You’re running a business offering training courses which are either fully digital, in-person, or a mix of both. Your courses could be one-off sessions, a structured series, or a rolling subscription. They could be live, pre-recorded, interactive.
Training might be your core business, or maybe it’s an extra revenue stream alongside your main offering. You’re selling masterclasses directly through your website, or designing bespoke training for businesses that need a tailored approach. Tech is at the heart of it, whether you’re using platforms like Thinkific, Kajabi, or Mighty Networks, or you’ve gone all-in on a custom-built system.
Whatever your setup, you need seamless processes, automation that works for you (not against you), and a way to keep learners engaged without drowning in admin. That’s where Bright Dials comes in—helping tech-savvy businesses like yours scale smarter, not harder.
(Problems we know how to solve)
Your bespoke and eCommerce sales aren’t properly synced with your CRM or finance systems, making reporting a headache.
Misconfigured delegate and event data create even more chaos—teams struggle with revenue insights, commission tracking, and missed post-course cross-sell opportunities, especially for company-funded training.
On top of that, managing complex pricing, vouchers, discounts, and refunds is a nightmare with clunky, manual processes.
A poor object structure can obscure delegate history, making it difficult to track engagement and long-term value.
Without a clear view of each delegate’s journey, measuring ROI and lifetime value becomes impossible. This lack of insight also means missed opportunities for effective cross-selling and upselling.
Without the right data, planning for sustained growth is a challenge.
Disconnected systems make it difficult to track delegate history, manage registrations, and handle late sign-ups efficiently.
Inconsistent course onboarding means delegates miss important information, and course leaders don’t always know who’s attending.
Without a structured follow-up, post-course cross-sell and upsell opportunities are being lost.
Managing course updates, last-minute cancellations, swaps, and refunds is time-consuming and inefficient.
Without automated messaging, handling daily delegate changes becomes even more complex, putting extra strain on your team and delaying customer communication.
As a result, delegates miss important updates, leading to frustration and lower satisfaction. While your team gets stuck in admin instead of focusing on higher-value priorities.
Sales and service teams struggle to stay aligned, often juggling multiple systems to find the information they need.
This lack of coordination leads to miscommunication, friction between teams, and a slow, disjointed customer experience.
Without a central source of truth, delivering seamless service becomes difficult. Resulting in delays, frustration, and inconsistency across departments.
Manual onboarding for staff, course leaders, and delegates slows everything down and drives up costs.
Staff may lack the tools or training to manage courses efficiently. Course leaders might not receive accurate attendee details on time. Delegates may miss key information when they need it most.
This leads to confusion, delays, and frustration—creating a disjointed experience that impacts productivity and reduces course success.
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 and attendees. Or do you sell through corporate decision-makers? Are you selling via an ecommerce store or are they bespoke sales led by a sales team. Perhaps 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?
Once we understand your workflows, we design a CRM strategy to automate lead conversion, handle registration, and deliver courses, 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 objects for attendees, corporate training accounts, or certification tracking, we design solutions that scale with your business.
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.
Our expertise ensures seamless data migration, enhanced reporting capabilities, and streamlined workflows tailored to your unique needs. Plus, we provide ongoing guidance to help you maximize CRM adoption, drive engagement, and unlock long-term business growth.
Working 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 AccountingIf 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 AccountingIf 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