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Systems

A Notion dashboard to organize WhoNEX's courses, clients and resources

WhoNEX needed an environment to manage its courses and onboard program clients. The delivered dashboard brings together operations, leads and CRM, content, the product catalog and resources.

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The starting point.

Managing the program required a shared environment to organize courses and give clients access. The case starts from that documented need, without attributing previous incidents that are not recorded in the sources.

How we did it.

A Notion dashboard was created with areas for operations, leads and CRM, content planning, the product catalog and resources. The workspace is set up to manage courses and invite program clients.

What changed.

Program management

A workspace set up to manage courses and client access.

Operational organization

An operations area accessible from the dashboard.

Sales follow-up

A leads and CRM section.

Catalog and resources

Access to the product catalog and program materials.

Tools used

Let's talk.

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