A manager wants twelve seats
A company's operations manager emails. She wants twelve seats on your course for her team, paid by invoice with a purchase order number, not by card. She will send the names next week. Two of the team might leave soon; can she swap them? And can she see who has finished, because she has to report to her director.
You say yes, then realise what you have agreed to. You create twelve coupon codes, send an invoice from Xero by hand, enrol staff one by one as names arrive, and export progress into a spreadsheet each month. When someone leaves, you remove them and enrol the replacement, and hope the progress export still makes sense.
Why team sales do not fit the platform
Most course platforms assume one person buys and learns. Company purchases split those roles: one person pays, a manager assigns, and several people learn. Companies also expect invoices with their details, payment terms, seat changes and reporting, none of which a single-buyer checkout provides.
- Companies pay by invoice and purchase order, not by card at checkout.
- The buyer is not the learner.
- Seats need to move when staff leave or join.
- Managers want progress reports for their team.
- Every team sale becomes a manual project.
What manual team sales cost
Team sales can be among your most valuable, but if each one needs hours of admin, you avoid pursuing them. Mistakes with seat changes or reports look unprofessional to a company buyer, who compares you with larger training providers. And every manual step is something only you know how to do.
A team seat system
- A team purchase page lets a company choose the number of seats and pay by card, or request an invoice with their details and purchase order number.
- Invoices are created in Xero or QuickBooks, and seats are activated when the invoice is paid, or earlier if you allow it for trusted buyers.
- The company's manager gets a page to add staff by email; each person is enrolled on your platform automatically.
- Seats can be released when someone leaves and reassigned to a new starter, under the rules you set.
- The manager sees a progress report for their team: started, in progress, completed, last active.
- Extra seats can be added later, with a pro rata invoice if you choose.
- Renewal reminders go to the manager before the team's access ends, if access is time limited.
| Company need | What the system does |
|---|---|
| Pay by invoice | Invoice with their details and PO number |
| Assign seats | Manager page, staff enrolled automatically |
| Staff member leaves | Seat released and reassigned |
| Report to their director | Team progress page and export |
| More seats later | Added with a new invoice |
Team sales that run themselves
When a manager asks for seats, you send a link. She pays or requests an invoice, adds her team, and sees progress without emailing you. Seat swaps happen without you. You can offer team sales on your website, confident that each one will not become a project, and you can pursue larger companies knowing the process looks professional.
Back to the operations manager with twelve seats. She receives a link, requests an invoice with her purchase order number, and adds her team's emails the following week. When two of them leave, she releases their seats and adds the replacements herself. Each month she opens the progress page before her report to her director, and you are not involved in any of it.
The company's learners get the same experience as individual students, in the same course, with the same community if you include it.
Do team sales feel like this?
- Companies ask for seats and you handle it by hand.
- You create coupon codes for team members.
- Invoices for companies are made manually.
- Seat swaps for leavers are awkward.
- Managers ask you for progress reports.