Start delivering seamless customer onboarding experiences.
Transform your customer onboarding process with our specialist customer onboarding certification. Discover how to personalize, analyze, and continually enhance your onboarding process.
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.
What's included?
Certification
Earn a Customer Onboarding Certified badge, demonstrating your proficiency and commitment to delivering exceptional customer onboarding experiences.
Content
Comprehensive customer onboarding material, designed to provide practical knowledge and real-world strategies for success in customer engagement and retention.
Templates
Professionally crafted and tested onboarding templates that you can implement immediately to create a seamless and personalized customer experience.
Coursework
Interactive modules, tasks, and hands-on exercises that will guide you through the onboarding process, from initial interaction to long-term relationship building.
Insights
Access to industry-leading insights and data-driven approaches to customer onboarding, enhancing your decision-making and fine-tuning your strategies.
Exam questions
Periodic assessments to test your understanding and mastery of customer onboarding techniques, ensuring that you're ready to apply your skills in real-world scenarios.
Access
Gain unlimited access to the course material, updates, and a community of fellow Customer Success Managers, providing ongoing support and networking opportunities.
Course curriculum.
Introduction [10 mins]
Introduction
How to get the most out of this course
Resource library
The importance of customer onboarding [125 mins]
What is onboarding? (and what isn't it?)
Benefits of customer onboarding
Cost of forgoing a well planned onboarding process
[Fireside chat] The importance of customer onboarding - The importance of customer onboarding Jan Young, Founder & Chief Customer Officer at JanYoungCX
Different types of customer onboarding process
Coursework | New user templates
Onboarding maturity model
Coursework | Onboarding maturity model
Key takeaways
Exam
Time to reflect
Create a customer onboarding strategy [105 mins]
Identify your target audience
Define your objectives
Coursework | SMART goals
Map the customer journey
Coursework | Customer journey map
[Fireside chat] The customer journey - Marco Carrubba, Director of Customer Success Account Management at Microsoft
Establish your timeline
Coursework | Onboarding timeline
Key takeaways
Exam
Time to reflect
Design your customer onboarding program [80 mins]
Develop materials
Design workflows
Test and optimize
[Bonus footage] How to build a foolproof onboarding program - TimeChimp | Uber | Financial Times
Key takeaways
Exam
Time to reflect
Implement your customer onboarding program [110 mins]
Create a cross-functional team
Coursework | RACI matrix
Build a technology stack
Set up a feedback loop
Communicate with stakeholders
[Fireside chat] Stakeholder management - Stakeholder management Molly Rubardt, Manager of North America Implementation consulting at LinkedIn
Coursework | Stakeholder communication
Key takeaways
Exam
Time to reflect
Measure and improve your customer onboarding program [30 mins]
Define success metrics
Analyze data
Identify areas for improvement
Continuously improve your onboarding program
Key takeaways
Exam
Time to reflect
Congratulations!
Wrap up [10 mins]
Resource library
Your feedback
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FAQs
What is the "Customer onboarding certified masters" course?
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.
Who’s this customer onboarding course for?
This course is designed for Customer Success Managers and professionals looking to excel in the field of customer onboarding.
How does the course work?
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!
How long will the course take to complete?
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.
What happens if I don’t pass the exams?
You'll have two attempts at each exam. If you fail the first attempt, we really recommend revisiting the materials to help you pass the second time around. If we can support you further, please reach out to us for more help.
Note: Contact support at support@pmmalliance.com for further help or to request that your exam be resent.
How long will I have access to the course content?
You’ll get lifetime access! Explore customer onboarding strategies anytime, anywhere, at your own pace.
How much does the Customer Onboarding Masters Certified course cost?
$500. With this investment, you’ll have access to X+ hours of OnDemand course content, templates to put your theory into action, and coursework to consolidate your learning.
Looking to learn as a team?
If you're looking to have a team of three or more certified, please contact Kyle regarding team rates.
P.S. If you need help convincing your boss, we’ve done the hard work for you.