⏰ 6+ hours of content 👩🏼🏫 5 modules ✅ 49 vetted exam questions 📝 Exclusive templates and resources 🔖 Official certification 👨🏼💻 100% self-paced
Course overview.
First impressions count for everything, and Customer Onboarding Certified is your ticket to mastering the art of transforming new users into loyal customers.
It’s not just about the product anymore, it’s about crafting an experience your customers won’t forget. You’ve got to win hearts right from the start.
With our onboarding certification, you’ll learn to define customer profiles, map out journeys, and identify key touchpoints to wow users and exceed expectations.
We'll cover goal-setting, personalization, A/B testing, feedback loops, and so much more. Plus, you’ll get all the top tips for boosting adoption and retention via stellar onboarding strategies.
Say goodbye to lackluster onboarding and start creating memorable first experiences that turn new customers into raving fans.
By the end of this course you'll be able to..
Customize onboarding
Tailor the onboarding process to individual needs, enhancing relationships through personalization.
Segment customers
Define your ideal profiles, segment customers, and map key touch points efficiently.
Increase retention
Create unforgettable experiences to boost product adoption and elevate retention rates.
"It was a great course and very valuable, practical and relevant for professional development with regards to the onboarding process."
Saskia Clappers, Customer Success Enablement Specialist at Contentoo
Learn from industry experts like:
Mike Lee
Manager of Customer Success at Avalara
Molly Rubardt
Manager, North America Implementation Consulting at LinkedIn
Marcu Carrubba
Director of Customer Success Account Management at Microsoft
Carmen Istrate
Senior Implementation and Customer Success Manager at Uber
Jasmine Hakkert
Growth Manager at TimeChimp
Elodie O'Rourke
Global Customer Success Director, FT Professional at Financial Times
Trusted by some of the world's biggest brands.
Course benefits.
🛠️ Actionable insights and tools to increase retention and growth, essential in a competitive market.
📈 Stay ahead of the latest trends with a focus on A/B testing, metrics, and iterative changes.
🏅 A recognized certification showcasing your commitment to delivering exceptional onboarding.
Unlock an additional 9+ courses 🔓
Access our entire suite of courses, a free in-person summit ticket, 100+ hours of strategy content, templates & frameworks, mentorship opportunities, and more when you become a Pro+ Member.
Course curriculum
- What is onboarding? (and what isn't it?) (3:57)
- Benefits of customer onboarding (4:52)
- Cost of forgoing a well planned onboarding process (4:03)
- [Fireside chat] The importance of customer onboarding
- Different types of customer onboarding process (5:14)
- Coursework | New user templates
- Onboarding maturity model (7:31)
- Coursework | Onboarding maturity model
- Key takeaways (2:42)
- Exam
- Time to reflect
- Identify your target audience (6:27)
- Define your objectives (10:15)
- Coursework | SMART goals
- Map the customer journey (5:23)
- Coursework | Customer journey map
- [Fireside chat] The customer journey
- Establish your timeline (5:37)
- Coursework | Onboarding timeline
- Key takeaways (2:42)
- Exam
- Time to reflect
Looking to learn as a team?
If you're looking to get a team of three of more certified, then speak to Pavan about team rates on [email protected].
P.s. If you need help convincing the boss, we've done the hard part for you.
FAQs.
Q. What is the Customer Onboarding Certified Masters course?
A. The Customer Onboarding Certified Masters course is a comprehensive program designed to help you excel in customer onboarding. Through in-depth content, interactive coursework, and practical insights, participants learn to create personalized onboarding experiences, analyze effectiveness, leverage tools, and increase customer retention. Whether it's customizing the process, conducting A/B testing, or utilizing metrics, this course offers the strategies and knowledge to make a significant impact in today's competitive business environment.
Q. Who’s this customer onboarding course for?
A. This course is designed for Customer Success Managers and professionals looking to excel in the field of customer onboarding.
Q. How does the course work?
A. The course is completely on-demand, so you can take it at your own pace. You’ll work through the modules chronologically, participate in activities, and complete mandatory exam questions at the end of each module to consolidate your knowledge. If you pass all the exams, you’ll officially be Customer Onboarding Certified!
Q. How long will the course take to complete?
A. You can take however long you need to work through the materials, it’s completely flexible. The course consists of 6+ hours of on-demand content, including activities and exam questions.
Q. What happens if I don’t pass the exams?
A. If you don’t pass the exams the first time around, you’ll be given the option to retake them. If you don’t manage to pass on your second attempt, unfortunately, you won’t receive the certificate.
But don’t worry, the journey isn’t over. You’ll have unlimited access to all the course materials for life, perfect for brushing up your knowledge on complex areas and lifelong learning.
Q. How long will I have access to the course content?
A. You’ll get lifetime access! Explore customer onboarding strategies anytime, anywhere, at your own pace.
Q. How much does the Customer Onboarding Masters Certified course cost?
A. $500. With this investment, you’ll have access to 6+ hours of OnDemand course content, templates to put your theory into action, and coursework to consolidate your learning.
