Ranked Top Impactful Design Agency on Dribbble

Website design & platforms

Every project has different needs. Browse by industry or by what you’re building; the same case studies show up in both, seen from a different angle.

LifeMap · Contract win

Kajabi:

$86B

A dual-experience finance platform for advisers and their clients

Motivation designed a connected adviser and client platform that brings sales pages, onboarding, membership access and a searchable resource library together, helping LifeMap secure a contract with an industry-leading financial institution.

Overview

From a course tool to a platform two audiences trust.

Kajabi handles courses. A B2B finance platform demands more: separate branded experiences for advisors and their clients, advisor-specific registration pages, multi-coach and live webinar signups, and a resource library the standard Kajabi setup simply can't carry.

We built LifeMap a dual-experience SaaS platform on Kajabi and LaunchPAD – advisor portals, branded client signups, automated funnels and a searchable video library. The difference is not effort. It is automated systems.Related services: SaaS website design / Kajabi platform builds / Stripe payment systems.

Two branded experiences: Advisor portal with sales pages, checkouts and onboarding, plus a separate client-side experience – one brand, two journeys.

Advisor-specific signups at scale: Customisable LaunchPAD registration pages so every advisor gets branded client signups without a new build.

Guided advisor journeys: Custom registration and follow-up paths connect signups, confirmations and access rules without sending users through disconnected tools.

Searchable resource library: A Netflix-style library of 100+ videos with keyword search, available to advisors and clients alike.

“It’s been a pleasure to work with Chris and the Motivation team. We came for their recommended technical expertise and were helped by their excellent strategic thinking. Their production structure enabled a clear understanding of our vision and complex needs. The team addressed requests along the process and adjusted the custom integrations to meet our end users’ high standards. All our interactions are professional, responsive, and organized. A terrific partner to turn wishes into reality.”
Amy D’AprixClient · LifeBridge Strategies · Feb 6, 2026

The Build

Built how advisors sell, onboard and serve clients

Sales pages, client signups, membership access and resource discovery connected in one experience.

Membership Portal

The Membership Portal adapts dynamically to B2B audience needs.

  • Personalised content, access, and CTAs based on membership level
  • Automated onboarding from signup to full access
  • Integrated account management, upgrades, and tools in one place
  • Scalable, low-admin experience built for B2B growth
app.lifemap.living/portal
LifeMap membership portal with resource-library navigation
$86BContract win
100+Video resources
LifeMap brand applied across mobile advisor and client experiences
LogoLifeMap logo
Brand palette
#058c97
#82c2c6
#f78f1e
#edb977
#fafafa
#000000
#282828
#f3e8de

Finance Platform for Advisors

Branding

One brand system, two audiences. The LifeMap mark, teal-and-amber palette, and typographic rules carry across advisor sales pages, client signups, member portals, and the resource library without ever feeling like two products.

Teal anchors trust and hierarchy; amber drives every action. Applied consistently, that pairing lets advisors co-brand their own client experiences while LifeMap stays unmistakably itself.

The user journey

A clear path through the platform

  1. Explore LifeMap

    Understand how the platform connects advisers with the people they support.

  2. Follow the invitation

    Move through the invitation and onboarding experience for the relevant audience.

  3. Access the right workspace

    Use the dashboard and resources designed for advisers or their clients.

  4. Continue the conversation

    Return to the connected platform as the adviser and client relationship develops.

Case Study Tags

Finance platform signals carried across the page.

Finance SaaSAdvisor portalsKajabi membershipLaunchPAD signupsStripe paymentsB2B acquisition

The Results

Numbers That Speak Volumes

100+Video ResourcesSearchable in one click
Top 10NA Financial InstitutionsClients using LifeMap

Helping LifeMap win a contract with an $86B institution.

Questions

LifeMap platform questions, answered

What did Motivation build for LifeMap?

Motivation built a dual-experience finance platform that gives advisors a structured delivery system and gives clients a clear, guided route through their financial planning journey.

How did the platform strengthen LifeMap's enterprise proposition?

The combination of strategic structure, a professional interface and custom integrations helped LifeMap demonstrate that its methodology could support a major institutional relationship.

Why do advisor and client journeys need different interfaces?

Advisors need control, visibility and repeatable delivery, while clients need clarity and reassurance. Designing both experiences around their distinct jobs makes the whole service easier to use.

Work with Motivation

Planning your next coaching and consulting platform?

Explore our coaching and consulting website work or talk to us about the experience you want to build.

Explore practical guidance in Motive, our articles library.