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Business setup · Education

Corporate training

Training needs to proposal to delivery: company accounts, a proposal pipeline, in-house training days, trainer hours and net-30 invoices.

Use in EraAll templates
modules
9
agents
3
workflows
3
sample services
3
site pages
4

What Era prepares for this business

For a training company selling leadership, communication and sales programmes to companies: each client is an account with its HR contact, requests move from needs analysis to proposal, an accepted proposal is approved and invoiced on 30-day terms, every training day is an event with its participant list, trainers log preparation and delivery hours against the client, and after each day the evaluation forms and certificates are not forgotten.

Modules9

  • Sales
  • Quotes
  • Events
  • Invoices
  • Team
  • Website
  • Dashboards
  • Workflows
  • AI

Agents3

  • Proposal assistant

    Turns a training request into a draft proposal for the account manager.

  • Training-day logistics

    When a training day is scheduled, lists what operations must prepare.

  • After-training follow-up

    After a training day, makes sure evaluations, certificates and the invoice follow.

Sample services and prices3

Comes with the setup; swap in your own prices.

Half-day workshop (up to 20)₺28,000
Live online session (3 hours)₺16,000
Post-training coaching (per person)₺4,500

Every lead, with its stage in plain sight

Leads come in from Instagram, a form or WhatsApp and land as new. Log the calls and set the next follow-up; an overdue one turns red. For a won customer, the quote and the payment come from the same record.

How it’s set up

Four steps. Era does the first two; you connect your channels and get to work.

  1. 1Pick the setup

    When you sign up you pick your business; Era suggests the right setup.

    Corporate trainingAnother business

  2. 2Era sets it up

    Modules switch on, agents and workflows are prepared, sample records are added.

    • Sales
    • Quotes
    • Events
    • Invoices
    • 3 agents

  3. 3Connect your channels

    Connect your accounts once so every message lands in one inbox.

    • WhatsAppConnect
    • InstagramConnect
    • GmailConnect
    • Google CalendarConnect

  4. 4Start

    Your agents are ready. Type or say what you need to Era.

    • Proposal assistantReady
    • Training-day logisticsReady
    • After-training follow-upReady
    Ask Era anything…

Workflows included in this setup

Similar templates

Start with Corporate training

Runs on your own Claude or ChatGPT subscription, or your API key.

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