The Visual Lounge

The Skills Needed for Customer Education


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What does success mean for customer education professionals, and how can they make sure they reach their goals? 

Debbie Smith, President of CEdMA, joins this episode of The Visual Lounge to share the top skills required to excel in customer education. 

She tells us her advice for creating customer education videos, the importance of keeping business goals in mind and the best metrics by which to gauge your success. 

Plus, Debbie makes her predictions for the future of customer education. 

Learning points from the episode include: 

  • 0:00 – Introduction 
  • 2:51 – Debbie’s first steps into customer education 
  • 5:23 – Why success in customer education can’t have one definition 
  • 6:25 – Top tip for using videos and images for customer education 
  • 8:17 – The best starting point for budding customer education pros 
  • 9:37 – Keeping a customer focus 
  • 13:00 – Balancing creative and business objectives 
  • 16:12 – Where do customer education pros sit within companies? 
  • 19:53 – Often-overlooked metrics 
  • 23:22 – What’s in store for the future of customer education? 
  • 26:55 – Top tips for certification programmes 
  • 30:52 – Why project management skills are crucial 
  • 31:58 – Debbie’s Speed Round 
  • 38:21 – Outro  

Important links and mentions: 

  • Connect with Debbie on LinkedIn 
  • Visit the CEdMA website 

...more
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The Visual LoungeBy TechSmith Corporation

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