Renewals & messaging
The right message, while there’s still time to act.
Send joining instructions before the course and renewal reminders before a certificate expires. Use the course and participant records you already maintain.
Keep the connection.
From completion to the next booking.
Prepare people for the course
Keep joining instructions, materials and reminders connected to the booking. Choose whether a message goes to the company buyer, the participant or both.
- Send practical details for the right course and location.
- Follow up on missing participant information.
- Keep course communication together.
Follow up after delivery
Use completion records to prepare certificate delivery and feedback requests. Keep attendance and certificate eligibility in view so the follow-up matches what happened.
Make the next booking easier
Use certificate expiry dates to plan renewal reminders. Include a link to a suitable course, then track who has booked and who still needs attention. A reminder creates an opportunity to return; it does not guarantee a sale.
Work on messages in Claude
CompetenceFlow’s MCP connection supports reading course data, updating participant records and sending messages. Use your AI assistant to help prepare the communication, then review the audience and wording before sending.
See it with your own workflow.
Tell us how you run your courses today. We’ll walk through the relevant features together.