New LMS system (including CRM Data Analytics & Platform Change/Implementation)

Closed
Excel Exposure LLC
Kansas City, Kansas, United States
Ben Currier
Owner & Teacher
(6)
3
Preferred learners
  • Anywhere
  • Academic experience
Categories
Data analysis Customer segmentation Digital marketing Lead generation Databases
Skills
learning platforms lead generation mailing list customer relationship management data analysis software as a service (saas) sales microsoft excel automation learning management systems
Project scope
What is the main goal for this project?

After using various methods I've attained over 300 students and collected over 16,000 emails for my business' mailing list, I am in the process of migrating these students from Teachable to an off-Teachable LMS solution, and this will involve the creation of a new learning platform as well as cleaning of existing mailing list data and preparing for the move to the new system.

The exact tasks would depend on the interests of the students involved as I would like to make sure it is in line with what they're learning. Additional tasks not mentioned above may also be involved depending on some key decisions which they may be involved in.

Thanks for reading! This project is for an online Excel training business. I appreciate it!

What tasks will learners need to complete to achieve the project goal?

Possible activities include:

- Creating a Learning Solution for Excel training and students. Have a few solutions but open to ideas.

- Cross-checking mailing lists against customers who purchased, enrolled in course, etc for better sales follow-up.

- Manipulation of mailing list data in Excel to access and improve quality and accuracy of data.

- Use additional (already owned) SaaS software including email verification, email automation, and CRM best practices put into place.

- Help develop the new processes to replace old ones (e.g. in lead generation) to ensure future information is obtained properly.

How will you support learners in completing the project?

There will be ample access for one-on-one or one-on-many meetings to ensure all students are given the resources they need.

I also have a lot of SaaS software that I've not tried out which may be of interest to students who like trying new software.

About the company

Hi, I’m Ben Currier. I’ve spent the last 15 years working in Finance & Accounting in many industries spanning video games, healthcare, real estate, and diamond jewelry, among others! In that time, I’ve seen how so many businesses can benefit from a knowledgeable Excel guru. Working on improving your Excel skills will help you save time, reduce errors, and get the most out of your financial reporting & analysis.

I am based in Kansas City at the moment. In addition to Excel Exposure’s online video lessons, I also offer Business & Finance Training workshops of varying length for online and/or on-site employee training. The goal is to help those who need to learn Excel do it in a way that helps them make bullet-proof spreadsheets and increase their confidence with the software!