Onboarding Client Software: Training for Customer Onboarding Specialist
Accelerate your product adoption journeys and make every first customer interaction a lasting success. With this immersive 1.5-hour e-learning course, dedicated to Customer Service and Customer Success professionals, master all the levers of software onboarding to generate customer satisfaction, engagement, and retention from the very first stages.
Who is this training for?
This course is designed for Customer Onboarding Specialists, Customer Success teams, Account Managers, Service Delivery Managers, or anyone involved in welcoming and developing the skills of new software users.
What you will learn
This course, structured into 6 progressive modules, will lead you to:
- Understand the key challenges of customer onboarding: Why is this moment decisive for your business and your customers? What happens in the first interactions?
- Master the foundations of Customer Onboarding: Typical processes, KPIs, role in the customer lifecycle, stakeholders.
- Apply best practices: Prepare an onboarding session, build a framework, ask the right questions, trigger adoption.
- Adapt to each customer context: Low-touch or high-touch adoption, customer maturity level, business model (SaaS, B2B, freemium, etc.).
- Practice in a realistic situation: A guided session with a virtual customer character where you will explore their needs and structure your product demonstration.
- Consolidate your knowledge with a final quiz covering all the key elements of the journey.
The benefits of the journey
- 1 interactive simulator to practice your skills in a realistic situation.
- Directly actionable techniques for better personalization your onboarding sessions.
- A user-centric approach, which aligns the product message with the client’s business priorities.
- A short and impactful format to quickly build skills.
Why is this course essential?
Because onboarding is a critical moment in the customer relationship: it determines the perception of the product, its proper use, and by extension, the renewal or expansion of the contract. This module gives you the concrete and strategic keys to making onboarding a powerful business lever.
