This is a proposal for how the back office could work. It is not connected to live data.
Catalogue figures are measured from a harvest of the live site. People, orders and campaigns are invented.
You are browsing as a signed-out visitor, so nothing on these screens will save. Publishing, generating and importing are all refused.
Everyone you have met
Not only the people who paid. Free downloaders, newsletter readers, school enquiries and lapsed members, in one place for the first time.
The thing to understand
Your customer information is in three places, and none of them know about each other
Which means you cannot answer a simple question like “who downloaded my fractions pack but has not joined yet?” Those are the people most likely to pay you, and today there is no way to find them.
Your website
28
accounts, downloads, memberships
Knows what they downloaded. Cannot send an email.
MailerLite
5,182
newsletter subscribers
Can send an email. Has no idea what they downloaded.
Your inbox
5
school quote enquiries
Not a system at all. Nothing reminds you to reply.
18 of the 34 people below exist in only one of those three places, including 2 schools that live nowhere but an email thread. And 6 people took free work from you under the old download flow and never reached your list at all, so the September email cannot find them. Joining these three up is the change that pays for itself.
Now working
The free download finally introduces people to you
94 sign-ups in the last seven days · 57 of them ticked the Friday email · 31 skipped the password
One panel on the resource page, no redirect and no pricing page. The address, the year group they told you, and the strand of the resource they took all land together, which is the combination that makes an email six weeks later worth opening. The newsletter box is not pre-ticked, so the 60 in a hundred who tick it genuinely chose to.
| Who | What they came for | Filed under | They teach | How they signed up | Friday email | When |
|---|---|---|---|---|---|---|
Rachel Sowerby r.sowerby@thornleyprimary.sch.uk | Year 2 Addition and Subtraction Worksheets | Addition & Subtraction | Year 2 | Password set | Opted in | 2 Aug 2026 |
Owen Beckett owen.beckett@gmail.com | Year 6 Arithmetic Revision Starters | Reasoning & Problem Solving | Year 6 | Emailed a link | Opted in | 2 Aug 2026 |
Priti Chandra p.chandra@heathfield.sch.uk | Formal Method of Multiplication | Multiplication & Division | Year 4 | Password set | Not asked again | 1 Aug 2026 |
Lucy Wren lucy.wren@littlefieldnursery.co.uk | Subitising 1-5 Cards | Subitising | Early Years | Password set | Opted in | 1 Aug 2026 |
Marcus Delaney m.delaney@stcolumbas.sch.uk | Year 3 Autumn Week 1 Place Value | Number & Place Value | Year 3 | Password set | Opted in | 31 Jul 2026 |
Bethan Roach bethan.roach@outlook.com | Year 1 Number Bonds to 10 | Addition & Subtraction | Year 1 | Emailed a link | Not asked again | 31 Jul 2026 |
Aisha Karim a.karim@brindlefields.sch.uk | Year 5 Fractions Step 4 | Fractions | Year 5 | Password set | Opted in | 30 Jul 2026 |
Gordon Wray g.wray@kilmartin.scot | Year 6 Autumn Ready to Progress Maths Mats | Assessments | Year 6 | Password set | Not asked again | 29 Jul 2026 |
Sophie Mbeki sophie.mbeki@yahoo.co.uk | Place Value Maths Mystery | Number & Place Value | Year 2 | Password set | Opted in | 28 Jul 2026 |
Dan Ainsworth d.ainsworth@newbridgejunior.sch.uk | Year 4 Times Tables Check Practice | Times Tables | Year 4 | Password set | Not asked again | 27 Jul 2026 |
The 4 who did not tick the box are still yours. They have an account, you know their year group, and you can write to them about the thing they downloaded. What you cannot do is add them to the weekly newsletter, and that is the correct answer, not a gap to close.
Showing only people held in Your inbox.Show all of them again
5 people
School enquiries. These sit in an inbox, so nothing reminds you to follow one up.
| Name | How they arrived | Where they are held | Year group | First met | Last did something | What that was | On your list |
|---|---|---|---|---|---|---|---|
Deborah Achebe d.achebe@staidans.sheffield.sch.uk St Aidan’s CE Primary | Paying memberQuote request | Your inboxYour websiteMailerLite | Whole school | 11 Jun 2026 | 2 Aug 2026 | School plan live, 12 of 16 seats used | Yes |
Nicola Beaumont head@westoverprimary.sch.uk Westover Primary | Enquiry onlyQuote request | Your inboxonly one place | Whole school | 18 Jul 2026 | 18 Jul 2026 | Asked for a 2 form entry quote, no reply sent | No |
Jason Pike j.pike@northgateacademy.org Northgate Academy | Enquiry onlyQuote request | Your inboxonly one place | Whole school | 9 Jul 2026 | 14 Jul 2026 | Quote sent, awaiting purchase order | No |
Ruth Iqbal r.iqbal@meadowbank.leeds.sch.uk Meadowbank Primary Academy | Paying memberQuote request | Your inboxYour websiteMailerLite | Whole school | 30 Jun 2025 | 2 Aug 2026 | Renews 1 September | Yes |
Alison Fry a.fry@ravensworth.gateshead.sch.uk Ravensworth Primary | Paying memberQuote request | Your inboxYour website | Whole school | 2 Jul 2025 | 29 Jun 2026 | Renews 31 August, 9 of 16 seats used | No |
The free download is the introduction. Someone who takes a Year 2 worksheet in March has told you their year group and their term. That now goes onto your list with the year group attached, so the August email writes itself and goes to the right people.
School enquiries deserve better than an inbox. Every quote request here would sit on the schools screen with a date, a reply and a next step, so a school that asked in July is not still waiting in September.