How to Create an Automated Customer Onboarding Using E-Learning

How to Create an Automated Customer Onboarding Using E-Learning

Create a consistent customer onboarding experience

You should never underestimate the importance of customer onboarding training. With the creation of new products and services, customers may need help using your product. This is especially true if your product or service changes its behavior and makes something difficult easy.

Good customer onboarding practices will ensure that your customers know how to use your product and are happy with it. And with eLearning, you can automate this aspect of onboarding, saving your team time. Here, we’ll share some customer onboarding best practices you can follow to make your customers your biggest fans.

How to create an automated customer onboarding training using e-learning?

1. Greet customers quickly and show them around

The first thing you want to do as part of your customer onboarding training is to welcome them and show them the basics of your product or service. This is an opportunity for them to adapt to a new environment. At this point, start with the basics; You don’t want to talk about anything advanced.

And how is e-learning integrated? You create a short training or e-learning module that introduces your product or service to customers. This way you automate the role instead of manually delegating it to someone on your team. An added benefit is the ability to refer to onboarding videos whenever your client may need them.

2. Give customers action steps and show them how to get started

After that introduction, it’s time for your customers to take action and get them started with your product or service. Combine e-learning with automated emails for best results. These emails may include links to online training as well as additional tips.

The advantage of combining email and e-learning is that both can be easily automated.

3. Guide them through the biggest challenges

An essential part of emails is that they have to meet the greatest challenges. This will allow them to take concrete steps and put them in place to succeed. Customer onboarding best practices include specifying parts of the eLearning course that customers often struggle with. And give them advice or even a step-by-step guide to success.

Of course, the e-learning program will guide your customers through even the greatest challenges when using your product or service. As with any other eLearning, customer onboarding training should always focus on the biggest challenges. This avoids obstacles and inconveniences for your students when using your product or service.

4. Provide advanced information

Once you’ve covered all the other customer onboarding best practices, it’s time to move on to more advanced information or guidance for your product or service. Recognize that customers already know how your product or service addresses their biggest challenges. Then show them advanced features they might not know about. It’s time to highlight how your product goes above and beyond.

Once your eLearning has achieved the basic goal of solving the biggest challenges, these advanced features of your product or service will really attract customers. This is what will set you apart from the competition. You can promote upgrades and sell additional services while educating your advanced users. They already love and use your product, so it’s easy to turn them into passionate fans of your business.

5. Bonus tip: Build your team

Now that you’ve created this comprehensive customer onboarding training, why not put it to good use by reallocating it to your company’s employee onboarding training? After all, new hires also need to know how your service or product works to do their job properly. By walking through your entire customer journey, your team will better understand your customers’ issues and questions and be better equipped to help them.


Among other ways to leverage e-learning for your business, you can automate the onboarding process to introduce your products and services to your new customers. Combine that with automated emails to walk your customers through using your product and the biggest challenges they may face. Once you’ve covered the basics, use eLearning to highlight what sets your product or service apart from others.

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