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Creating a New Offer in Kajabi
Objective
This SOP (standard operating procedure) outlines the step-by-step process for creating a new offer in Kajabi, ensuring clarity, accuracy, and efficiency.
Key Steps
1. Start with the North Pole to New York City Layout 0:06
- Use the North Pole to New York City metaphor to guide your offer creation decisions.
- Understand that cold traffic (North Pole) needs to be converted to paying customers (New York City).
- Complete the chart below to track all required and optional elements for your offer, or sketch them out on paper.
| North Pole |
Lead Magnet |
Intro Offer |
Order Bump |
BUY NOW ACTION |
Upsell |
Downsell (shown when Upsell Declined) |
NYC Offer |
Order Bump |
BUY NOW ACTION |
Upsell |
Downsell (shown when Upsell Declined) |
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2. Create a New Offer 7:07
- Navigate to the Kajabi dashboard.
- Click on Sales >> 'Offers' and then 'New Offer'.
- Enter a title for your offer (e.g., "How to Make Jelly Bracelets"). This title will be visible to the public.
- Enter an internal title for your offer—this title is visible only to you.
- Skip the description field—it's not needed. It appears in unexpected and unwanted places rather than where you'd expect it to show up.
3. Set Pricing and Payment Options 8:02
