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A Practical Guide to Kajabi Templates That Actually Grow Your Business

Laura Clayton
Laura Clayton Word Count: 1565 8 mins read

TL;DR

  • Design templates make things pretty, and automation templates help you sell.
  • With Zapier, you can connect Kajabi to tools like Deadline Funnel, ActiveCampaign, and more, no coding necessary.
  • Set up triggers that kick off timers, send emails, or segment leads automatically.
  • We’ll show you the most useful automations to build a powerful evergreen funnel without doing it all by hand.
  • If you’re running a Kajabi business, this is how you scale without burning out.

When people look for Kajabi templates, they’re usually thinking about how their site looks. Layout, colors, maybe a nice font.

That stuff matters. But, if you’re here to grow your business, what you really want are the templates that do something. The ones that bring in leads, add urgency, and help you sell, even when you’re not at your laptop.

That’s what this guide is about: automation templates.

We’ll show you how to connect Kajabi with tools like Deadline Funnel using Zapier, so your systems run smoother, faster, and smarter.

Key takeaways

  • Think beyond design: Automations are where the real growth happens.
  • Zapier + Deadline Funnel turns Kajabi into a full-on sales engine.
  • Start deadlines automatically when someone opts in or gets tagged. It’s like giving every lead their own personalized offer.
  • Stop timers once someone buys, so they never see an expired deal again.
  • Combine Kajabi with other tools to build even smarter funnels (Facebook Lead Ads, ActiveCampaign, etc.).

What are Kajabi automation templates? (and why you need them)

Design gets you noticed and automation gets you paid while saving you time. Let’s talk about the templates that do the heavy lifting behind the scenes.

Beyond design: Meet your automation engine, Zapier

You probably already know that Kajabi is great for hosting courses, managing your email list, and building your site. But when it comes to scaling your business, you’ll eventually hit a limit unless you automate.

That’s where Zapier comes in.

Zapier acts as a bridge between your favorite tools. It lets you set up “Zaps” – simple automation templates that tell apps what to do and when to do it. 

You can think of a Zap as: “If this happens in Kajabi, then do this over here in another app.”

For example: someone signs up for your lead magnet in Kajabi, Zapier tells Deadline Funnel to start a personalized countdown timer, then the lead now has a real deadline to buy your course. All without you lifting a finger.

The #1 goal: Driving more sales with authentic urgency

Evergreen funnels work best when each lead gets a clear reason to act. Not vague pressure, but a specific deadline tied to their own behavior.

Deadline Funnel helps you do exactly that. It connects to Kajabi through Zapier and creates personalized timers for each new contact. So if someone signs up through your form, their own deadline starts right away, and there’s no need to build a bunch of custom flows manually.

People can tell when a deadline is the real deal. With this setup, your offer is time-sensitive, and that’s what gets results.

5 must-have Deadline Funnel templates for Kajabi

If you’re using Kajabi to sell courses, memberships, or digital products, automating your funnels can save you hours of manual work, and more importantly, increase your sales

These Deadline Funnel + Kajabi templates on Zapier are easy to set up and work in the background to keep your funnel running smoothly.

Here are five of the most valuable templates, with real-world examples of how you might use them.

1. Trigger a deadline from a Kajabi form submission

What it does: Starts a Deadline Funnel timer when someone fills out a form in Kajabi.

Use case: Let’s say you offer a free lead magnet like a PDF, checklist, or mini-course in exchange for someone’s email. This automation starts their personal deadline as soon as they fill out the form, giving them a limited-time offer to buy your full course at a discounted rate.

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2. Trigger a deadline when a tag is added in Kajabi

What it does: Starts a Deadline Funnel timer when a tag is added to a contact in Kajabi.

Use case: Someone clicks a specific link in your email about a bonus module on “email list growth.” You’ve set that link to apply the tag “Interested in List Building.” This Zap detects the new tag and launches a unique deadline to buy your list-building course with no extra manual steps needed.

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Simple automation flow set up

3. Track new Kajabi purchases in Deadline Funnel

What it does: Syncs new purchases in Kajabi with Deadline Funnel to stop the timer and update the user’s status.

Use case: No one wants to keep seeing countdown timers after they’ve already bought. This template automatically marks someone as a customer in Deadline Funnel once they’ve purchased, so they’re no longer shown the offer they already redeemed.

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4. Create custom events from form submissions

What it does: Logs form submissions in Deadline Funnel as custom events.

Use case: Let’s say you want deeper insight into which lead magnets or opt-ins are converting best. This Zap logs form submissions as specific events, which you can later use for segmentation or analysis in Deadline Funnel.

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5. Track new tags as purchases in Deadline Funnel

What it does: When a new tag is added in Kajabi, Deadline Funnel treats it as a conversion.

Use case: You might give someone access to premium content when they click a link or hit a milestone in your funnel. Adding a tag like “Completed Free Challenge” can trigger Deadline Funnel to count that as a pseudo-purchase. Useful for bonus unlocks, upsells, or email logic.

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Next-level automation: Multi-app workflows with Kajabi & Deadline Funnel

After you’ve got the basics down, it’s time to go further. With Zapier, you’re not limited to just Kajabi and Deadline Funnel, you can bring other tools into the mix to build multi-step automations that feel seamless to your audience and save you time behind the scenes.

Here are a few powerful combinations to inspire your next funnel upgrade:

1. Capture leads on social media

Workflow: Facebook Lead Ads → Kajabi → Deadline Funnel

How it works: A potential customer sees your Facebook ad and submits their info through the native form. Zapier instantly adds that lead to Kajabi and triggers a Deadline Funnel timer.

Why it’s powerful: The second they opt in, their personalized deadline starts counting down. It’s a smooth experience that converts cold leads into hot buyers all without you lifting a finger.

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2. Integrate with your favorite landing page builder

Leadpage to Deadline Funnel flow explanation

Workflow: Leadpages → Kajabi → Deadline Funnel

How it works: When someone fills out a form on your Leadpages opt-in, Zapier sends their info to Kajabi and kicks off their evergreen timer in Deadline Funnel.

Why it’s powerful: You can keep using the landing page builder you love while still managing all your offers and automations inside Kajabi. No double handling. No data slipping through the cracks.

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3. Connect to advanced email systems

Workflow: Kajabi Purchase → ActiveCampaign → Deadline Funnel

How it works: When someone buys from you in Kajabi, Zapier adds them to your ActiveCampaign list and updates their status in Deadline Funnel all in one automation.

Why it’s powerful: It gives you total control over the customer journey. You can start a post-purchase email series, remove them from promotional funnels, and make sure their countdown stops automatically.

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Other essential automation templates for Kajabi

Not every workflow needs a deadline, but every business needs efficiency. These Kajabi automation templates can help you stay organized, improve communication, and deliver a smoother experience for your customers.

1. Sync customers with your email marketing service

Works with: Mailchimp, ActiveCampaign, Flodesk, and more

What it does: Every time someone makes a purchase or opts in through Kajabi, Zapier automatically adds them to your email list in the tool of your choice.

Why it matters: This keeps your email list up to date in real time, so you can welcome new subscribers, nurture leads, or trigger email sequences without delay and without ever exporting a CSV.

2. Get instant sales notifications

Works with: Email or Slack

What it does: Sends you a message as soon as someone buys something through Kajabi.

Why it matters: Whether it’s a ping in Slack or a quick email, this is an easy way to keep a pulse on your sales, especially if you’re a solo creator or small team who likes to celebrate wins as they happen.

Conclusion: Stop designing, start automating

Automation templates, especially those built with Zapier and Deadline Funnel, are where the magic happens. They turn your Kajabi setup into a living, breathing sales machine that responds to leads, builds urgency, and drives conversions while you sleep.

Whether you’re capturing new leads from social media, segmenting audiences by tags, or creating personalized deadlines for every form submission, the tools are already out there. You just need to plug them in.

Ready to boost your Kajabi sales without the tech headache?
Start your free trial of Deadline Funnel and try your first automation template today.