Free Course - Get Started Now!

Most customers will struggle to drive user adoption and success with your software. Take this free course to learn how you can improve your customer onboarding program to increase success.

  • Learn why most customer onboarding programs are ineffective and don't set your customers up for success.

  • Get specific tactics you can use with your low, medium and high-touch customers.

  • Includes additional resources you can use to improve your customer success program.

Course curriculum

  • 01

    Welcome to the course!

    • A message from the instructor

    • Welcome & Agenda

    • Before we begin...

  • 02

    1. Why Most Onboarding Efforts are Ineffective

    • Shifting Focus to Business Outcomes

    • Quick Poll #1 - My Customers Are Effective at Driving User Adoption

    • Poll #1 - Results Discussion

    • Focus on the Right Problem

    • Why the Typical Approach Doesn't Work

    • Quick Poll #2 - Our Customer Onboarding Program Helps Customers Increase User Adoption Expertise & Capacity

    • Poll #2 - Results Discussion

  • 03

    2. Help Customers Drive Their Internal Success

    • What Your Customers Should Do to Drive Their Own Success

    • Quick Poll #3 - My Customers Have Their Own Internal Success Teams

    • Quick Poll #3 - Results Discussion

    • How Do We Help Our Customers Build Their Success Capacity?

    • Two Main Components of Customer Success

  • 04

    3. Tactics for Putting it into Action Fast!

    • Take a Multi-Prong Approach

    • Adjust Your Methods For Each Audience

    • Low - Touch / Tech - Enabled Touch

    • Medium - Touch

    • High - Touch

    • Putting it into Action!

  • 05

    Next steps

    • Congratulations & Next Steps

    • Before you go...

    • More Resources For You


Instructor Bio:

Jason is a passionate thought leader in the field of customer success and software user adoption. Jason's 20+ years' experience leading technology implementation and adoption programs has given him the expertise to help organizations overcome the largest challenge they face - getting people to use technology to deliver results. Jason is the CEO of Tri Tuns, LLC, Co-Founder of Customer Success Mastermind, and Co-Host of the popular customer success podcast, "The Jasons Take On..." Jason has a master's degree in information systems from the London School of Economics, a master's degree in organization development & strategic human resource from Johns Hopkins University, and a bachelor's degree in business administration from George Washington University.

Jason Whitehead

Executive Instructor