Professional Skills Training: contact lifecycle automation
AutomationEvery inquiry, payment, signature and certificate tracked end to end, with no manual bookkeeping between stages.
A course business loses money in the gaps: an inquiry nobody answers, a signed agreement nobody notices, a student who finished but never received a certificate. This system closes those gaps. One board holds one row per person, and nine automations move that row forward only when the person actually does something, matching people by email so nobody is duplicated and nobody is pushed backward. Access to course material is held until a signed agreement is on file, not released at payment. Every automation reports its own failures to a separate alerts channel, proven under a genuine credential outage rather than assumed.
BUILT WITH n8n · Airtable · WordPress/WooCommerce · Stripe · DocuSign · Gmail · Resend · Slack
The Professional Skills Training system is a portfolio demonstration built to interview standard, not a live client deployment. The person followed through the walkthrough is a fictional persona used to teach the lifecycle, and no real customer data appears anywhere in it.