You’re leading marketing or operations for a training business—courses, masterclasses, or workshops. But instead of streamlining your work, your tech stack is adding complexity:
Disjointed systems
Manual processes
Data that never syncs
Key Concerns:
Struggling to track bookings, attendance, and payments
Managing operational delivery while aligning CRM, finance, and customer service systems
Inefficient workflows and missed opportunities
Your Goal:
You need a unified data source, a clear roadmap to streamline processes, and an improved delegate experience.
Click below to learn how we can help you optimize your training business.
Your business relies on a complex ecommerce tech stack; perhaps Shopify or a bespoke solution using Xero as your finance system. Integrating them with HubSpot is a challenge causing problems like:
Inaccurate data
Manual processes
Invoices out of sync
Key Concerns:
Struggling with visibility into order tracking, payments, and customer experience
Missed opportunities and potential finance reporting errors
Slow workflows due to integration gaps
Your Goal:
You need a seamless, integrated system that provides a clear view of your customer journey, from purchase to payment, enabling your team to work efficiently and improve personalised marketing.
Click below to learn how we can help optimise your ecommerce tech stack.
As a leader in the coworking or flexible workspace industry, you're managing a complex tech stack across multiple locations. You rely on tools like OfficerRND or Nexudus, but the lack of seamless integration with HubSpot creates inefficiencies, delays, and gaps in:
Key Concerns:
Your Goal:
You want a fully integrated tech ecosystem that connects everything from leads to billing. Giving you a clear view of your business to improve efficiency, enhance the member experience and increase revenue
Find out more about how we can help you on the button below.
You’re leading operations for a professional services firm, juggling client needs, workflows, and staying on top of tech. But your tech stack isn’t helping—it's creating more work:
Disconnected systems
Manual processes
Wasted time on data entry
Key Concerns:
Losing valuable billable hours due to inefficient processes
Struggling with streamlining client onboarding and proposal generation
Integration gaps between systems
Your Goal:
You need a solution to automate processes, reduce manual work, and focus on what really matters; serving your clients.
Click below to learn how we can help streamline your operations.
If you work with Bright Dials you’re in very capable, knowledgeable hands, no task is too big or too small.
Emilie Lashmar
Creative Director, PLATF9RMBright Dials helped clarify and educate us on the processes we needed to do. Their attention to detail and approach to working with our other suppliers was invaluable. We would have no hesitation in recommending Bright Dials to anyone.
Alison Tidball
Operations Director, TNM CoachingOur project had a lot of interdependencies which made this very complicated. Bright Dials made sure the project was well scoped and managed, making the project work smoothly.
Rosie Ashman
Digital Marketing Manager, Plus X InnovationI turned to Bright Dials for recommendation and support in our period of transformation for our training business. Their fast grasp of the situation, supportive, down to earth approach and spot on recommendations meant we had a great solution in place within 3 months
Jan Burgess
Founder, SOL Design CollectiveThe level of care and professionalism shown by Bright Dials was exceptional; even from onboarding the process was seamless.
Alex Carlton
Founder, STRYYKSamaritans commissioned Bright Dials to select and implement a CRM system. Bright Dials worked with us to identify the requirements, prepared the project plan for implementation. Leading the team through design, data preparation, testing and go-live. It was great to have their CRM expertise on board and the cool head that came with it.
David Alcock
Project Manager, SamaritansBright Dials has become an extended part of the Rickshaw team and has since been providing ongoing training, guidance and support with our campaign planning, which has really helped empowered us.
Hannah Hesford
Communications & PR Manager, Rickshaw TravelWorking with Bright Dials has been an absolute pleasure, from introduction through to wrap-up. The care and attention towards us as a brand, and as people, has been nothing short of exceptional.
Tom Glover
Digital Marketing Manager, Plus X InnovationSince launching in April 2021, our TEAM has saved 784 hours in billable time, giving us a 580% return on our investment. Needless to say I'm delighted with the results.
Paul Feist
Managing Director, Plus AccountingOur CRM systems have hugely improved since 2022; something we could not do ourselves.
It’s been great working with Bright Dials.
Rosie Ashman
Digital Marketing Manager, Plus X InnovationBright Dials has been a massive help to us at Rickshaw Travel. With a restricted CRM system, we knew the potential of our email marketing efforts, but felt limited with what we could do with our data. Being able to outsource our data clean and CRM restructure has provided significantly more options when targeting our campaigns.
Hannah Hesford
Communications & PR Manager, Rickshaw TravelWe have an ongoing relationship to grow and improve our processes and marketing, having a retainer is right for this.
Emilie Lashmar
Creative Director, PLATF9RMYou brought clarity and simplicity to a complex problem, which gave us confidence Bright Dials would solve our problems.You brought clarity and simplicity to a complex problem, which gave us confidence Bright Dials would solve our problems.
Dan Collier
Marketing Manager, FilmstroWorking with Bright Dials has highlighted the huge importance of marketing automation. The time and effort of setting this up properly far outweighs the longer-term time and effort of doing this manually. I only wish we had done it sooner!
Chris Young
Chief Technical Officer, FilmstroIt isn’t just about the software, we knew your service would be above and beyond the usual provider.
Victoria King
Marketing Manager, Plus Accounting