7 Must-Have Plays for Customer Education That Drives Growth—Not Just Onboarding

You’ve moved past “nice-to-have” training. You know customer education touches everything—onboarding, retention, upsell, product adoption, and beyond. This playbook shows you how to make that impact stick.

Drowning in support tickets? Struggling to activate features? Feeling pressure to monetize or prove ROI?

We hear it every day—and this guide is your realistic, action-first roadmap out of CE 1.0 territory.

Inside the CE Pro Playbook:

• 7 practical plays to fuel every stage of the customer lifecycle—not just onboarding.
• Guidance on scaling CE with monetization, automation, and personalization.
• Real customer stories from brands like Asana, Zywave, and Procore.
• Repeatable frameworks you can swipe, test, and make your own.

This isn’t just theory. It’s what’s working now for CE pros building strategic programs that actually move the needle.

Download the Playbook

Real tactics. Real examples. Real impact—across the full customer journey.