Courses, memberships and communities
Courses, communities and a client portal behind one login, on the same platform as your CRM, payments and email. Unlike standalone online community platforms, every member here is also a contact, so a client who stalls is noticed and followed up.
- Welcome and set-upCompleted on day one
- Documents we needCompleted, files on the record
- How we reportIn progress
- Your first quarterOpens when module 3 is done
- Courses
- Lessons and quizzes
- Certificates
- Communities
- Channels
- Live events
- Leaderboards
- Paid groups
- Invoices and contracts
- Shared files
- Affiliate links
- Push notifications
Client onboarding runs on email threads and goodwill
Most companies onboard clients the way they onboarded their first one: a welcome email, a folder of documents and a run of calls that repeat the same explanations. Clients forget what they were told. Nobody notices when one stops responding until the project is late and the relationship is already strained.
Online community platforms and course tools can host the material, but they sit outside the business. Members are not contacts, progress is invisible to the account owner and payment lives somewhere else. Here the course, the community and the portal run on the same record as your CRM, so a stalled client is flagged while there is still time to help.
The same explanations, every client
Onboarding calls repeat material that could be learned once, in a portal.
Stalled clients go unnoticed
A client who stops responding is spotted only when the work is late.
Course and CRM are separate
Members are not contacts, so progress never reaches the account owner.
Payment and access are manual
Someone grants access after checking that an invoice was paid.
Explain it once.
Track who finished.
Call the ones who stalled.
Every client moved through onboarding at the right pace
The same nurture pattern the platform uses for leads, applied to new clients and members.
Long-term nurture and reactivation
- Trigger
Not ready yet
Or gone quiet
Enrolled on the right programme
Each new client or member gets the course, portal or community that fits what they bought.
InstantLessons released on a rhythm
Modules open on a schedule or as each one is completed, so nobody is buried on day one.
Every 2 weeksProgress watched
Logins, completed lessons and quiz answers are recorded on the contact.
Ongoing- EngagedOpened, clicked or replied
Stalled clients flagged
When someone stops making progress, the owner is told and a personal check-in goes out.
Same dayCall-back booked
On the owner's calendar
- Done
- Quiet for 90 daysNo engagement
Lapsed members re-engaged
Members who have gone quiet for months get a direct note with what is new.
QuarterlyReplies routed to the owner
With the history attached
- End
- EngagedOpened, clicked or replied
What manual onboarding costs
Count the hours spent repeating onboarding calls, sending documents and chasing clients who have gone quiet. Use your own figures.
Based on the figures you entered
This is your own arithmetic on the figures you entered, not a result levelpartner.ai has produced for anyone.
How this is calculated
weekly hours = people × hours each
annual cost = weekly hours × loaded hourly cost × 52
value returned = annual cost × the share you estimate could be automated
Every input is yours. The automatable share is an estimate, which is why the result is a range.
Worked example. Three people spending six hours a week each at a loaded 35 an hour: 18 hours and about 32,760 a year. If 40 to 70 in 100 of those hours can be automated, that is 7 to 13 hours a week back, worth roughly 13,100 to 22,930 a year.
An online course platform, a membership platform and a client portal in one
Courses, memberships and communities share one login for your clients and one record for your team. These are the parts a buyer usually asks about first.
An online course builder
Build a course as modules and lessons with video, text, downloads and assessments. Set a pass score, a pass and fail message and let learners retry. Drip lessons by day or by the hour after enrolment, and issue a completion certificate automatically.
A membership site platform with payments
Sell a course or membership as a one-off payment, a payment plan or a subscription with a trial or setup fee. Access is granted when payment clears and removed when it stops, so nobody checks invoices before letting a client in.
A community platform for clients and members
Run groups with channels, posts, reactions, events and live sessions, so members learn from each other and a question is answered once, in public, instead of in a private email you answer again next month.
Client portal software on your own domain
One login gives each client their courses, communities, invoices, estimates, contracts and shared files, under your brand on your own domain. Members sign in by password, a one-time code or Google, and choose how they are notified.
A membership CRM that sees progress
Lessons, modules and courses completed are recorded on the contact and can start a workflow: a check-in when someone stalls, a certificate at the end, a review call booked. Open any contact to see where they are in a course.
What to watch out for
The portal matches members by email, so duplicate contacts need merging before launch. Importing an existing course brings the published lessons; quizzes and assignments are rebuilt. Point and level values in a community are fixed.
- On payment grant access to the onboarding programme
- Day 0 open module 1, send the welcome email
- On complete open the next module
- If no progress for 5 days, alert the owner
- At the end issue a certificate and book a review call
A community your clients will actually open
Communities sit in the same portal as courses and billing. These are the parts most service businesses use.
Groups and channels
Split a group into channels by topic, each with its own privacy setting, so a cohort, a client tier or a private board each gets its own room.
Courses inside the group
Each course in a group can be open to all, tied to a member level, sold, unlocked by time or kept private.
Events and live rooms
Run free or paid events and live sessions inside the community, limited to the members who should be there.
Points and levels
Members earn points when others like their posts and climb fixed levels you can rename. Rewards are delivered by you.
Moderation
Pin, move or remove posts, turn comments off and ban a member from the same admin view. Members search posts and people.
A standalone course tool against courses on the platform
Separate course tool
- Members are not contacts
- Access granted by hand after payment
- Progress invisible to the account owner
- Community in yet another app
Courses on the platform
- Every member is a contact
- Access follows payment automatically
- Progress shows on the client record
- Course, portal and community share one login
The material is the same. What changes is that onboarding becomes something you can see and act on.
Onboarding that nobody can see is onboarding that nobody can fix.
Courses connect to every other feature
A programme is only as useful as what moves people through it. These are the features memberships rely on most.
Built for four kinds of business, equally
The same course and membership platform, with programmes in each industry's own terms.
Agencies
Agencies run client onboarding portals that collect brand assets, logins and approvals before kick-off.
Consultants
Consultants sell programmes and paid communities that run alongside workshops and one-to-one sessions.
Mortgage brokers
Brokers run first-time buyer courses and client portals that explain each step of the application.
Real estate
Agents run seller and landlord portals that explain the process and keep every client up to date.
One licence, no tiers
Every feature is available on one licence, with no tiers to climb and no per-seat fees. Usage is billed as used, including WhatsApp, premium workflow steps, local listings sync and AI; implementation and custom work are priced separately and agreed before any work starts.
levelpartner.ai
€7,512
a year, the platform licence
- Every feature is available on one licence, with no tiers
- Unlimited users and unlimited contacts, no per-seat fee
- 30 hours of onboarding included, plus a 30-day check-in after launch
- Implementation beyond the included hours at €85 an hour, scoped and approved first
- Custom builds quoted to scope
- Usage billed as used: email, SMS, calls, WhatsApp, AI, premium workflow steps and local listings sync, at published rates
Guides worth reading first
Online course creator: how it works and how to set it up
Use the online course creator to turn what senior staff repeat on calls into modules, lessons and quizzes that clients or staff complete on their own.
Online course hosting: how it works and how to set it up
Online course hosting decides who gets in and when access ends. Tie each login to the contact record and stop shared passwords and former clients lingering.
Sell online courses from your own website: how it works and how to set it up
Sell online courses from your own website with a sales page, checkout and instant access, then turn finished courses into conversations about your core service.
From the first module to a running portal
Structure the programme
Turn your onboarding or course into modules and lessons, add assessments with a pass score where it matters, and decide what drips and when.
Link the offer
Create the offer and link it to a product: free, one-time or recurring. Without that link a payment does not grant access, so it is the step to check twice.
Brand the portal
Point your own domain at the portal, add your logo, colours and support email, choose how members sign in, and preview it before anyone is invited.
Wire the follow-up
Workflows react to lessons, modules and courses completed, issue certificates and alert the owner when progress stops. Then review stalled members weekly.
Questions buyers ask
How is this different from other online community platforms?
Most online community platforms host members well but know nothing about them as clients. Here every member is a contact in the CRM, so progress, payments and conversations sit on one record and follow-up can start on its own when someone goes quiet.
Can we sell courses and memberships from our own website?
Yes. Courses, communities and the portal run on your own domain with your branding, and checkout takes one-off payments, payment plans or subscriptions. Access is granted and removed automatically as payments clear or stop.
Can we use it for client onboarding rather than selling courses?
Yes, and many companies start there. An onboarding programme can be free to the client, opened when they sign, and tracked so the account owner sees who has stalled and gets a task to call them.
How long does it take to set up?
A first onboarding programme of a few modules is usually live within the two to four weeks it takes to go live on the platform, inside the 30 hours of onboarding. The time goes on writing the lessons, not on the software.
Is there a charge per member or per course?
No. Courses, memberships and communities are part of the platform licence, with no limit on members or courses. Video and file storage is billed as used under the usage rates.
Can we move our existing course across?
Yes. Modules, lessons and members are moved across during onboarding. Published lessons come over cleanly; quizzes and assignments are rebuilt as assessments, and the welcome, reminder and check-in messages are set up with you.
Who is this not for?
If you sell a single video course to the public and need nothing after the purchase, a dedicated course marketplace may suit you better. This is built for businesses where the member is also a client you need to keep moving.
See how your onboarding could run on its own
Bring the way you onboard a new client today. We will map it on the call and tell you honestly which parts are worth moving into a portal.
Book a strategy call
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