Summary

I helped streamline the entire online course delivery process for a client, automating registration, invoicing, and weekly lesson distribution, ensuring a smooth experience for both the client and their customers.

Managing an online course manually can be time-consuming and prone to errors. My client was spending too much time on repetitive tasks like sending out lessons and chasing unpaid invoices, leaving little time for growth and improving customer experience.

I implemented a custom automation system that handled the entire course flow—from client registration to invoicing and weekly lesson distribution. The automation reduced manual workload, eliminated registration fraud, and ensured that payments were tracked before sending out further lessons.

• The team now has a simple, unified system for order tracking and management.

• The registration process is connected to the project website, eliminating bots and fraudulent registrations.

• Clients receive invoices immediately after the confirmation email, with all the correct details.

• The team benefits from an automated email workflow, sending out online course lessons periodically based on client registration.

• The automation also handles cases where clients haven’t paid the invoice, preventing further steps until payment is received.

• The team receives automatic messages in a dedicated Slack channel about process outcomes, whether everything is running smoothly or if there’s an issue that needs attention.