Valentina Akpan: Founder, Rellatech. Admin and technical virtual assistant for businesses and startups with teams.
Course platforms (Kajabi, Teachable, Thinkific) handle the course itself. They are not great CRMs. Most course creators end up running Keap or Keap Max Classic alongside their course platform to handle lead capture, nurture, enrolment, drip, and churn.
The setup that works for businesses doing six to seven figures in course revenue.
The division of labour
- ●Course platform: hosts video, quizzes, gated content, and the student login
- ●Keap: holds the contact record, the campaigns, the tags, and the segmentation
- ●Payment processor: Stripe, Thrivecart, or the course platform's built-in checkout
- ●Zapier (or native integration): keeps the three in sync
The five campaigns every course creator needs in Keap
- ●Lead nurture: free opt-in to first sales email, 7-14 emails over 21 days
- ●Cart abandonment: payment started but not completed, 3 emails over 48 hours
- ●Enrolment welcome: paid student, 5 emails over 14 days walking them into the course
- ●Drip nudge: 'you haven't logged in for X days' re-engagement, triggered by Kajabi/Teachable inactivity
- ●Churn save: subscription past due or cancelled, 2-3 emails with options to pause or downgrade
Tagging conventions for course businesses
- ●Source - [lead magnet name] (every opt-in gets one)
- ●Product - [course name] (applied at enrolment)
- ●Cohort - [YYYY-MM] (when the course runs in cohorts)
- ●Lifecycle - Lead / Student / Alumni / Churned
- ●Behaviour - Logged In Last 30 Days (refreshed by Zap)
If you only do one thing, get the 'Logged In Last 30 Days' tag working. Almost every churn save campaign that works is built on top of that one signal.
Integration patterns by platform
- ●Kajabi: native Keap integration works, but Zapier gives you finer control over which events apply which tags
- ●Teachable: Zapier is the path; Teachable's native integrations are limited
- ●Thinkific: Zapier or direct API; their webhook system is good if you have a developer
- ●Stripe: connect via Zapier and tag by product or plan to keep churn workflows clean
FAQ
Work with Rellatech
Keap and Infusionsoft (Keap Max Classic) work is a regular part of what I do. If any of the above sounds like your account, a short call is the fastest way to see whether it's a fit. Scope and pricing live on the Keap & Infusionsoft Consultant service page.
Contact MeNot ready for a call? Take the free operations assessment and I will send you a written breakdown within 24 hours.
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