Built with Kajabi
Kajabi Advanced Custom Coding
Kraig Mathias
Verified
Like this project
What the client had to say
I'm happy to keep working on projects with Kraig because it's like he is part of our company's team! He is committed, perseverant and genuinely excited to help us find the best solutions to our problems.
Melanie Endert, M&A Leadership Council
Jan 15, 2026, Client
Posted Oct 23, 2025
Developed a custom Kajabi training platform with bespoke dashboards, progress tracking, and certification pathways for executives, including data migration.
Likes
3
Views
8
Timeline
Jan 13, 2026 - Jan 14, 2026
Clients
M&A Leadership Council
Project Overview
Melanie’s organization, a leader in corporate executive training and certification, sought to migrate their existing, custom-built training platform to Kajabi.
Their vision was a highly customized solution that would:
Host their comprehensive educational content, including video lectures, interactive modules, and downloadable resources.
Provide a deeply personalized and bespoke dashboard experience for high-level corporate executive learners.
Offer robust features for intricate progress tracking towards multi-tiered certification programs.
Enable learners to seamlessly purchase different educational components (add-on courses, specialized workshops) directly within the platform.
Demand advanced mechanisms for tracking achievements via sophisticated tagging systems and comprehensive assessments.
This was a particularly complex undertaking, requiring:
Development of new features within Kajabi.
Seamless and accurate integration of their extensive existing data (learner progress, enrollment history, assessment results) into a new, feature-rich Kajabi environment.
Maintaining data integrity and historical context.
The Challenge & Our Role
The primary challenge was not merely to replicate but to significantly enhance the functionality of Melanie's existing corporate training platform within Kajabi.
This involved:
A complete overhaul of the user experience to create a highly tailored, bespoke user dashboard (displaying custom progress bars, enrolled programs, recommended next steps).
Implementing intricate progress tracking for multi-stage certification programs by devising new ways to leverage Kajabi's features to represent complex learning paths and prerequisites.
Configuring complex automation rules using Kajabi's tagging system, assessments, and strategically designed checkout offers to automatically assign correct access, trigger communications, and update learner statuses.
My role was to serve as the lead architect and developer, tasked with:
Understanding the nuanced requirements of corporate training.
Translating these unique, enterprise-level needs into a robust, scalable, and user-friendly Kajabi system.
A critical component was also the meticulous migration of their existing user data, which sometimes contained incomplete or inconsistent records. This demanded:
Meticulous data mapping.
Comprehensive data cleaning processes to resolve discrepancies.
Precise import strategies to ensure 100% accuracy and continuity of learner progress and certification eligibility in the new Kajabi environment.
The Process
My process was multi-phased and meticulously executed, beginning with a deep dive into the client's current operations.
Initially, I conducted in-depth consultations with Melanie and her team to fully understand:
The existing platform's functionalities.
Specific certification pathways.
The nuances of their corporate training delivery model.
Analyzing user flows, content structure, and their proprietary certification requirements.
I then designed a custom Kajabi framework utilizing a strategic combination of:
Product templates.
Custom fields designed to capture specific executive learner data.
A sophisticated tagging strategy that served as the backbone for tracking progress, eligibility, and segmenting users.
I configured numerous checkout offers, each carefully structured to manage the purchase of different educational aspects, from individual modules to comprehensive certification bundles, ensuring a streamlined and intuitive buying experience.
A significant and labor-intensive effort was dedicated to data migration, involving:
Secure export of their legacy data from multiple sources.
Extensive cleaning and mapping of this data in Excel to standardize formats and resolve inconsistencies.
Meticulously importing it into Kajabi with precise application of tags. This tagging was critical for tracking individual progress, historical achievements, and determining current certification eligibility.
Finally, automated workflows for assessments and progress triggers were carefully configured, integrating quizzes, surveys, and content completion markers to automatically update learner profiles and trigger communications based on their performance and engagement.
The Build & Outcome
I successfully delivered a highly customized, enterprise-grade Kajabi training and certification platform specifically tailored for Melanie's corporate executives.
The solution featured:
A unique and intuitive dashboard experience, providing executives with a personalized view of their current progress, enrolled courses, and upcoming milestones towards certification, significantly enhancing user engagement.
Robust, real-time progress tracking towards multi-tiered certification programs, offering unparalleled transparency and motivation for learners.
Seamless purchasing options for additional educational components, integrated directly into the user interface.
Through a sophisticated and intricately designed combination of Kajabi's tagging system, advanced assessments, and automated workflows, the system precisely and automatically tracks every aspect of learner progress, achievements, and certification eligibility from initial enrollment to final certification.
Crucially, all historical learner data (past course completions, assessment scores, certification statuses) was meticulously migrated from their old system, ensuring complete data continuity and accurate records within the new Kajabi environment.
The client is exceptionally pleased with this custom, robust, and highly functional enterprise-grade solution. It has not only met but significantly exceeded their expectations, profoundly enhancing their organization's ability to deliver and manage high-value corporate training and certification programs with:
Unparalleled efficiency.
Advanced automation.
A superior, brand-aligned user experience for their executive learners.