Dashboard
Welcome back, Duane
HubSpot connected — 12 contacts synced  ·  SurveyMonkey connected — 3 active surveys
Active Clients
12
+2 this month
Monthly Revenue
$96k
On track
Sessions This Month
34
of 45 scheduled
Open Requests
7
3 need response
Client Overview
Client Package Usage Status Invoice
Rio Tinto Empower
8/10 sessions
 Active Paid
NIAA Challenge
4/5 sessions
 Active Pending
Mission Australia Inspire
1/2 sessions
 Active Overdue
TAFE QLD Challenge
2/5 sessions
 Active Paid
Fortescue Empower
3/10 sessions
 Active Paid
Package Summary
Inspire3 clients · $18k/mo
Challenge5 clients · $45k/mo
Empower4 clients · $52k/mo
Recent Activity
New advisory request from Rio Tinto
2 hours ago
Session completed — NIAA coaching
Yesterday
Invoice sent to Mission Australia
2 days ago
SurveyMonkey results received — Quarterly Check-in
3 days ago

Client Management

Manage all retainer clients, packages, and HubSpot records

HubSpot CRM — All clients synced as Contacts. Changes here update your HubSpot pipeline automatically.
Inspire
$5,000 – $7,000 / month
Up to 2 coaching/mentoring sessions
Ongoing advisory support
Document & engagement review
Forward planning guidance
3 active clients
Challenge
$8,000 – $10,000 / month
Up to 5 coaching/mentoring sessions
RAP & strategy advisory
Phone & Teams advisory access
1 facilitated training / month
5 active clients
Empower
$12,000 – $15,000+ / month
Up to 10 coaching/mentoring sessions
Embedded advisory access
Up to 5 DiSC assessments/month
Leadership & workforce development
4 active clients
All Clients
OrganisationContactPackageStart DateMonthly FeeStatusHubSpotActions
Rio Tinto Sarah Chen Empower Jan 2025 $14,000 Active Synced
NIAA James Nguyen Challenge Feb 2025 $9,000 Active Synced
Mission Australia Linda Torres Inspire Mar 2025 $6,000 Active Pending
TAFE QLD Michael Brown Challenge Jan 2025 $8,500 Active Synced
Fortescue Amanda Ross Empower Dec 2024 $15,000 Active Synced
BHP Tom Wallace Empower Feb 2025 $13,500 Active Synced

Resource Library

Upload and manage booklets, templates and tools by package tier

Upload Resource
All Resources
ResourceTypeAvailable ToDownloadsActions
Mentoring Resource BookletBookletAll Packages48
Crucial Conversations BookletBookletAll Packages42
Cultural Awareness Resource BookletBookletChallenge+31
RAP Framework TemplateTemplateChallenge+19
Leadership Resource BookletBookletEmpower only14
DiSC Assessment GuideAssessmentEmpower only8

Course Builder

Create and manage self-paced learning courses for clients

Create New Course
First Nations Cultural Safety Foundations
4 hrs 8 enrolledAll Packages
Avg completion72%
RAP Strategy & Implementation
6 hrs 5 enrolledChallenge+
Avg completion45%
Indigenous Leadership Masterclass
8 hrs 4 enrolledEmpower only
Avg completion30%

Reports & Analytics

Monthly usage reports, revenue projections and SurveyMonkey insights

SurveyMonkey — 3 active surveys · Last response: 2 hours ago
Annual Projection
$1.1M
Scenario 2 target
YTD Revenue
$576k
On track
Client Satisfaction
4.8
from SurveyMonkey
Retention Rate
94%
Excellent
Revenue by Package
Inspire — 3 clients$18,000/mo
Challenge — 5 clients$45,000/mo
Empower — 4 clients$52,000/mo
Total monthly $115,000
SurveyMonkey Insights
SurveyResponsesScore
Quarterly Client Check-in9/124.8 / 5
Cultural Safety Training Eval5/54.6 / 5
Onboarding Experience Survey3/44.9 / 5

Invoices & Payments

Track retainer invoices and payment status across all clients

Invoice Register — May 2026
ClientPackageAmountDue DateStatusActions
Rio TintoEmpower$14,0001 Jun 2026Paid
NIAAChallenge$9,0001 Jun 2026Pending
Mission AustraliaInspire$6,00015 May 2026Overdue
TAFE QLDChallenge$8,5001 Jun 2026Paid
FortescueEmpower$15,0001 Jun 2026Paid
BHPEmpower$13,5001 Jun 2026Paid
1 overdue  1 pending
Total: $66,000
Welcome, Rio Tinto
Sessions Used
8/10
2 remaining this month
Courses Completed
2/3
1 in progress
Open Requests
1
Response within 48hrs
Certificates Earned
2
Download available
Monthly Usage
Empower Package
Coaching / Mentoring Sessions8 of 10
DiSC Assessments3 of 5
Training Sessions1 of 1
Advisory Requests4 submitted
Upcoming Sessions
Leadership Coaching with Duane Vickery
Tomorrow, 10:00 AM — Microsoft Teams
RAP Strategy Review — Advisory Session
3 Jun 2026, 2:00 PM — In person
My Package
Empower
$14,000 / month
Retainer commenced January 2025
Certificates
Cultural Safety Foundations
Completed 12 April 2026
First Nations Advisory Essentials
Completed 2 March 2026

Resource Library

Your Empower package gives you access to all resources below

All Resources
Booklets
Templates
Tools
Mentoring Resource Booklet
PDF Booklet · All packages
Crucial Conversations Booklet
PDF Booklet · All packages
Cultural Awareness Resource Booklet
PDF Booklet · Challenge+
RAP Framework Template
Word Template · Challenge+
Leadership Resource Booklet
PDF Booklet · Empower only
DiSC Assessment Guide
Assessment Tool · Empower only

My Learning

Self-paced courses included in your Empower package

First Nations Cultural Safety Foundations
4 hrs Complete
Progress100%
RAP Strategy & Implementation
6 hrs In progress
Progress60%
Indigenous Leadership Masterclass
8 hrs Not started
Progress0%

Book a Session

Schedule coaching, mentoring or advisory sessions with your ETMP consultant

Request a Session
Session Balance
2
sessions remaining this month
8 of 10 used
Past Sessions
Leadership Coaching
19 May 2026 — Completed
RAP Advisory Review
12 May 2026 — Completed
Cultural Safety Mentoring
5 May 2026 — Completed

Advisory Requests

Submit advisory questions and track responses from your ETMP consultant

New Advisory Request
Request History
SubjectStatusDate
RAP Document Review — Section 3Responded20 May
Cultural protocol for new hire processIn review23 May
Supplier diversity framework guidanceResponded10 May
Community engagement strategy inputResponded2 May
Done!