Kajabi Automations That Save Hours (and Actually Work)

Let’s Talk About Automation

It’s one of Kajabi’s strongest features, and one of the most underused.

Or even worse, misused.

Because when automation works, it’s invisible, seamless, and will save you a ton of time.

When it doesn’t?

It creates confusion, extra admin, and frustrated customers. Worse still, customers can actually leave if your automations are misfiring.

So What’s Worth Automating?

• ✅ Adaptive Email Marketing:
  Send targeted onboarding, nurture, or upsell email sequences when users complete specific actions (course purchase, lesson completion, clicking a specific link).
• ✅ Dynamic Sales Pipelines:
  Automate the progression from lead capture (via forms or lead magnets) through nurture sequences, offer presentations, and post-purchase upsells or abandoned cart reminders.
• ✅ Expiry Reminders:
  For limited-time access or trials, set reminders before and after expiry. Stops people falling through the cracks and gives you a natural nudge for upsells.
• ✅ Automated Course Access & Drip Content:
  Instantly enrol students and release course modules on a set schedule after purchase, with email reminders for new content and deadlines.
• ✅ Live Session Reminders:
  Set up event registrations in Kajabi, and schedule reminder emails (and calendar links) in one go. It beats manually sending Zoom links every time.
• ✅ Testimonial Prompts:
  After someone finishes a course or hits a key milestone, ask for feedback. You can automate this with a simple form and a well-timed email.

What Not to Automate

• ❌ Sales Conversations:
  Keep this human. If someone’s interested in your offer, talk to them. Don’t send them into a drip sequence with no reply option.
• ❌ Every Little Interaction:
  Too many automations become noise. Focus on the ones that drive clarity, action, or value.
  
  

Tools I Use Alongside Kajabi

• Fathom for call summaries
• Calendly + Kajabi to manage calls and sequences
• Zapier for custom triggers
• Descript to turn coaching calls into action points

If your Kajabi business feels like hard work, automation is the first thing I’d check.

Done right, it gives you hours back. And more importantly, it gives your clients a better experience.

Coming Up

In the next post, we’ll wrap up this series with a look at how to track what’s working (and what’s not) inside Kajabi. Read it here...

Until then, if you’re struggling to get Kajabi working the way it should, please drop me a line. I can probably save you a few headaches.

I’m Andy, the Kajabi Guy 👋🏼

I help coaches, course creators, and enterprise teams who want less faff and more results from Kajabi.

If you're ready to simplify your setup, streamline your systems, and start getting a return on your Kajabi investment, let's talk.

Email me: [email protected]