Customer Education as the Scaling Engine of Customer Success

Businesses have a greater responsibility to their customers than simply delivering products to them. When a customer makes a purchase, they implicitly expect not only the product itself but also robust support mechanisms and avenues for continuous enablement and updates. Acquisition marks the inception of a relationship, rather than its conclusion.

On the other side of things, as a customer has committed to the product, it’s up to the business to support the new user and empower them to run the product successfully. And we all know; some products are more complicated than others. Some industries require more domain knowledge and involve a steeper learning curve. If that’s your case, then an excellent product experience simply won't cut it and your customer will require additional help throughout their lifecycle.

“Yeah, but this is where customer success teams step in, right?” Hmm, yes—and no. A customer success organizational function, just like sales, is a high-touch service. For hyper-growth companies serving an expanding customer base, relying on customer reps to handle adoption, onboarding, activation, and all of the maturity stages that follow is simply not scalable. So how can organizations scale without depending on ever-increasing teams of customer reps?

Welcome to customer education 1.0

Customers are 131% more likely to convert after engaging with early-stage educational content.

Customer education primarily focuses on ramping up new users to improve adoption metrics. It can be an especially valuable tool when integrated into an organization’s product-led growth efforts. If your product is already used to acquire users, educating people about it early on their buying journey becomes an additional way to expand your market beyond free trials.

However, customer education can evolve well beyond a go-to-market approach. An effective enablement program ensures clients are guided toward the product’s advancements and new features, increasing the likelihood of subscription renewals, upgrades, and even advocacy. Think of this as a strategic customer program to be overlayed on top of customer handling functions such as sales, support, servicing. This relieves significant pressure from customer success representatives, allowing them to concentrate on providing guidance across more critical touchpoints in a client’s lifetime.

Top of mind, the business metrics directly impacted by customer education initiatives will touch on:

What does customer education look like?

When discussing customer education, it's crucial to shift the focus from traditional educational methods to a more customer-centric approach. Various forms of enablement can seamlessly integrate into an educational strategy tailored to the needs of your clients. From informative articles and interactive webinars covering industry best practices to personalized advisory services on effectively conducting gap analyses, every resource your customers may seek or encounter on their journey to realizing business value can be leveraged by training experts to support clients effectively. Here are several common resource types:

As the customer service landscape undergoes a profound transformation, the paradigm shifts to personalized learning and finely tailored educational experiences at every touchpoint in a customer's lifecycle. The mission is clear: to deliver effective insights and knowledge aligned with the client's engagement stage with your company or product.

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