Full Design & Kajabi Website Creation

Serge Herasymchuk

The Financial Pinwheel - Kajabi Complete Website Creation

Overview

We partnered with Joseph Okaly, a seasoned financial coach and founder of Success Machine, to build a powerful Kajabi platform that supports families at every life stage. From custom website design and branding to full course creation, lead magnets, and community setup - we helped bring his vision of accessible financial clarity to life.

🧩 Phase 1: Strategic Design Foundation

Before building anything inside the platform, we needed to lay the right visual and structural groundwork. Joseph had a vision, but it needed to be transformed into a cohesive online presence that would build trust and clearly communicate his value to families at every stage of life.

What Joseph came to us with:

➤ A few brand colors and general inspiration, but no finalized visual direction ➤ No clear website structure or visual hierarchy ➤ No lead magnets - only raw ideas, not aligned with any funnel strategy ➤ A big mission (helping 100,000 families), but no professional brand identity to back it up

What we delivered:

➤ A fully designed, user-friendly website in Figma, ready for Kajabi implementation ➤ Consistent visuals and layout that reflect Joseph’s tone and speak directly to his ideal clients ➤ Three lead magnets designed in the same style, each targeting a specific audience segment ➤ A structure that builds credibility, educates the user, and moves them toward conversion
Main Pages Design in Figma
Main Pages Design in Figma

🧩Phase 2: Kajabi Setup & Automation

With the visual strategy locked in, it was time to bring the designs to life inside Kajabi. This phase was all about functionality, seamless user experience, and building a solid backend to support sales, engagement, and automation.
Transferred all key pages to Kajabi: Home, About, Contact, Courses, 3 full Sales pages, Lead Magnet pages, Thank You pages, Community, Blog, Login, Library, and Error page ➤ Created customized checkout flows for each course with connected offers and confirmation pages ➤ Set up offer pages and linked them to products, automation, and pricing structures ➤ Implemented all tagging logic and form integrations to segment users based on behavior ➤ Connected automated email sequences for lead magnets and offers to nurture every lead ➤ Ensured a seamless user journey from landing on the site to accessing purchased content
The Financial Pinwheel Homepage

🧩Phase 3: Course Design & Structuring

In the final phase, we took the design one step further by integrating the courses into Kajabi, ensuring they were structured for ease of use and aligned with the brand's vision. The focus was on creating a seamless experience for both the learner and the admin.
➤ Built out 3 full courses with modules, submodules, and lessons, each styled to match the website design ➤ Created detailed course layouts to ensure clear navigation for users ➤ Implemented interactive elements and knowledge checks throughout the course ➤ Incorporated built-in calculators and tools to guide users through course content ➤ Set up a user-friendly system for course management and updates ➤ Designed and customized course completion certificates ➤ Integrated all courses into the automated email sequence for welcome, progress tracking, and reminders
Course Design

Final Overview

We transformed Joseph’s ideas into a complete Kajabi ecosystem - from a clean, branded design in Figma to a fully functional platform. We built all core pages, added automation, integrated offers and lead magnets, and set up a dedicated community space. Each course was carefully structured and designed to match the overall style. In the end, Joseph received a professional, scalable system that reflects his mission and delivers real value to his audience.
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Posted Apr 14, 2025

Built a Kajabi platform for the Financial Pinwheel with custom design, courses, and automation.

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Timeline

Sep 2, 2024 - Sep 28, 2024

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