WordPress to Kajabi migration and website redesign for Accountant Success Formula, creating a streamlined platform for sales, onboarding, and course delivery.
Erik Solbakken, CPA and founder of Accountant Success Formula, had outgrown his WordPress site in every way that mattered. It looked dated, felt clunky to manage, and wasnβt built to support a premium coaching program or a growing client base of entrepreneurial CPAs.
He needed more than a redesign. He needed a platform that could handle sales, onboarding, content delivery, and client experience without friction, while reinforcing his authority at the top of his niche.
My Role + Approach π―
I led the full migration from WordPress to Kajabi and redesigned the site from the ground up with a clear focus on structure, clarity, and conversion.
This wasnβt about making the site prettier. It was about turning it into a functional system that supports marketing, sales, and long-term growth. Erik supplied the copy, branding, and photography. My role was to translate those assets into a cohesive, high-performing Kajabi build that worked as a single, intentional ecosystem.
What I Built π οΈ
The priority was a clean, professional Kajabi site that guides the right clients from first visit to enrollment without overexplaining or unnecessary complexity.
Website Migration & Core Pages
Migrated all core pages from WordPress to Kajabi
Redesigned the homepage with a clear blog opt-in path
Rebuilt About and Contact pages to strengthen trust and clarity
Created Blog, Login, Library, and a branded 404 page
Sales Pages & Lead Capture
Designed dedicated sales pages for 1:1 coaching and the Accountant Success Formula program
Installed blog opt-ins and connected automated welcome emails
Client Experience & Systems
Reviewed and refined the client-facing course portal
Improved checkout flow for clarity and ease of use
Optimized onboarding email automations
Client Migration & Communication
Imported the full client database into Kajabi
Granted access to existing clients
Wrote clear transition and follow-up emails to ensure a smooth platform move
The Result β
Erik now has a modern, scalable Kajabi website that supports sales, client onboarding, and delivery without friction. The platform matches the level of expertise behind the brand and gives his business the infrastructure required to support premium coaching at scale.
Why This Project Matters π‘
This build showcases my ability to manage full-platform migrations while balancing strategy, design, and execution. Itβs a clear example of how Kajabi works best when itβs treated as a system, not just a website.