VitaeCapture the training brief
Start with the person and company behind the request.
← All industries
VITAE OS FOR TRAINING & COACHING
Connect the relationships behind every learning programme.
Bring corporate enquiries, sales, scheduling and commercial administration into one workspace.
See it for your businessBUILT AROUND YOUR RELATIONSHIPSCorporate training providers, coaching firms and learning consultancies
KEEP THE CONTEXT WITH THE WORK
The handover
shouldn't be the hard part.
The initial brief and the agreement should stay with the client as the relationship grows.
Coordinate the next meeting
Give the right people the history they need to act.
Connect the agreement and invoice
Keep the next action connected to the same relationship.
Example journey. Available actions depend on configuration, connected tools and permissions.
START WHERE THE FRICTION IS
A useful first workflow.
A foundation to grow from.
We will look at the tools you use, the information your team repeats and the handovers that slow you down. Then we will map a practical first step.
Keep your learning delivery platform and connect it where supported.
Explore the interactive examplesLET'S CONNECT YOUR BUSINESS
You do the work.
Let your systems work together.
See what Vitae could do for you
A walkthrough built around your business and the tools you use today.