Exploring the TaxDome Portal

This interactive eLearning module, built with Articulate Storyline 360, guides new clients through the TaxDome portal and offers hands-on practice with uploading documents, messaging their accountant, signing and printing tax returns, and submitting payments.

Leading with Impact:  Coaching Conversations for Managers

An interactive eLearning course that helps managers navigate tough conversations—like customer complaints and team issues—with empathy, clarity, and confidence. Built in Storyline with dynamic branching and printable coaching tools.

Digital Communication:  5 Tips to Communicate with Clarity & Care

A self-paced course designed to help professionals navigate virtual communication with empathy, intention, and inclusivity. Learners explore five actionable steps—from identifying tone to reflecting on digital habits—through interactive, visually guided modules built in Articulate Rise.

Managing Customer Escalations

Designed in Articulate Storyline 360, this scenario-based eLearning module equips airline customer service agents with confidence in using positive service language and the LAST model to prevent and de-escalate customer escalations.

Virtual Meeting Etiquette Quiz

Built in Articulate Storyline 360, this lighthearted eLearning module helps employees review and reinforce virtual meeting etiquette through interactive practice and a follow-up resource article.

Stay in the Driver's Seat:  

Tackling Procrastinations and Time Interruptions

A quick training,  that was built in Articulate storyline, provides employees with techniques for overcoming procrastination and managing time interruptions.  Included in a training is a learner feedback survey.

Understanding the Tax Preparation Process with Michael N Meek, CPA LLC

This 5-minute video, created using Camtasia, is tailored for new clients. It delivers a comprehensive overview of the tax preparation workflow process. 

Pool Supervision 

This under-2-minute Vyond video provides parents and caregivers with essential  pool supervision tips for before, during, and after swimming.

Creating a Trello Project Board & 

Automating Completed Tasks

A short tutorial demonstrating how to build a Trello project board, organize tasks with detailed cards, and set up automation to move completed items.  It showcases an efficient workflow for managing projects.

    Using the LAST Model to De-escalate     with Confidence

This instructor-led training package for airline customer service agents builds on the eLearning course Managing Customer Escalations. It includes a slide deck, facilitator guide, and participant guide, and emphasizes hands-on practice and application of de-escalation techniques.

         Guide to Our Workflow Process for       Tax Completion

This guidebook provides clients with a comprehensive overview of the tax preparation process. It includes highlighted screenshots and helps clients navigate the portal, from signing into the portal, to the final signing of the tax return. 

Setting Up Your Professional 

Email Signature

A branded quick-reference guide used in new hire onboarding to help employees set up their Outlook email signature in alignment with Lumora’s visual identity. Supports consistency, professionalism, and a smooth start across platforms.

Fire Extinguisher Quick-Action Guide

This job aid gives Tacomazing food‑truck employees quick, clear PASS instructions for using a fire extinguisher in a high‑risk, confined kitchen environment. Designed in Canva with Tacomazing branding, it provides simple, high‑signal guidance to support fast, effective action during a fire emergency

Employee Handwashing Guide

This practical job aid for employess outlines proper handwashing techniques. The guide uses clear, step‑by‑step instructions paired with simple visuals to reinforce hygiene standards and ensure food safety. It emphasizes how to wash hands, making the process easy to follow and consistent across staff.

How to Make a Pumpkin Spice Latte

This step‑by‑step job aid provides users the recipe for making a pumpkin spice latte.  It contains clear instructions, branded visuals, and a warm seasonal tone highlighting preparation, measurements, and finishing touches for making the perfect pumpkin spice latte.

The LAST Model Infographic

This job aid features succinct tips from the LAST model tailored for customer service employees. It provide a summary of each step along with an example. Its compact and user-friendly design makes it perfect for display at workstations, serving as a constant reminder and quick reference guide.