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Kajabi Wellness Education Platform Development
Developed a Kajabi-based wellness education platform for Nilda that combined online learning, CRM integrations, and a structured course ecosystem. The project focused on creating an intuitive educational experience, streamlining user journeys, and supporting long-term engagement through scalable platform architecture and conversion-focused design.
The Kajabi-to-CRM handoff is a useful part of this build to unpack. I’d check that a learner who purchases stops receiving prospect follow-ups and gets the right access message, including when the same email already exists in the CRM. Which system owns that customer-status change here?
Kajabi owns it. Purchase flips the contact, follow-ups stop, and the CRM updates the existing record instead of making a dupe. Access email goes out either way. How do you usually handle it, CRM-first or platform-first?
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