Discover more about Customer Education 101 and How to

Apr 28, 2022

Have your customers hit the wall in their quest to maximize the value of your product? Do you lose customers during renewal due to the fact that they're not getting the value they should?

According to CallMiner, U.S. businesses suffer losses of $136.8 billion per year as a result of ineffective consumer shifting.

If you're finding that your customers don't understand the value of the service or product you offer and have decided to leave as a result, it's probably time to think about creating a customer education program.

Uncertain of what the issue is. does?

Let's take a look at what's happening.

 What exactly is Customer Education?

We believe the concept of customer education as the process that aids customers to increase their knowledge of the product or service you provide in order to increase their value quicker and more effectively increase the amount of customers you serve.

The process of educating customers begins before they purchase your product, and it will continue throughout the buyer's journey. Examples:

  • Stage 1. : Prospect customers could require information on the ways your product can aid other customers to solve a problem
  • Stage 2 2. People who are brand new to the product may need educating on the basics of making use of your service
  • Stage 3 Long-term users may require instruction on how to optimize their usage of the product to maximize their benefits

At the end of the day, it is all about providing customers with the knowledge they require to experience value of your service and continue to use the product. In reality, when a customer engages in education-related content and their love for your company grows over time, according to Conductor.

The customer education program can be delivered in a variety of types of styles, dependent on your businesses' specific goals, objectives, and audience. Examples:

  • Customer Case Research: Demonstrate to prospective customers how others have found the benefits of your product or service.
  • Blogs and articles Ideal for sharing step-by-step guides and specific instructions for making use of products and services.
  • Videos and screen captures taken: Are a excellent method to distribute step-by step instructions including instructional videos, tutorials and videos which teach users the basic skills needed to utilize your product or service
  • Webinars allow businesses to go further into topics that are more sophisticated related to your product or service , answer your customer's questions, and connect to them in a more personal way

The advantages of an education program

It's been decided to launch a customer education plan to increase the size of your business and reduce customer churn rapidly. This is an excellent starting point!

However, prior to making other choices, it is critical to understand the added value that customer education can bring to your company.

Let's have a look.

 greater capacity and flexibility

In the present, it's essential to be able to satisfy the need for flexibility in every area of running a business. This is a requirement for education of customers.

Education courses on demand let students study at their own speed. And digital courses are easy to make changes to when content has to be updated.

When your company grows, so does your education for customers. With the right technical tools, you will not need to alter the effectiveness of your programme to accommodate your growing business.

Increases interaction between customers as well as service

Do you have a customer service team that has been asked a lot of questions over and This could indicate that your customer education program doesn't meet your needs.

Chief of Staff for Slack Customer Experience previously said "I imagine CE (customer education) is the fuel of choice for CSMs. Everything we can do to build trust with customers quicker, more effectively ."

Solid Customer Education programs provide all the information needed to consumers in order for them to comprehend the benefits they get from the program . The first step is to answer the most frequently asked questions.

When an educational programme addresses those questions most frequently asked in the beginning, your customer service team can become more efficient by establishing connections with your customers and addressing their specific requirements .

 More rapid adoption and easier onboarding

Like everyone other customer appreciate their time. They've probably invested a significant quantity of their time and energy researching before making a decision regarding your services. It's a sign that they're keen to be in the game fast.

Through the establishment of an on-demand, reliable education system that allows your clients to learn at their own speed. This increases the confidence of clients who utilize your service and helps speed up onboarding.

Related: Are you trying to enhance new customer activation? Check out the recordings from Activate Summit.

Improves customer retention

Your customers aren't likely to buy the product only to look for reasons to leave. However, they won't be able to access the right information to use the product they've spent their effort, time, and money on.

That's why it's essential to develop a user education program that meets the requirements of users. They'll remain loyal to your company if they feel confident about your product, feel confident in its use and quickly realize the its value.

Develop a strategy-based education plan using customer segmentation

In the process of creating a customer education plan for your company, it is important to segment your customers. This can aid in developing a curriculum and learning tools that meet the individual needs.

Customer segmentation is the process that divides your customers in groups based on certain facts and traits concerning their attributes and information. The majority of companies study the target market, and then create "segments" in order to improve their marketing strategies for each segment, and improve their overall customer experience by individualization.

Grouping customers in groups enables users to interact with the groups more effectively and get a better understanding of their preferences and habits in the course of collecting and observing data.

There are a variety of ways for you to "segment" your customers according to the objectives of your organization: demographics, geographics customers' behavior, purchasing history, and others.

Check out the Model of Customer Education Segmentation below to assist you in create your own Customer Education Program:

Customer Education Segmentation Model

You must ensure that your customers are well-informed through every step of their journey. No matter the moment they purchase your service, following the purchase following the purchase or once they've been activated, it's vital to inform them at each stage to help them understand your offer better and receive the most worth.

The segmentation of your clients into groups according to their "stage" they're at in the journey they're at while developing educational programmes for your customers will help you provide education in the right way using your data and also address your customers' specific needs, questions and objectives when they interact with your company over the course of time.

 Five of the best practices for building a customer education program

Now that you know the benefits a positive educational program for customers could bring for your company now is the time to get started creating your own program.

Below are a few of our tips for starting your own customer education program beginning from scratch.

1. Find the best platform to teach on.

Education programs that are offered to customers could include a mix of verticals. Examples include:

  • Traditional in-person training
  • Webinars
  • Blog posts
  • Videos
  • Customer success stories
  • Downloadable guides and whitepapers

Instead of using the method using it as a separate process, it is best to combine all of these channels and media formats to create a single, easy-to-use system that customers can use the Learning Management System (LMS) which allows you to swiftly and effortlessly create on-demand classes.

Customer Education Platform Checklist

There are five things that you must know when selecting the platform to run your Education Program for your customers. Education Program

  1. User-friendly: To keep your clients engaged and motivated to continue the process of learning You must ensure it's easy for them to access the education programs and to learn the material or complete your course. Look for a platform that has been designed with customer experience in mind that is a strong, yet simple to use features.
  2. Ability to scale:As your business scales and grows, so do your client base and customer education needs. When you increase the amount of customers who make up of your client base, and increase the range of services you offer it is essential to pick a method that will scale according to the demands of your company without limiting.
  3. Progression Tracking and Insights:Having an understanding of the way your clients interact through your program for education will help you determine areas to improve and areas you can be improved in the coming years. To provide a quality learning experience for your customers in your education program and to continue to optimize your learning content to ensure it provides value You should find a system which allows you to monitor your client's development in their learning, as well as provide information about their experience as "students".
  4. Flexibility: Choose the platform that has everything you require to easily set up, create and extend your customers' educational programs and classes. If you choose an option that allows you flexibility and doesn't have code required it will allow you to develop courses in a short time and offer education to your customers at any time they need they require it.

2. Define success

Like starting any business venture beginning from scratch, it is essential to determine your success right at the start. It's crucial to define the plan's goals, the future and near-term goals, and KPIs to measure the success.

Some goals to be thought of include:

  • It reduces the time it takes for customers to take their seats on
  • less time that customers support staff spend to train their support teams.
  • Expanding product utilization
  • In assisting customers to adopt preferred behaviors

3. Start with your customers' biggest problems.

The moment is now to tackle your strategy begin with simple wins: customers are the ones who face the greatest obstacles.

It is possible to ask yourself these questions:

  • Which are your most frequently asked customer service questions within the first 3 months after being onboarding?
  • Do they grasp the basics? Are they taking them move towards the next level of functioning?
  • How can I help my clients stay short in their use?
  • Is the company taking the correct actions?
  • Are there features not used?

Once you have an understanding of the gap in education, it's time to begin creating educational content.

Pro tip: Make use of feedback provided by your customers. See if customers regularly suggest more information/materials following their onboarding, and then integrate those concepts into your program.

4. Keep content fresh and relevant

Content is the King. Having the right content on the appropriate platform will guarantee your success when you launch your education for customers. What can you do in order to start?

Three things top of the priority list while creating content on the internet:

  1. Interactive: making your educational content interactive by using quizzes, discussions, and surveys is an effective way to keep your users entertained during the whole learning experience.
  2. Fast-paced: As everyone is having to do more work The average consumer rarely has the time to learn the latest technology or the newest technologies. Keep their attention by forming small classes.
  3. Informative: Make sure your content packs a punch using easy to understand content. Videos, presentations as well as tutorials can be great sources of content which are popular with clients who are trying to understand an innovative process or new technology.

5. Optimize, optimize, optimize

After you've received your first education for customers in the field, it's time to show your pride!

Finally, you should create an outline of how to incorporate constant optimizations to the program that are based on

  • Feedback and interactions from customers
  • Course information and metrics
  • Current material is updated.
  • The customers want more materials

Remember that the greater your ability to assist users in gaining experience through the best education and training programs, the more quickly they'll recognize the importance of your products and will be more inclined to register for renewals or extensions.

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