THE COURSE GUIDE A clearer path Questions / Enrolment / Support LEARNER SUPPORT “What do I need
Course information attached Illustrative workflow · Fictional data
Seven functions. One connected workspace.
The work, team by team. Each example begins with an instruction and ends with something your team can inspect. Select a function to jump to its workflow.
Sales Support People & HR Teamwork Operations Automation Communication 01 Sales Find the fit and carry the relationship forward.
Discover CRM Email
Education & training / Example workflow Follow up on course interest ILLUSTRATIVE EDUCATION & TRAINING WORKFLOW Qualify course enquiries by their recorded interests and prepare an admissions follow-up. 01 Relevant request Requirements captured
02 Clear fit Context attached
03 Personal next step Draft for review
A contextual enquiry list and counselor-ready drafts.
Walk through the sales workflow 02 Support Understand the request and get it to the right owner.
Unified Inbox Knowledge Chatbots
Education & training / Example workflow Answer course and access questions ILLUSTRATIVE EDUCATION & TRAINING WORKFLOW Draft answers from the course handbook and flag account-access cases for staff. Read the history. Check company guidance. Prepare the reply. Company knowledge + conversation history
Prepared replies and a list of cases requiring authorized access.
Walk through the support workflow 03 People & HR Coordinate the employee lifecycle with clear approvals.
Recruitment Onboarding HR Documents
Education & training / Example workflow Prepare an instructor’s first week ILLUSTRATIVE EDUCATION & TRAINING WORKFLOW A A good first day Example teammate
Create the induction checklist for a new instructor and identify missing HR documents. HR Teammate Owner A coordinated onboarding plan for academic and people teams.
Walk through the people & hr workflow 04 Teamwork Keep people, decisions and delivery connected.
Team Chat Tasks Spaces & Discussions
Education & training / Example workflow Keep admissions and teaching aligned ILLUSTRATIVE EDUCATION & TRAINING WORKFLOW YOU Summarize incoming learner requirements and assign the open questions to their owners. The useful part stays with the team. Decision recorded · Owner assigned · Original context attached
A shared handover with decisions still needed.
Walk through the teamwork workflow 05 Operations Turn requirements into owned, trackable work.
CRM Tasks Quotes & Invoices
Education & training / Example workflow Organize cohort preparation ILLUSTRATIVE EDUCATION & TRAINING WORKFLOW WORK ORDER 01 → 02 → 03
Turn the cohort launch brief into tasks, supporting files and team responsibilities. Requirements The original brief Owned tasks Work + due dates Review Result + exceptions A launch checklist with owners and open dependencies.
Walk through the operations workflow 06 Automation Make repeatable handoffs part of the process.
Wrrkflows Tasks CRM
Education & training / Example workflow Standardize enquiry follow-up ILLUSTRATIVE EDUCATION & TRAINING WORKFLOW Build a workflow that creates follow-up tasks for new course enquiries meeting our conditions. Configured condition APPROVAL NEEDED Ask the owner WITHIN THE RULES Take the next step A repeatable admissions follow-up sequence.
Walk through the automation workflow 07 Communication Keep the next message attached to its context.
Email WhatsApp Unified Inbox
Education & training / Example workflow Prepare a clear course update ILLUSTRATIVE EDUCATION & TRAINING WORKFLOW A relevant next message Draft THE REQUEST Draft a learner update using the approved schedule and recorded course announcements. Customer context attached A message ready for the course owner’s review.
Walk through the communication workflow Set up for your environment
Your records.Your boundaries. Connect approved course information and permitted learner records. Admission, fee, academic and safeguarding decisions remain with authorized staff.
Available modules and granted employee capabilities are different. Configure the required tools, workflow actions and approval steps for your organization.
Explore employee controls Start with one clear outcome What would you likeoff your plate?