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US Academy
Current flow
🔹 DATA ENTRY POINTS (User Actions)
Table 1
Source
Action
Result
Owner
Location of data collection
Quiz
User interacts
Renee exports sheet, send it to Zoho
Renee Team
Website
Website Inquiry Form
Submits via WordPress
Data goes to Zoho (Suzanne's team)
Suzanne Team
Website
Webinar Registration
Registers via Zoom
Data goes to Zoho
Website
Apply Button
Clicked
Email is sent to team
data goes to Zoho
Website
Workshop Sign-up
Clicked
Redirects to MBO Signup & Payment page
Auto email from MBO to customers with instructions on how to onboard on LMS(using group code)
Bulk export & import from MBO to Zoho
Website
Emails received on admissions@keralaayurveda.us
sends email
data is added to Zoho
Email
Phone calls
user calls
data is added to Zoho
Phone Call
There are no rows in this table
👨💼 SUZANNE'S TEAM Tasks
🔄 STUDENT ENROLMENT FLOW FOR COURSES
Table 5
Step
Platform
Action
Collecting admissions
website, email, phone call
data sent to Zoho
Application Approval
Zoho
Team evaluates and approves admission of users & manually send to selected student with a waiverking/enrollment link
Also starts maintaining a student tracker
Waiverking
Student signs up
Auto-email sent to team
and also gets added to MBO database
MBO
Data syncs
Added to MBO database
Student Tracker
Google Sheet
Student support team updates each sign up on student tracker
Payment
MBO
payment processing happens on MBO
Receipt & Welcome
MBO
Auto receipt + welcome email to student
Student Onboarding & intro to LMS
Zoom
zoom link for onboarding
to teach TalentLMS
There are no rows in this table
🚪 ONBOARDING PROCESS (Post-Payment)
Table 6
Phase
Detail
Onboarding List
Zoom list is created for onboarding (bulk entry)
Email
Sent with Zoom session details
Zoom Session
"How to use TalentLMS" training
Group Code
Student Support emails it
TalentLMS
Student registers using code
There are no rows in this table
🔧 TALENTLMS SETUP (Kathy's Role)
📊
CURRENT TOOLS USED
Tool
Purpose
Zoho CRM
Inquiry management & approval
MBO
Signup + payment processing + managing student data
Wavemakers
Student info tracking
Google Sheets
Student Tracker sheet
TalentLMS
Course access platform
Mailchimp
Marketing emails
Zoom
Webinar & onboarding sessions
There are no rows in this table
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