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Kajabi Course Building Overview

NOTE: Long slow overview video, use shorter videos breaking down each step of the process for quicker info

Video link here

Course building checklist:

Initial Course Setup

  • Create course in Kajabi
  • Link course to correct offer
  • Add trainer access to course
  • Upload course/training materials
  • Verify course settings and visibility

Zoom & Event Setup

  • Create Zoom link
  • Add Zoom link to course
  • Add host/co-hosts if needed
  • Test Zoom link functionality
  • Send Zoom details to trainer

Trainer Coordination

  • Reach out to trainer for tech check-in
  • Complete pre-training tech check
  • Send recap email and logistics
  • Confirm trainer materials received

Course Content & Materials

  • Upload slides/resources
  • Verify downloads work properly
  • Confirm lesson organization/order
  • Check branding/course image formatting

Registration & Forms

  • Add course to CE Course Selection form
  • Add course to BT Team course selection form
  • Verify registration links work

Final QA / Audit

  • Complete final course audit
  • Verify trainer access
  • Confirm Zoom links
  • Confirm offers connected correctly
  • Confirm customer experience flow

Post-Training Tasks

  • Share Zoom recordings with Adam
  • Send speaker-only recording to Dani
  • Send eval spreadsheet to Diandra
  • Confirm evaluation automation setup