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Corporate training firm

Tidewell Commons Training · Corporate training firm · Madison, WI

Cosmo Nakashima is the training manager at Tidewell Commons Training, a corporate training firm, and she wants every company that asks about courses followed from the first message until a first course date sits on the calendar.

EducationIntakeForms4 tables · 6 views · 2 forms · 2 dimension sets · 1 dashboard · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agent
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Client board

Clients
New inquiry6
Redmoor Cabinet WorksConstructionPerpetua Okwuosa
Alderney Freight BrokersLogisticsKonstanty Bellweather
Fenwick & Dale Pet SupplyRetailMarguerite Ibekwe-Tran
Ludlow Heights ClinicHealthcareAnselm Rothwell-Diaz
Copperline Brewing CollectiveHospitalityIone Valdemar
1 more
Called back6
Harrowgate PlasticsManufacturingOdalys Whitcombe
Pennywhistle Dental GroupHealthcareJarek Montclair-Osei
Marrow Creek LogisticsLogisticsCalpurnia Szymanski
Bellwether OutfittersRetailLysander Obuya-Raines
Tamarack Title & EscrowBankingWinifred Castellanos-Mensah
1 more
Proposal sent6
Foxglove Assisted LivingHealthcareImelda Vasquez-Thorne
Brindle Valley DairyManufacturingCasimir Olufemi-Hartigan
Ashgrove Mortgage PartnersBankingPhilomena Dunmore-Ito
Lanternside Hotel GroupHospitalityRutherford Okeke-Lund
Kestrel Ridge Machine ShopManufacturingIgnatius Pelletier-Yaw
1 more
First course booked8
Drummond Freight LinesLogisticsBarnabas Kowalczyk-Neme
Wexcombe Family DentalHealthcareEulalia Strathmore-Adjei
Oakmere Furniture GalleryRetailLeopold Hargreave-Njoku
Pinecrest Community BankBankingMarisela Obradovic-Hale
Tidewater Steel FabricationManufacturingAlaric Fontaine-Mwangi
3 more
Not now2
Mossgiel BuildersConstructionCormac Delacroix-Boateng
Verity Lane StaffingHospitalityHyacinth Montague-Zulu

Tables

Clients

28 sample rows · 18 columns

Every company that asks about training, from the first message to a first course on the calendar.

CompanyIndustryContact personPhoneEmailPeople to trainWants training in
Redmoor Cabinet WorksConstructionPerpetua Okwuosa(608) 555-0120perpetua.okwuosa@redmoorcabinetworksmail.net22Safety
Alderney Freight BrokersLogisticsKonstanty Bellweather(608) 555-0121konstanty.bellweather@alderneyfreightbrokersmail.net15Compliance
Fenwick & Dale Pet SupplyRetailMarguerite Ibekwe-Tran(608) 555-0122marguerite.tran@fenwickdalepetsupplymail.net30Customer service
Ludlow Heights ClinicHealthcareAnselm Rothwell-Diaz(608) 555-0123anselm.diaz@ludlowheightsclinicmail.net40Compliance
Copperline Brewing CollectiveHospitalityIone Valdemar(608) 555-0124ione.valdemar@copperlinebrewingcollemail.net12Leadership
Stonehollow Credit UnionBankingThaddeus Okpara-Corrigan(608) 555-0125thaddeus.corrigan@stonehollowcreditunionmail.net18Software skills
Quillon Roofing SupplyConstructionDesmond Pryce-Okafor(608) 555-0131desmond.okafor@quillonroofingsupplymail.net28Safety
Bellwether OutfittersRetailLysander Obuya-Raines(608) 555-0129lysander.raines@bellwetheroutfittersmail.net35Customer service
Tamarack Title & EscrowBankingWinifred Castellanos-Mensah(608) 555-0130winifred.mensah@tamaracktitleescrowmail.net9Software skills
Marrow Creek LogisticsLogisticsCalpurnia Szymanski(608) 555-0128calpurnia.szymanski@marrowcreeklogisticsmail.net14Leadership
Pennywhistle Dental GroupHealthcareJarek Montclair-Osei(608) 555-0127jarek.osei@pennywhistledentalgroumail.net26Compliance
Harrowgate PlasticsManufacturingOdalys Whitcombe(608) 555-0126odalys.whitcombe@harrowgateplasticsmail.net60Safety

16 more rows

Course dates

11 sample rows · 9 columns

Each training day on the calendar: who it is for, which course, which trainer.

Course dateClientCourseStartsSeatsCourse priceTrainer
Forklift Operator Refresher for Drummond Freight LinesDrummond Freight LinesForklift Operator RefresherSep 18, 2:00 PM14$2,940Fitzgerald Ngata-Holm
Harassment Prevention for Supervisors for Wexcombe Family DentalWexcombe Family DentalHarassment Prevention for SupervisorsSep 23, 2:00 PM12$948Cosmo Nakashima
De-escalation for Front-Line Staff for Oakmere Furniture GalleryOakmere Furniture GalleryDe-escalation for Front-Line StaffSep 28, 2:00 PM20$2,600Rosalind Okumura-Bell
Spreadsheet Skills for Finance Teams for Pinecrest Community BankPinecrest Community BankSpreadsheet Skills for Finance TeamsOct 9, 2:00 PM9$2,340Anneliese Wojciechowski-Ade
Workplace Safety Orientation for Tidewater Steel FabricationTidewater Steel FabricationWorkplace Safety OrientationOct 14, 2:00 PM26$2,470Fitzgerald Ngata-Holm
Giving Feedback That Lands for Ridgeback Brewing CompanyRidgeback Brewing CompanyGiving Feedback That LandsOct 16, 2:00 PM8$1,160Rosalind Okumura-Bell
Harassment Prevention for Supervisors for Hartwell Orchard CooperativeHartwell Orchard CooperativeHarassment Prevention for SupervisorsOct 21, 2:00 PM15$1,185Cosmo Nakashima
De-escalation for Front-Line Staff for Cardinal Point PharmacyCardinal Point PharmacyDe-escalation for Front-Line StaffOct 26, 2:00 PM12$1,560Rosalind Okumura-Bell
Workplace Safety Orientation for Drummond Freight LinesDrummond Freight LinesWorkplace Safety OrientationOct 29, 2:00 PM36$3,420Fitzgerald Ngata-Holm
Giving Feedback That Lands for Oakmere Furniture GalleryOakmere Furniture GalleryGiving Feedback That LandsNov 4, 3:00 PM12$1,740Rosalind Okumura-Bell
First-Time Manager Essentials for Pinecrest Community BankPinecrest Community BankFirst-Time Manager EssentialsNov 10, 3:00 PM8$3,160Cosmo Nakashima

Courses

7 sample rows · 6 columns

The catalogue of courses taught and what a seat costs.

CourseTopicLengthPrice per seatDates scheduled
De-escalation for Front-Line StaffCustomer service4$130De-escalation for Front-Line Staff for Oakmere Furniture Gallery, De-escalation for Front-Line Staff for Cardinal Point Pharmacy
First-Time Manager EssentialsLeadership12$395First-Time Manager Essentials for Pinecrest Community Bank
Forklift Operator RefresherSafety6$210Forklift Operator Refresher for Drummond Freight Lines
Giving Feedback That LandsLeadership4$145Giving Feedback That Lands for Ridgeback Brewing Company, Giving Feedback That Lands for Oakmere Furniture Gallery
Harassment Prevention for SupervisorsCompliance2$79Harassment Prevention for Supervisors for Wexcombe Family Dental, Harassment Prevention for Supervisors for Hartwell Orchard Cooperative
Spreadsheet Skills for Finance TeamsSoftware skills8$260Spreadsheet Skills for Finance Teams for Pinecrest Community Bank
Workplace Safety OrientationSafety3$95Workplace Safety Orientation for Tidewater Steel Fabrication, Workplace Safety Orientation for Drummond Freight Lines

Also included

  • Client boardStage rules
  • New inquiries waiting for a callDigest
  • Inquiry arrivedNotificationTells the training manager a company has asked about training so someone calls back quickly.
  • Training proposalDocumentThe short letter that goes to a company after the first call, with the topic and the estimate.

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