EVALUATE COURSE OFFERING, SALES AND DELIVERY

Your CRM should enhance your ability to sell and deliver courses, not create extra work. We start by evaluating your training products, sales process, and delivery methods—from course formats and instructor management to customer support. We want to understand who are your buyers, your attendees? Or do you sell through corporate decision-makers? Are you selling via an ecommerce store or are they custom proposals, or a blend of both?
We also assess your existing systems and integrations. Is your CRM supporting your growth? Are sales, marketing, and course delivery systems aligned, or are data silos holding you back?

DESIGN AND ARCHITECT A SOLUTION

Once we understand your workflows, we design a CRM strategy that automates lead conversion, enrollment, and course delivery while maintaining a personal touch. How do you nurture prospects and drive repeat purchases? Does your tech stack need service ticketing, finance, or eLearning integrations?
We define how data flows across sales, eCommerce, customer service, and finance, ensuring a seamless experience from first contact to course completion. If your CRM needs custom structures for attendees, corporate training accounts, or certification tracking, we design solutions that scale with your business.

BUILD AND INTEGRATE

With a clear roadmap, we implement, integrate, and optimize your CRM, ensuring a smooth transition with testing, training, and post-launch support. Whether you're migrating systems, improving automation, or eliminating manual processes, we help you create an efficient, compliant, and growth-ready training business.