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Scope calls

For TrainersThe discovery call before a training: understand the client's needs, agree the topics, and send reminders.

WhereMy Calendar › Scope Calls

A scope call is a short discovery call you hold with the client before the training, a bit like an interview. You learn what the team needs, their current level and constraints, and agree exactly which topics the training will cover. It can be tied to a training request or held with any client, including someone who hasn't booked yet.

Scope Calls: trainings awaiting a call, upcoming calls with reminders, and the history of calls held.

Why use scope calls

Fewer surprises on the day: the content matches the team's real level.
The agreed topics are written onto the booking, so the client, the agreement and your certificates all show what was promised.
The client gets a proper calendar invite by email, plus reminders you can send in one click, so fewer calls are missed.
Every call is recorded on the training's timeline and in your chat with the client.

What's on the page

Awaiting a call / Upcoming / Calls held / Reminders sentCounters at the top. Click one to jump to that section.

Trainings awaiting a scope callNew and accepted trainings that haven't had their call yet. Click a row to open the request; Schedule call books one.

Upcoming scope callsEvery scheduled call: time, mode, join link, topics, and how many reminders you've sent. Click a call for its details.

Call historyCalls held, missed or cancelled, with the outcome and topics agreed.

Schedule a scope call for a training

1
Pick the training
In Trainings awaiting a scope call click Schedule call, or click Scope call on the request card in Training Requests.
2
Set the time and mode
Choose date & time and duration (15–90 minutes), then Video call, Phone call or In person. For video, paste your Google Meet, Zoom or Teams link.
3
Topics and needs
Topics start from what the client asked for. Add or remove chips (type and press Enter). Note what you know so far about their needs and the expected participants.
4
Agenda
A sensible agenda is pre-filled: the team's goals, current skill level, topics that must be covered, and logistics. Edit it freely.
5
Schedule & invite client
The client is emailed an invite with the time (in IST), mode, link, topics and agenda, and a line appears in your chat with them and on the training's timeline.
Scheduling a scope call for Siddharth Bose's request.
Scheduling a scope call for Siddharth Bose's request.

Schedule a call with any client

Click New scope call at the top of the page. Start typing a name or email and pick from people who have booked you or are in your contacts, or enter a brand-new email for a prospect. Add their name and organisation, then fill in the call exactly as above.

New scope call: suggestions come from your clients and contacts.

Send the client a reminder

1
Click Send reminder
On the call in Scope Calls, in the call's detail view, or on the training's request card.
2
Add a note (optional)
For example "Please bring your team's skills matrix." Then confirm.
3
Done
The client gets a reminder email showing how long until the call, with the join link, and the reminder is posted in your chat. The call shows how many reminders you've sent and when. To avoid spamming, a reminder can't be sent again within 15 minutes.

A scope call's details: client (with Open chat), the linked training, client needs, agenda and reminder status, with Cancel, Reschedule, Send reminder and Log outcome.

After the call: log the outcome

1
Click Log outcome
Choose Call happened or Client didn't join. A missed call goes back to the awaiting list so you can book another.
2
Topics to cover in the training
Confirm the final list. For a call linked to a training, these become the training's subjects, shown on the request, to the client and on the timeline.
3
What the client needs and the outcome
Record their goals, level and constraints, the expected participants, and the outcome: Scope confirmed, Agenda customised, Send proposal / quote, Client to share more details, Not a fit, or Follow up later.
4
Next steps and follow-up date
Add what happens next and when. Save.
Logging the outcome of a scope call.
Logging the outcome of a scope call.
5
No booking yet? Schedule the training
For a call with a client who hasn't booked, the finished call offers Schedule training. It opens the Schedule Training wizard filled in with the client, topics and participants.
A completed call with BrightPath Learning, a prospect, offering to schedule their training.
A completed call with BrightPath Learning, a prospect, offering to schedule their training.

Reschedule or cancel

Open the call and choose Reschedule to change the time, mode, link, topics or agenda; if the time changes the client is emailed again. Cancel call notifies the client in chat and returns the training to the awaiting list.

Where else scope calls appear

On the training's request card as a status strip (time, mode, reminders sent) with Send reminder.
On the timeline of the training in every portal: trainer, client and admin. On the trainer side, clicking the node opens the call.
On your Meeting Schedule calendar, in green.
In Messages, as system lines: scheduled, reminder, done, missed or cancelled.

A request card with its scope call strip, Send reminder and the timeline.

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