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BHTC Training Flow (Private Request for Training comes in (Form is filled…
BHTC Training Flow
Private Request for Training comes in
Form is filled out: Active Campaign
TC. Review information
Automatic deal in CRM is created
Assign WYS Trainer
WYS trainer discusses logistics with organizer
Training is scheduled
Training Occurs
Trainer Completes Follow Up
5 more items...
Trainer gives certificates
Trainer gives evaluation form
Trainer completes trainer eval form
deal is advanced in CRM
AA: Calendar is created
Training is added to trainer calendar
Certificates are prepared
Refer Out
Unfunded Partners
Funded Partners
Automatic contact added to BHTC list
For Open Trainings on Eventbrite
Trainer creates description and details in Eventbrite - set capacity for training
Trainer publishes event to Facebook page
Trainer publishes event
trainer publishes event to website
Eventbrite sends automatic reminder 1 week in advance, 48 hours and 2 hours before
24 hours before training
trainer prints attendee list
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Trainer promote event via newsletter, social media, etc