Good morning, Dr. Tiff.
Here's your InspirEDU Design Co. overview.
Active Clients
4
2 onboarding
Open Tasks
7
3 due this week
Revenue MTD
$6.2k
of $10k goal
Next Session
Thu
Marcus Reid · 2pm
Active Client Roster
| Client | Service | Status | Health | Stage | Week | |
|---|---|---|---|---|---|---|
Marcus Reid Reid Consulting Group | Learning System Design | In Design | • Good | P — Plan Content | 6/16 | |
Lena Torres Elevate HR | Expert to Educator | Active | • Good | R — Reinforce | 12/16 | |
DeShawn Wallace Wallace & Co. | Workshop Design | Onboarding | • Watch | I — Identify Purpose | 2/12 | |
Simone Nakamura Clarity Works | Consulting | Complete | • Good | U — Use to Scale | 18/18 |
► Archived Clients 0
Viewing Client
MR
Marcus Reid
Reid Consulting Group · Started April 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 — Blueprint Review
Reviewed blueprint. Marcus wants more async emphasis. Flagged bandwidth risk.
Apr 22 — Discovery
Confirmed scope: client-facing onboarding only. Key gap = no feedback loops.
Date
Title
Apr 2 — Intake Call
Attendees
Dr. Tiff, Marcus Reid
Type
Intake / Discovery
Key Decisions
Confirmed scope. 16-week engagement. Async-first delivery.
Next Steps
Dr. Tiff to send proposal by Apr 5.
Date
Title
Attendees
Meeting Type
Key Decisions
Next Steps
✦ Contracts & Documents
✦ AI Client Assistant
✦ INSPIREDU Framework — Deliverables by Stage
Click 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 Analysis
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
Pillar 3 — Implement & Grow
E
Evaluate & Tweak
0 deliverables
▼Suggested
Evaluation FrameworkLearner Feedback SurveyMetrics Report
D
Deliver with Confidence
0 deliverables
▼Suggested
Facilitation GuideSystem Owner GuideTrain-the-Trainer
U
Use to Scale
0 deliverables
▼Suggested
Scale StrategyGrowth RoadmapSystems Audit Template
Framework Tracker
Track phase-by-phase progress through the INSPIREDU Framework.
Proposals
Build, version, and print client proposals.
1 · Executive Summary
2 · Discovery Insights / Current State Assessment
3 · Proposed Engagement Overview
4 · Recommended Service Phases
Phase 1
Phase 2
Phase 3
5 · Deliverables
6 · Timeline
7 · Pricing Strategy
Investment Total
Payment Structure
8 · Why InspirEDU Design Co.
9 · Next Steps
Client
Recommendations
Your notes + AI analysis, grounded in the INSPIREDU Framework
Use this section to record your own clinical recommendations for this client, anchored to a specific INSPIREDU pillar and phase. These are your professional observations — not AI-generated.
No recommendations added yet. Click “+ Add My Own” to start.
Tasks & To-Dos
Action items organized by client.
Send Marcus blueprint draft v2
HighDue: May 15
Marcus Reid
Review Lena’s module outlines
MediumDue: May 17
Lena Torres
Send DeShawn welcome packet
HighDue: May 14
DeShawn Wallace
Schedule Simone offboarding call
LowMay 10
Simone Nakamura
Session Scheduler
Upcoming sessions tied to client and framework stage.
Upcoming Sessions
May 15
Marcus Reid
Blueprint Review · 2:00 PM
P — Plan the Content
May 17
Lena Torres
Coaching Session 5 · 10:00 AM
R — Reinforce with Tools
May 19
DeShawn Wallace
Discovery Call · 3:00 PM
I — Identify Purpose
Invoices & Payments
Track invoices, payment status, and revenue by client.
Total Invoiced
$34.5k
YTD 2025
Collected
$28.2k
82% collected
Outstanding
$6.3k
2 invoices pending
Overdue
$0
All current
| Invoice # | Client | Description | Amount | Date | Status | |
|---|---|---|---|---|---|---|
| INV-001 | Marcus Reid | Learning System Design — Phase 1 | $4,250 | Apr 2, 2025 | ✓ Paid | |
| INV-002 | Lena Torres | Expert to Educator — Full Engagement | $6,000 | Jan 15, 2025 | ✓ Paid | |
| INV-003 | Marcus Reid | Learning System Design — Phase 2 | $4,250 | May 1, 2025 | ⌛ Pending | |
| INV-004 | DeShawn Wallace | Workshop Design — Deposit | $2,000 | May 5, 2025 | ⌛ Pending |
Onboarding & Offboarding Checklists
Standardized checklists so nothing falls through the cracks.
✦ Client Onboarding
Send welcome email with hub access
Contract signed and filed
Intake form completed
Google Drive folder created & shared
Kickoff session scheduled
Framework overview sent to client
First invoice sent
Client added to hub & tracker
✦ Client Offboarding
All deliverables marked Delivered
Final invoice sent and collected
System Owner Guide handed off
Offboarding / wrap-up call completed
Testimonial requested
Referral conversation had
Next steps / future engagement planted
Client archived in hub
✦ Create Custom Checklist
Metrics & Patterns
Live counts from your CLIENT_STORE — updates as you add clients and data.
Total Clients
0
Services Used
0
unique types
Most Common Service
—
Clients w/ Notes
0
Services Requested
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Delivery Preferences
Click Refresh to load data.
◆ Live Insights
Click Refresh to generate insights from your current client data.
AI Content Ideas
Click Generate to surface LinkedIn newsletter and workshop ideas based on your client patterns.
Wins & Testimonials
Capture client wins and testimonials as they happen.
“Dr. Tiff helped us go from chaos to clarity in just a few weeks. Our onboarding now runs itself.”
Marcus Reid · Reid Consulting Group
Win: Reduced client churn in weeks 2–4 by 60% within first quarter of implementation
“I finally feel like an educator AND a business owner. The framework gave me language I didn’t have before.”
Lena Torres · Elevate HR
Win: Launched first signature course. Enrolled 22 clients in first cohort.
Referral Tracker
Track where clients come from. Over time this shows your strongest referral sources.
Top Source
LinkedIn
3 clients
Direct Referrals
2
From past clients
Conversion Rate
68%
Discovery → signed
Marcus Reid
Source: LinkedIn organic
April 2025
Lena Torres
Source: Referral from Simone Nakamura
Jan 2025
DeShawn Wallace
Source: Pop-up Learning Session
May 2025
Goals & Revenue Dashboard
Set your revenue goals and track progress against your service tiers.
Monthly Revenue Goal
Collected this month$6,250
62.5% of goal · $3,750 remaining
62.5%
Clients Needed to Hit Goal
At your current average engagement value of $7,000, you need:
Monthly
1–2
new clients
Quarterly
4–5
new clients
Revenue by Service Tier (YTD)
Learning System Design
$24,800
Expert to Educator
$6,000
Workshop Design
$3,700
Email Templates
Your most-used email templates, ready to customize with AI for any client.
Welcome & Kickoff Email
Sent after contract is signed. Sets tone, confirms next steps, shares what to expect...
Mid-Engagement Check-in
Sent around week 4–6. Affirms progress, surfaces concerns, keeps momentum...
Proposal Follow-Up
Sent 3–5 days after proposal. Warm, not pushy. Opens the door for questions...
Testimonial Request
Sent at or near project close. Makes it easy for them to say yes...
Offboarding / Wrap-Up
Celebrates the work, summarizes outcomes, opens the door for future engagement...
Resource Library
Your curated internal library of frameworks, templates, articles, and tools.
INSPIREDU Framework Overview
Frameworks · Internal
Learning System Design SOW Template
Templates · Internal
Learner Persona Template
Templates · Client-Facing
Education as Business Strategy — Article
Articles · Research
Quick Capture
A scratchpad for ideas and thoughts. Auto-saved.
✦ Brain Dump Auto-saves as you type
Context / Client
Category
Not yet saved
✦ Saved Entries
No saved entries yet. Type a note above and click Save Entry.
✦ Generate from Scratch
Click Generate to turn your brain dump into organized action items, content ideas, or client opportunities.
AI Client Chat
Ask anything about any client — searches their intake, notes, framework progress, and deliverables.
AI ASSISTANT · CLIENT CONTEXT LOADED
Marcus Reid
Quick:
General AI Chat
A full AI assistant for drafting, brainstorming, research, writing, or thinking through ideas.
GENERAL AI ASSISTANT
InspirEDU Design Co.
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