Kajabi Financial Advisor Website & Lead Generation Funnel

OVERVIEW

A financial advisory brand needed an authoritative Kajabi website that could explain its services clearly and guide the right prospects toward an inquiry without overwhelming them with complex information.

THE CHALLENGE

Financial-services pages need to establish trust, organize detailed service information, and keep the next step visible. The website and lead-generation funnel also needed to feel consistent across desktop and mobile.

MY ROLE

I worked as the Kajabi website designer and funnel strategist. I organized the information architecture, designed the responsive page hierarchy, clarified the call-to-action path, and built the lead-generation experience around the advisory offer.

DELIVERABLES

• Responsive Kajabi website • Advisor profile and service presentation • Lead-generation landing-page flow • Consultation-booking path • Mobile optimization • Cross-page journey quality assurance

PROCESS

I mapped the content to the questions a prospective client needs answered before making contact, organized the trust and service sections around that decision path, built the funnel pages, and tested the core journey across screen sizes.

OUTCOME

The delivered Kajabi experience gave the brand a cohesive website and a clearer path from service education to inquiry. No conversion metric is claimed; this case documents the website and lead-generation funnel delivered in the Upwork portfolio. The client's current public website uses a different platform, so this archived project evidence is not presented as the current live Kajabi build.