pro
Jessica Panetta, MA, RD
Pro Kajabi Setup for Professionals, Clinicians, & Experts
- $1k+
- Earned
- 2x
- Hired
- 5.00
- Rating
- 4
- Followers
ProCourseStart (Justin Allan Montgomery, 8-Figure Course Creator)
3-Tier Membership Ecosystem for a High-Volume Online Education Brand
→ Project Overview
Justin Montgomery runs a high-volume online education business with a complex product suite and a growing member base. ProCourseStart required architecture, not assembly: a 3-tier membership ecosystem where each tier carried its own course catalog, pricing structure, and access logic, supported by waitlist funnels and integrated sales infrastructure for ongoing offer launches. This was not a first-time course setup. It was a production-grade platform rebuild for a business already operating at scale.
→ The Challenge
3-tier membership access logic is one of the most technically demanding configurations in Kajabi; any misconfiguration creates access errors that affect student experience and revenue simultaneously
Multiple distinct course offerings within each tier needed to be independently manageable while sharing a unified platform backend
Tiered pricing, waitlist funnels, and sales sequences all needed to operate in sequence without manual oversight between launches
High-volume operator expectations applied: the system needed to perform cleanly at scale, not approximately
→ Phase 1: Architecture and Design
Mapped the complete membership tier hierarchy: access levels, course assignments, pricing structures, and upgrade pathways between tiers before any development began
Established backend naming conventions and product architecture to allow clean expansion as Justin's offer suite grew
Designed the member-facing experience in Lovable to validate the access flow logic before building it in Kajabi
→ Phase 2: Development
Set up 3-tier Kajabi membership with distinct course catalogs and access configurations per tier
Configured individual checkout flows for each pricing level with automated access delivery on purchase
Built waitlist funnels for upcoming offer launches integrated directly into the existing platform architecture
Connected all sales funnel sequences to appropriate membership tiers with automated access and upgrade logic
→ Phase 3: Integration and Launch
Set up email automation across all three tiers: enrollment, access, upgrade prompt sequences, and waitlist confirmation
Completed full QA pass across tier access gates, checkout flows, and automation triggers
Delivered with a comprehensive training handoff covering backend management, offer configuration, and future tier expansion without technical support
→ Outcome
ProCourseStart operates a production-grade multi-tier membership platform capable of managing hundreds of students across distinct access levels simultaneously. Justin launches new offers, runs waitlists, and manages course progression inside a single system without rebuilding infrastructure every time the product suite expands.
→ Preferred Vendor List
As a result, my agency is now on ProCourseStart's preferred vendor list for profession-focused online course creators, showcasing expertise in complex Kajabi builds.
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Slimming Grace Academy (Danni Owens, FNP)
Full Funnel-to-Completion Platform for a Primary Care and Weight Management Clinician Educator
→ Project Overview
Danni Owens is a credentialed healthcare professional with clinical expertise in primary care and weight management who was ready to take her knowledge into a structured CE digital course model. The scope covered everything from the top of the funnel through to course completion and student feedback: enrollment funnels, course delivery, feedback collection, and compliance documentation all operating inside a single Kajabi platform.
→ The Challenge
- No existing Kajabi infrastructure; the full pipeline from opt-in to course completion needed to be set up from scratch
- The funnel needed to attract, qualify, and convert the right audience without overpromising outcomes in a regulated content space
→ Phase 1: Strategy and Design
- Mapped the full pipeline: funnel entry through enrollment, course access, content delivery, feedback collection, and compliance documentation staging
- Structured offer page language to reflect Danni's clinical credentials without triggering scope-of-practice concerns
- Designed platform visuals in Canva and Lovable before development, with a professional standard appropriate for a licensed healthcare educator
→ Phase 2: Development
- Set up enrollment funnel in Kajabi: opt-in page, sales page, and checkout configured end-to-end
- Built course portal with structured module and lesson architecture for a clinical curriculum
- Integrated student feedback collection within the course environment
→ Phase 3: Integration and Launch
- Connected email automation for enrollment confirmation, course access, and student follow-up sequences
- Completed mobile optimization across all funnel and course pages
- Delivered full QA pass with a 1:1 training walkthrough covering student management, content updates, and ongoing maintenance essentials
→ Outcome
Slimming Grace Academy operates a complete, professionally structured course platform where students move from first contact to enrolled access inside a single pipeline. Danni manages content, tracks student progress, and collects feedback without technical support for day-to-day operations, and the platform language reflects the clinical standards her credentials require.
→ Testimonial
"Now that my course is live, the best feeling is basically seeing my expertise actually working for other people. I teach people when I sleep. I help others and it's incredible. If you're a healthcare professional or a business owner, if you have something valuable to teach somebody, Jessica is your girl. Working with her and her team made it all feel possible and completely achievable."
-- Danni Owens, FNP, Founder, Slimming Grace Academy
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MedLaunch (Kate Clawson, APRN-C)
Compliance-Ready Clinical Education Platform for an Advanced Practice Nurse
→ Project Overview
Kate Clawson is a certified advanced practice registered nurse who set out to create a structured course platform delivering compliance and clinical education to other healthcare professionals. The platform needed to handle enrollment, checkout, and course access inside a single, compliant environment, without the friction of patched-together tools or the credibility gap of a generic course site. She had deep subject matter expertise and no existing digital infrastructure.
→ The Challenge
- Clinical education content requires platform structure and language that reflects scope-of-practice awareness
- Needed seamless, automated enrollment and access delivery so Kate could focus on content, not manual fulfillment
- The visual and structural standard had to match the expectations of a professional audience evaluating a clinical education product
→ Phase 1: Strategy and Design
- Mapped platform architecture to meet the credibility expectations of a licensed healthcare professional audience
- Designed mockups in Canva, then translated to Kajabi with a clean, clinical visual direction
→ Phase 2: Development
- Set up complete course platform in Kajabi with structured module and lesson architecture
- Developed a sales funnel, including professional copywriting for all components
- Configured enrollment and checkout flow with automated course access delivery
→ Phase 3: Integration and Launch
- Connected email automation for enrollment confirmation and course access delivery
- Completed mobile optimization across all platform pages
- Delivered full QA pass and 1:1 training handoff so Kate could manage course content and student records independently from day one
→ Outcome
MedLaunch operates a professional, compliance-aware clinical education platform that allows licensed healthcare professionals to enroll, access coursework, and complete education in an environment that reflects the standards of the profession teaching it.
→ Testimonial
"The best benefit I think I gained was being able to launch sooner by having her just do it. Since she knows Kajabi, which was a whole other learning curve, learning how to navigate through Kajabi, I was able to start making money sooner off of my course. It just kind of feeds my momentum that I could finally just at least get that first course out there. So, I am really grateful to her and her team. They did a beautiful job on everything. They could see the vision that I had, kind of how I wanted to make my course look and my brand look. I highly recommend."
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Elite PT Education
Full Kajabi Ecosystem for a Physical Therapy Continuing Education Platform
→ Project Overview
Elite PT Education is a continuing education platform for licensed physical therapists. The client needed a complete digital presence from scratch: a website capable of establishing professional authority in a clinically rigorous market, plus a course delivery infrastructure that could handle enrollment, access management, and continuing education delivery at scale. No existing Kajabi setup. No prior digital infrastructure.
→ The Challenge
- Starting from zero with a clinical-professional audience that expects credibility signals, not generic course platform aesthetics
- Needed course sales, enrollment automation, and delivery to operate inside a single platform without third-party tool dependencies
- Also needed an email list building funnel to capture leads for their course launch
→ Phase 1: Strategy and Design
- Defined site architecture and page hierarchy for a multi-course platform
- Designed layout mockups in Canva, then translated to Kajabi
- Selected visual language calibrated to a licensed clinical audience: professional, not promotional
→ Phase 2: Development
- Set up full website in Kajabi: home, about, contact, and course sales page
- Configured course product with structured module and lesson architecture
- Connected enrollment funnels with checkout flow and automated access delivery
→ Phase 3: Integration and Launch
- Set up email sequence automation for student onboarding and course access sequences
- Completed mobile optimization across all pages
- Delivered full QA pass and 1:1 training walkthrough with the client
→ Outcome
Elite PT Education operates a fully independent, professional-grade continuing education platform with no third-party platform dependencies. Physical therapists can browse, enroll, and complete coursework in a branded, credibility-first environment set up to grow with the business.
→ Testimonial
"Because of Jessica's help, we were able to focus on launching the course and serving the physical therapists. Instead of getting stuck in all those technical details, it feels like a huge weight has been lifted and we are confident knowing that our website is set up to support our launch date and our long-term growth. Working with Jessica was a game-changer for our online course business and I would absolutely recommend her to anyone that wants a website that looks professional, runs smoothly, is user-friendly, and represents their vision and their brand."
-- Stephanie Parrish, Co-Founder, Elite PT Education
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