The Simple Kajabi Migration Plan Every Course Creator Needs

Ready to move to Kajabi without the overwhelm? Here’s the step-by-step path to do it with confidence.

You’ve made the leap and decided Kajabi is the platform for your business.

But now that you’re in, staring at your new Kajabi dashboard, your brain might be doing a little panic dance.

Where do you even start? Should you rebuild your website? Upload your course? Tackle email sequences?

Deep breath.

You don’t have to do it all at once — and you definitely don’t have to figure it out alone.

Let’s walk through a clear, step-by-step Kajabi migration plan that’ll help you move with intention (not overwhelm), so you can get your business up and running — and actually working for you.

Why “Just Copying Everything Over” Isn’t the Answer

It’s tempting to just shift everything from your old platform into Kajabi and call it done. But here’s the truth: that “copy-paste” approach usually leads to broken links, lost leads, and a whole lot of launch stress.

Your Kajabi setup deserves more than a rushed migration. It needs a strategy.

When you prioritize what really matters first — your core offers, your current students, and your foundational setup — you set yourself up for a smoother, smarter, and more sustainable migration to Kajabi.

Your Step-by-Step Kajabi Migration Roadmap

Here’s the simplified migration roadmap I walk my clients through — follow these steps to help you move through the chaos of this migration process with clarity and confidence.

Step 1: Audit What You’ve Got

Before moving anything over to Kajabi, you want to spend some time thoroughly looking at your current platform and asking yourself, “what do I really need to move?”

What courses, email sequences, landing pages, and offers do you actually need to keep? What needs refreshing or updating? What can you finally let go of because it’s outdated and no longer relevant?

Decluttering now means less confusion later. Plus, there’s no need to move over digital junk you no longer use or need.

Step 2: Plan Your Migration Priorities

Now that you have clarity on what you want to keep, the next step is to decide what needs to be moved to Kajabi first — because not everything has to happen at once (phew!).

Ask yourself: “What’s currently live, revenue-generating, or essential to how I serve my audience?” Focus on anything tied to an upcoming launch or new student onboarding — your core offers, active funnels, or lead magnets. These are the pieces that should take priority.

Less urgent items like courses not tied to an upcoming launch, inactive freebies or automations can wait until your essential pieces are up and running.

Step 3: Build Your Key Pages + Visual Branding

Once you have a migration plan, it’s time to start building out your Kajabi presence. Start with the key pages that set the tone for your brand — like your homepage (if you’re using Kajabi for your site), sales or program pages, and your member login area.

Use this opportunity to refresh your branding and ensure everything feels cohesive and aligned — from fonts and colors to the messaging on your buttons. Visual consistency builds trust and helps your audience feel confident during the transition. Think of it like moving into a new home: it should still feel like you, even if the layout has changed.

Step 4: Set Up Your Core Offers + Products

Next, bring your most important offerings to life inside Kajabi. Whether it’s your signature course, a membership, or a coaching package — you’ll want to create the product, set up your Offer (pricing, access rules, bonuses), and design a seamless experience for your students.

Think through things like drip settings, welcome modules, and how you want your students to navigate your content. This is where you start building the transformation you’re known for — in a way that feels polished and professional from day one.

Step 5: Rebuild Essential Email Sequences + Automations

Email automation is the quiet engine that keeps your business running — so don’t skip this step.

Recreate or migrate your most important email workflows: welcome sequences for new subscribers, post-purchase welcome and onboarding emails for new students, or nurture emails for leads who’ve downloaded one of your freebies.

You want to ensure people are getting the right information at the right time — and that their experience feels thoughtful and intentional, even when you’re not in your inbox.

✨ Pro tip: This is the perfect time to review your email copy to ensure it still reflect your brand – and to set up your custom email domain in Kajabi. Sending from your own domain not only builds trust but also improves deliverability and keeps your emails out of those pesky spam folders.

Step 6: Layer in the Tech Goodness

Here’s where everything starts to connect.

Link your payment gateways (Kajabi Payments, Stripe and/or PayPal), set up your opt-in forms and lead magnet automations, and integrate essential tools like Calendly, Google Analytics, or your CRM. These pieces create the behind-the-scenes systems that make your business feel professional and seamless — both for you and your audience.

Even if this part feels tech-heavy, it’s what allows your business to run smoothly without constant hands-on effort.

Step 7: Test Everything Thoroughly

Before you import your students and officially invite anyone in, it’s time to walk through your setup like a first-time visitor.

Click every button. Sign up for your own freebies. Purchase your own product. Make sure emails arrive when they should, logins work smoothly, and downloads are easy to access. Check that the automations are working and that students are getting the exact experience you want them to have.

This step gives you peace of mind — and helps you catch little hiccups before they become headaches for your students and leads.

Step 8: Migrate and Grant Access to Existing Students

Finally, it’s time to welcome your current students into their new digital home!

Export your contact list, clean it up, and import your list into Kajabi (including relevant tags, contact details and notes) – don’t forget to grant access to the correct Offers for each group, ensuring every student ends up exactly where they should be. Follow it up with a warm, personalized email that helps them log in with ease and feel confident in the new setup.

This step is all about care. You’ve done the work — now let your people experience it with clarity and support.

You Don’t Have to DIY It

If all of this still feels like a lot, you’re not doing anything wrong. Kajabi is powerful, but it comes with a learning curve — and your time is precious.

That’s where I come in. I help coaches and course creators like you migrate to Kajabi with clarity, strategy, and confidence — without burning out trying to Google every step.

🗓️ Prefer hands-on help? Book a quick call with Natashia and let’s map out your Kajabi migration together — so you can move forward with clarity and ease, without the tech headache.