I once watched a therapist manually send a welcome email to every new client who signed up to her online programme. One by one. Copy, paste, personalise a tiny bit, send. She was doing this at 10pm on a Tuesday, after a full day of client sessions.
When I showed her what Kajabi's automation could do instead, she went a bit quiet for a moment and then said, 'I've been doing that for eight months.' Eight months, friends.
Let's not let that be you.
The Best Kajabi Automation to Set Up First: The Post-Purchase Welcome Sequence
If you're only going to set up one automation in Kajabi, make it this one.
Here's how it works: when someone buys your course, programme, or membership, Kajabi can automatically send them a welcome email (or a sequence of emails) without you lifting a finger. You write it once, set it up once, and then it runs every single time.
What to put in your Kajabi welcome sequence
Email 1 (immediately after purchase): A warm, personal welcome. What to expect, what to do first, and a reminder that they made a great decision. This is the moment to reassure them and reduce any buyer's remorse.
Email 2 (a day or two later): A gentle nudge to log in and take their first step. Something like 'Have you met Module 1 yet? It's been waiting for you.'
Email 3 (four or five days later): A check-in. Is there anything they're unsure about? Do they know how to reach you if they need help?
That's it. Three emails, written once, running forever. And your new clients feel held from the moment they arrive.
How to set it up in Kajabi
In Kajabi, you set this up under Automations in the left-hand menu. The trigger is 'Grant Offer Access' or a specific product purchase, depending on how you've set things up. If you need a hand with the technical side, that's exactly what my 90-minute sessions are for.
