Customer Education Services that Accelerate Success - Quickly, Seamlessly & Proactively


Are you starting or evolving in your customer education journey? Either way, you can rely on our team to create nimble, customized strategies aligned to your business priorities.

Customer Education requires a dramatically new way of thinking.

Customer education IS customer success.

There’s a growing need for customer education programs to prove their value add by driving business outcomes. To do this, programs need to adopt agile methodologies that focus on quickly helping users, rather than teaching software features.

“Our team partnered with ServiceRocket to produce 15 SCORM packages for an on-demand sex education course. Overall, we had a wonderful experience, and are very satisfied with the finished products. Communication was clear throughout the project and we really appreciated the regular check-in meetings. Great work AND on time! Highly recommended.”
Violeta Gonzalez
Digital Learning Manager at Planned Parenthood
“I really enjoyed the class today and am leaving with a clearer picture of how to translate all the #customereducation awesomeness into my unique context. Thanks, ServiceRocket for sharing your expertise!
One big learning I am walking away with is how a maturity model is less linear and more multidimensional in how I can grow and support it. Super helpful!”
Kristin (Schaller) Thompson
Product Education at Zartico
“This was an incredible workshop! Thank you ServiceRocket and Team! I am even more excited to begin my new role and use the knowledge I gained from the workshop. I appreciate the lively discussion and the resources you provided. ”
Ashley DeKergeland
Senior Manager of Customer Education at Quickbase
Our Customers
ServiceRocket is a trusted partner for enterprises worldwide.
We're more than an outsourcing resource. We're your most reliable partner for accelerating growth.
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 3, 2023 – October 5, 2023
11:00 AM - 5:00 PM ET
Success Built-In Approach
Let's Talk »
ServiceRocket Customer Education Methodology
Key Modules that Scale

Don't see a plan that fits your exact needs? We've thought of that too. Simply select three or more modules to create your own plan.

Discovery and Strategy Workshop
Identify your problems and recommend a success strategy and solution for your education program.
Content Strategy
Develop and build scalable educational content quickly.
Data Analytics and Reporting
Develop measurable data that offers insight into your program.
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
Develop a goals-oriented approach for your organization to achieve positive change with lasting benefits.
Partner Enablement
Develop the “Train the Trainer” framework.
Focus on going to market quickly with content that is scalable and drives value.
Instructional Design and Training
Focus on going to market quickly with content that is scalable and drives value.*
*This module is available if required, at additional cost.
Retention & Growth Built-in
Benefits to You
Reduce Churn
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Faster Go-to-Market
Reduce Technical Support
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Focus on Value
Improve ROI
Analytics - Data Tied with Business Outcomes
Outstanding Customer Satisfaction
Benefits to Your Customers
Maximize Realized Value
Enjoyable Learning Experiences
Always Up-to-Date
(not just clicks)
Outstanding Customer Experience
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
Close Comparison Table
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*
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Calculate your Education Maturity Score
Answer the following questions and see what stage your business is at.
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