90% reduction in client onboarding time
The Challenge
A company creating ChatGPT training courses for small and mid-sized businesses was using Thinkific as their LMS, but their client onboarding process was far more complex than what Thinkific could handle. They had to do everything manually but it was eating up hours every week and limiting how many clients they could serve.
The Solution
We built a comprehensive student management system that integrates with their existing tools and automates the entire client lifecycle:
Client Portal for Employee Management
A custom interface allowing client companies to manage their own employee access to courses, add or remove users, and view team progress without needing support.
Progress Tracking and Analytics
Real-time visibility into employee progress through courses, completion rates, and engagement metrics. The system identifies where students get stuck or drop off.
Multi-Platform Integration
Deep integration with Thinkific, Slack, and Klaviyo creates a unified system. Student data flows automatically between platforms, triggering the right actions at the right time.
Automated Onboarding Workflows
New client setup that previously took hours now happens automatically. From initial signup to employee invitations to progress notifications, the entire process runs without manual intervention.
The Results
The company transformed from manually managing each client to running a fully automated training operation.
We went from spending hours onboarding each client to having it happen automatically. Now we can focus on creating better courses instead of managing spreadsheets.— Founder, Corporate Training Company