How to Prepare for Your Onboarding Intro Call

HelpCenter

Updated

Learn to prepare for your Onboarding Call with a Kajabi Onboarding Specialist to help you get started on Kajabi.


In this article:


Schedule your Onboarding call

As a new Kajabi Hero, you have the opportunity to schedule an Onboarding Call with a Kajabi Onboarding Specialist on Zoom for a 45-minute introductory meeting.

What is a Kajabi Onboarding Specialist?

Kajabi Onboarding Specialists are trained to make sure you have everything you need to meet your business goals on the platform.

The team focuses on high-level strategic topics and best practices that align with your own unique business needs. Our specialists will guide you through your Kajabi onboarding process, providing you with technical, strategic, and curated support throughout your first 90 days.

When can I meet with my Kajabi Onboarding Specialist?  

If you are a new Kajabi Hero and you meet a series of onboarding qualifications, you have several opportunities to connect with a dedicated specialist throughout your onboarding journey.

Add guests to your Onboarding call

Have a business partner, virtual assistant, or co-creator who needs to join your onboarding call? Add your guest details when scheduling your call. 

To add a guest to your Onboarding call:

Click Add Guests and add the relevant contact information and email address of the other guests who will be attending the call.


Prepare for your Onboarding call

Our goal for your 1-on-1 session is to get to know your business, learn more about your objectives, and work together with you to strategize actionable next steps on Kajabi.

Onboarding Calls may include, but are not limited to the following topics:

  • Strategizing next steps
  • Best practices on the platform
  • Tips and tricks to save you time
  • Any questions you may have, general or specific
  • And much more!

To make the most out of your time with a Kajabi Onboarding Specialist, download this checklist to guide the conversation.

Whether you’re starting your first online business adventure, getting ready to launch, or just looking for new ways to increase sales, the Kajabi Onboarding team is here to help maximize the platform for your success!


Join your Onboarding call

Please be sure to download Zoom to access your call.

On the day of your scheduled meeting, follow these instructions to join your call at the scheduled time:

  • Click into the Calendar Invite and join via the Zoom link in the invitation.
  • To best prepare for this Zoom call, come ready to discuss what you would like to start working through. If you are not sure where to start, we have several resources linked for you here.

Can I access a recording of my call? 

Yes, you can access a recording of your call to review and refer to later! To access a recording, request that your session be recorded at the beginning of your call and the recording will automatically be emailed to you after the meeting ends. 


Reschedule or cancel your Onboarding call

If you need to reschedule or cancel your Onboarding Call, you can do so by opening the Calendar invitation and navigating to the section: "Need to make changes to this event?"

Select Cancel or Reschedule and pick a new date and time that works better for your availability.


Still have questions? Let us know your question below to have it added to the list or reach out to Support if you need additional assistance. Thanks for being the best part of Kajabi!

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