These under-the-radar tools inside Kajabi will streamline your backend and free up your calendar—without needing another plugin or platform.
If Kajabi feels clunky—or you’re still manually doing things that feel like they should be automated—you’re not alone. Most business owners are using less than half of what Kajabi can actually do.
You don’t need another tool. You just need to unlock the power of the one you already have.
Let’s walk through five often-overlooked features inside Kajabi that can eliminate repetitive tasks, streamline your backend, and give you hours back every single week.
⚙️ FEATURE 1: Product Automations
Still manually sending onboarding emails or tagging clients after a purchase? You can set Kajabi to do that for you—instantly. Product automations let you trigger emails, tag contacts, and unlock content without lifting a finger. It’s like having a backstage assistant that never sleeps.
⚙️ FEATURE 2: Assessment Quizzes (with Automation)
Kajabi’s quiz tool isn’t just for engagement—it’s for smart segmentation. You can trigger different follow-ups based on quiz scores, helping you personalize the journey without getting buried in admin. Whether you’re qualifying leads or customizing onboarding, it’s a fast path to smarter automation.
⚙️ FEATURE 3: Offer Expirations + Cart Closures
Kajabi lets you create urgency by automatically closing offers at a specific time—or when they hit a set limit. No more needing to manually monitor your promotions or remove expired links. Let your tech handle the “cart’s closing” drama while you move on to higher-impact work.
⚙️ FEATURE 4: Email Sequence Resends (Smart Logic)
Resending emails to people who didn’t open or click used to require third-party tools. Not anymore. Kajabi now lets you resend broadcasts to unopened contacts with just a few clicks—making your email strategy smarter without doing more work.
⚙️ FEATURE 5: Form + Pipeline Triggers
Want to turn your lead forms into full automations? With Kajabi, filling out a form can launch an email sequence, apply tags, and push someone down a pre-built funnel. No more scrambling to follow up manually—it’s all wired in behind the scenes.
SO…WHERE SHOULD YOU START?
If you’re not sure what to automate first, start by looking at where you’re bleeding the most time or dropping balls.
- If onboarding feels chaotic → set up a product automation
- If your audience feels disengaged → try an assessment quiz
- If launches stress you out → lean on offer expirations
- If emails are being ignored → use the resend logic
- If your inbox is full of “next steps?” questions → build form + pipeline triggers
The goal isn’t to automate everything at once—it’s to automate the most painful thing first.
Michelle’s 8-Hour Win
Michelle, an executive coach, had a Kajabi setup that was costing her time, clarity, and confidence. She was manually processing course enrollments, sending emails one by one, and struggling with tech frustration.
During our VIP Day together, we restructured her backend, streamlined her email sequences, and automated her client onboarding process. Now? Michelle estimates she’s saving at least 8 hours a month on admin alone—and finally feels confident sending people to her website.
Here’s how she described the transformation:
“I feel so much more confident knowing the systems are in place. The process isn’t clunky anymore, and I’m not wasting energy trying to figure out tech I don’t enjoy.”
You don’t need a new tool—you need to use the one you’ve got to its full potential. Kajabi has everything you need to run a seamless, automated business behind the scenes… you just need someone to help you set it up right.
If you’re ready to stop being the bottleneck and start running your business like the CEO you are, let’s talk.
