You repeat the same material
The same explanations go out to every client, and your delivery time never shrinks.
Deliver
Train your clients with courses, quizzes and certifications
Deliver training with courses, quizzes and certifications, keep shared files in one resource library, and notify your team when a client completes it.
LiveDeliver
- Courses, quizzes and certifications your clients complete in the portal.
- Assigned videos show watch progress next to the plan.
- Your team is notified when a client finishes.
The problem
What usually gets in the way.
Progress is a mystery
You do not know who watched, who finished, or who quietly stopped halfway through.
Files live everywhere
Resources sit in drives, chats and inboxes, and clients ask for the same link twice.
How it works
From start to done.
- 1
Build the course
Put your training together as courses with quizzes and certifications.
- 2
Assign it to the plan
Assign videos to strategies, and clients see watch progress next to their plan.
- 3
The client works through it
Training is delivered through the portal your clients already log in to.
- 4
Completion notifies your team
A completion can trigger an automation and an in-app notification to your team.
- 5
Keep resources together
Shared files and resources sit in one library for your clients.
What is inside
Capabilities on this page.
Each capability carries the status it has today — nothing here is rounded up.
LiveTraining with quizzes and certificationsRef PL-07
LiveStrategy video libraryRef PL-04
LiveResource libraryRef PL-08
LiveAutomation triggersRef AUT-02
LiveIn-app notificationsRef NOT-01
Connects to
Where this fits in the journey.
Questions
Asked about this feature.
Yes. Deliver training with courses, quizzes and certifications, and notify your team when a client completes it.
Next step
See the CRM built for coaching businesses.
Book a short demo. We walk through the AI Assessment, pipeline, follow-up and client portal around your own workflow.