So you’re a business owner or you have a Sales Ops role and you’re looking for a way to train new clients easily and in a way that shows how professional you are and how much you care?
Client training is vital for your business because you do not want clients walking away from your service without really understanding what they’re leaving behind.
Planning each element of the client training process is the first step in creating a comprehensive client training, but you’ve probably made your homework on that.
However, once you’ve planned your training plan, how do you make sure clients actually follow your plan and how can you address any concerns or questions as they arise?
Let Clustdoc handle that. In order provide a positive training experience - a one that converts - to your clients, create a digital training checklist to guide them.
Clustdoc has come up with the best solution to your client training problem. We have a simplistic yet robust online onboarding system to train your clients.
Using Clustdoc, your training checklist will actually increase accountability and help your team handle customers queries along the way.
The clients will, without any hassle, understand your product and other details about your company and service.
With Clustoc, you can step-by-step lead your new clients through the training phase.
Your customers expect you to welcome them to the training module after they sign up for your service.
With Clustdoc, you can write a custom welcome message or add a welcome video to provide a truly exceptional experience.
You can attach your company’s intro video or create a unique welcome video to create a more personal feel.
When you welcome your clients to the training, thank them for choosing your service and give them your complete company profile.
Also, using Clustdoc, you can embedded as many videos as needed and actually create a course curriculum very easily.
Next, try to get their attention by telling them what exciting things they’ll learn next in the training module.
You can create a step-by-step checklist to train clients and provide a seamless training experience to them.
With Clustdoc as your client training platform, you can use a white-labeled custom client training checklist tailored to your business needs.
Depending on the customer, you can include a variety of different items in your checklist. These checklist elements are, nevertheless, the most typical elements to add to your client training checklist:
With Clustdoc's smart client training checklist, you can easily and quickly build a unique one for your clients by editing our ready-to-use checklist.
Ready to train your newly onboard clients? Use the advanced and best digital training platform– Clustdoc.
To make it even easier, use our ready-to-use template and improvise according to your requirements.
Clustdoc’s client training checklist will be your companion to keep your clients happy with the training process without much load on you.