Built with Kajabi
B2B Training Platform Development & Onboarding Automation
Christopher Brisley
A B2B learning platform that trains insurance client-service teams at scale
GenuineShift equips insurance client-service teams to lead the client relationship. Kajabi handles simple courses well – but a B2B platform serving multiple enterprise clients and hundreds of participants needs far more.
Motivation designed and engineered the full platform – from automated lead capture to custom member portals – bringing platform engineering to a Kajabi build that closed a $250k contract from an $8 billion customer.
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🎯 Automated acquisition: Lead capture and CRM integration replace manual, old-school lead collection.
👋 Streamlined onboarding: Onboarding flows built for multiple B2B clients and their participants.
🧩 Custom SaaS features: Bespoke member portals, compliance tools and integrations beyond stock Kajabi.
🚀 Built to scale: Powered by Kajabi, LaunchPAD, Monday.com, Calendly and Cloudflare.
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Posted Oct 8, 2026
Built a B2B insurance training platform with automated lead capture, streamlined client onboarding and custom member portals.
