# Operations & Client Management Portfolio Development Course Online Agentic automation and client-facing systems, deployed. Canonical URL: ## Overview Operations & Client Management Portfolio Development is the capstone build lab. You deploy an operations and automation hub built around agentic workflows: multi-step processes that run on a schedule or a trigger, carry out internal tasks, and escalate to a human when something needs judgment. Designing these well is mostly about deciding what an agent should do unattended and what it should never do, which the course treats as a first-class design question. The second application is a client operations and practice-management system covering scheduling, billing, client communication, and a client-facing portal. Because outside users touch it, it has to be reliable and secure in ways an internal tool does not, so authentication, permissions, and graceful failure get real attention. You finish the program with a portfolio of deployed applications spanning productivity, knowledge, revenue, finance, and operations. ## What you'll learn - Design multi-step agentic workflows that run on schedules and triggers - Decide what an agent handles unattended and when it escalates to a person - Automate internal operations tasks to reduce manual effort - Build scheduling and calendar integration - Handle billing and invoicing workflows - Deploy a secure client-facing portal with appropriate permissions - Design for graceful failure in systems outside users depend on - Present a completed portfolio of deployed business applications ## FAQ ### Who is the target audience for this course? Operations & Client Management Portfolio Development is a good fit for: Operations managers and coordinators automating repetitive internal processes. Consultants and service businesses that need scheduling, billing, and client portals. Students completing a portfolio of deployed AI business applications. ### Is this course open to beginners? Yes, this course is open to beginners. Students must be comfortable using a computer. No other prior knowledge is required. ### Do you offer payment plans or student financing for this course? This course does not qualify for payment plans or student financing. See our Payment Options FAQ to find related programs that qualify. ### What is the cancellation and refund policy for this single course? For this course, you are entitled to a 90% refund (your payment less the nonrefundable 10% registration fee) within 30 days of purchase if you have not accessed the course materials. ### What’s included with my tuition? A hands-on learning experience working on projects and exercises, which is proven to boost comprehension, retention, and engagement Expert instructors who are industry professionals and experienced educators that are driven to help you succeed Expert support with answers to your questions from real instructors throughout your learning journey Top-notch curricula that have been tried and tested over many years and are consistently improved for an optimal learning experience 30-day access to class recordings to review material at your own pace A certificate of completion to verify your accomplishment The confidence of learning at an accredited institution ### Are there any additional fees or expenses? There are no extra fees or taxes for our courses. The price you see on this page is the maximum you’ll pay us. However, you may need to obtain required software. We’ll help you get set up with a free trial of paid software prior to the class. Most of our coding classes utilize freely-available open-source software. For most of our design and motion graphics courses, we will help you get set up with a free trial of Adobe Creative Cloud. If you attend the course in-person, we will have a computer already set up for you with all of the required software for no additional cost. ### Do you offer any discounts for this course? We don’t currently offer discounts as we do our best to affordably prices our courses. Take this course as part of a certificate program and save: AI for Business Professionals Certificate Program Online Price: $6,995 | Hours: 360 Hours ## Pricing **Tuition:** $2995