Skip to content

Case 03 · Education

Connecting Sales, Billing and Course Access for an Education Business

Since launch, I have been the business systems partner of an education business, connecting sales, billing, customer records and online course access into one system. When onboarding stalled, I recovered the queue and the customer records and rebuilt the flow so a single bad record can no longer block everyone. I then redesigned the customer model around subscriptions, which the client accepted, so billing and course access stay aligned as the business grows.

Case 03 cover: From purchase to learning. Business systems partner since launch. Sales and billing, customer records, course access.

The big picture

One system

Sales, billing, customer records and course access work together.

Resilient onboarding

Problems surface as team tasks instead of stalling the queue.

Built to scale

A subscription model, accepted by the client, keeps billing and access aligned.

How the system fits together

Case 03 system map: From purchase to learning, as one system. Customer journey from purchase to customer record to course access. Built to scale: customer, subscriptions, billing and access aligned. Safety net: exceptions become team tasks, one source of truth.
Tap the map to open it full size.

Facing something similar?

Tell me what you want to improve.

Discuss your project →