How to Start Kajabi and What to Set Up First
Starting Kajabi for the first time can feel confusing because there are multiple features available at once. Website pages, products, emails, automations, and offers are all accessible from the beginning.
The key is knowing what to set up first so your account supports how you plan to sell.
This guide walks through how to start Kajabi and what to set up first so you can move from a new account to a working business structure.
What Kajabi Is Used For
Kajabi is an all-in-one platform used to run an online business.
It replaces multiple tools by allowing you to:
- build website pages
- create and sell courses or coaching programs
- collect payments
- manage email marketing
- automate customer journeys
Everything inside Kajabi connects. When someone joins your email list, purchases a product, or completes a lesson, actions can be triggered automatically.
What to Set Up First in Kajabi
When starting Kajabi, the goal is to create a simple path:
Visitor → Email Subscriber → Customer
The setup should follow that path.
Step 1: Define Your First Offer
Before building anything in Kajabi, decide what you are selling.
Your offer should answer:
- What result does this help someone achieve
- Who is it for
- How will it be delivered
Examples:
- a coaching program
- a short course
- a membership
- a digital product
Kajabi setup becomes much easier once the offer is clear because every page and system connects back to it.
Step 2: Create Your Product in Kajabi
In Kajabi, a product is where your content lives.
This includes:
- course lessons
- coaching materials
- downloads
- videos or audio
Inside the product, organize your content into:
- categories (modules)
- posts (lessons)
Keep the structure simple so users can move through it without confusion.
Step 3: Create an Offer and Set Pricing
The offer connects your product to payment.
This is where you:
- set your price
- choose payment type (one-time, subscription, or plan)
- decide access rules
Kajabi handles payment processing through integrations like Stripe and PayPal.
Once someone purchases, access is granted automatically.
Step 4: Build a Simple Sales Page
Your sales page explains your offer and gives people a way to buy.
At minimum, include:
- who the offer is for
- the result they will get
- what is included
- a clear call to action
Kajabi provides page templates that you can customize with your content.
Focus on clarity over design complexity.
Step 5: Set Up a Lead Capture Page
Before someone buys, many will want to learn more.
A lead capture page allows you to collect email addresses in exchange for something useful.
Examples:
- a checklist
- a short guide
- a mini training
This creates a list of people interested in your topic.
Step 6: Create a Welcome Email Sequence
After someone joins your list, they should receive a short series of emails.
A basic sequence includes:
- a welcome message
- helpful content
- an introduction to your offer
Kajabi automates this so each new subscriber receives the same sequence.
Step 7: Connect the Full Path
At this point, connect everything:
- content → lead capture page
- lead capture → email sequence
- email sequence → sales page
- sales page → offer
This creates a simple funnel inside Kajabi.
Step 8: Test Before Launch
Before sharing your site, test every step.
Check:
- form submissions
- email delivery
- checkout process
- product access
This ensures everything works before real customers enter the system.
Common Mistakes When Starting Kajabi
Trying to build everything at once slows progress.
Focus on:
- one offer
- one product
- one sales page
- one email sequence
Additional features can be added later.
How Long It Takes to Set Up Kajabi
A basic setup can be completed in a few days when focused on essentials.
A more detailed build may take a few weeks depending on content and customization.
The timeline depends on how simple or complex the first offer is.
Frequently Asked Questions About Starting Kajabi
What should I set up first in Kajabi
Start with your offer, then create your product, offer pricing, and a simple sales page before adding email and automation.
Do I need a website before using Kajabi
Kajabi includes website pages, so you can build your site directly inside the platform.
Can I sell coaching on Kajabi
Yes. Kajabi supports coaching programs, including one-on-one and group formats.
How do I get paid on Kajabi
Payments are processed through Stripe or PayPal and deposited into your account.
Do I need email marketing tools outside Kajabi
Kajabi includes built-in email marketing, so external tools are optional.
Final Thoughts
Starting Kajabi becomes manageable when you focus on what matters first.
Define your offer, build the product, connect payment, and create a clear path for people to move from interest to purchase.
Once that system is in place, you can expand and refine over time.
Resources
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