I BUILT A FREE EXCEL TRAINING TRACKER THAT PRINTS CERTIFICATES (Patreon)

Imagine knowing exactly who on your team is working with an expired certification, and who’s due in the next 60 days, with a single click.

For most small business owners, that answer lives in a spreadsheet of names and dates that only gets checked when someone remembers. Then comes the chasing: writing renewal reminders one person at a time, fitting training around everyone’s schedule, and hoping nothing slipped through. That’s a lot of hours spent on admin that never moves the business forward.

You’ll build segments by stacking filters like expired, due in 60 days, or fewer than five certifications, then save them so the same list is ready whenever you need it. You’ll plan training on a day, week or month schedule where you drag a session to a new day, show or hide session types by colour, and see holidays right on the calendar. When you want the big picture, the dashboard puts active employees, certifications held, expired, expiring soon, sessions this week and training hours on one screen.

What if everyone in that “due in 60 days” segment got a personalised renewal letter without you typing a single name? That’s what the Send To Segment button does. It pulls each employee’s details into your template and creates the letters as a PDF or an editable Word document, and once you see it you’ll wonder how many afternoons you’ve lost to letters like these.

I take you through each screen in the order you’d actually use it, from adding employees and courses to setting up letter templates with merge fields. You get the complete workbook, so you can load your own team and follow along step by step.

Your training and the full application are below, so load your team in and find out where you really stand today.

▶️⁠ Feel free to watch the full training video on YouTube.   

👉⁠ Make sure you download the workbook, PDF codebook, and the training resources in the files below.

I would love to hear your feedback, ideas, and suggestions on any upcoming videos as well, so make sure to comment below as I read every comment.

I look forward to hearing from you and I hope you enjoy the training. Thank you.