Case Studies For Customer Education 

01

From ZERO TO HERO: How We Helped a Legal Tech SaaS Enterprise Build a Robust Learning Ecosystem

We started the project when the client had zero Instructional Design resources. Over the years, we helped them set standards and build an extensive portfolio of courses for customers and internal functions, such as Sales, L&D, etc.

02

Scaling Operations for a Global Software
Company (Fortune 100)

When we started, the enterprise had two instructional designers, one product, and 5 courses. At the end, we helped them scale a curriculum covering five products, and a total curriculum of over 100 courses.

03

Improving eLearning and Training Strategy for a Cloud-based Machine Data Analytics Company

This enterprise didn’t have any Instructional Design expertise when we started work for them. We helped them scale up and apply Instructional Design best practices to their curriculum.

04

Partner Enablement Through a New and Effective Training Program

This enterprise had multiple stakeholders who wanted their partner-enablement curriculum developed in varying ways. We came onboard as consultants, built consensus, and delivered an effective partner enablement curriculum where nothing existed.

05

Boosting Customer Retention for a Cloud-Based Machine Data Analytics Company

This enterprise had a powerful but complex suite of solutions. As a result, customers were confused or didn’t utilize the complete feature set. Power users advocated renewals, but most users were against it. We used effective Instructional Design and Customer Education best practices to boost retention.

06

Dashboard Data Analytics Customer Education

Elevating Customer Education: Optimized Training & Demo Creation for a Leading Analytics Company

Discover how Check n Click partnered with a global analytics leader to overcome challenges in training content development and demo creation. Facing unrealistic timelines, a new tool (Navattic) learning curve, and the risk of errors, we implemented a structured approach. Our solution included establishing realistic timelines, providing hands-on Navattic training, and implementing a rigorous review process. This resulted in timely, high-quality deliverables, increased efficiency in demo creation, enhanced client satisfaction, and long-term process optimization for their customer education initiatives.

07

Presentation Customer Education

Standardizing Customer Education: Transforming Presentations & Client Communication for a Leading Tech Company

Learn how Check n Click helped a global technology leader streamline its customer-facing presentations and improve client communication. Addressing issues like a lack of standardization, inefficient client interactions across time zones, and difficulties in maintaining quality, we introduced standardized checklists, templates, and an enhanced communication strategy. The outcome was increased consistency and quality in deliverables, improved efficiency, enhanced client communication and satisfaction, and faster onboarding for new team members within their customer education framework.

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