Good morning, Dr. Tiff.
Here's where your client work stands today.
Active Clients
—
Open Deliverables
14
3 due this week
Avg. Engagement
11w
Across active clients
Top Service
LSD
Learning System Design
Active Client Roster
| Client | Service Tier | Status | Week | Active Stage | |
|---|---|---|---|---|---|
Marcus Reid Reid Consulting Group |
Learning System Design | In Design | 6 of 16 | P — Plan the Content | |
Lena Torres Elevate HR |
Expert to Educator | Active | 12 of 16 | R — Reinforce with Tools | |
DeShawn Wallace Wallace & Co. |
Workshop Design | Onboarding | 2 of 12 | I — Identify Purpose | |
Simone Nakamura Clarity Works |
Consulting | Complete | 18 of 18 | U — Use to Scale |
▶ Archived Clients 0
| Client | Service Tier | Archived |
|---|
MR
Marcus Reid
Reid Consulting Group · Started April 2, 2025
✦ Intake Summary Edit ✎
Client
Marcus Reid
Organization
Reid Consulting Group
Service Tier
Learning System Design
Primary Goal
Build a client onboarding learning system for new B2B accounts
Current Approach
Ad hoc PDF guides and occasional calls — no consistency
Team Capacity
Low — 1 ops person, no dedicated L&D
Biggest Friction
Clients feel lost in weeks 2–4; churn spikes there
Delivery Preference
Async-first
Budget
$5,000–$10,000
Timeline
Launch by Q3 2025
L&D Experience
Minimal — one past attempt, no lasting system built
Consultant Notes
Strong rapport. Motivated by churn data. Open to phased approach.
✦ Meeting Notes
May 6, 2025 — Blueprint Review
Reviewed blueprint draft. Marcus wants more emphasis on async delivery. Flagged low team bandwidth as ongoing risk.
Apr 22, 2025 — Discovery Session
Completed discovery. Confirmed scope: client-facing onboarding only. Key gap = no feedback loops.
New Quick Note
Date
Title
Apr 2, 2025 — Intake Call
Key Decisions
Confirmed scope: client-facing onboarding. 16-week engagement. Async-first delivery.
Next Steps
Dr. Tiff to send proposal by Apr 5.
New Structured Log
Date
Meeting Title
Attendees
Meeting Type
Key Decisions
Next Steps
✦ InspirEDU Framework — Deliverables by Stage
Click any stage to manage
Pillar 1 — Clarity & Strategy
I
Identify Purpose
2 deliverables
▼Discovery Call Summary
Purpose & Vision Statement
Suggested
Goals & Success MetricsStakeholder MapLearning Audit Report
N
Know Your Niche & Learners
1 deliverable
▼Learner Persona Profile
Suggested
Audience Needs AssessmentLearning Gap AnalysisNiche Positioning Map
S
Structure the Experience
0 deliverables
▼Suggested
Learning Journey MapCurriculum FrameworkScope of Work
Pillar 2 — Design & Set-Up
P
Plan the Content
2 deliverables
▼Content Strategy Document
Onboarding Curriculum Outline
Suggested
Content CalendarStoryboard / ScriptAssessment Design
I
Implement Seamlessly
0 deliverables
▼Suggested
Implementation RoadmapLaunch ChecklistPilot Plan
R
Reinforce with Tools & Support
0 deliverables
▼Suggested
Resource ToolkitFeedback Loop DesignJob Aid / Quick Reference
Pillar 3 — Implement & Grow
E
Evaluate & Tweak
0 deliverables
▼Suggested
Evaluation FrameworkLearner Feedback SurveyData & Metrics Report
D
Deliver with Confidence
0 deliverables
▼Suggested
Facilitation GuideSystem Owner GuideTrain-the-Trainer Materials
U
Use to Scale
0 deliverables
▼Suggested
Scale Strategy DocumentGrowth RoadmapSystems Audit Template
Framework Tracker ✦ Linked to Hub
Track phase-by-phase progress through the INSPIREDU Framework for each client. Notes and status sync across the hub.
Complete
2
In Progress
3
Needs Attention
0
Not Started
4
Marcus Reid — AI Recommendations
Generated via InspirEDU Framework · Pillars 1–3 + Value Ladder
Service Fit
Learning System Design is the right anchor service. The client has a real operational gap — weeks 2–4 churn — driven by unstructured delivery, not a content problem. This maps squarely to Pillar 2: Design & Set-Up.
Intake signals: no L&D capacity · inconsistent delivery · defined churn trigger point
Learning Design Gap
No feedback loops exist in the current process. Build structured client checkpoints at weeks 2 and 3. Prioritize async modules given low team bandwidth.
Intake signals: ad hoc delivery · 1 ops person · confusion in wks 2–4
Client Journey
After implementation, Marcus is a strong candidate for the Implement & Grow phase — specifically a quarterly systems audit. Plant that conversation at the week 10 check-in.
InspirEDU Framework: Pillar 3 · client growth trajectory
Learning Design Gap
Low team bandwidth is a systemic risk. Before handoff, build a lightweight System Owner Guide so the ops person can maintain the learning system independently.
Intake signal: 1 ops person · no dedicated L&D · async-first preference
Metrics & Patterns
Cross-client insights grounded in your InspirEDU Framework.
Avg. Project Length
13w
Top Gap Pattern
No Feedback
Loops
Loops
Top Service Pair
LSD +
Workshop
Workshop
Clients in Pillar 3
3
Implement & Grow
◈ Services Requested
◈ Common Learning Gaps
◇ Repeating Pattern
5 of your last 7 clients cited inconsistent delivery as a core gap — all 5 had no structured onboarding. This is a repeatable entry point for your Learning System Design service.
◇ Natural Upsell Path
Clients who begin with Learning System Design are 3× more likely to add a Workshop Design engagement within 6 months — worth surfacing in proposals upfront.