How to move your coaching program to Skool from Kajabi, Circle or Slack without losing clients.

Move in one dated cut, change only the platform, tell clients what stays the same, and chase everyone who has not joined. The steps and the message.

Founder: Diego Miescher

October 19, 2026

Rebuild the training in Skool first and test it with the team. Then tell clients what changes, what stays the same and the date, with one link and a short video. Change only the platform, not the offer. Track who has joined on the client board and chase the rest. Close the old platform on the date you announced.

01Any change clients feel causes confusion; even a free upgrade did once.
02Change only the platform in the move; improve the training after clients have settled.
03Build the Skool classroom first, in the same levels and milestones, and test it with the team.
04One message, one link, one date, and a short video showing where everything is now.
05Track joined or not joined per client on the board, and chase the not-joined like overdue clients.

We once added chat support to a program for free, and it caused chaos. Clients asked whether it was part of their offer and how it worked.

A platform move is a bigger change than a free upgrade. Every client has to log in somewhere new, find the training again and trust that nothing was taken away. Done in one clean cut, it means a short stretch of extra support. Done slowly, it costs clients.

Should you move your coaching program to Skool?

For the community and the training, we use Skool. Acquisition Ace and Laundry Profits both run on it. Circle has many options, and that is the problem. Slack is good for team chat inside a company but communities are less active on it.

Kajabi is fine as a video training tool, but it is outdated. If the program works and clients are active where they are, a move is not urgent. If clients are spread across three tools, it is.

Count the logins. A client may need one tool for the videos, one for the community and one for chat. Every extra login is a place to get lost. One place for training and community, plus one chat channel, is what we aim for.

What do you build before telling clients?

The whole classroom, finished. Clients should land in a place that already works. Build it in the same order as the program: onboarding first, then each level with its goal, videos, action steps, worksheets and milestone.

Export every video, worksheet and template from the old platform.
Rebuild the classroom in Skool in the same levels and milestones. Keep the video names.
Set who can see what for each package, so nobody gains or loses access in the move.
Decide where chat support lives. Skool for the community; WhatsApp or Telegram for chat.
Have two team members walk through it as a new client and as a client halfway through.
Write the client message and record a short video showing where everything is now.

Resist fixing the training during the move. Clients who find new videos, missing videos and a new login at once cannot tell what changed. Move the program as it is, then improve it once clients have settled.

We added chat support for free and it caused chaos. People were confused even though it was free: "I didn't know how this works", "was this part of my offer". The rule I learned: any change to an offer, anything you add or take away that affects the client, causes chaos. Even a free upgrade can upset people.

Diego Miescher

Founder

How do you tell clients about the move?

One message, sent once, then repeated by the client success team in person. It answers what changes, what stays the same, when, and what the client does now.

Message template. Hi [first name], from [date] the training and community move to Skool. Everything you have stays the same: your calls, your coach, your chat support and every video. Here is your link: [link]. This two-minute video shows where everything is. Reply here if anything looks different.

New clients who join before the date go straight into Skool. Onboarding them on the old platform and moving them two weeks later doubles the confusion for the people with the least trust.

How do you make sure nobody gets lost?

Track it on the board like a milestone. Add a column: joined Skool, yes or no. The client success team chases every no with a DM or a voice message, the way they chase an overdue client.

Keep the old platform open until the date you announced, then close it. Two platforms running side by side for months means two places to answer questions, and clients choose the old one.

Give the chase a deadline too. Clients still not in Skool a few days before the close date get a short call from their client success manager, not another message.

Watch out. Do not change prices, packages or call schedules in the same month. Clients connect every change to the move, and a platform switch becomes a reason to ask for a refund.

This week. List every tool your clients log into today. If it is more than two, pick the date for the move and build the Skool classroom before you tell anyone.

Questions

How do I move my coaching program from Kajabi to Skool?

Export the videos and worksheets, rebuild the classroom in Skool in the same levels and milestones, and test it with the team. Then send clients one message with the date, one link and a short video. Track who has joined on the client board and close Kajabi on the date you announced.

Will I lose clients if I switch coaching platforms?

You can, if the move is slow or changes several things at once. Any change clients feel causes confusion. Change only the platform and say clearly what stays the same. Then have the client success team chase everyone who has not joined, the way they chase overdue clients.

Is Skool better than Kajabi for a high-ticket coaching program?

For the community and the training, we use Skool. Kajabi works as a video training tool but is outdated. Circle has too many options, and communities are less active on Slack. Chat support works best on WhatsApp or Telegram next to the Skool community.

Should I update my training while moving platforms?

No. Move the program as it is, then improve it once clients have settled. Clients who face new videos, missing videos and a new login at once cannot tell what changed. Some will read it as something taken away. Improve the training a few weeks later, one stage at a time.