TrainingHub
Onboarding, Learning Paths
& Certification
Get clients, advisors, and teams up to speed fast. Interactive training paths, milestone tracking, and certification programs — all AI-powered.
What It Does
Replace the 50-page PDF and 3 Zoom calls with something that actually works.
TrainingHub turns client onboarding, advisor certification, and enterprise team enablement into structured, trackable, AI-assisted experiences. Completion rates go up. Manual follow-up goes away.
Client Onboarding Automation
New clients get an interactive onboarding path, not a 50-page PDF. Milestone tracking, check-in prompts, and progress visibility built in. Onboarding completion rate tracked — stalls surfaced before the client disengages.
Learning Paths
Role-specific learning paths for clients, advisors, and enterprise teams. Linear or branching paths. Prerequisites enforced. Completion gates that unlock the next module — not a flat list of 30 PDFs.
Advisor Certification (L1/L2/L3)
Three-tier certification program for the advisor community. L1: platform fundamentals. L2: advanced use cases. L3: expert practitioner. Competency assessed, not just completion tracked. Certificates issued programmatically.
Knowledge Base with AI Search
Structured knowledge base surfaced by AI-powered search. Ask a question, get the relevant module — not a list of articles to skim. Search results context-aware by role, learning path, and prior activity.
Progress Tracking
Completion rates, time-on-module, assessment scores, and milestone velocity tracked per learner and per cohort. Admins see which clients are engaged and which are stalled — with context about where they dropped off.
Completion Certificates
Branded completion certificates generated programmatically upon pathway or certification completion. Shareable, verifiable, and tied to the specific certification level achieved — not a generic PDF with a name inserted.
Who It's For
Anyone who needs people productive faster — and proof they got there.
New Clients
Onboarding that guides, not overwhelms. Interactive paths replace the static document dump. Milestones are tracked. Stalls surface before the client disengages. The CS team stops spending half their time chasing onboarding status and starts focusing on outcomes.
Advisor Community
L1/L2/L3 certification gives the advisor community a structured path from orientation to expert practitioner. Advisors who complete L2 certification close more deals and require less support — the data is tracked, not assumed. Certification is a differentiator in the market.
Enterprise Teams
Large enterprise rollouts require role-specific enablement, admin-level progress dashboards, and completion reporting for compliance. TrainingHub handles all three — with AI-powered knowledge search that means support tickets go down as adoption goes up.
Tool Replacement
What TrainingHub replaces — and the cost it removes.
| What You're Replacing | Typical Cost | What TrainingHub Does Instead |
|---|---|---|
| Lessonly | $300/mo+ | Client onboarding automation, interactive learning paths, milestone tracking, and progress visibility — without per-seat pricing that doubles when you onboard enterprise teams |
| Trainual | $99–$249/mo | Structured learning paths, role-specific content routing, and AI-powered search across your knowledge base — integrated with the platform instead of a standalone SaaS |
| Manual onboarding Google Docs | 40–80 hrs per cohort | Interactive onboarding paths replace the 50-page PDF and 3 Zoom calls. Clients move at their own pace. Stalls surface automatically. You stop chasing completion status manually |
| Certification programs (custom) | $10K–$30K to build | L1/L2/L3 advisor certification built into the platform — assessment, competency tracking, and certificate issuance without a custom LMS build or Instructure licensing |
Before / After
A new client's first 2 weeks. Without and with TrainingHub.
- New client receives a 50-page onboarding PDF and a calendar invite for 3 Zoom calls
- PDF never fully read. First Zoom call: re-explaining everything in the PDF
- CS manager manually checks in every 3 days: "Have you gotten to X yet?"
- Week 2: client is stuck on step 4. No one noticed until the check-in call
- Month 1 review: client doesn't know half the platform exists. Churn risk elevated
- Client gets an interactive onboarding path — step-by-step, role-specific, paced to them
- Milestone tracking surfaces exactly where they are, without a check-in call
- Stall detected on day 4: automated nudge sent. CS alerted if no response in 48hrs
- AI-powered knowledge search means questions get answered without creating a support ticket
- Week 2: client completes onboarding and begins L1 certification. Platform adoption 3x higher in month 1
TrainingHub is in development.
Interactive onboarding paths. L1/L2/L3 certification. AI-powered knowledge search. Progress tracking and completion certificates. Join the waitlist to be first in when it launches.