Your training business is growing. Is your backend keeping up?
Build a connected backend for your training business in less than 6 months.
EI360 helps training and professional development businesses connect inquiries, consultations, enrollment, client communication, and follow-up, so fewer opportunities and important details get lost in manual processes.
Training Systems Audit
Pinpoint repetitive tasks & bottlenecks
Custom Roadmap
What to automate vs what stays human
< 6 Months Build
Walk-with-you implementation support
Your training business is growing.
Your backend should grow with it.
Does any of this sound familiar?
A prospective client asks about a workshop, but follow-up is delayed or forgotten.
Contact details and next steps are spread across forms, spreadsheets, email, and text messages.
Staff manually send registration confirmations, payment reminders, and session details.
After a training, there's no consistent process for feedback or reconnecting with the client.
The owner spends too much time coordinating systems and not enough time delivering training.
You've purchased multiple software tools, but they don't communicate with each other.
You know AI could help, but you don't know what to automate, which tools to use, or where to start.
That's where we come in.
We turn manual coordination into smarter, connected systems, so you can spend less time chasing details and more time delivering training.
Sound like your daily routine?
Juggling inquiries, registrations, and reminders across endless tabs while your paid tools don't talk to each other.
The solution
We turn manual work into smarter systems.
We help you identify the repetitive tasks consuming your time and build connected systems and automations around your actual training business.
The goal isn't to add more technology. The goal is to give you time back.
Inquiry Capture & Follow-Up
Capture workshop and program inquiries, organize prospects, and automate timely follow-up so opportunities don't fall through the cracks.
CRM & Pipeline Systems
Build a clear system for tracking prospective clients, conversations, proposals, and next steps.
AI-Assisted Inquiry Handling
Create smarter ways to answer common questions about your programs, route inquiries, and qualify prospective clients.
Consultation & Scheduling
Reduce the back-and-forth of getting prospective clients onto consultation and discovery calls.
Participant Onboarding
Automate welcome communications, intake forms, reminders, documents, and next steps for new participants.
Email & SMS Automation
Build communication workflows that keep prospects and participants engaged without manual sending.
Internal Workflows
Streamline repetitive administrative tasks and create systems your team can actually follow.
AI Integration
Identify where AI can responsibly improve content, communication, service, operations, and decisions.
One connected platform, where it fits. Where it makes sense for your business, we can connect CRM, pipelines, forms, scheduling, communication, payments, workflows, and course access through a single platform, without replacing the learning management, compliance, attendance, or credentialing systems you already rely on. We only add course access and learner progress features when they genuinely fit your needs.
The full lifecycle
From first inquiry to next engagement
We connect the entire journey your clients take, so nothing gets lost between the first message and the follow-up after training.
Capture & organize inquiries
Every training inquiry, from workshops and programs to coaching and courses, lands in one organized place instead of scattered inboxes and spreadsheets.
Follow up & schedule consultations
Prospective clients get timely follow-up and an easy way to book a consultation or discovery call, so interest doesn't go cold.
Manage proposals, registration & payment
Send proposals, collect registrations and payments, and automatically remind participants about upcoming sessions.
Onboard & communicate with clients
Welcome new participants, share intake forms and materials, and keep routine client communication consistent and on schedule.
Follow up after training
Gather feedback after each engagement and stay in touch to support future bookings, referrals, and next engagements.
From overwhelmed to automated
Our 3-step Training Systems Roadmap
We start with your training business, not the technology.
We conduct a Systems Audit to understand your current tools, software, workflows, bottlenecks, and repetitive tasks, from first inquiry through post-training follow-up. We identify what's working, what's wasting time, and where automation can make the biggest difference.
Then we create your customized Systems Roadmap.
You'll know what should be automated, what should stay human, which systems need to communicate, which tools make sense, what should be built first, what can wait, and how everything fits together. No random software. No automation for the sake of automation.
Then we get to work.
We provide walk-with-you implementation support to help build, connect, test, and launch your systems. Our goal is a streamlined, functioning backend within six months or less, depending on the scope and complexity of your business.
You don't have to figure this out alone
There are thousands of AI tools.
That's part of the problem.
Training business owners are being told they need AI without anyone helping them answer the most important question:
“How should AI actually work inside MY training business?”
That's what we help you figure out. You get a partner who walks alongside you from audit → strategy → implementation. We're not handing you a 40-page strategy document and disappearing. We help you put the strategy to work.
This is for you if…
You're a corporate trainer, professional development provider, leadership consultant, workshop facilitator, coaching business, or online course provider that:
Spends too much time on repetitive administrative work.
Has inquiries and prospective clients falling through the cracks.
Needs better follow-up systems for consultations and proposals.
Has multiple platforms that don't work together.
Wants to use AI but doesn't know where to begin.
Needs a CRM or needs to improve the one you already have.
Is growing and realizes your current backend can't keep up.
Wants automation without losing the human experience your participants value.
Six months from now
What could your training business look like?
Imagine opening your laptop and knowing:
Your inquiries are being captured.
Follow-ups are happening.
Consultations are being scheduled.
Participants are being onboarded.
Your CRM is organized.
Routine questions are being handled.
Your team knows what happens next.
AI is working quietly behind the scenes.
You still run your training business. You just don't have to manually run every process inside it.
Start with a Training Systems Audit
Audit. Roadmap. Build. Automate.
Before we recommend a platform, automation, or AI tool, we need to understand your training business. We'll examine your current workflow, identify bottlenecks, uncover automation opportunities, and determine where AI can save you the most time. Then we'll build your roadmap.
Let's build the backend your training business needs for its next stage of growth.