The online course creator in the levelpartner.ai platform turns what your best people already explain on calls into a structured course that clients, prospects or staff work through on their own. Once it is built, the same onboarding explanation stops being repeated by a senior person every week. This article covers the build itself: how to plan modules, write lessons, add quizzes and release content on a schedule inside the Memberships area.
What the course builder gives you
A course in the platform is a product made of categories and lessons. Categories work as modules. Lessons hold video, text, downloadable files and quizzes. You decide whether content is open from day one or released over time, and every learner is a contact in the same CRM your sales team already uses.
That last point matters more than the builder. When a learner finishes module two, a workflow can tag them, notify an account manager or move an opportunity. A standalone course tool cannot do that without a connector, and connectors break quietly.
Before you start
You need four things in place before you open the builder:
- An outline on paper: three to six modules, each with a single outcome the learner can state in one sentence.
- Recorded or scripted material for at least the first module. Building the shell first and filling it later produces empty courses that never launch.
- A decision on who the course is for: paying customers, new clients during onboarding, or internal staff.
- Access to Memberships in your account, and Media Storage space for your video files.
If the course will be sold, also decide the price and the offer before you build. That side is covered in the guide to selling a course through your own site and checkout.
How to set it up
- Go to Memberships > Courses and open Products.
- Click Create Product, then select Start from Scratch.
- Enter the Course Title and Course Description.
- Upload a thumbnail and choose Free, Recurring or One Time.
- Click Create Course.
- Create modules, add lessons and upload videos or files.
- Arrange the content and save your changes.
Name each module by its outcome rather than its topic, and attach worksheets or templates to the lesson they belong to. A short quiz at the end of each module confirms the learner can apply what they saw; the course builder supports quizzes with a passing grade. Preview the course as a learner to check order, playback and downloads, then create an offer that grants access. Enrol one internal test contact before any real learner sees it.
What a course does for a company with flat revenue
A 60-person consultancy with stalled growth usually has the same bottleneck: senior people spend their week explaining things that never change. The method, the onboarding steps, how to prepare for the first workshop. A course moves that explanation out of the calendar and into an asset that runs on its own.
There are three common uses, and each one replaces something specific:
- Client onboarding academies replace the two or three kick-off calls a manager runs for every new account.
- Paid courses replace the one-to-one advisory hours you cannot scale, and give smaller buyers a way in.
- Staff training replaces the shadowing period where a new hire sits beside someone for weeks.
Say an agency signs six new clients a month and each gets three one-hour onboarding calls with a senior account lead. That is eighteen hours of senior time a month. If a five-module onboarding course cut the calls to one per client, senior time would drop to six hours. The twelve hours saved could go into account growth work.
The time it takes each week
Building a first course takes most teams two to four weeks of part-time effort, mostly recording. Running it is lighter. Expect around an hour a week to answer learner questions, check quiz results and fix anything that confuses people. Review the content properly once a quarter, because a course that refers to last year's process does more damage than no course.
The most common mistake is recording everything you know. Long courses do not get finished, and an unfinished course produces no outcome. Cut each module to the minimum someone needs to act, then add depth only where learners ask for it.
When not to build a course
Do not build one if the process it describes is still changing every month. You will spend your time re-recording rather than selling. Do not build one if your buyers expect a person, which is often true in mortgage advice and in high-value consulting work. In those cases a short course that prepares the client for the meeting works better than one that replaces it.
A course is also the wrong answer when the real problem is that nobody follows up. If leads go cold, fix the follow-up first.
Planning lessons people actually finish
Keep lessons short: one idea, one video, one action. A learner who can finish a lesson in a coffee break comes back. A learner faced with a long recording leaves it for later and does not return.
Write the action at the end of every lesson in plain words: fill in this worksheet, book this call, send this document. Without a next action, the lesson is information, and information alone rarely changes behaviour.
If you are deciding where the course should live and how people log in, read the guide to hosting courses on your own domain. If you are comparing your own academy with sending people to an open catalogue, the article on edX-style course catalogues against your own academy covers that choice.
Troubleshooting
Videos will not play for some learners. Check the file format and size in Media Storage, and re-upload in a standard format. Ask the learner which browser they use, because corporate networks sometimes block embedded players.
Drip content opens too early or too late. Release rules count from the enrolment date. If you imported learners or enrolled them by hand, their start date may not be what you expect. Check the date on the contact and adjust.
Learners say they never received access. Look at the enrolment workflow first. In most cases the offer was not attached, or the welcome email went to an old address on the contact record.
Quiz results are not showing on the contact. Confirm the quiz is attached to the lesson and that the learner submitted it. Partial attempts are not recorded as completions.
Frequently asked questions
Can I build more than one course on the platform?
Yes. Your licence covers every feature with unlimited contacts, so you can run a paid course, a client onboarding course and a staff course side by side. Each has its own offer, so access stays separate.
Do learners need a separate login?
They need a login to the member area, created when they are enrolled. Their contact record stays the same one your team already sees in the CRM, so there is no second database to keep in step.
Can I issue a certificate when someone completes a course?
You can mark completion and trigger a workflow when a learner finishes. Use that trigger to send a certificate, notify a manager or move a deal forward. Check the current options in Memberships before promising a specific certificate format to learners.
How long should a first course be?
Aim for something a learner can finish in a week of normal working life. Three to six modules with short lessons is enough to prove the format. You can extend it once completion data shows where people stall.