Ad-hoc training
- Long, uneven sit-downs
- New notes every time
- Learners stall halfway
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Abstract before / after energy
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Getting Started · for Dan & IAS
Give every client a clean first step.
Your clients need a clean way into QuickBooks Online. This short shared path gets them in and keeps them moving, without another long sit-down.
The promise
From chaos to a clear on-ramp.
You stop rebuilding the same explanation. Learners finish a designed path. IAS reuses one asset across many starts.
How to read this
Eight stops. One honest map.
Scroll the story: DIY problem, four doors, build, listening, dollars, Reach, next conversation.
01 · The DIY problem
Stop rebuilding the on-ramp.
Every new client starts with a fresh screen-share. Your trainers repeat the same explanation. A designed path turns that calendar tax into an asset you reuse.
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Photo wash behind the CSS doors
Getting Started
- One short shared path
- Trainer kit that coaches
- Progress lives in Reach
Your trainers coach
Point, validate, move on.
Learners finish
About 15 minutes by design.
IAS reuses
One asset, many starts.
02 · One hallway, four doors
Same doors. Different coaching.
The path is written for staff first: clear mechanical steps, short jobs, and a finish line. Entrepreneurs and early-career bookkeepers use the same hallway with more context from your trainer.
“One hallway with four doors, not three separate buildings.”
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Hallway with four warm door lights
01
StaffClear clicks, short jobs, finishable runtime.
Design grain02
EntrepreneurBusiness-framed why and trainer context.
Translate03
Young CPA / early bookkeeperMechanical spine, faster credibility.
Build habit04
AdminA rights gate for certain tasks. Not a second path.
Unlock
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Opening Learning Path · build plate
03 · Opening Learning Path
Four small wins that travel together.
Get In. Start clean: login, orientation, first job. This course locks the pattern later courses reuse.
Pattern reuse
Bank feed.
A focused mechanical task. Later courses inherit the template locked in Get In.
Pattern reuse
Users & contacts.
Roles, access, and the next right step. Then keep the setup moving. Same grain across three later micros.
Kit + parked
Coachable. Then parked for later.
Hybrid trainer kit: session guide, validation checklist, named review gates, Reach publish. Parked for later: job costing, public micros pack, foreign LMS.
04 · Listen, then lock
Two pit stops are included.
Each course gets two listening rounds. One consolidated batch, from named reviewers, on a named artifact. Fixed price stays honest. Feedback stays light.
Script / outline
Words and structure are still cheap to change.
Alpha
The build is walkable, before we call it done.
ScopeNamed reviewers
Round 1Script / outline
Round 2Alpha build
Round 3+Qty on tab 06
Two scheduled pit stops are included. Extra laps are on the board.
Path labor before add-ons
$0
05 · Read the workbook
Follow the dollars.
The workbook is your receipt and your map. Tab 07 is the live rollup. Path labor sits near $25.3k before add-ons.
Why Get In costs more
$7.4k for the first course.
Discovery, learner intake, outline, screen capture, listening gates, and the template later courses inherit.
Honesty line
Model add-ons on tab 06.
Confirm the live rollup on tab 07. Soft-rounded figures here. The workbook wins when numbers move.
06 · Reach, seats, and credits
Build the road. Fuel the cars.
Reach gives your learners a door, your trainers a completion signal, and IAS a home for the path. Content build and portal use are related. They are not the same line item.
The road
Course design, build, trainer kit, and publish labor live in the workbook.
The fuel
Seats are who can get in. Credits are what courses consume when people take them.
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16:9 · small shop vignette
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Exact subscription and credit economics are confirmed in conversation. This is the map legend, not the full atlas.
07 · Bring the workbook
Start the conversation with a clear map.
The next move is not buy-now. It is a short working session. Confirm scope, name reviewers, and close the decisions that should not stay open.
- Enrollment and credit rules in practice
- Live or sample company file
- Primary Admin holder
- October validation window and timing