Customer Success

Mastering Customer Onboarding Training

Onboarding is a crucial time in your relationship with your customers as it sets the tone in terms of product adoption, usage, satisfaction and relationship with your brand and product.

Your onboarding process can make or break your relationship with your customers so mastering customer onboarding training is the way to go.

In this course, you will learn how to plan, create, deliver and measure the success of a great customer onboarding training programme.

Ready to start?

free certification course
1h 35m
Mastering Customer Onboarding Training

What you’ll learn

Module 1

Why customer onboarding training matters

  • The customer onboarding programme2 min 47 secs
  • Customer training in your onboarding programme2 min 49 secs
  • Building your digital customer academy1 min 31 secs

Module 2

Your customer onboarding programme step by step

  • Step 1: Analyse customer needs and team challenges1 min 55 secs
  • Step 2: Define goals and metrics1 min 43 secs
  • Step 3: Define your training content5 min 5 secs
  • Step 4: Develop your training content2 min 51 secs
  • Step 5: Deliver your training3 min 2 secs
  • Step 6: Create a communications plan4 min 43 secs
  • Step 7: Track, analyse and report results1 min 49 secs
  • Summary: do's and don'tsReading chapter

Module 3

Customer onboarding training: from good to great

  • Make customer onboarding more efficient5 min 17 secs
  • Practical tips to avoid common pitfalls2 min 52 secs

Module 4

Measuring training success

  • Measuring success2 min 11 secs
  • Proving training impact2 min 59 secs

Throughout the course you will have quizzes and challenges, as well as access to additional resources about the topics discussed in the course.