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The Customer Education Playbook

A Methodology for Developing Impactful, Engaging, and Measurable Customer Education Programs

The Customer Education Playbook provides the most comprehensive, validated methodology for developing, implementing, and evaluating a customer education program based on the results of nearly 200 customer interviews on how to achieve success.

Whether you're looking to scale onboarding, grow your brand, drive customer engagement, or become the new professional standard, this methodology is your guide to engaging and impactful customer education.

By adopting the Customer Education Playbook into your education strategy, you'll be able to:

  • Connect customer education to broader business goals
  • Develop, implement, and distribute a dynamic content strategy
  • Get organizational buy-in and engage your SMEs
  • Identify opportunities to improve and maintain relevanc
  • Measure the impact of training on customer success and revenue

This Playbook is just the beginning. COGNITION 2020 held a session on it and a more detailed certification program is on the way!

Download the Playbook

By adopting the Customer Education Playbook into your education strategy, you’ll be able to:

Connect customer education to broader business goals

Develop, implement, and distribute a dynamic content strategy

Get organizational buy-in and engage your SMEs

Identify opportunities to improve and maintain relevance

Measure the impact of training on customer success and revenue

Validated through nearly 200 interviews with customer education professionals

About the Authors

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Alex Forbes

PR and Inbound Marketing Manager

Daniel Quick

Daniel Quick

Senior Director of Product Experience

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Kelli Hinteregger

Director of Product Marketing

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Download the Playbook