5 Steps to Successful Customer Onboarding

Conference Archive

Learning Solutions Conference & Expo 2018 - March 29, 2018

Linda Schwaber-Cohen

Head of Training

Businesses understand that the faster customers see value from a product or service, the more satisfied they’ll be, and the more likely they are to renew a subscription or return to buy more. Despite this, many don’t understand how to properly train their customers at the start and ensure that they are giving them the right information at the right time. Furthermore, they struggle to implement processes that scale to support growth.

This session will provide a framework for developing a customer onboarding training program. This includes advice on creating an onboarding program strategy, tips on content strategy and creation, and discussion of distribution channels. You’ll also learn about key components of the customer training technology stack and the different investments that can help enhance the customer experience and accelerate time to value.

In this session, you will learn:

  • The key components of a winning customer onboarding strategy
  • How to prioritize content for onboarding customers
  • Tips for managing and updating content over time
  • What technology can help drive your strategy forward


Novice to advanced designers, managers, directors, and senior leaders (VP, CLO, executive, etc.).

Technology discussed in this session:

Webinar platforms, in-app notifications and messaging technology, walk-through wizards, and LMS technology.


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