Customer Education

Customer Training Best Practices: 7 Practical Tips for Optimal Results

Androniki Koumadoraki Content Writer LearnWorlds
8 min

Customer training benefits not only your customers but also your business..Empowering customers to fully utilize your product significantly boosts their loyalty to your brand, positively impacting your business.

If you want to know the secrets to a successful customer education program, read on. In this post, we’ll explore the importance of customer training and share 7 best practices for achieving optimal results!

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Why is Customer Training Important?

It’s no coincidence that customer education is gaining more and more attention. Deploying a customer training program helps your business grow in multiple ways:

Prevent early customer churn

Customers who do not find value in your product soon after purchasing it or signing up for a trial are likely to give up on it. Offering customer onboarding that focuses on helping customers get started and realize the value of your product will help you prevent early customer churn.


Boost customer loyalty

Every business owner understands that converting new customers into repeat clients is the best news for their business. Loyal customers spend more, buy more often, and spread the word about your company.

Customer education can help you not only prevent churn but also boost loyalty and long-term customer retention rates.


Strengthen your brand

A customer education program boosts your brand’s presence in the market and keeps it top of mind with your customers. It also reinforces your brand identity by consistently presenting your brand elements throughout the learning experience.


Build a financially robust company

Effective customer training can positively impact your bottom line and help you build a financially robust business. By ensuring customers can fully utilize your product and are happy with your service, you increase satisfaction and foster loyalty.


7 Practical Tips to Follow When Building a Customer Training Program

Now that we’ve seen the benefits of customer training, let’s see how you can implement it right to get the most out of it:

1. Plan before you act

The road to success starts with careful planning. Here are a few items to check off your list as you prepare for your custom training program.

Segment your training audience: Start with identifying the different kinds of customers you want to train. This differentiation will come from the type of product and business model. Maybe you have a set of clients per use case, or maybe you have the same product spread across geographies, or different levels of accessibility.
Align with business goals: Customer training should be tied to specific business goals you want to achieve. Focus on measurable, achievable goals using the SMART methodology. These goals can help you set the learning objectives of the course and can also be used later on to measure the effectiveness of the program.
Build customer personas: If you haven’t done so already, now is the time to build customer profiles – their pain points and goals, their knowledge level, how much time they have available and how they will access training, etc.
Decide what type of training you want to offer and who will create it: Very often, the Customer Enablement Manager will oversee the process. There are also different customer onboarding strategies to follow, some including more involvement from human resources and others less. Choose the one that best matches your needs and your available resources.

2. Select a flexible customer training platform

A flexible customer training platform can not only meet customer needs but also yours, facilitating admin tasks as your program grows. What does a flexible training solution look like?

✅ It’s as comprehensive as possible, offering an all-in-one solution that covers your training, admin, branding, and communication needs, so that you use the least amount of tools.
✅ It integrates with tools you already have, like your CRM or customer service software.
✅ It’s customizable so that you can shape it into a product that works for you. Branding capabilities are an additional important consideration.
✅ It’s scalable so that you can deploy training at a large scale in different languages, for different audiences if needed.
✅ It offers rich features, like multiple delivery methods, support for different training content, a report system, and more.

All in all, you should opt for a platform that grows with you. There’s no need to invest in a huge, expensive LMS that takes ages to set up. You should be able to rely on an LMS that allows you to start fast and grows along with your needs

One such solution is a Learning Management System like LearnWorlds, offering the above and additional features like:

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3. Offer accessible training resources

It’s important that customers can easily access your training resources and that you’re not limiting them to in-person or real-time support only. This, in fact, is neither feasible nor financially viable. Some ways you can ensure customers receive round-the-clock support are:

Remember that your training should be easily accessible by your customers but at the same time protected from non-authorized sharing. Therefore, choose an LMS with advanced security features.

4. Focus on engagement & effectiveness

Engagement and effectiveness often go hand in hand when it comes to learning. A learner who is distracted or bored is unlikely to retain knowledge. Likewise, a learner who is immersed in the learning experience is more likely to learn better and faster.

5. Promote your training program properly

Do customers know about all the available resources you’ve built for them? Here are some ways to make sure they do:

6. Brand everything

We discussed how effective customer training can help boost your brand. So, to achieve this, make sure your brand is (discreetly) in the spotlight by using a white-label platform that you can brand and by adding anything that signifies your brand on every touch point.

7. Monitor & improve

Monitoring the impact of your customer training strategy is crucial to determine if it has achieved the desired business results and to gauge customer satisfaction.

This will help you make necessary adjustments and continually improve the training experience.


A Successful Business Starts With Customer Training

Closing a sale is not the end of the customer journey or the hallmark of success for your business. On the contrary, the challenge to retain the customer just begins!

A well-designed customer training program is instrumental in helping customers realize the full value of your product, fostering loyalty, and encouraging repeat business. By investing in customer training, you can enhance user experience and drive long-term success for your business.

Invest in a customer education platform like LearnWorlds to make sure you can streamline this ambitious endeavor and have access to all the tools you need for a successful training program! Try LearnWorlds now with a 30-day free trial.

9000+ brands trust LearnWorlds to train their people, partners & customers.

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Androniki Koumadoraki Content Writer LearnWorlds
Androniki Koumadoraki

Androniki is a Content Writer at LearnWorlds sharing Instructional Design and marketing tips. With solid experience in B2B writing and technical translation, she is passionate about learning and spreading knowledge. She is also an aspiring yogi, a book nerd, and a talented transponster.