The Training Business Newsletter
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TL;DR: We just published a 9-video Getting Started series that walks through standing up your entire training business on TryTami, not just one class. Each video maps to a workflow most providers still run in spreadsheets, inboxes, and shared calendars: account setup, course catalog, instructors, customers, scheduling, and reporting.
Why Spreadsheets Don’t Scale
Most instructor-led training providers don't run their business on software. They run it on spreadsheets, inboxes, and a shared calendar that only one person fully understands.
A class roster lives in one tab. Instructor availability lives in an email thread. The schedule lives in someone's head. It works until you add more instructors, clients, and courses. Then every new class means re-keying the same details into five places and hoping nothing falls through the cracks.
We just published a 9-video Getting Started series that walks through the alternative: standing up your entire training operation on TryTami, from an empty account to a scheduled, staffed class. Each video below maps to a workflow you're probably running in a spreadsheet today.
Watch the full series » Getting Started with TryTami playlist
Setup Your Account and Course Catalog
This is the part that usually lives in a master spreadsheet nobody wants to touch: your account details and the course catalog everything else depends on.
Configure Your Account: profile and company-level settings, email and notification preferences, and team member management.
Add Courses to Your Catalog: create courses with AI or upload existing ones, set pricing, and publish to a public catalog customers can book from directly.
Get the catalog right once, and every class you schedule after pulls from it instead of being rebuilt from scratch.
Get Instructors Out of Email Threads
Instructor availability is the single most common thing providers track by email and guesswork. These two videos replace that thread with a managed roster and a portal instructors actually log into.
Adding & Managing Instructors: add instructors, configure their profiles, and manage skills, rates, and utilization in one place.
Instructor Portal and Calendar Integration: instructors set their own skills (which sharpens matching) and sync Google or Outlook calendars so scheduling reflects real availability.
When instructors manage their own availability against a live calendar, double-bookings stop being your problem to catch.
Bring Customers and Requests Into One Place
Client details and incoming training requests usually scatter across inboxes and a CRM that wasn't built for it. These videos give customers a portal to request training directly.
Adding & Managing Customers: add customers, manage their funds, assign an account manager, and open up a self-service customer portal.
Customer Portal & New Training Requests: customers submit new training requests, track upcoming classes, and reach their account manager directly.
A request that lands in the system is one you can schedule. A request buried in an inbox is one you can lose.
Schedule and Run Training Without Bottlenecks
This is where the spreadsheet stack breaks hardest, and where the last three videos do the most work. Build the schedule, plan delivery, and see the whole operation on one dashboard.
Scheduling Training Classes: schedule a class from your catalog with preferred dates and delivery method, match to instructors by availability and skills, then book a full-timer or send a subcontractor a proposal.
Delivery Plan & Ops Intelligence: an AI logistics agent surfaces action items and flags overdue tasks, alerts, and at-risk deliveries before they become fire drills.
Schedule Dashboard: client, trainer, sales, and revenue metrics plus every class in a single calendar you can schedule new classes from.
When scheduling, delivery, and oversight live in one view, coordinating a class takes minutes instead of days.
Ready To Move Off Spreadsheets?
You don't have to rebuild your whole operation in a weekend. Pick the workflow that's costing you the most time right now. For most teams that's instructor coordination or scheduling.
Running your training business off spreadsheets is survivable. It's just expensive in ways that don't show up until you try to grow.
Schedule a demo below to get started:
Thanks for reading,
Dave
About the author: Dave Murphy is co-founder of TryTami, the operations platform purpose-built for instructor-led training providers and corporate L&D teams. He works directly with training company CEOs, ops leaders, and L&D heads on scaling ILT operations without growing the back office.
Frequently Asked Questions
How long does setup actually take? Each video is short, and most teams get a live, scheduled class set up in well under an hour once their catalog and instructors are in.
Do I have to move everything over at once? No. The series is built to be followed one workflow at a time. Start with whatever is messiest today, usually scheduling or instructor coordination, and add the rest when you're ready.
Is this an LMS? No. TryTami runs the operations side of instructor-led training: scheduling, instructor matching, logistics, and reporting. It handles the delivery work an LMS was never built for.
Do instructors and customers need their own logins? Yes, and that's the point. Instructors manage their own availability and skills, and customers submit and track requests through their portal, so the coordination doesn't all route through your inbox.
