Kajabi Setup Checklist for New Creators

1. Account & Basic Settings

• Creating the Kajabi account and select the appropriate plan based on the product type (course, coaching, membership).
• Setting the site name, business name, and contact email.
• Upload the brand logo and favicon for the professional look.
• Configured the time zone, currency, and language.
• Review legal settings and enabled GDPR compliance if needed.

2. Branding & Website Foundation

• Choose the Kajabi theme that match up the brand (Premier, Mist, etc.).
• Customized button styles, fonts, and colors to maintained visual consistency.
• Creating core pages:
• Home page
• About page
• Contact page
• Privacy Policy
• Terms & Conditions
• Setting up the navigation menu (footer and header).
• Add on social media linked to increasing credibility.

3. Product Creation (Courses, Memberships, Coaching)

• Deciding on the product type:
• Online course
• Membership
• Coaching program
• Digital download
• Creating the new Product inside Kajabi.
• Structure the content using:
• Categories (modules)
• Posts (lessons)
• Uploaded lesson content:
• Videos
• PDFs
• Audio files
• Worksheets
• Pen up clear lesson descriptions and titles.
• Enabled comments or community interaction if required.
• Set up content drip schedules (optional).

4. Offers & Pricing Setup

• Creating an Offer and attached the product to it.
• Set on pricing:
• One-time payment
• Subscription
• Payment plan
• Configure trial periods if applicable.
• Add order bump or bonus products.
• Customize checkout page copy and branding.
• Enable testimonials or guarantee badges for trust.
• Set refund policies clearly.

5. Payment Integrations

• Connecting Stripe for the credit/debit card payments.
• Connecting PayPal for a global accessibility.
• Test on payment processing utilizing test transactions.
• Verifying tax settings (VAT, GST, sales tax if applicable).
• Confirmed payout and bank details.

6. Email Marketing Essentials

• Setting up the email sender name and reply-to address.
• Creating basic email sequences:
• Welcome sequence
• Course access email
• Onboarding emails
• Designing broadcast email templates.
• Segmented the email list (buyers, leads, inactive users).
• Pen up email subject lines aimed on value and clarity.
• Enabled double opt-in if needed.

7. Automations & User Flow

• Setting up automations for:
• Purchasing → grant product access
• Course completion → sending follow-up email
• Subscription cancellation → revoked access
• Tag users based on the actions (purchase, click, completion).
• Creating re-engagement automations for the inactive users.
• Testing all automations to certain smoothened user experience.

8. Community (Optional but Powerful)

• Enabled Kajabi Community if utilizing memberships or cohorts.
• Creating welcoming posts and discussion topics.
• Setting community guidelines and post rules.
• Assigned moderators if required.
• Encouraging engagement with challenges and prompts.

9. Landing Pages & Funnels

• Creating lead capture pages utilizing Kajabi Pipelines.
• Design:
• Opt-in page
• Thank-you page
• Sales page
• Pen up benefit-driven copy for every page.
• On sales pages as Embed videos or testimonials.
• Connecting forms to mail sequences.
• Testing funnel flow end-to-end.

10. Analytics & Tracking

• Enabled Kajabi analytics dashboard.
• Monitoring:
• Sales
• Conversion rates
• Email open rates
• Product progress
• Connected Google Analytics (optional).
• Installing Facebook/Meta or Google ads pixels if run on ads.
• Review metrics week day to optimized performance.

11. Testing & Quality Control

• Go through the course as the student.
• Testing email delivery and checkout.
• Checking mobile pages responsiveness.
• Review spelling, broken links and formatting.
• password reset functionality and Confirmed login.

12. Pre-Launch & Launch Prep

• Set up the launch timeline and date.
• Warming up the audience via email or social media.
• Scheduled launch broadcasts and emails.
• Prepared FAQs and customer supporting responses.
• Creating the backup of significant content.
• Announced launching across all platforms.

13. Post-Launch Optimization

• Collecting student testimonials and feedback.
• Improving lessons based on user questions.
• Optimized pricing and offered if required.
• Introduced upsells or advanced programs.
• Plan future launches and content updates.