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Professional Services · Operations

Cohort scheduling, trainer allocation, accreditation & statutory refresher tracking.

Manage training cohorts, instructor schedules, venue logistics, course materials, and regulatory certification records from initial enrollment through mandatory refresher cycles.

Per-cohort profit and loss tracking allowing early identification and merging of under-enrolled sessions
Automated delegate booking, digital waitlists, and strict terms-based cancellation enforcement
Curriculum development time logged as intellectual property assets, priced into course licensing
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Neonbee Training & Corporate Education operations software interface
✦ Compliance Cohort Certified · 45 licenses renewed
Real Training & Corporate Education
Real Training & Corporate Education
20–30%
Seats lost to no-shows without a chasing process
40:1
Build hours per delivered classroom hour
5yr
SMSTS clock — no grace period, then a full re-sit
£3.3bn
Apprenticeship levy expired unspent in three years
See it on a real Training & Corporate Education workflow

A 20-minute demo on your own flow — not a generic tour.

Step 1 of 2

Takes under a minute · no credit card

Chosen by teams in interior design, facilities management, furniture manufacturing and professional services.
Where it hurts today
Fixed instructor and venue overhead incurred regardless of final delegate enrollment numbers
Late cancellations and no-shows resulting in lost revenue without automated waitlist backfilling
Bespoke curriculum development hours written off against individual classroom delivery days
Mandatory statutory certification expiries untracked, losing recurring delegate refresher revenue
What Neonbee gives you
Per-cohort profit and loss tracking allowing early identification and merging of under-enrolled sessions
Automated delegate booking, digital waitlists, and strict terms-based cancellation enforcement
Curriculum development time logged as intellectual property assets, priced into course licensing
Automated delegate accreditation registries triggering refresher reminders at 90, 30, and 7 days
Training & Corporate Education work in progress
Professional Services

This is the work. Neonbee runs the business behind it.

Not a generic ERP bent into shape — the flow below is your flow, in your language, from the first enquiry to the recurring contract.

Your business flow — one thread

From the first lead to the recurring contract.

Every stage lives in one system. The amber dots are where training providers typically lose margin — and the ✦ Neura agents underneath work exactly those stages.

1Fill the courseEnquiry → confirmed run
Enquiry logged against client and course
CRM
Scope, delegate numbers and dates agreed
CRM
Proposal out and signed
Sign
Seats booked, waitlist held
CRM
⚠ margin leak
Fill Rate Watch
Flags courses running under minimum numbers
Run, merge or move decision taken
Projects
Ask Neura Assist, any time in this phase — “Will this course actually run, and at what margin?”
2Deliver the cohortConfirmed → cohort delivered
Trainer or associate assigned
People Connect
Trainer Clash Guard
No trainer booked in two places
Venue, room and kit committed
Procurement
⚠ margin leak
Joining instructions and pre-work sent
Flow
Materials printed, packed and tracked
Inventory
Bespoke build and tailoring hours logged
Timesheets
⚠ margin leak
Build Hours Watch
Shows what tailoring really cost
Register and assessment captured on the day
Forms
Register Capture
Attendance signed off in the room
Ask Neura Assist, any time in this phase — “Is the right trainer in the right room with the right pack?”
3Certify and get paidDelivered → cash in
Results verified, certificates issued
Documents
Certificate Issue
Certificates out within a day
Awarding-body registration and claim filed
Forms
Cohort invoiced, levy or PO referenced
Accounting
⚠ margin leak
Uninvoiced Delivery
Nothing delivered goes unbilled
Late-cancellation and no-show fees applied on terms
Accounting
Cohort P&L: fee less trainer, venue, materials
Folio
Cohort Margin
True margin on every course run
Ask Neura Assist, any time in this phase — “Is the certificate out and the cohort invoiced?”
4Keep the certificate liveCertificate issued → refresher delivered
Expiry date held per delegate, per qualification
Documents
Expiry Clock
Every certificate carries a renewal date
Renewal prompts at 90, 30 and 7 days
Flow
Refresher Chase
Renewals booked before they lapse
Client training matrix kept current
Folio
Refresher cohort scheduled and quoted
CRM
Annual compliance calendar agreed with the client
Projects
Learner evidence held for EQA and audit
Documents
Audit Pack
Learner evidence produced on request
Evaluation and feedback fed into the next run
Support
recurring — certificates expire on a clock, and the refresher is the next booking
Ask Neura Assist, any time in this phase — “Who expires next quarter, and is that course already booked?”
a stage in your flowwhere money typically leaksrecurring revenuetags = the module that runs that stage · ✦ = the agent working it
Free playbook

The Training & Corporate Education Business-Flow Playbook

The full flow above, mapped step by step — with the margin leaks marked and how teams plug them. Free, by email.

Inside Neonbee

The work, the money, one connected view.

A live view from the Accounting module — CFO-grade statements, computed from the same connected record that runs the rest of your business.

Neonbee Accounting module — live view
See your workflow in it Book a demo
20 minutes · on your real workflow · no commitment
Live in days, not months

Pre-configured for your vertical. Import your contacts and items, switch on the modules you need, start working.

One bill replaces 10+ tools

No Zapier fees, no integration maintenance, no sync drift. One price, per seat, all modules included.

AI with guardrails

Neura assists proactively, but every action that moves money or commits your company asks for your approval first.

Questions, answered

What most teams ask before the demo.

Straight answers — and anything we haven't covered, ask us live on the call.

Ask us directly
How long does it take to get live?

Most teams are up in 3–5 days. We configure your trade settings, migrate your customers, products and open jobs, and train your team in two 45-minute sessions.

Can we keep using our existing accounting tool?

Yes. Neonbee has a complete double-entry accounting engine built in, but we also sync 2-way with QuickBooks, Xero, Sage and Tally if you prefer to keep your accountant where they are.

Does the AI act on its own?

Neura has two modes: Assist (answers, drafts, summaries) and Execute (real actions through agents). Every Execute action lands as an approval card — nothing runs without your sign-off, and everything is audited.

Is our data used to train AI models?

No. Your data stays yours — it is never shared or sold, and Neura reasons over it privately to help your business only.

What if we only need a few modules?

That's the normal path. All 20 Operations modules share one record, but you switch on only what you need and add the rest when you're ready — pricing follows what you use.

Next step

See Neonbee run a Training & Corporate Education business.

A 20-minute demo on your own workflow — comms, operations and Neura, working end to end.

Book your 20-minute demo

On your real workflow · no commitment · reply within one business day