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.

  • Actionable insights and tools to increase retention and growth, essential in a competitive market.

  • Stay ahead of the latest trends with a focus on A/B testing, metrics, and iterative changes.

  • A recognized certification showcasing your commitment to delivering exceptional onboarding.

Customer Onboarding Certified | Masters action shot
Customer Onboarding Certified | Masters action shot

 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.

  • Actionable insights and tools to increase retention and growth, essential in a competitive market.

  • Stay ahead of the latest trends with a focus on A/B testing, metrics, and iterative changes.

  • A recognized certification showcasing your commitment to delivering exceptional onboarding.

Customer Onboarding Certified | Masters badge
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.
Customer Onboarding Certified | Masters badge
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.
Research, Comparison, Workshop, Quote, Sign-off
Research, Comparison, Workshop, Quote, Sign-off

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.

"It was a great course and very valuable, practical and relevant for professional development with regards to the onboarding process."


Saskia Clappers, Customer Success Enablement Specialist at Contentoo
Learn from industry experts:

Mike Lee

Manager of Customer Success at Avalara


Carmen Istrate

Senior Implementation and Customer Success Manager at Uber

Molly Rubardt

Manager, North America Implementation Consulting at LinkedIn


Jasmine Hakkert

Growth Manager at TimeChimp

Marcu Carrubba

Director of Customer Success Account Management at Microsoft

Elodie O'Rourke

Global Customer Success Director, FT Professional at Financial Times

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.
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.
Looking to learn as a team?

If you're looking to get a team of three or more certified, then speak to Matt about team rates on m.booth@teamalliance.com.

P.s. If you need help convincing your boss, we've done the hard part for you.

Looking to learn as a team?

If you're looking to get a team of three or more certified, then speak to Matt about team rates on m.booth@teamalliance.com.

P.s. If you need help convincing your boss, we've done the hard part for you.

Course curriculum.

Unlock an additional 9+ courses 🔒


For just $700 more, you'll access our entire suite of courses, a free in-person summit ticket, 100+ hours of strategy content, templates & frameworks, mentorship opportunities, and more when you become a Pro+ Member.


Unlock an additional 9+ courses 🔒


For just $700 more, you'll access our entire suite of courses, a free in-person summit ticket, 100+ hours of strategy content, templates & frameworks, mentorship opportunities, and more when you become a Pro+ Member.


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?

If you don’t pass the exams the first time around, you’ll be given the option to retake them. If you don’t manage to pass on your second attempt, unfortunately, you won’t receive the certificate. But don’t worry, the journey isn’t over. You’ll have unlimited access to all the course materials for life, perfect for brushing up your knowledge on complex areas and lifelong learning.

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.