Corporate Training
How corporate training providers should automate WhatsApp
HR managers message "we need leadership training for 30 people in Q3" while your sales team is in back-to-back discovery calls. Enquiries sit unread, delegate lists arrive as scattered emails, and workshop dates get proposed without budget or headcount context. Vermoss Flow qualifies B2B workshop enquiries with company name, headcount, topic, and budget band in customer details, books discovery calls on sales calendars, and runs delegate registration with dietary and accessibility needs captured before the session. Your team owns contract and pricing conversations in the inbox.
Qualify B2B workshop enquiries and register delegates without sales chasing spreadsheets.
How this works at your scale
Solo or owner led
Independent facilitator with corporate clients. B2B intake and discovery booking run while you deliver workshops.
Small team
Training company with sales and several facilitators. Topic branch routes enquiry to the right specialist calendar.
Multi site or larger
National provider with on-site and virtual delivery. Multi-staff booking, delegate registration at scale, and pre-workshop reminder sequences across client accounts.
Problems corporate training providers face on WhatsApp
- B2B enquiries lack company name and headcount before sales calls
- Delegate names and dietary needs collected across email threads
- Workshop dates proposed without budget qualification
- Pre-workshop materials sent manually to each attendee
- Virtual vs on-site preference not captured upfront
- Post-workshop feedback chased individually by facilitator
Automation on Vermoss Flow
B2B enquiry flow captures company name, contact role, headcount, training topic, preferred quarter, and budget band in customer details. Topic branch routes to specialist discovery calendar. Discovery call booked on sales calendar. After proposal accepted, delegate registration flow collects name, email, dietary requirements, and accessibility needs per attendee in customer details. Scheduled pre-workshop reminder sequence with venue or Zoom link and pre-read PDF. Your team sends proposal and contract follow-up from the inbox.
- B2B workshop enquiry with company, headcount, topic, and budget qualification
- Topic branch routes to specialist sales or facilitator calendar
- Discovery call booking on sales calendar
- Delegate registration flow with dietary and accessibility capture
- Pre-workshop reminder sequence with materials attachment
- Virtual vs on-site branch sets correct logistics template on confirm
Corporate workshop enquiry and delegate registration flow
HR contacts qualify through intake, book a discovery call, and register delegates before workshop day.
- HR manager texts: "Leadership workshop for 25 managers, September, Johannesburg."
- Flow captures company name, headcount, topic, and on-site or virtual preference.
- Details saved in customer details; discovery call slots offered.
- After agreement, delegate registration link sent on thread for attendee details.
- Pre-workshop reminders sent with venue, timing, and pre-read materials.
How to tune it
Map facilitators to topics before turning on the topic routing branch.
Add repeat-client branch that skips full intake when company is on file.
Cap delegate registration slots per workshop date on calendar.
Attach NDA or pre-work assessment PDF on registration confirm.
Store PO number in customer details for enterprise billing clients.
Your team sends post-workshop feedback template on each delegate thread.
Results
Results coming soon
B2B enquiry response time and delegate registration completion rate. Coming soon.
Time and money saved
Estimate sales hours saved when B2B intake and delegate registration run in one flow.
Run this on your corporate training provider WhatsApp
We help you import the flow, connect your number, and tune it for how you work.