Software user onboarding
This e-learning course "Onboarding a software user" will help you to better master this topic in a professional context.
This course aims to help you identify the key impacts of successful onboarding.
The examples, scenarios and case studies are designed to be easily transposable into different professional contexts and types of organizations.
Prerequisites
No specific prerequisites are required to follow this course.
Target Audience
Managers, HR managers and employees concerned with the topic of "Onboarding a software user".
Content
The course is structured into several complementary modules, combining theoretical input, practical exercises and interactive activities to facilitate the appropriation of concepts.
Training path
Why onboarding is crucial for talent retentionSelf-paced e-learning module or integrated into the “Customer Service & Customer Success” pathwayDo you know why 80% of customer satisfaction is determined in the…Self-paced e-learning module or integrated into the “Customer Service & Customer Success” pathway
Do you know why 80% of customer satisfaction is determined in the first moments?
This module invites you to dive into the strategic stakes of software user onboarding – a foundational step that conditions not only product adoption but also the long-term customer relationship.
Whether taken alone or integrated into the complete pathway dedicated to Customer Success specialists, this module brings an essential awareness: well-designed onboarding is the gateway to a smooth, engaging, and sustainable customer experience.
In this module, you will:
- Discover why onboarding is much more than a technical formality.
- Identify the levers it activates to improve retention, engagement, and reduce churn.
- Understand how this phase influences the perception of your brand and product from the very first contact.
- Anchor a strategic vision of the role of the Customer Onboarding Specialist in the customer lifecycle.
Ideal for: customer service professionals, customer success specialists, user support, and anyone looking to transform their first interaction with the user into lasting success.
An essential preamble before any optimization of your onboarding process, to be enriched with the following modules offered in our off-the-shelf package.
Optimizing onboarding for successful integration of new employeesModule 2 from the "Customer Service & Customer Success" track – also available as a standalone moduleProvide your users with an unforgettable first product…Module 2 from the "Customer Service & Customer Success" track – also available as a standalone module
Provide your users with an unforgettable first product experience.
In this module, you will discover everything a Customer Onboarding Specialist must master to achieve a smooth, effective, and personalized software onboarding.
Are you wondering how to structure an impactful onboarding journey?
Do you want to better understand how to anticipate user expectations to boost their product adoption? This module will give you the essential keys to understand, structure, and optimize the experience of your new clients.
Designed to be followed independently or as part of our complete "Customer Service & Customer Success" track, this module is aimed at all professionals looking to refine the strategic and operational foundations of software onboarding.
Program includes:
• The essential steps of the user journey at startup
• The most effective customer adoption models: AARRR, maturity model…
• The role and missions of the Customer Onboarding Specialist: much more than a guide, a true facilitator of customer success
Why take this module?
• Structure a clear, progressive, and user-centered onboarding
• Understand the psychological and technical levers of the first experience
• Create the foundations for long-term and personalized customer support
Target audience:
Customer Onboarding Specialists, Customer Success teams, product trainers, deployment project managers.
Onboarding techniques for effectively integrating new employeesModule 3 of the "Customer Service & Customer Success" pathway, to be taken alone or integrated into the complete experienceHow to transform the first…Module 3 of the "Customer Service & Customer Success" pathway, to be taken alone or integrated into the complete experience
How to transform the first user interaction with your software into a smooth, engaging, and personalized experience? This essential module provides you with the must-have operational techniques to succeed in software onboarding and enhance customer satisfaction from the very first steps.
Ideal for Customer Onboarding Specialists, this module guides you step by step to:
- Structure an effective and user-centered onboarding
- Implement concrete and immediately applicable best practices
- Tailor the product demonstration to the profiles and expectations of the client
- Avoid common mistakes that hinder engagement
- Strengthen your advisory posture through practical cases and expert feedback
Highlights of the module:
• Interactive scenarios to refine your professional reflexes
• Final validation quiz to consolidate your knowledge
• Field approach: advice from the experience of Customer Success experts
• Compatible for use alone or as part of the overall "Customer Service & Customer Success" pathway
Are you guiding your users in discovering the product? This module is designed to help you transition from a standardized welcome to a tailored and value-oriented onboarding, capable of maximizing adoption from the first interaction.
Interactive practice in a contextualized professional settingModule 5 of the “Customer Service & Customer Success – Software User Onboarding” pathwaySharpen your on-site reflexes with realistic scenarios.This 100% interactive module offers…Module 5 of the “Customer Service & Customer Success – Software User Onboarding” pathway
Sharpen your on-site reflexes with realistic scenarios.
This 100% interactive module offers an immersion into a software onboarding session with a real client, in an engaging and gamified format.
Are you a Customer Onboarding Specialist? Are you looking to master the art of the first contact with a new client during the presentation of your solution? This module is for you.
What you will find in this module:
• 3 realistic interactive scenarios: play your role in situations directly inspired by the field.
• Your decisions have an impact: the flow adapts to your choices, each interaction becomes an authentic test of your skills.
• Targeted feedback: at each stage, you receive educational feedback designed to reinforce your good practices and correct your approach errors.
• A safe environment to practice: test without risk, progress quickly.
This module can be followed independently – ideal for quickly practicing a key skill – or can be integrated into the complete “Customer Service & Customer Success” pathway, which guides you from strategic awareness to technical and relational mastery of software onboarding.
Master quiz - Software User OnboardingWhat if you challenged your knowledge in Customer Service in a fun and engaging way?This game module immerses you in an interactive and progressive…What if you challenged your knowledge in Customer Service in a fun and engaging way?
This game module immerses you in an interactive and progressive quiz, reminiscent of major TV game shows, where your mission is to answer 15 questions about software user onboarding in the field of Customer Success.
Accessible individually or as module 6 of a complete e-learning path on Customer Service & Customer Success, this final revision game allows you to validate your knowledge, fill in your gaps, and take one last spin before moving on to practice or validating your internal certification.
Guaranteed thrills, but rest assured:
- 3 jokers are at your disposal: 50/50, question replacement, and help from a fictional expert.
- 3 safety levels to secure your knowledge throughout the adventure.
- An immersive and gamified experience, perfect for anchoring your knowledge while having fun.
This module is particularly recommended if:
• You are a Customer Onboarding Specialist, responsible for client training, or an Account Manager.
• You are looking for an original format for assessment or revision.
• You want to integrate a turnkey e-learning path on user experience and customer success.
Playable independently or integrated into a complete training program, this module is the ideal format to maintain a high level of engagement and transform everything you have learned… into know-how, skills, and personal development.