Targeting
Founders scaling an education & media brand
Course buyers inside Kajabi, community members inside Skool, and prospect lists in HubSpot — three tools, three disconnected views of the same human.
01Targeting
Three source-of-truths. Zero source of truth.
Every tool held a fragment of the customer — Kajabi knew who bought, Skool knew who showed up, HubSpot knew who to sell to next. No system knew all three.
02The Pain
The team was a human integration.
Upgrades were missed. Community drop-offs went unnoticed for weeks. The founder was copy-pasting emails into spreadsheets on Sundays to see who was slipping.
03The Architecture
One trigger-based sync across three platforms.
01
Ingestion
Kajabi purchase & Skool join events normalized through Zapier into HubSpot contact updates.
02
The Journey
Lifecycle stages mapped end-to-end — Lead → Student → Active Community → Alumni — with automatic transitions on real-world signals.
03
Segmentation
Custom properties for course progress, last-active-in-community, and upsell readiness — so marketing could finally segment by behavior, not guesses.
04The Result
The founder stopped being the integration.
Targeting
Every student has one timeline — from first course click to last community post — visible in HubSpot.
Clarity
Marketing stopped emailing churned members. Sales stopped pitching active customers the same offer twice.
Retention
Inactive-community alerts fire at day 14 — the team can intervene before a student silently leaves.
Scope6-week build
RoleSole architect & builder
Kajabi
Skool
HubSpot
Zapier
