Ad-hoc training
- Long, uneven sit-downs
- New notes every time
- Learners stall halfway
Getting Started · engagement preview
Make the first step feel simple.
A short, shared learning path for IAS clients who need to get into QuickBooks Online cleanly — and keep going without another long sit-down.
01 · The case for change
Stop rebuilding the on-ramp.
When every new client starts with a fresh screen-share, trainers spend time repeating the same explanation. A designed path turns that calendar tax into a repeatable asset.
Getting Started
- One short shared path
- Trainer kit that coaches
- Progress lives in Reach
Trainers coach
Point, validate, move on.
Learners finish
About 15 minutes by design.
IAS reuses
One asset, many starts.
02 · One hallway
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 the trainer.
“One hallway with four doors, not three separate buildings.”
one Learning Path four micro courses
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.
Unlock03 · The Opening Learning Path
Four small wins, built to travel together.
The first course establishes the pattern. Three later micro courses reuse it. A hybrid trainer kit makes the experience coachable, then the path publishes into Hapa Reach.
Get In
Start clean: login, orientation, first job.
Bank feed
A focused mechanical task.
Users
Roles, access, and the next right step.
Contacts
Keep the setup moving.
+ hybrid trainer kitSession guide · validation checklist · named review gates · Reach publish
04 · Listen, then lock
Two pit stops are included.
Each course gets two defined listening rounds. One consolidated batch, from named reviewers, on a named artifact. That keeps the fixed-price story honest without making feedback feel heavy.
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.
05 · Read the workbook
Follow the dollars.
The workbook is the receipt and the map. Tab 07 is the live rollup; the executive picture is a path on the order of $25k before add-ons.
Path labor before add-ons$0
06 · Reach, seats, and credits
Build the road. Fuel the cars.
Hapa Reach gives learners a door, trainers a completion signal, and IAS a home for the path. Content build and portal use are related — but 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.
Illustrative · small shopQuiet rosterFour learners complete the path once.
Illustrative · growing firmMore fuel over timeNew hires and retakes increase usage.
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 to confirm scope, name reviewers, and close the decisions that should not stay implicit.
- Enrollment and credit rules in practice
- Live or sample company file
- Primary Admin holder
- October validation window and timing