Kajabi Tutorial and Walkthrough: Moving Someone From One Product to Another Product [Video]

Transitioning Customers Between Products: Strategies and Automation

In this video Joey discusses methods for transitioning users from one product to another within a sales process. He two main strategies: firstly, using automation to grant access to an upgraded product after the completion of a module or lesson; and secondly, combining the transition with an assessment for more engagement and feedback.

Joey emphasizes the importance of creating a draft offer to prevent direct purchase, ensuring only those who complete the specified conditions receive access. This approach aims for smooth transitions and enhanced user experience.

00:00 Introduction to Product Transition Strategies
00:40 Exploring Automation for Product Upgrades
00:55 Creating and Utilizing Draft Offers
01:33 Incorporating Assessments for Engagement and Feedback
02:33 Final Thoughts and Offer Review