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    Take Your Customer Training Online: 6 Best Practices for Success


    Customers are the lifeblood of any business. Naturally, then, it makes sense to do everything you can to obtain new customers and retain the existing ones. What better way to do this than help them get the most value out of your organization’s product or service? Providing customer training is an excellent way to do just that, by enhancing their use and enjoyment of the products you offer.

    When studies were conducted back in 2012, researchers at Brandon Hall found that over half of all organizations were offering training for their customers and business partners. They noted that it was a powerful customer retention and development tactic, and one that you should seriously consider implementing in your organization if you haven’t already. 


    Training Your Customers Using eLearning 

    The benefits of training your customers through eLearning, live tutorials or online resources are numerous. In addition to helping customers use your product or service most effectively, this type of training can:

    • Lower customer support team costs
    • Improve customer satisfaction
    • Enable upselling
    • Speed up onboarding and decrease churn 

    Online product training is also one of the most cost-effective ways to provide this type of support for your customers. There are several options available, including:

    • Bite-sized eLearning modules that train customers on specific features of your product.
    • An online library of articles, how-to videos, and recorded webinars about common difficulties and recommended solutions.
    • Targeted Mobile Learning courses that users can access for particularly problematic tasks associated with your product or service at the point of need.

    Because of these and other potential benefits, training customers online can have a direct positive effect on your company’s bottom line. This makes it a comparatively easier sell to your management team than you might have expected.

    P.S. And don’t wait for your customers to ask you for training! Take the initiative to identify what course material will be the most important for your customers’ business outcomes.

    customer-training-elearning

    Best Practices in Online Customer Training: 

    1) Modular, Short and On-Demand:

    This practice is the same as with your employee training and development.Customers want to learn on their own schedules, they want to review the content as many times as necessary, and need to quickly find the material they need to know. So, keep things short and easy to absorb by only covering one major content area in each module. Get right to the point. They already own your product, so don’t spend time trying to sell them! 

    Also, allow your customers to learn at their own pace. Every time a question pops up their mind, they should have the resources easily available.

    2) Train Early:

    Don’t wait for your customers to come to you with questions and problems. Make it a priority to sign them up for introductory training when they initially make their purchase. Training early in the customer cycle will produce a smooth implementation, and reduce problems down the road. Also, develop a system to follow-up with your customers at various milestones.

    3) Humanize: 

    Stay away from technical terms and jargon (use these only when needed). Let your customers experience an intuitive and pleasing training experience that treats them like people, not robots. Keep it compelling and engaging by combining videos, pictures, text, and interactive dialogue (e.g., a question and answer format).

    4) Personalized Learning Pathways: 

    What is so fantastic about eLearning is that you can offer different levels of training depending on the sophistication and preferences of your customers. Offer different formats to meet the needs of different customers. For example, some may prefer self-paced training, where others may want a structured approach. Since not all customers are going to need all aspects of your training, avoid generic or “form letter” approaches that may actually offend some of your customers. Building good customer relationships depends on identifying differences and treating each customer according to their individual needs.

    Read more: The Rapid Rise of Learning Pathways

    5) Embrace Video:

    Engage your learners by creating video clips, rather than strictly text-based training. Short videos are easy to produce, with nothing more than the camera in your smart phone and some editing software.

    Some ideas:

    • Demos: No matter how detailed a step-by-step guide is, following it in written is almost always hectic. A better way to educate your learners about using new software or a new feature is by creating a short demo video. Apart from software, demos videos are a great way for capturing business or technical processes and best practices. A good way for increasing engagement (and making it fun) is to enlist a company employee to demonstrate how the product can be used or the process executed.
    • Video-tours: Create a tour of your office premises, facilities, or campus. It is great for introducing employees to new facilities, or inspiring confidence in onboarding employees.
    • Animated videos: Animated videos allow boundless opportunities for creatively exploring concepts. It allows the audience to interact with the course material in new ways and hence increases engagement. 

    Read more: 9 Ways to Use Video in Your Online Training Courses

    6) Mobilize:

    Customers appreciate the ability to learn whenever and wherever they want. For this reason, it’s important that your customer training can be accessed from your customers’ personal mobile devices. Mobile learning is becoming an indispensable part of any customer learning strategy.

    Understanding WHEN your learners are turning to their phones will prove extremely useful to making the learning experience valuable. 

    Dr. Conrad Gottfredson and Bob Mosher’s Five Distinct Moments of Need have best identified when learning is sought out. According to them, these Five Moments of Need motivate learners:

    • When they are learning an aspect for the first time (New)
    • When they want to deep-dive into a topic (More)
    • When they want to apply or remember something (Apply)
    • When they need to solve a problem or fix something that has gone wrong (Solve).
    • When something changes (Change)

    Read more: Road Map to Success: Mobile Learning Essentials



    Your goal should be to support your customers with content throughout the entire product lifecycle. The only effective way to do this is by asking for feedback, and adjusting your content development and delivery based on what they have to say. 

    Not all customers need the same things, however, so you’ll need to group or segment them based on various characteristics, for example:

    • Length of time they’ve been a customer
    • Type of customer
    • Number of training modules completed 

    Finally, stay in touch with your customers to make sure they are having a good experience with your training. If you haven’t heard from them in a while, take the initiative to find out why. You may need to remind them of the benefits of training or help with technical issues.

    Motivation-eBook



    Consulted sources:

    https://www.inc.com/donna-wells/when-it-comes-to-customers-train-to-retain.html

    https://elearningindustry.com/getting-started-customer-product-training

    https://blog.servicerocket.com/learndot/how-to-build-training-programs-your-customers-will-actually-use

    https://www.trainingzone.co.uk/community/blogs/wiziq/incentivize-your-customers-to-complete-training

    Related Posts

    The Forgetting Curve: Why Your Training Is Erased Within a Week — and How to Stop It

    Learning Science & Retention Your people don't have a motivation problem. They have a memory problem — and a 140-year-old experiment maps it precisely. Here's what the science says, and what to do about it on Monday morning. Picture the last mandatory training your organization ran. The completion dashboard glowed green. People passed the quiz. Leadership checked the box. Now ask an uncomfortable question: how much of it could those same employees actually use two weeks later? If the honest answer is “not much,” you're not looking at a failure of effort or attention. You're looking at a fundamental property of the human brain — one that was measured, plotted, and published before the light bulb was in common use. It's called the forgetting curve, and until your learning strategy accounts for it, you are quietly paying to fill a bucket that has a hole in the bottom. A 19th-Century Experiment That Still Governs Your Training Budget In the 1880s, a German psychologist named Hermann Ebbinghaus decided to do something no one had tried: measure memory itself. He created hundreds of meaningless three-letter syllables, memorized them, and then tested how much he could recall after 20 minutes, an hour, a day, and beyond. He plotted the results. What he found has a shape every executive would recognize as a problem: memory doesn't fade gently and evenly. It collapses fast at first — the steepest loss happens within hours of learning — and then the decline slows as whatever survives settles in. Draw it on a graph and you get a cliff, not a gentle slope. Here is the version that matters to anyone responsible for a workforce: 100% 75% 50% 25% 0% Knowledge retained Day 0 Day 1 Day 3 Day 7 Day 30 Time after training review review review One-and-done training Training + spaced reinforcement The red line is what most corporate training buys: a steep drop-off in the days after the session. The green line shows the same content reinforced at spaced intervals. Each review lifts retention back up — and each time, the memory decays more slowly than before. The curve gets flatter with every touch. The important detail isn't the exact numbers on the axis — those vary by person, by material, and by how meaningful the content is. The important detail is the shape. Learning delivered once, then never revisited, follows the red line down. And no amount of polish on the original session changes that trajectory. A beautifully produced course that is never reinforced forgets just as fast as a boring one. This Isn't a Theory. It Has Been Replicated for 140 Years. It would be fair to be skeptical of a result from the 1880s built on one person memorizing nonsense syllables. So it's worth knowing that Ebbinghaus's curve is one of the most durable findings in all of psychology. A rigorous 2015 replication reproduced his forgetting curve closely, confirming that the basic shape holds up under modern methods. More importantly for organizations, the solution the curve implies has been tested far more broadly than the curve itself. A landmark scientific review synthesized 317 experiments on how the timing of practice affects memory. The conclusion is one of the most consistent in learning science: spreading learning out over time produces dramatically better long-term retention than cramming it into a single session. Same content, same total time — different result, purely because of when it was delivered. 317 separate experiments, synthesized in one landmark review, point to the same conclusion: spaced learning beats massed learning for durable retention. This is not a trend or a vendor claim — it is settled science. “The single most under-used lever in corporate learning isn't better content or bigger budgets. It's timing. When you deliver training is as decisive as what you deliver.” Why the Standard Corporate Training Model Fights the Brain Most organizational learning is designed almost perfectly to sit on the wrong line of that graph. Consider how a typical program works: 1 It's an event, not a process A half-day workshop, an annual compliance module, a one-time onboarding marathon. The brain treats a single exposure as low-priority information and prunes it — exactly as the curve predicts. 2 It front-loads everything Cramming a year's worth of policy into one sitting feels efficient and is the opposite. Massed delivery is the single fastest way to guarantee the steep red curve. 3 It measures completion, not retention A 95% completion rate tells you people sat through the content. It says nothing about whether they'll remember it when the moment to apply it arrives — which is the only thing that affects performance. 4 It never comes back Without a deliberate second, third, and fourth touch, there is no mechanism to interrupt forgetting. The reinforcement that flattens the curve simply never happens. The result is an expensive illusion of learning. The activity is real. The lasting capability is not. And because the forgetting happens quietly, weeks after the training when no one is looking, the loss rarely shows up on any report. What Working With the Curve Looks Like Instead The good news hidden in the forgetting curve is that it also hands you the fix. Every time a memory is retrieved and reinforced, it decays more slowly afterward. So the entire game becomes: interrupt the drop-off, at the right moments, with the least possible friction. Here is how that translates into practice. The event model (fights the curve) The reinforcement model (works with it) One long session, then silence A short initial session, then spaced follow-ups over days and weeks Passive re-reading of slides Active recall — a quick question that forces the brain to retrieve the answer Everyone reviews everything People revisit what they got wrong, not what they already know Training lives in a separate portal Reinforcement arrives in the flow of work, in two-minute doses Success = course completed Success = knowledge still there weeks later, and visible in behavior 1. Turn the event into a sequence The most powerful change costs almost nothing: stop thinking of training as a day and start thinking of it as a campaign. A 40-minute course followed by three short reinforcement touches over the next month will outperform a two-hour course followed by nothing — with less total seat time. 2. Make people retrieve, not re-read Reinforcement works because the brain has to pull the answer out, not because it sees the content again. A single well-placed question — “What's the first step if you spot this?” — does more for retention than re-watching the whole module. Build retrieval into every touch. 3. Space the touches, then widen the gaps Revisit new material soon after the first exposure, then let the intervals grow — a day, then several days, then a couple of weeks. As the memory strengthens, it needs reinforcing less often. Each cycle buys a flatter curve and a longer runway. 4. Personalize what gets reviewed Forcing a top performer to review what they already know wastes their time and erodes goodwill. Reinforcement should concentrate on each person's weak spots. This is where the reinforcement model stops being a scheduling exercise and starts requiring a system that can adapt to the individual. Key Takeaway The forgetting curve is not a reason to spend more on training. It's a reason to spend differently. The organizations that win aren't the ones with the biggest course libraries — they're the ones that reinforce a smaller amount of content at the right moments, so it actually survives. The Business Case Is Simpler Than It Looks Strip away the neuroscience and the argument for organizations is blunt. If most of what you teach is gone within a week, then the true cost of one-and-done training isn't the price of the course. It's the price of the course plus everything that goes wrong because the knowledge wasn't there when it counted — the compliance miss, the safety lapse, the sales conversation that fell flat, the new hire who takes twice as long to become productive. Reinforcement doesn't just improve a training metric. It's the difference between learning that changes what people do and learning that briefly changes what they can recite. For any leader who has ever wondered why a well-run training program didn't move performance, the forgetting curve is usually the answer — and the reinforcement model is usually the remedy. How SHIFT Helps You Beat the Curve This is precisely the problem SHIFT was built to solve. For nearly three decades, we've helped global organizations move learning off the steep red line and onto the flatter green one — not with more content, but with smarter delivery. Our AI-powered ecosystem is designed around how memory actually works: create engaging learning fast, then reinforce it with spaced, retrieval-based touches that adapt to each learner and reach them in the flow of work. Instead of a single event that fades by Friday, you get a sequence engineered to make knowledge stick — and the measurement to prove it did. 1 Built for reinforcement, not just delivery Learning is designed as a sequence of well-timed touches, so retention is engineered in from the start rather than hoped for after the fact. 2 Adaptive by design Each learner spends their time on what they haven't yet mastered — the personalization that makes reinforcement efficient instead of tedious. 3 Proven at global scale Six million people trained across more than 43 countries, backed by nearly 30 years of eLearning expertise and roughly 20 industry awards. This is battle-tested, not experimental. Stop paying to be forgotten. See how SHIFT turns one-and-done training into learning that survives the forgetting curve — and shows up in performance. Request a Demo The Bottom Line Ebbinghaus proved something in the 1880s that most organizations still ignore in the 2020s: without reinforcement, learning evaporates, fast. The forgetting curve isn't a footnote in a psychology textbook. It's a line item in your budget — the invisible cost of every program that ends the moment the session does. You can't switch off forgetting. But you can decide which curve your people ride. The question isn't whether your training is being forgotten. It's whether you're going to do anything about it. Sources: Ebbinghaus, H., Über das Gedächtnis (1885) • Murre, J.M.J. & Dros, J., “Replication and Analysis of Ebbinghaus' Forgetting Curve,” PLOS ONE (2015) • Cepeda, N.J., Pashler, H., Vul, E., Wixted, J.T. & Rohrer, D., “Distributed Practice in Verbal Recall Tasks,” Psychological Bulletin (2006)

    Every Employee Now Has a Tutor That Never Sleeps. The Question Is Who Controls It.

    The most important shift artificial intelligence brings to corporate learning is not that it can generate a course in minutes. It is that, for the first time, every employee in your organization can have something that used to be reserved for executives and elite athletes: a patient, always-available coach that answers the exact question they have, at the exact moment they have it.

    Your Best Knowledge Shouldn't Train Someone Else's Model

    Every organization is quietly sitting on a body of knowledge it spent years and serious money to build: the way it onboards people, the methods that make its training work, the hard-won answers to questions customers actually ask, the playbooks that separate it from competitors. For most companies, that knowledge lives scattered across documents, courses, recorded sessions, and the heads of a few experienced people.

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