How to Start With Your Customer Education Process?

Based on the extent to which customer education is important for a SaaS business, you might now be willing to know how you can start with the process. Well, given below is a basic step-by-step guide to provide you with an idea.

Step 1: Define Goals

By setting up the goals you wish to achieve through the training program, you will be able to define your objectives and measure the program’s progress.

Step 2: Situation Analysis

Based on your goals, perform an audit of your present learning material in case you have an ongoing customer education program. You must conduct an audit of your customer’s experience after purchasing as well.

Step 3: Check Resource Availability

Apart from your existing learning material, you will require several other resources. Allocate the budget and decide time boundaries as well.

Step 4: Consider Learning Styles of Users

Based on the kind of audience you have, think about the learning styles and spaces that will be the most suitable for them. Consider the amount of time they will spend, the tone of voice for content, and the requirement for visual elements.

Step 5: Decide Your Medium

Once you have understood the learning styles of your consumers, you are ready to decide on your medium of training. There is a wide variety of choices. For instance, it can be a YouTube video or an in-store demonstration.

Step 6: Regular Checks on Program

Set quarterly or annual checks on your training program to measure the progress that the customers are making. The metrics will help the program evolve based on the feedback and overall review.

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