In October we attended Skilljar Connect 2020 and hosted a Live Mailbag episode at the event!  Attendees submitted really amazing questions.  We couldn’t tackle them all – so stay tuned for yet another Mailbag episode soon!

In this episode we’ll answer some questions that may be on your mind too including:

  • What advice do you have for those that are working with one other employee, or manage a very small team, on how to take the next step and grow their impact, have more employees, and ultimately get their own CE department?
  • What’s the ideal “mixture” of video lessons and text lessons in an online course? Mostly video? Both to keep students engaged?
  • How can we tie training attendance to product usage and product adoption? Any best practices on how to measure this so we know training is working and can continue to invest in the right methods of training?
  • How do you approach the strategy and plan for mass documentation and training updates when the product visually changes, especially for small teams? What are common pitfalls or things to watch out for?

Listen in as we’ll share the insight we’ve gleaned from direct experience and from others in our network!  Remember – Customer Education is both new and not new.  CELab is committed to learning and sharing the best practices for Customer Education and your questions are invaluable.  

Thanks to Randon, Norma, Corinne, and Laura for the amazing questions. And a big thanks to Skilljar for inviting us to this amazing conference. A recap episode is coming soon!

If you have a question or things you want to share please feel free to contact us with your ideas. Also, if you want to hear more from us – sign our mailing list and our brand new Customer Education Manifesto!

Let's put microlearning into focus
Let’s put Microlearning in focus for Customer Education (Photo by Markus Spiske on Unsplash)

In this “mini” episode, we focus on microlearning and share some things we learned from one of the industry experts on the subject. At DevLearn 2019, we had the great opportunity to talk with Carla Torgerson, the Director of Instructional Design at Bull City Learning immediately following her “Create Effective Microlearning” course. We covered our experiences at DevLearn in Episode 28.

What does microlearning entail? How can a Customer Education team benefit from using it in their Education Strategy?

A hint? A micro format “with particular, targeted focus on something a customer wants to do“, maps well with our mission in Customer Education to help get customers up-to-speed quickly, and helps to increase adoption / avoid churn of our products.

Customers get to choose if or when they’re going to consume your content. This “micropodcast” will give you some other tools to think about adding to your toolkit.

Welcome back to Instructional Design 101, where we’ll ask whether Customer Educators need to care about Bloom’s Taxonomy. What’s that, you ask? Bloom’s Taxonomy, created in 1956 by educational psychologist Benjamin Bloom, is used by many K-12 educators and instructional designers to categorize learning objectives by what the learner is expected to know or do.The taxonomy has been revised since its original creation, but today it categorizes whether learners will be expected to do things like:

  • Remember a piece of information
  • Understand a concept
  • Apply a skill
  • Analyze information or data
  • Evaluate information or scenarios
  • Create something new

These skills often build upon one another, and require different levels of evaluation and assessment. As Customer Education instructional designers, we can use Bloom’s Taxonomy to take a learner-centric approach to our materials, instead of a content-centric approach. Too often, we jam-pack our courses and articles with “nice-to-know” instead of “need-to-know” information, or ramble on about features instead of focusing on how the customer will actually use them — and give them opportunities to practice.In this episode, Adam argues that Bloom’s Taxonomy still has a place in Customer Education, and it helps us focus our materials on driving relevant outcomes for learners. Listen to the full episode to find out more about how it can be used, as well as potential challenges!

Missed our first Instructional Design 101 episode on the Kirkpatrick Model? Check out Episode 21!

In this episode of the CELab Podcast, we’re joined by Maria Manning-Chapman, the VP, Education Services Research at TSIA where we expand upon the TSIA’s “State of Education Services 2020” report – which we covered in Episode 38 of this podcast.  

Here, we’re diving deeper into monetization strategies which our listeners and the network that we’re in as Customer Education Professionals are interested in getting more help with.  Customer Education tends to “niche down” from where we end up in much larger, mature organizations where we often have true Educational Services teams.

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You’ve invested in Customer Education — now what? Every Customer Education professional asks the question at some point: “What format should I use to create educational programs?” It’s often the first question many Customer Education leaders ask. But it’s not actually the most important one. Aim to have a Customer Education strategy — even a rough one — in place before you choose your individual programs and formats.

Use a mix of Customer Education formats based on the business goals you’re trying to achieve. It also matters what type of product they support. For example, simple B2C products probably don’t need extensive premium training services. On the other hand, open-source software companies may offer bespoke training services. Meanwhile, products that have many freemium users will likely want to emphasize tactics and programs that support adoption and time to value, converting those users from free to paid. 

As you’ll see, there is no “best” format for Customer Education. That said, we’ll outline some of the Customer Education formats at your disposal, and how they can support your strategy.

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In this episode we talk with Chip Ramsey – Founder and CEO of Intellum and one of the early pioneers in our field with the first ever platform for Customer Education.  We talk about the transition to creating a great platform and how Chip says to “start with science” to make amazing material that helps both your customers and your business.

Many Customer Education Professionals may know Intellum as the platform that powers incredible customer and partner education and customer experience programs such as Facebook Blueprint, Google Academy for Ads, Google Retail Training, Twitter Flight School and most recently have acquired Appitierre, who make the Evolve rapid-dev content tool.

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Your guide to what Customer Education is, and why it matters for your business.

Customer Education is the discipline of teaching customers how to use and find value from products. As a business function, it benefits customers in many stages of their journey. 

Before a sale, Customer Education educates buyers and influencers about the market and the product. After the sale, Customer Education educates users about how to use the product. This helps them get the most value over time.

Customer Education isn’t about the specific actions you take to educate the customer; it’s not about running webinars or delivering trainings or writing articles. Yes, it usually involves all of those. But what defines a Customer Education program is the role it plays in your business.

What is Customer Education and why does it matter for your business?

In the book, Customer Education: Why Smart Companies Profit by Making Customers Smarter, CELab co-host Adam Avramescu defines Customer Education and what it does for a business.

A Customer Education function strategically accelerates account and user growth by changing behaviors, reducing barriers to value, and improving the way people work.

Adam Avramescu, Customer Education: Why Smart Companies Profit by Making Customers Smarter
Customer Education: Why Smart Companies Profit by Making Customers Smarter by Adam Avramescu
Customer Education: Why Smart Companies Profit by Making Customers Smarter by Adam Avramescu

This definition doesn’t include which programs are included in your portfolio — and that’s intentional. Customer Education departments can use different programs and strategies to achieve the end goal, and no two are exactly alike. We’ll get into some common formats and programs later in this guide.

To learn why Customer Education is important, let’s break down the definition that we provided.

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Part 2 of our Customer Education Mailbag episode continues the conversation with our listeners.  How do Content Developers become more self-sufficient with their LMS? How many people can we expect to join a new program? Where does Customer Education Belong? Listen in to find out!

This podcast and website are not about our opinions and perspectives.  We focus on our community of Customer Education professionals.  All of us are learning and growing from the experiences we have helping learners understand our products, particularly for Software-as-a-Services companies where that product is – quite literally – changing under our feet.

If you have a question, email us at!

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This article is a deeper dive into the Customer Education Manifesto, our short and sweet summary of six principles that modern Customer Education professionals follow as we build our programs. If you haven’t read it yet, check that article out and sign it if you agree! We’ll be here waiting for you. This article will dive more into how you can build a Customer Education Strategy and Customer Education Plan using these principles.

How many thousands, or millions, of dollars has your company spent trying to get customers to adopt your product? To use it in a meaningful way? Renew? Expand?

How much time and effort have you thrown at marketing activities to entice them? At ad-hoc training sessions to “enable” them?

How many people have you hired to bombard them with emails, with drip campaigns, with requests for their time that go unbidden because the customer just doesn’t have the time?

Unfortunately, many companies raise millions in funding and hire hundreds of employees before they realize this central tenet: Your customers don’t succeed if they don’t learn.

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Early listeners will remember that we used to do a segment on the show called “Customer Education Mailbag” where we would answer a quick question at the end of the episode, usually unrelated to the main topic. 

Customer Education Mailbox

We’re finally brushing the dust off all those envelopes and open some of the letters that have been coming in. We actually asked our listeners to record their questions, so listen into this episode to hear it in their own voices!

We hope to do this periodically, so if you want to send in your questions you can contact us in our Slack Community or send us an email at!

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