A Simple Guide to Creating Courses and Membership Funnels in Your CRM
Have you ever considered creating a basic course for your clients? Or maybe you just want to share tax hacks or killer budgeting tips with them? Allow me to introduce you to the Funnel Builder & Membership/Course Module inside Cajabra CRM. This is a sweet combo that can make your content sexy, structured, and shareable (gated even, if you like). Let me break it down for you.
1. The Setup
So, what is this thing exactly? Well, aside from sounding like a Marvel Civil War matchup, it’s your content superhero duo: a Funnel Builder paired with a Membership/Course module - both already exist within Cajabra CRM. The Funnel Builder helps you create step‑by‑step journeys (think: homepage → sign‑up page → course welcome → gated video). The Membership module? That’s like a velvet rope around your awesome stuff, meaning: you decide who gets in, when, and how.
And trust me, this isn’t just fancy speak. Cajabra CRM includes “Build Unlimited Funnels” and “Membership & Course Builder” among its headline features. Translation for what that means: your content powers are basically limitless.
2. Who You Are & What You Offer
Let’s set the scene for how this plays out in reality.
You’re the accountant with killer knowledge but no time (or patience) to juggle five different apps just to get your content into the hands of your clients. The problem is that most course platforms only add to your workload, leaving you wondering if they’re worth the hassle. That’s where Cajabra CRM steps in as the guide.
Instead of chaos, it hands you a funnel that builds, hosts, protects, and delivers your course all in one place. The plan is refreshingly simple: build your content, package it with engaging funnels, gate it if you want, then deliver, engage, and repeat. Success means your clients can log in, browse lessons, and enjoy the resources you’ve created, while you sip your coffee and carry on with your day, knowing your CRM has taken care of all the mundane behind the scenes work.
3. Why It’s Brilliant
The brilliance lies in its simplicity. No more hopping between apps - everything from your landing page to your course content to gated access lives in one seamless platform. Membership options feel effortless, too. You can drip-feed your course over time, create tiers, or add surprise bonuses with just a few clicks.
And the funnels? They don’t just work; they make sense. Drag, drop, and guide your clients from “Hmm, what’s this?” to “Wow, I need this!” without ever crossing into cheesy territory. Once your funnel is live, automation takes over, and you officially become the puppet master who gets to sit back while your system runs itself.
4. Let’s Make It Fun (Yes, Really)
If you think funnels sound dull, think again. It all starts with a snazzy landing page that grabs attention - maybe with a quick tax-hack video or another irresistible teaser to spark curiosity. From there, visitors exchange their email for gated access to your full course, and just like that, they’re in.
Once inside, they move through engaging videos, worksheets, or quizzes, all neatly organized in the membership area. To top it off, you can offer additional content or upsells in a way that feels natural and valuable - not pushy. Best of all, everything is hosted, tracked, and polished so your content looks professional from start to finish.
5. A Step-By-Step Nudge (But Not Boring)
Brainstorm your course: maybe “Quick Books’ tax 101” or “Budgeting for Your First Fantasy Football Team.”
Create your funnel path: landing page → sign-up gate → course access.
Upload your content: video, worksheets, checklists, Dad jokes - whatever helps people learn.
Set access rules: drip feed weekly, or open it all at once. Tier for VIPs or early birds.
Test it: click through as a student. Make sure it flows like butter.
Launch it, sleep, let the system do the rest.
6. Final Notes
You're here because you want to serve, to create accessible, helpful courses that your audience will love. And this module? It just makes it happen. Effortlessly. With the tech drama handled - bye, clutter and confusion.
By using the funnel builder and membership course module within Cajabra CRM, you're essentially building and teaching - all while your CRM is quietly clapping along.
When you put this into motion, you’ll see how quickly things begin to shift. Your clients will trust you more. Your revenue will smooth out. And you’ll finally be charging what your expertise is worth.
If you want to shortcut the process, Cajabra can help you build the marketing engine to make it happen. Need a hand setting up your course and membership funnel? Our team can do the heavy lifting for you. Schedule a strategy session today.
