90% reduction in client onboarding time.
A corporate training company automated their entire client onboarding and student tracking process, replacing manual workflows with a fully integrated system.
- Faster Onboarding
- 90%
- Scores Increased
- NPS
- Automated Delivery
- 100%
Where they were stuck.
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.
What we built.
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.
What changed.
The company transformed from manually managing each client to running a fully automated training operation.
90% reduction in onboarding time
Client setup that took hours of manual work now completes automatically in minutes.
NPS scores increased
Clients report higher satisfaction with the streamlined experience and self-service capabilities.
Full visibility into student progress
The company can now see exactly where employees struggle and proactively improve their courses.
Scalable client capacity
With automation handling operations, the team can serve significantly more clients without adding headcount.
“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
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