Customer Education that
Makes Customers
And Makes Experts

Whether your education journey is just starting or evolving, our team will create nimble, customized strategies aligned to your business priorities. When customers realize the full potential and value of your products, satisfaction improves, churn reduces, and revenue grows.

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Customer Education Requires a Dramatically New Way of Thinking

There's a growing need for organizations that want to deliver customer education programs to focus on speed, value, and most importantly, scale.

Our Customers
More than 5000 enterprises around the globe trust ServiceRocket
Fact: Customers Who Don’t Learn, Churn

Our customer education services help you achieve success in three ways:

Focus on Value

Your product exists for one reason:  to deliver value to the customer.

Customer education is the equivalent of GPS to your customer. It helps guide them to the value they expect rather than simply giving them a map.

Build Fast and Iterate Often

Speed to market is Job 1. Customers are in pain when they’re not sure how to use your product and need help fast.

We can help. Our Customer Education Services Program leverages our trainers’ experience in Agile processes to design, build, and improve content over time, giving you the ability to quickly solve your customer's pains.

On-Demand Training

While busy customers may not have time to attend virtual or in-person training, our easy-to-learn on-demand training format makes learning convenient and flexible.

With on-demand training, we customize the training to your organization with engaging content that customers can put into practice right away, at any time.

Participate in three days of inspiring, thought-provoking sessions with leading industry experts in customer, partner, and professional training from the comfort of your own home.
October 4 - 6 2022
Here’s How We Can Help

ServiceRocket's Customer Education Services deliver value and drive adoption through expert advisory, planning, and training.

Customized Training
Educate your customers at scale and provide customers with the same level of expertise and consistent training.
Successful Customer Leadership
Free up your time so you can focus on your core business competencies.
Market Leaders
Work with industry leaders in the customer education market who bring their expertise to you.
Capture key data on your program by leveraging surveys, reviews, and live feedback from your learners.
ServiceRocket Customer Education Methodology
Discovery & Recommendation

Identifies the customer’s problems with education/training and recommends a successful Customer Education Program

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Strategic Plan Development

Development of the Advisory Services roadmap and the Customer Education Program strategic project plan.

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One-on-one and/or group coaching, including coaching on hiring and change management.

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Webinar & Workshop Preparation

Custom development of virtual live webinars, webinars on demand (WODs), and hands-on workshops

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Program Management

Functioning as the customer’s partner, we’ll perform a monthly program review – a maintenance check – of content and changes to the initial project plan.

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Flexible Plans that Grow with You
Get a strategic roadmap for a successful educational program
All you need to achieve your vision
  • Discovery and Strategy Workshop
  • Business Objectives and Goals Assessment
  • Program Recommendations
Get a customized training solution that’s measurable and scalable
Everything in Standard +
  • Content Strategy
  • Sentiment Audit
  • Data Analytics and Reporting
Get personalized train-the-trainer coaching that achieves successful outcomes
Everything in Professional +
  • Credentialing
  • Change Management
  • Partner Enablement
Compare our plans that support your needs and business goals
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Managed Services for Customer Education
Discovery and Strategy Workshop
Program Analysis and Survey
Strategy Workshop
Business Objectives and Goals Assessment
Program Advisor
Program Recommendations Report
Content Strategy
Content Audit
Sentiment Audit
Content Strategy Workshop
Program Design - Content
Data Analysis and Reporting
Analysis (Data, Stack, Integration)
Report Development
Process and Automation
Training (Credentialing Webinar)
Fundamental Assessment/Analysis - Credentialing and Certification
Credentialing Program Design and Recommendations
Change Management
Organizational Assessment
Training (Webinar)
Impact Assessment Survey
Evaluation and Finding
Partner Enablement
Training (Partner Enablement Webinar)
Fundamental Assessment/Analysis - Partner Enablement
Partner Enablement Program Design and Recommendations
Training (Monetization Webinar)
Fundamental Assessment/Analysis - Monetization
Monetization Program Design and Recommendations
Instructional Design and Training*
*This module is not included with any plan, but it is available at additional cost if required.
Rapid Educational Content GTM Strategy*
Development of Key Areas of Instruction*
Development of VILT*
Key Plan Modules that Scale with Your Growth and Success

Our modules are perfectly paired with our plans to give you the most value for your specific training needs. Still don't see a plan that fits your exact needs? We've thought of that too. Simply select 3 or more modules to create your own plan.

Discovery and Strategy Workshop
Helps identify your problems and recommends a success strategy and solution for your education program.
Content Strategy
Helps develop and build scalable educational content quickly.
Data Analytics and Reporting
Helps develop measurable data that offers insight into your program.
Helps build the framework for teams to develop and deploy credentials and certifications*
*This module does not produce the certificates or credentials for participants.
Change Management
Helps your organization develop a goals-oriented approach to achieving positive change with lasting benefits.
Partner Enablement
Helps develop the “Train the Trainer” framework.
Helps you take a deep-dive into your organizational goals and expectations for your Customer Education program.
Instructional Design and Training
Helps you focus on going to market quickly with content that is scalable and drives value.*
*This module is available if required, at additional cost.
Our Customer Education Blog
Check out Our Latest Customer Education Podcasts
Episode 67- Developing Content at Scale for Highly Configurable SaaS Products - CELab
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You need help keeping up with training demand. We will gain the product knowledge and deliver the training for you.

Episode 65 -  Customer Education Hiring and Team Structure Revisited - CELab
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You need help keeping up with training demand. We will gain the product knowledge and deliver the training for you.

Episode 63 - 2021 State of Customer Education Industry: TSIA & Thought Industries Reports - CELab
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You need help keeping up with training demand. We will gain the product knowledge and deliver the training for you.

Upskill your workforce with focused learning and training when and where you need it

Unlock your company's full growth potential with ServiceRocket. As your trusted partner, we'll eliminate roadblocks and help you succeed.

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