Opening AgencyLive

A workshop company did its follow-up by hand. Now reports, certificates and bookings take care of themselves.

Workshops and trainingRemote2026

Opening Agency · Client portal

Opening Agency

OverviewSessionsReportsCertificates

Client portalSM

Youth program · Emotional intelligence

Good morning, Sarah

7 of 11 sessions4 to go · every report is ready the day after

LHOFNR+17

Recent sessionsAll 11 →

07Motivation and goalsMon 20 OctReport ready →

06Handling conflictThu 16 OctReport ready →

05Active listeningMon 13 OctReport ready →

04Empathy in practiceThu 9 OctReport ready →

03Managing stressMon 6 OctReport ready →

Next session

Session 8 · Building resilienceThu 30 Oct · 16:00 – 17:30Request another sessionRequest sent ✓

How the group feltSessions 1–7

From participant feedback formsUp 26%

Before

Every program ended in admin. Feedback forms to collect, progress reports to write for each client, certificates to make and email one by one. It all lived in scattered sheets and inboxes.

What we built

Client portalClients see their program’s progress, read every session report and request new sessions in one place.

FeedbackParticipant forms flow into one sheet, sorted by session, ready to read.

Progress reportsEach session in a program, like an 11-session youth series, gets its own report for the client.

CertificatesType SEND in the sheet. Every participant gets a personal certificate by email, saved to Drive and marked as sent.

Participants · Youth program

NameCertificate

LHLayla HassanSent ✓

OFOmar FaroukSent ✓

NRNadia RahimiSEND|Sent ✓

DODaniel Okafor—

SMSofia Marin—

Certificate of participation Nadia Rahimi has completed Emotional Intelligence for Young Adults 11 sessions · October 2026 Facilitator, Opening Agency

OAOpening AgencyProgress report

Youth program · Emotional intelligence

Session 7 of 11: Motivation and goals

18/20

attended

4.6

engagement / 5

feedback forms

Engagement by session

Facilitator note: the group opened up most in pair work. Next session builds on calm-down techniques.

After

11Sessions in one program, each with its own report

1 wordType SEND and every certificate goes out

0Certificates made or emailed by hand

What changed

ClientsBook sessions and read reports in one place, instead of waiting on emails.

ParticipantsGet a personal certificate in their inbox the moment the program ends.

The teamFeedback turns into reports on its own, so the end of a program isn’t a week of admin.

Running your business on spreadsheets and group chats? We can do this for you too.

Book a free call