Case Study
Course launch automation
Stabilized a course launch flow from opt-in to onboarding with clean tagging and reliable reporting.
Last updated: 2026-02-06
Stack
GoHighLevel + Kajabi + Stripe
Before → After
Before
- Payment events were not syncing to onboarding.
- Course access tags were inconsistent across tools.
- Reporting could not show accurate launch results.
After
- Launch onboarding became consistent across tools.
- Support tickets dropped thanks to clearer access rules.
- Reporting tracked every stage reliably.
Workflow map
The core fix was making checkout, tagging, and access rules deterministic across systems.
- Opt-in
- Checkout
- CRM tags
- Course access
- Onboarding
- Reporting
Constraints
- Launch timeline could not slip.
- Existing students required uninterrupted access.
- Automations had to be tested while live.
Solution
- Mapped payment → CRM → course access chain.
- Rebuilt tags and triggers with clear ownership.
- Added QA checkpoints for each launch step.
What changed
- Standardized tags so access rules can’t drift between tools.
- Made payment events the single source of truth for enrollment.
- Added QA checkpoints so every stage can be verified before launch day.
Next steps
Need a similar build? Send project details.