Dashboard
Welcome back — here's what's happening.
Active Trainings
—
Total Attendees
—
Emails Pending
—
Surveys Completed
—
System Health
—
Loading...
Today's Summary
Emails Sent
—
New Attendees
—
Surveys
—
Upcoming (30d)
—
Upcoming Trainings
Recent Activity
Live
Trainings
Manage all your training sessions.
Sort by:
Email Templates
Manage automated email sequences.
Trainers
Manage trainer profiles.
Surveys
Manage pre and post training surveys.
📋
Pre Training Survey
Collects attendee info, experience level, goals, and dietary restrictions before training day.
Manage questions & responses →
📊
Post Training Survey
NPS score, feedback, and testimonial collection after training.
View details →
Surveys /
📋 Pre Training Survey
Drag to reorder. Click to edit.
Survey Responses by Training
Responses grouped by training session.
Surveys /
📊 Post Training Survey
NPS score, feedback, and testimonial collection.
🚧
Post Training Survey — Coming Soon
This will collect NPS scores, open-ended feedback, and testimonials from attendees after training day. The question editor and response viewer will work just like the Pre Training Survey.
Planned features
✅ NPS score (0–10 scale)
✅ Open feedback questions
✅ Testimonial capture
✅ Per-training response view
✅ CSV export
Process Flows
Full playbook-quality decision trees for both training tracks.
⚡
How Training Gets Triggered
Public Training (Track A) — Stripe is the trigger

The signup form won't submit unless payment processes successfully. Once Stripe confirms payment, the attendee is automatically added to the training and the email sequence kicks off. No human verification needed — payment = entry.

Corporate Training (Track B) — Deposit is the trigger

The training date is not confirmed until a deposit is received (invoiced via Mercury, not Stripe). Once the deposit clears, the date is locked and the sequence begins. No deposit = no confirmed date.

Track A Public Training — End to End
A1
Sign-Up & Payment
💡 Stripe is the trigger. The signup form won't submit unless payment processes successfully. Once Stripe confirms payment, the attendee is automatically added and the email sequence kicks off. No human verification needed — payment = entry.
A4
Follow-Up & Setup Verification
Confirmation Decision Tree
Setup Verification Decision Tree
A7
Post-Training & Follow-Up
Post-Training Decision Tree
Track B Corporate Training — End to End
B1
Inquiry & Sales
💡 Deposit is the trigger. The training date is not confirmed until a deposit is received (invoiced via Mercury, not Stripe). Once the deposit clears, the date is locked and the sequence begins. No deposit = no confirmed date.
B4
Corporate Readiness Gate
B5
Setup Verification (Corporate)
🔄 Notion → Engine Sync Flow
Activity Log
All system actions.
Auto-refreshes every 30s