Platform / Courses & Client Portal
Courses, written procedures and a branded portal — so a new hire learns the same way your best person does, and your customers can find their appointment, invoice and paperwork without ringing the office.
Tell us what your best person knows that nobody else does. That's usually the first course.
Your best technician teaches the new hire while doing their own job. Both are half-productive, and what gets taught depends on which day it was.
Twenty years of knowing how this business works lives in one head. When they retire or resign, it walks out with them.
"When are you coming?" "Can you resend the invoice?" Every one of those calls is a person interrupted for information the customer could have found themselves.
Most businesses come to us for one of these and end up using both. It's worth knowing which one you're actually buying, because they pay back in completely different ways.
INTERNAL
Turn what your best people know into something a new hire can work through on their own — before their first job, not during it.
EXTERNAL
If people already ask you how you do it, that's a product. Courses and memberships turn expertise into revenue that doesn't need your hours.
We handle structure, setup and the platform. You provide the knowledge — usually by talking through it on camera while we edit, because most people explain their trade far better than they write about it.
Hosted, streamed and organised into modules. No separate video platform and no unlisted links floating around.
Scored questions that confirm someone actually absorbed it, rather than scrubbing through the video to the end.
Who's completed what, where people stall, and which lesson everyone rewatches — usually a sign it needs rewriting.
Scripts, checklists and written procedures attached to the lesson they belong to, so nobody hunts through a shared drive.
Release content on a schedule — week one on day one, week two seven days later — so people aren't handed everything at once.
Completion certificates and a dated record of who finished which training — useful when a client or insurer asks.
The calls your office fields most often are for information the customer already owns. A branded portal — on the web and as an app on their phone — lets them find it without interrupting anyone.
Your logo, your colours, your domain. Customers never see the platform underneath and never see us. As far as they're concerned, you built it.
Appointments, invoices, documents and messages come from the CRM. Nothing is uploaded twice, and nothing can be out of date.
The branded mobile app puts your business on the home screen — which matters far more for repeat work than any email you send.
A full course build is a real project and it isn't always the right starting point. Often what a business actually needs is written procedures and a couple of training sessions — a fraction of the cost, delivered in weeks rather than months.
We'll tell you which one you need. If written SOPs and two training sessions solve it, that's what we'll quote, and you can build the course later once you know it's worth filming.
Once a setup works — the courses, the SOPs, the portal, the automations — it can be cloned to a new location instead of rebuilt. That's what turns a second site from a project into a checklist.
Course and membership builds are the largest projects we take on, because the work is in structuring the content rather than configuring software. Everything is fixed-scope and quoted before we start.
Structure, build, upload and launch.
Customer-facing access and getting your team confident.
Start smaller than you think. A course build is a significant investment and most businesses shouldn't lead with one. Portal, SOPs and a training session usually solve the immediate problem for under $2,100 — and if a course is still the right answer in six months, you'll know exactly what should be in it.
Tell us what your best person knows that nobody else does, and which calls your office keeps fielding. We'll tell you whether that's a course, a portal, or just some things written down.
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