Kajabi Skills
Kajabi Subscription & Automation Engine
A complete subscription engine built inside Kajabi, so every purchase, upgrade, downgrade, cancellation, and billing event is handled automatically and consistently.
Kajabi gives you offers, tags, and automations, but no subscription lifecycle management. I design and build the missing layer: a deterministic state machine that tracks plan, duration, currency, and billing status, routes the right email at the right moment, and handles cancellations and billing failures the way Kajabi's two-step process actually requires. The result is a Kajabi setup that behaves like a SaaS billing platform, scoped to your specific tiers, currencies, and lifecycle rules.
Book a Discovery CallThe Problem
Kajabi's offers, tags, and automations are pieces, not a system. There is no built-in concept of "this customer just upgraded." No automatic cleanup when plan state changes. No proper handling of the gap between cancellation initiated and access actually ending. No multi-step billing failure recovery. No way to guarantee that every customer has exactly one plan tag, one duration tag, and one currency tag at any given moment. Every Kajabi business that sells tiered or recurring access has to invent that logic themselves, or live without it.
Without that logic layer, tags accumulate and conflict. Welcome emails fire again on renewals. Upgrade emails never fire because nobody built the detection. Cancellation removes access immediately when it should run to the end of the billing cycle. Billing failures go unnoticed until the customer complains. The result is manual cleanup, support tickets that should never have been opened, and a constant low-grade anxiety that the subscription system is held together with duct tape.
What This Service Delivers
I design and build a complete subscription lifecycle engine inside your Kajabi account. The architecture covers every state transition a paying customer can go through: new purchase, upgrade between tiers, downgrade, cancellation initiation, cancellation completion, billing failure, billing recovery, and repurchase. Each transition has a deterministic outcome. Tags update predictably. The right email fires once, never twice. Access and product visibility match the customer's current plan, automatically.
Scope varies because no two Kajabi businesses have the same offer matrix. A simple two-tier setup with one currency might need a dozen automations. A three-tier setup with multiple currencies and billing durations can run into the dozens. The architecture work is similar either way. The build phase scales with the matrix. I scope it to your specific tiers, durations, and currencies during discovery, so you get exactly the system your business needs, not a generic template that doesn't fit.
What's included: discovery and architecture design, the full tag taxonomy, the offer naming convention, every purchase automation, cancellation lifecycle automations, billing failure recovery, email sequence routing with gate tags, product access enforcement, full QA against a scenario coverage matrix, and an operations playbook so you can run the system after handoff.
What's not included: writing the email body copy (the routing and structure are delivered, you provide the words or scope it as additional work), building course or product content, configuring your payment processor (Stripe and PayPal setup is your responsibility, though I confirm it works during QA), Kajabi theme or page design, and ongoing automation maintenance after handoff (covered by the post-delivery support window, retainer available beyond that).
Frequently Asked Questions
It depends on your offer matrix. The shape is roughly: one purchase automation per Tier x Duration x Currency offer, plus a handful of global automations (cancellation initiated and complete per tier, billing failure recovery, add-on automations if applicable). A two-tier setup with one currency and three durations might land around 12 to 15 automations. A three-tier setup with eight currencies and four durations can run past 70. We will scope your specific matrix during discovery so you have a real number, not a guess.
Yes. Multi-currency support is a core design consideration, not an afterthought. Kajabi treats each currency offer as a separate offer, so the architecture uses one automation per currency offer with deterministic currency tag management. Adding a new currency later is a documented operation in the playbook (define the new offer, duplicate the closest existing automation, change the trigger and the relevant tag), not a rebuild.
The purchase automation runs scenario detection first. It reads the customer's current plan tag, branches accordingly (Free to Paid, Paid Tier 1 to Paid Tier 2, Paid Tier 2 to Paid Tier 1, repurchase of the same tier), and applies the right email sequence and historical tag for that specific transition. Tags then normalize to the new plan state, with all old plan, duration, and currency tags removed and the correct ones added in a deterministic order. Customers never get welcomed twice or end up with conflicting plan tags.
Kajabi cancellations have two events: initiated (the customer cancels but still has paid access until the end of the billing cycle) and complete (access actually ends). The system handles them separately. The initiated automation marks the cancellation as pending without changing access or plan tags. The complete automation handles the transition to the free plan, grants free access if the customer never had it, normalizes tags, and sends the cancellation email. This is the correct model. Most setups treat cancellation as a single event and either remove access too early or skip the lifecycle handling entirely.
No. Every email sequence is wired to a message gate tag (e.g., MSG:WELCOME:PAID:SENT) that is checked before subscribing the customer to the sequence. Once the gate tag is set, the welcome will never fire again, even if the customer renews or repurchases. Upgrade emails and cancellation emails follow the same pattern. The architecture treats duplicate emails as a system failure, and the gate logic prevents them by design.
No. The operations playbook is written for non-technical operators. It covers what each tag means, how to handle the edge cases that require manual action (stop a pending cancellation, refund a duplicate purchase, change a customer's plan manually), and how to extend the system (add a new currency, add a new duration). If you can navigate the Kajabi admin, you can operate the engine. Anything you would want a technical specialist for is documented as "when to call someone" rather than something you have to figure out alone.
The architecture is built to extend. The playbook walks you through it: define the new offer following the naming convention, create the offer in Kajabi, duplicate the closest existing automation, change the trigger and the relevant tag references, run the scenario test cases against it. If you would rather have me handle it, I can scope an extension as a small follow-on engagement. Either way, the existing system does not break when you grow.
The service includes the routing and structure: which sequences exist, what triggers them, what gate tags prevent duplicates, and how they connect to plan transitions. Email body copy (the actual words customers read) can be in scope as additional work, or you can write your own following the structure I deliver. We will talk about which makes more sense during discovery, depending on your existing brand voice and how much email writing capacity you have.
Ready to build your Kajabi subscription engine?
No commitment. We will talk about your tier structure, currency setup, and lifecycle requirements, and figure out whether this is the right fit for where your business is right now.
Book a Discovery Call