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Statement of Work
Ref: 2026-001 • Standard Business Template
Payment Schedule
Work on the Kajabi platform shall proceed according to a strict milestone billing framework. The total project cost is divided into three fixed installments linked to technical build stages. All payments must be rendered via the provided MicroFreelanceHub payment links prior to entering subsequent phases.
- Deposit (50%): Due immediately upon signing. Work will not commence, and account architecture will not be initialized until this payment clears.
- Milestone 1 Progress Payment (25%): Due upon technical completion and written sign-off of the Kajabi portal theme styling, page wireframes, and sales pipeline structure.
- Final Payment (25%): Due upon completion of all uploaded assets, email sequence automations, and checkout offer configurations, prior to live launch.
Deliverables
The Setup Specialist shall deliver the specific technical setup items detailed below. Any tasks, integrations, or customizations not explicitly enumerated here are considered outside the project scope and require a separate change order.
- Initial Kajabi site settings, brand typography, color styling, and navigation menu configuration.
- Course outline creation, category structure, and placement of provided video, audio, and text assets.
- Sales page buildout, checkout offer configuration, order bump integrations, and Stripe/PayPal gateway connection.
- Automated sales pipeline configuration, lead magnet opt-in pages, and email delivery sequence setup.
- Final quality assurance testing, custom DNS domain pointing, and full primary account ownership transfer.
Approval Checkpoints
To ensure project momentum and protect both parties, formal written sign-offs are required at defined implementation stages. The Client must review and approve deliverables within three (3) business days of submission via MicroFreelanceHub.
- Checkpoint 1 - Structural Design: Written approval of theme choice, site navigation, and portal visual styling.
- Checkpoint 2 - Pipeline & Offer Wiring: Written approval of checkout pages, payment gateway connections, and automated email flows.
- Checkpoint 3 - Final Handover Audit: Pre-launch review verifying all links, course modules, and access tiers function as expected.
Late Payment
Timely payments are required to maintain project schedules. Invoices not paid within five (5) business days of issuance will incur late penalties and trigger an automatic operational hold.
- A late fee of 1.5% per month (or the maximum allowed by law) will apply to outstanding balances.
- Work on all Kajabi assets, email pipelines, and course pages will immediately pause upon non-payment.
- Project delivery deadlines will be extended day-for-day for the duration of any payment pause.
Launch Conditions
Technical transfer of control and public accessibility are strictly contingent upon full clearing of all contractual fees. Under no circumstances will a project be made live prior to complete financial settlement.
- Custom domain mapping (DNS pointing) will only be initiated after the final invoice payment clears.
- Primary Kajabi Account Ownership will remain with the Specialist or under administrative lock until full payment is received.
- Offers and checkout pages will remain in sandbox/draft mode until the balance is paid in full.
Change Requests
Any additions, alterations, or expansions to the agreed deliverables—including additional course modules, custom coding, extra email copy, or third-party tool integrations—must be processed via a formal Change Request.
- Change requests will be quoted separately at the Specialist's standard hourly rate or as a fixed-fee addendum.
- Approved change requests must be paid upfront via MicroFreelanceHub before additional work commences.
- Change requests will automatically adjust the final project completion date.
Termination
Either party may terminate this agreement by providing written notice if the other party breaches material terms or fails to meet payment obligations.
- Upon termination by Client without cause, the upfront deposit and any paid milestone invoices remain non-refundable.
- If terminated before project completion, Client shall pay for all work completed up to the date of termination at the Specialist's standard hourly rate.
- All access credentials and work products remain the property of the Specialist until all outstanding balances are settled.
Launch Hijacking Before Final Payment
Clients gain early contributor/admin access, point their custom domain, and begin selling course access to students while withholding the final contract payment.
Asset Delivery Stalls
Clients delay providing course videos, sales page copy, or lead magnet PDFs, leaving the project half-finished while holding back final milestone payouts.
Uncapped Revision Scope Creep
Clients treat theme customization, email sequence triggers, and checkout upsell configurations as open-ended, refusing sign-off until endless tweaks are made.
What is a Kajabi Course Setup Specialist Payment Schedule Agreement?
A Kajabi Course Setup Specialist Payment Schedule Agreement defines a milestone-based billing plan linked to technical project stages. It secures an upfront deposit, mandates progress payments upon portal approval, enforces work pauses for late invoices, and requires full final payment before custom domain mapping or ownership transfer.
Built from real freelance projects
This template is based on real-world scenarios across freelance projects where unclear scope, missing payment terms, and revision creep led to lost revenue. It helps clarify your time, define expectations, and make payment steps easier to manage.
Why Kajabi Course Setup Specialists need a clear payment schedule agreement
Building a fully integrated Kajabi portal involves complex moving parts: theme styling, lesson architecture, sales pipeline wiring, offer checkout integration, and custom domain mapping. Without an explicit payment schedule tied to concrete milestones, setup specialists risk scope creep, unpaid work, and project delays caused by slow content delivery. Clients often demand early account access, only to launch their course using your pre-built architecture before paying the remaining balance. A dedicated Payment Schedule Agreement protects your time and expertise by breaking the project into structured billing checkpoints. Securing an upfront deposit ensures commitment before technical setup begins, while progress payments maintain cash flow during buildout. Most importantly, requiring full final payment prior to DNS configuration, live offer activation, or ownership transfer guarantees you retain legal and technical leverage. MicroFreelanceHub empowers specialists to embed these payment schedules, approval sign-offs, and automated payment links into one seamless workflow.
Real-world scenario
A Kajabi specialist agreed to build a four-module course, automated email pipeline, and custom checkout system for $4,000, using a basic '50% deposit, 50% on completion' agreement. After building the portal layout, setting up checkout offers, and configuring email sequences, the specialist granted the client manager access to review the draft modules. Seeing that the structure was functional, the client pointed their primary domain to Kajabi independently, launched the course to their audience, and began collecting customer payments. When the specialist requested the final $2,000 invoice payment, the client claimed the sales page copy needed minor adjustments and refused to pay until endless revisions were made. Because the original agreement lacked formal milestone approvals, clear revision caps, and explicit pre-launch payment enforcement conditions, the specialist had no legal protection and was forced to perform weeks of unpaid labor while the client actively monetized the setup.
🛡️ What this payment schedule agreement covers:
- ✓Kajabi Account Configuration & Branding Theme Setup
- ✓Product Architecture, Module Hierarchy & Video Content Uploads
- ✓Sales Page & Custom Checkout Offer Setup with Stripe/PayPal Wiring
- ✓Automated Email Marketing Pipelines & Opt-in Sequences
- ✓DNS Custom Domain Mapping, Testing & Account Handover
Best practices for Kajabi Course Setup Specialists
Enforce Written Approval Checkpoints
Require formal written sign-off via MicroFreelanceHub at each milestone stage before moving to subsequent setup phases.
Withhold Ownership Transfer Until Final Payment
Keep primary owner rights and domain pointing privileges strictly in your control until the final payment link is successfully processed.
Legal Disclaimer: MicroFreelanceHub is a software workflow tool, not a law firm. The templates and information provided on this website are for general informational purposes only and do not constitute legal advice.
Frequently Asked Questions
Can I hold back account transfer if the client delays the final payment?
Yes. The agreement explicitly stipulates that custom domain mapping, live offer activation, and primary account ownership transfer will only be performed after the final invoice clears.
What happens if a client takes weeks to send me their course videos or copy?
The agreement includes an asset delivery delay clause: if client materials are delayed past 14 days, the current milestone payment becomes due immediately, and work is paused until assets are received.