The external training playbook
Build once, deliver to many accounts
Running the same training program across multiple clients shouldn’t mean rebuilding it every time. This interactive playbook walks you through a three-step system with checklists and video walkthroughs to set up new client accounts fast.
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Who is this for?
This playbook is for training providers who run the same program across multiple client organizations. If you’re spending time repeating the same manual processes and workarounds, this playbook will change that.
Key takeaways
This playbook gives you a practical three-step operating model with checklists and video walkthroughs to separate client organizations cleanly, build a program you can clone, and automate the work that repeats with every new account.
Step 1: Choose the right architecture for your client setup
Understand the four models available in LearnWorlds (Multiple Schools, User Groups, User Tags, and Multiple Seats) and follow the setup checklist that fits your situation.
Step 2: Build a flagship program you can clone for every new client
Define your program structure once, then duplicate it for each new account and make only the changes that truly need to vary.
Step 3: Automate the day-to-day so new clients don’t add new work
Set up the automations that handle repetitive manual tasks so your workload stays flat as your client list grows.
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