Phase One ~ (3-5 days for implementation)
1.1. Individual design
1.2 Static pages
Phase Two (20-30 days for implementation)
2) Trainer Profile
2.1 View/Register for classes
2.2 Profile page for each individual Trainer
2.3 Select region of services by ZIP code and range.
2.4 Register and pay for an upcoming class
2.5 Communicate with EMAK staff and Partners through an internal messaging system
3) Messaging system
4) Partner Profile
4.1 Locate Trainer profiles by searching by zip code, distance, and training and view certificates
4.2 View established curriculum
4.3 Communicate with EMAK staff and Trainers through an internal messaging system.
5.1 Permission and account controls for all users including the ability to silence, ban, reset password or suspend any account.
5.2 Add new EMAK Partner Profiles, Curriculums, and Accounts.
5.3 Communicate with Partners and Students via an internal messaging system.
5.4 Update class availability list.
Phase Three (10-15 days to implement)
6) Lead tracking software
6.1 Create lead
6.2 Partners will be able to search for a list of Trainers by ZIP code, rating, and certification level
(will automatically generate the nearest Trainer) and assign this lead to the Trainer(s).
6.3 Both Trainers and Partners will be able to change the status of the lead from the initial Open Lead to
Accepted/Declined, Contacted, In-Process, Closed, Lost, and Completed.
6.4 Both Trainers and Partners will be able to message the other through the lead tracking page and have that message sent to the others email and internal messaging system.
6.5 Both Trainers and Partners will be able to flag the account for immediate attention.
6.6 Partners will be able to flag the lead as positive or negative resolution to track their success rate with the Trainer. The total number of each will be tracked next to the profile and viewable only by that Partner (this can be modified so that Partners can see all ratings by all Partners at your request).
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