Client Training Mini‑Course Outline Template

Turn your onboarding into a repeatable mini-course (reduces meetings, improves handoff, fewer “where is that?” questions).

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1) Course overview Copy

Course promise:
Who it’s for:
Prerequisites:
Completion time:
Outcome checklist:

2) Module outline Copy

• Module 1 — Kickoff + access (accounts, logins, assets)
• Module 2 — Workflow (how requests/approvals work)
• Module 3 — Reporting (what you track + when)
• Module 4 — Best practices (do’s/don’ts, examples)
• Module 5 — Support + escalation (what to do when stuck)

3) Assignments Copy

• Upload brand assets (logo kit, fonts, colors)
• Confirm tracking access (GA4, ads, pixels)
• Approve the first deliverable using your review flow