A first-aid and forklift training company with four trainers
- Before
- An Excel workbook of course dates and delegates, Word certificate templates, DVSA uploads done by hand and no system for renewal reminders.
- What we build
- The course calendar
- Employer and delegate records
- Online booking with automatic joining instructions
- An attendance register
- Branded PDF certificates with unique numbers and expiry dates
- 90, 60 and 30-day renewal emails with a rebooking link
- A Driver CPC upload worklist flagging the five-working-day deadline
- A CSV export in your awarding body's learner-registration format
- Outcome
- The refresher business comes back on its own, and the audit records are complete without re-keying.
- How long
- The delivery date is in the proposal, not in a sales pitch.