free and paid users
Monday.com CRM integration for paid program registration and tracking
High-converting Home, About, and Pricing pages built for B2B decision-makers
Branded consent and privacy compliance hub for North American regulations
Centralised Stylesheet ensuring professional, cohesive branding platform-wide

The platform now embodies the clarity and confidence GenuineShift teaches—empowering insurance professionals at every level with a premium learning experience that scales effortlessly with their growth.

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.)

Blog

Story page

Members Portal

Library

Pricing

Mobile

Blog

We delivered a clean, responsive blog design with powerful search and flexible formatting. Every post, whether article, video, or branded insight, reinforces GenuineShift’s expertise and keeps users engaged, while the card-style layout aligns visually with the platform’s modules for a seamless brand experience.

The blog supports flexible content types, allowing the team to embed videos, highlight key takeaways, and create interactive learning moments. Visitors can easily find relevant content by keyword or topic, making the blog a valuable resource for ongoing professional development and thought leadership.

Story Page

The About page was reimagined as a strategic, mission-led experience that goes far beyond a standard company introduction. We transformed GenuineShift’s story into a compelling narrative, placing impact stats, bold positioning (“Clients hire you to be led.™”), and founder authority front and center, supported by social proof and values-driven content. The layered, scannable layout is designed to engage both decision-makers and service professionals, making the brand’s purpose and credibility immediately clear.

Instead of a typical “meet the founder” or timeline, we built a narrative structure focused on purpose, credibility, and values. Icon-based value blocks, responsive layouts, and accessible headings make the content easy to scan, while emotional resonance and proof points build trust and inspire action. This approach ensures the About page is not just informative, but a powerful driver of connection and conversion.

Members Portal

Driven through an acquisition funnel, free members land in a personalised, value-packed portal featuring GenuineShift branding, a welcome video, curated resources, and clear upgrade paths. Intuitive navigation and regular updates keep users engaged and moving toward premium offerings.

The portal’s sidebar and top menu provide easy access to resources, programs, and account management. Featured content, “Coming Soon” sections, and upgrade prompts ensure free users always see the next step in their learning journey, increasing engagement and conversion potential.

Library

Our flexible, rule-based pricing page empowers businesses to select the ideal program for their teams, whether self-enrol, free access, or enterprise solutions. The page is structured to serve individuals, professionals, and enterprise clients, with tiered pricing visuals and persuasive copy focused on value.

Each pricing block features dual buttons: one for instant signup to the free portal via an acquisition funnel, and another for seamless registration to paid programs through Monday.com, mirroring the experience on the homepage. This unified approach ensures every user, regardless of their path, enjoys a consistent, intuitive journey across the entire website, making plan selection and enrollment effortless for every audience segment. Certainly!

Pricing

A seamless, two-step acquisition funnel effectively captures and segments leads from LinkedIn, Facebook, and other high-traffic platforms, instantly directing them to a personalised portal. This intelligent segmentation enhances engagement and lays the groundwork for GenuineShift’s scalable user acquisition.

The flow is optimised for capturing leads, segmenting them at signup, and directing them to the right resources. This initial segmentation not only increases conversion rates but also ensures each user’s journey is relevant and valuable from the very first interaction.

Mobile

Using our Launchpad framework, we engineered GenuineShift’s site for flawless performance across all devices and browsers. Fast load times, responsive layouts, and optimised assets ensure every visitor, whether on mobile or desktop, enjoys a frustration-free, engaging experience.

We overcame Kajabi’s limitations to deliver seamless accessibility for professionals across industries, roles, and devices. Optimised asset loading and sizing also boost SEO performance and keep users engaged from the first click, supporting both user satisfaction and business growth.

Kajabi Website design

The lead generation page leverages proven 4Ps copywriting and design tactics for the B2B audience to spotlight GenuineShift’s value proposition. With compelling visuals, clear CTAs, and seamless navigation, users are guided to the right path, whether signing up for free resources or enrolling in premium programs. Mobile-optimised and lead-gen ready, it’s designed for conversion.

Integrated Kajabi and Monday.com forms and dynamic copy support lead capture and segmentation, ensuring every visitor is welcomed, informed, and empowered to take the next step. The page sets the tone for the entire platform, making a strong first impression and maximising conversion opportunities from the very first interaction.

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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