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ALLENCOMM BLOG | Insights

Engaging Learning Experiences for Customer Education

July 1, 2021 Avatar image of AllenComm By AllenComm

There’s no question that organizational performance relies on training and development. Onboarding and continuous learning are crucial. But, success isn’t just about educating your employees. Customer education and training can be just as important. And embedded in the practice of customer education is the idea that an informed customer (or potential customer) is more engaged with your organization, which is often associated with increased sales, improved customer experience, and brand loyalty.

Engaging Learning Experiences for Customer Education

Depending on your business model, customer education and training may entail showcasing products, services, solutions, building competency around systems and platforms, or highlighting key elements of a brand. Essentially, its the process of providing customers with all of the information they might need throughout the buying cycle and then while using your product or service to meet their organizational or personal needs. Most customer training takes on a hybrid learning model, with assets like learning repository, customer forums, digital learning activities, and instructor-led training with customer success managers.

Training Content Accessibility

With so many digital learning options for engaging customers, customer education has become much more scalable. Research by RetailDive found that 67% of consumers research a product online before they buy. Much of that research is found through social proof and third-party reviews, which are difficult to control. However, as a learning consultant for your organization, you can ensure that your content is just as easily accessible on partner sites, online forums, and externally facing learning portals. functions and features, For example, digital learning assets can be accessed at the point of need, whereas check-ins with customer success managers may be more difficult to come by. But

Pre-boarding Customers

It’s important to capture the attention of potential customers early on in their research. Typically, the first engagement is with a marketing asset. So, consider partnering with your organization’s marketing department to make sure marketing content offers some educational value. Think of it as preboarding customers, and create a learning strategy that spans the entirety of the customer experience. For instance, what content would a potential customer need to know in the initial stages of their research or while choosing between products?

Products vs. Services and Best Practices

The biggest difference between selling a product versus selling a service is having a tangible item to give someone instead of a concept or idea. Products often fill a want of a customer, whereas services are about building a relationship that will be maintained. B2B or business-to-business sales focus on companies as their primary consumer. B2C or business-to-consumer sales zero in on individuals rather than whole companies as their customers. Based off whether you are a B2B or a B2C and whether you sell a product or service could change how you go about your customer education.

If catering customer education in a B2B realm you will want to make sure you focus your attention on building strong personal relationships. This allows you to demonstrate to your fellow business that your ideals are the same thus making a long-term relationship appealing. You will also want to focus on finding your niche. The better you understand who needs your product or service, the better you can gear your consumer education to them. Going along with that learning your clientele’s vernacular is beneficial. Again, the more you demonstrate you understand your customer in the B2B realm, the more likely you are to land and keep the sale.

Within the context of eLearning, it will be important for you to provide materials that can capture the above listed B2B ideals. Because the B2B realm relies heavily on relationships, keying in on how other companies have used your products, found success and stayed loyal to your brand can be particularly impactful. This can be as simple as video testimonials, or demonstrations of how a product/service was used, to fix a problem to diving into learning theories and why specific methods work better than others.

If you need your customer education to the B2C realm it will be important to streamline your process as much as possible. B2Cs essentially run on efficiency and the better you are at giving them what they need (whether it’s a product, service or the education surrounding those things) the more likely they are to keep coming back to you. Because your customer base is more broad it is advantageous to make the information you provide in your customer education appealing to a lot of different groups and funnel it down from there. Circling these B2C ideals back to eLearning it will be beneficial to focus in on product specs or functions of a service. With B2C being much more technical infographics and 3D models are a great way to help educate your customers on how to use their purchase. Instructional videos and demo sites that allow for some trial and error on a product without the possibility of messing up actual data needed for work are other good options to consider when building your customer education eLearning.

Resources For L&D Leaders

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representative talent profile

instructional writer

Position(s): Lead or supporting writer
Years of Instructional Experience: 2+
Number of Completed Projects: 15+

Key Skills: Instructional Writing, Technical Writing, Instructional Design, Content Curation, eLearning Development, Curriculum Development, Course Authoring, Storytelling, Learning Assessment, Editing, Proofreading, AI Prompt Engineering

Media Skills: Use of stock media libraries

Strengths: Problem-Solving, Clear and Concise Writing, Tone and Style, Formatting, Consistency, Creativity, Communication, Active Listening, Research, Brainstorming, Collaboration, Attention to Detail, Adaptability

Career Highlights:

  • Scripted over 100 hours of learning content and supporting materials for different modalities for both US and global audiences  
  • Adapted writing style and reading grade level to suit design specifications and learner needs in several different industries (finance, healthcare, manufacturing, etc.) 
  • Used generative AI to supplement source content and to accelerate the writing process (without plagiarism) 

Technical Skills:

representative talent profile

learning experience designer

Position(s): Learning Experience (LX) Designer or Strategist
Years of Instructional Experience: 7+
Number of Completed Projects: 30+

Key Skills: Learner Experience Design (LXD),  Instructional Design, Learning Assessment,  Hybrid Learning, Learning in the Flow of Work, Project-Based Learning Methodologies, Cohort and Social Learning, Learner Experience Platforms

Media Skills: LX journey maps and representations of other interconnected or integrated learning strategies 

Strengths: Systems Thinking, Stakeholder Communication, Instructional Design Strategy, Learning Theory, Training Effectiveness

Career Highlights:

  • Designed personalized learner experience (LX) journeys for an organization of 30k (with 5 tiered tracks) 
  • Curated existing LXs that could be leveraged in new learning journeys for other roles, with measurement at key milestones to evaluate progress and success 
  • Wrote up the specifications for branching scenarios, question libraries, options for audio/visual media, and more, connecting each learner experience to a personalized journey 

Technical Skills:

representative talent profile

instructional media specialist

Position(s): Lead or supporting graphic designer, lead motion video artist
Years of Instructional Experience: 6+
Number of Completed Projects: 40+

Key Skills: Visual Design, Illustration, UX/UI Design, Storyboarding, Animation, Audio Engineering

Media Skills: Engaging illustrations, 3D models, character design, storyboarding, live-action and motion graphic video creation, audio recording and editing, client branding, and more to enhance media and create engaging touchpoints that resonate with learners 

Strengths: Brainstorming, Collaboration, Visual Communication,  Color Theory, Typography, Layout and Composition

Career Highlights:

  • Completed projects with extreme attention to fonts, colors, spacing, and more that ensured integrity with client branding requirements 
  • Designed and integrated media based on project-specific content that reflected the learner audience, established realistic learning environments, allowed for hands-on practice in virtual environments, and promoted diversity and engaging storytelling
  • Created quick-reference illustrations learners could access on the job to help them make fast, effective decisions   

Technical Skills:

representative talent profile

lms admin

Position(s): Admin or sub-admin for Learning Management System (LMS)
Years of Instructional Experience: 5+
Number of Completed Projects: 15+

Key Skills: LMS Configuration, User Management, Course Management, System Maintenance, Reporting, Data Analysis, System Integrations

Media Skills: Network and tech-stack diagrams to communicate system architecture and integration 

Strengths: Troubleshooting and Analysis, Learning Analytics, User Administration, Technical Proficiency, Documentation, Adaptability

Career Highlights:

  • Managed a curriculum of more than 1,450 course offerings in the LMS for more than 10,000 learners 
  • Uploaded, tested, and ensured the readiness of new and relaunched programs 
  • Created and maintained reporting workflows to meet stakeholder needs 
  • Provided on-demand support to the learning team to answer questions and promptly address concerns 

Technical Skills:

representative talent profile

learning project manager

Position(s): Learning project manager, project lead, or coordinator
Years of Instructional Experience: 5+
Number of Completed Projects: 35+

Key Skills: eLearning Development, Resource Coordination, Project Management (PMP Certified), Agile and Waterfall PM Methodologies, Budgeting and Forecasting, Scheduling, Quality Assurance

Media Skills: Visual reporting of project plans via Gantt charts and other standard formats

Strengths: Problem-Solving, Communication, Active Listening, Collaboration, Decision-Making, Attention to Detail, Adaptability, Time Management, Risk Management, Budget Management, Team Coordination and Delegation

Career Highlights:

  • Managed concurrent award-winning projects without missing deadlines or wasting resources 
  • Completed several projects earlier than the expected timeline and under the anticipated budget 
  • Built strong relationships with returning client partners for multi-phase initiatives or course maintenance projects 

Technical Skills:

representative talent profile

SUBJECT MATTER EXPERT (SME)

Position(s): Industry-specific specialist
Years of Instructional Experience: 5+
Number of Completed Projects: 5+

Key Skills: Content Curation, Specialized Content Development, Industry-Specific Expertise, Domain Expertise (e.g., Leadership, Onboarding, Compliance), Content Review

Media Skills: Recommendation and review of technical diagrams or industry-specific images

Strengths: Specialized Content Knowledge, Content-Gathering, Simplifying and Organizing Complex Material, Brainstorming, Collaboration, Documentation of Source Content, Decision-Making, Technical Content Review

Career Highlights:

  • Helped create, gather, and organize over 50 hours of content for projects with specific industry or learning needs and contextual nuances
  • Facilitated the decision-making process and collaboration between internal and external teams to consolidate feedback into actionable next steps 

Technical Skills:

representative talent profile

LEARNING STRATEGIST

Position(s): Lead strategist or performance consultant
Years of Instructional Experience: 7+
Number of Completed Projects: 20+

Key Skills: Needs Analysis, Learning Theory, Learner Experience Design, Learning Analytics and Measurement, Performance Mapping, Behavioral and Performance Analysis, Content Curation, Curriculum Analysis, Change Management

Media Skills: Curriculum maps, learner experience journeys, and conceptual program wireframes

Strengths: Big-Picture Thinking, Critical Thinking and Analysis, Problem-Solving, Creativity, Stakeholder Communication, Research, Design, Collaboration, Facilitation

Career Highlights:

  • Conducted a comprehensive learning needs analysis for customer services representatives that included both product knowledge and interpersonal skills development 
  • Prioritized alignment of business and learner needs, such as high-impact accessible design solutions within budgets or agile timelines, for award-winning projects
  • Designed strategies for measuring performance and results over time to inform continued client success 

Technical Skills:

representative talent profile

Instructional Designers

Position(s): Lead or supporting designer
Years of Instructional Experience: 3+
Number of Completed Projects: 15+

Key Skills: Instructional Design, Adult Learning Theories, eLearning Development, Learner Experience Design, Curriculum Development, Course Authoring, Writing, Learning Assessment

Media Skills: Simple graphic design using stock imagery, audio production

Strengths: Adaptability, Problem-Solving, Creativity, Communication, Collaboration, Technical Proficiency, Attention to Detail

Career Highlights:

  • Led the design and development of an onboarding program for new manufacturing employees
  • Scripted technical instructional content for high-tech, product knowledge training
  • Developed hybrid materials for both instructor-led training (ILT) and microlearning tutorials

Technical Skills: