Improving Lead Management and Training Coordination for Coaching Teams

SkillBridge Learning Solutions was running multiple training programs with counselors, trainers, and support staff involved in lead handling and session coordination. As operations grew, daily activities were managed through calls, spreadsheets, and messaging tools.

Key challenges included:
► Inconsistent tracking of incoming leads and follow-up commitments
► No clear ownership of counselor and trainer tasks
► Limited visibility into daily team activity and attendance
► Delays in internal coordination affecting the learner experience

These gaps made it difficult for management to maintain control while scaling training operations.

Karyalay was implemented to bring structure and accountability into training operations. All inquiries and leads were captured centrally within the CRM and assigned to counselors with defined follow-up tasks.

Task management was used to coordinate training sessions, counselor activities, and internal follow-ups. Attendance tracking helped standardize team presence across locations.

With dashboards and activity reports, management gained real-time visibility into lead handling, task progress, and team performance—without relying on manual updates.

📌 Centralized lead tracking with clear follow-up ownership
⏱️ Improved coordination between counselors and trainers
👥 Better team accountability through structured task assignments
📊 Real-time operational visibility for management
🤝 Improved learner experience with timely communication
🚀 Scalable training operations without process breakdown