Vertmix Academy
Make Vertmix work
for your business.
Build practical skills around your industry, your team and your next goal. Learn the idea, apply it to a business problem, then check what you know.
Alex · Your virtual learning guide
A little guidance.
A clearer next step.
Follow the reading, unpack the idea, and put it into practice. At your pace.
Learning that leads
to useful work.
- 01Understand
Read a focused lesson and a concrete example.
- 02Apply
Work through the exercise for your own process.
- 03Check
Pass the quiz. Review feedback. Keep going.
Start with an outcome
What do you want
to make better?
Every route connects the business fundamentals to the skills you need next. Your industry and team size add the right context.
Organize sales & customer relationships
Create a usable pipeline, keep account context together and make the next handoff clear.
Improve customer service
Build a consistent intake, a useful response process and a clear route for exceptions.
Simplify internal operations
Connect people, approvals and systems around one repeatable business process.
Put AI agents to work
Define a useful agent job, the context it can use and the decisions that need a person.
Build & improve apps internally
Turn a small brief into an improvement your team can understand, test and maintain.
Scale with confidence
Set ownership, bring teams into the rollout and use outcomes to decide the next expansion.
Make the learning relevant
Different businesses.
Real situations.
A client handoff. A service request. An operational exception. Your path includes a practical project shaped around your work.
Professional services
Consulting, agencies and client-led teams.
Retail & commerce
Stores, online businesses and customer operations.
Field services & trades
On-site work, maintenance and service coordination.
Manufacturing & logistics
Production support, distribution and operational handoffs.
Technology & software
Product, customer success and technical service teams.
Nonprofits & associations
Member services, programs and lean operating teams.
Public sector & institutions
Service delivery, internal programs and accountable change.
The complete curriculum
Build a foundation.
Then go further.
Browse every lesson, or follow your recommended path. Each lesson includes an exercise and a three-question knowledge check.
01Set the foundation.
Define the work, the information and the people who own it.
Set the foundation.
Define the work, the information and the people who own it.
Plan your first business app.
Choose one process your team understands. A useful first app makes that work easier to carry out, hand over, and review.
Define your data and access rules.
Decide what information the app needs and who should work with it before expanding the workflow.
Prepare business data before bringing it into an app.
Make spreadsheet or legacy information understandable, consistent, and ready for a controlled move.
02Connect the customer journey.
Turn sales, service and delivery into work your team can follow.
Connect the customer journey.
Turn sales, service and delivery into work your team can follow.
Design a sales process people can follow.
Turn your sales stages into clear decisions, reliable next actions, and useful customer context.
Carry the customer promise into delivery.
Design a handoff that gives the next team the context, responsibility, and acceptance criteria it needs.
Build a service intake your team can act on.
Help people submit useful requests, then make ownership, priority, and resolution clear.
Give every team a dependable customer picture.
Choose the customer information that should be shared, maintained, and trusted across a handoff.
03Build with apps and agents.
Improve workflows with clear responsibilities and useful boundaries.
Build with apps and agents.
Improve workflows with clear responsibilities and useful boundaries.
Give an AI agent a clear job.
Start with a defined responsibility, useful context, and clear limits. A job brief is easier to evaluate than an open-ended request to “handle everything.”
Make approvals part of a clear workflow.
Define when a decision is needed, who can make it, and what happens when the work changes.
Design the review around your agent.
Make uncertain results, exceptions, and ownership visible before an agent becomes part of everyday work.
Use AI to make a well-defined app improvement.
Turn a business problem into a small change your own team can explain, test, and maintain.
Design a connection with a clear boundary.
Decide what moves between Vertmix and another service, then plan for duplicates, failures, and access changes.
04Test, connect and release.
Check the change, prepare the handoff and bring people with you.
Test, connect and release.
Check the change, prepare the handoff and bring people with you.
Turn business requirements into UAT checks.
User acceptance testing asks whether a change supports the work people need to do. Automate repeatable checks and keep business acceptance with an accountable person.
Plan connectors and internal releases.
Your team can shape how an app evolves. Treat each connection and update as a defined change, with an owner, a test, and a recovery plan.
Release improvements with a clear decision.
Turn completed work into a controlled business change with evidence, communication, and a recovery plan.
Help your team become confident users.
Build training around real responsibilities, short practice tasks, and the questions people actually ask.
05Grow the platform with you.
Manage shared ownership, measure outcomes and choose what comes next.
Grow the platform with you.
Manage shared ownership, measure outcomes and choose what comes next.
Measure whether the change helps the business.
Connect your platform work to a useful outcome, then compare like with like before drawing conclusions.
Give your workspace clear ownership.
Make app, data, agent, and connection responsibilities understandable as more people build on the platform.
Expand a working process across teams.
Decide what should stay common, where local variation is useful, and how to roll out without losing ownership.
Choose the next improvement with purpose.
Turn feature requests into a manageable sequence of business improvements your team can own.
From learning to building
Bring your first idea
to the platform.
Start with one team, one process, and a clear next step.
Start building