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Customer Education

Erschienen am

20.05.2026

In 7 steps to your own customer academy

Lisa Kubatzki

Senior Content Marketing Manager @ keelearning

description

Your company is growing. New customers are coming in, your product is being used – and yet, something feels wrong. The onboarding takes too long. Support is overflowing. Your best trainers are stuck in meetings they have already held a hundred times.
This is not a sign of weakness. This is the classic growth trap: The more customers you acquire, the slower you become – exactly when you want to grow the most.

The solution is your own customer academy: a digital training system that works for you while you sleep. Sounds big? It isn’t. Here are the seven steps you can start with today.

Kundenschulungen Webinar von keelearning

Do you want to know how the software company DATAflor has optimized and scaled its customer training?

Watch our webinar on the topic now and get the framework for your customer training!

To the webinar

Step 1: Clearly designate responsibility


The most common reason why customer training is never completed is not a lack of tools or content – it is a lack of assigned responsibilities.
The topic lies somewhere between marketing, customer success, and product management. Everyone nods, but no one does anything.
What you can do now: Appoint one person to steer the development. No committee, no "all of us together." One person with a fixed time block in the calendar and a clear mandate from management – including budget, tool access, and decision-making authority.

Training without an owner remains a side task. And side tasks get postponed.

Step 2: Find the topic for the first course


Not everything at once. Let's start with where it burns the most.
Two sources will help you with this immediately:

  • Your Customer Success Team: What questions come up every week? What is explained over and over again?
  • Your support tickets: Look at the last 50. Which of them could have been avoided with good training?

That is exactly what your first course will be. If you are already conducting in-person training, you don't have to throw everything out immediately. Start with blended learning: Digitize what repeats. Keep the live format for what really needs personal interaction.

Step 3: Clarify target group and framework


Anyone building for "everyone" is building for no one.
A training course for an end customer looks completely different from one for an admin who configures your software. Before the first course, ask yourself these questions:
What prior knowledge do they have? Does everyone need the same introduction, or are there different levels of knowledge?
Where do they learn? At their desk or on their phone on the construction site?
In which language? If you have international customers, think about this from the start – because nothing is more annoying than having to translate a course retrospectively.

Tip: With keelearning, courses can be translated and edited at the push of a button – this saves enormous amounts of time and money.

Step 4: Define learning structure – one module, one learning objective


Here is a rule that makes everything easier: One module = one learning objective.
What can the customer do or know exactly after this module that they couldn't do before? If you can't answer that in one sentence, the module is still too big.


Other ground rules:
Maximum 10 minutes per unit. Better five short modules than one long block where attention is gone after half the time.
Progressive order. Do not start with the most difficult feature – start where the customer begins on the first day.
Incorporate interaction. A question, a task, a fill-in-the-blank after every block. This maintains attention and ensures that knowledge really sticks.

Step 5: Use support – do not start from scratch


Many hesitate at this point and ask: Do we have to write it all ourselves?
No.
Course templates: The structure is already there; you just fill in the content.
AI Course Creator: Guide yourself through the entire process in a dialogue – learning objectives, content, questions, structure. What used to take weeks now takes hours.

Utilize existing material: PowerPoints, webinar recordings, FAQs, onboarding documents – it is all usable. You don't have to reinvent the wheel; you just have to put it in the right shape.

Step 6: Test internally first


Before the first course goes to customers, test it internally – preferably with new employees during onboarding.
This has two advantages at once:
Your internal onboarding becomes more structured.
You get honest feedback without external risk.
Initial mistakes happen – better they happen in-house than with the customer.
No one tests more honestly than your own team: Customers are polite. Colleagues are not.

If it goes well internally, go into the next test with five existing customers. Only then roll it out more broadly.

Step 7: Re-adjust – based on real data


When the course is running, the work doesn't stop. It just changes.
Use Analytics: Which modules are completed? Where do customers drop out? A high dropout rate at a specific module is a clear signal – whether it's the length, the difficulty, or a poor transition.
Actively obtain feedback: Don't wait to see if someone reaches out. A short survey after the course is often enough to gain valuable insights.
Continuously update: Your product changes, your customer requirements change – your course must keep up. With the right tool, this is done in no time, without touching the whole course.

An academy is never finished. It just gets better.

Conclusion: Start this week


You don't need a perfect solution to start. You need an owner, a top topic, and a first course.
The rest comes step by step.
And if you want to see what that looks like in practice: dataflor AG – market leader in the landscaping software sector with 4,000 customers and 15,000 users – has taken exactly this path. From trainer overload to a scalable academy. With the result: training revenue doubled.
👉 Watch the complete webinar or book a non-binding demo to plan your own customer academy.

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