From Onboarding to Advocacy: How Customer Education Drives Business Growth

Creating and implementing a customer education strategy doesn’t have to be as complicated as it sounds, but offering customer education is critical if you want to successfully onboard and retain customers. Good education gives your customers the tools and support they need to be successful and successful customers are more likely to be satisfied with your business.

What is Customer Education?

Customer education refers to teaching your customers how to use and get the most value from your products. It is the process of arming customers with the tools and resources they need to become a more informed user of your product or service.

The primary goal of customer education is to onboard, engage, and retain new and existing customers. So, while customer education involves creating material and resources to train your customers, it is a strategic business function. 

Offering customer education around your products or services is key to retaining them and staying ahead of your competition. Effective and engaging customer training that adds real value is built with your business goals in mind, relevant and achievable learning objectives, and the best solution in terms of delivery for your customers.  

Why is it Important?

With today’s hyper-competitive market and advancing technology, products are inherently more complex. Therefore, customer education programs are necessary to ensure adoption by your customers, and make your products more successful in the market.

Before customers decide to buy your product or service, customer education teaches buyers about the market and your product. Customer education can be the differentiating factor in choosing your product over a competitor’s.

After a customer has bought your product, customer education teaches users how to use the product to get the most value from it.

Creating a customer education program arms your customer support team with a real solution to customer training needs. Companies often spend a great deal of time responding to simple questions about product features and functions. A customer education program would free up your customer support team to respond to more complex issues not covered by customer education.

Benefits of Customer Education. Demonstrates your product’s features and capabilities Increased customer engagement with your product Empowers customer support team Helps your business scale Establishes business as an authority

How do you do it?

Follow the process

When you create a customer education program, it follows the same process used for designing and developing employee training. At Enable Education our learning experience designers use the ADDIE model. 

Whether your customer education program is a fully digital online experience, downloadable PDFs, a podcast or webinars, your process should begin with an analysis of your learners’ (your customers) needs, and an audit of your existing customer education resources. 

Effective customer education is learner-centric. Traditionally, customer education tended to focus on product features and functionalities, but with so many options available for products and services, the focus needs to be on the learner and how they learn, engage with the product, and apply it to their own lives. 

Once you know your customers, what their goals are outside of your product or service, the pain points they’re trying to solve, and what they need to learn to use your product successfully, you can start the design of your customer education program. That begins with identifying the specific learning outcomes for your program, and structuring your content accordingly.

How you plan to deliver your content will depend once again on your customers and their needs and preferences. How do they prefer to consume content? Where do they spend their time looking for answers? It will also depend on the capacity and capability of your customer education development team, and on your existing learning technology, for example, whether you have a learning management system.

Customer Education Team

When creating customer education material, as it often is with the design and development of employee learning programs, collaboration between teams in different business units, and a thorough understanding of your customer, is fundamental.

A team comprised of learning experts, product developers, customer service agents, and subject matter experts brings a range of diverse perspectives to your customer education program: 

  • your product experts bring knowledge and insight about the product features and functionalities

  • your customer service experts know your customers and what they’re looking for 

  • learning experience designers have an in-depth understanding of how adults learn, and the process of creating learning experiences that enable the learner to achieve the desired outcomes in an engaging and purposeful way.

In addition to considering a range of perspectives, it’s important that you thoroughly understand who your customer is and what they need. Creating comprehensive personas will help paint a clear picture of the tools your customers need to be successful, as well as their:

  • goals 

  • motivations

  • potential frustrations  

5 tips for Starting a Customer Education Program

1. Know your audience 2. Develop your learning outcomes. 3. Differentiate between nice to know and need to know information 4. Determine method of delivery 5. Start with something simple.

If you’re interested in learning more about how Enable Education can help you start your customer education program initiative, reach out - we have some ideas!

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