Incentives for clients to complete the training and other critical onboarding activities at the user

[Deleted User]

From our CS Leadership Office Hours...

Incentives for clients to complete the training and other critical onboarding activities at the user level

@Bertil Weil
@Shane Correa
@Devon Lee
@Shari Srebnick

Walter Zepeda

Great topic and extremely relevant. At Actimo, we have video tutorials and often 2 training sessions with a CSM. We encourage Champions to go through all the videos and the incentive is that they will get a chance to go through an evaluation to validate what they learned and, if they pass, we certify them as expert users. We've seen that many Champions then add this certificate to their LinkedIn profiles.

Pam Micznik

For SMB users - the most effective incentives are certificates, badges and certifications that they can add to their LinkedIn^® profiles. However, no incentive is strong enough if they don't perceive the tool and training will make a big difference in their work or daily life. Also, training has to be baked into the platform with AI and served with onboarding email campaigns.

For Enterprise Users
It starts with the sale and the customer's agreement to participate in every level of implementation, including a Change Management Program where senior level management buys in, promotes, and requires learning and user adoption. In addition, incentives could sweeten the experience.

Kerry Sullivan

Thanks for the insight Walter!

Do you use a specific platform to issue your certification? We are building out our certification program now, and have started to evaluate a few different digital badge providers, and I'm curious if you've found one you prefer.

Walter Zepeda

Hi @Kerry Sullivan, we issue our own diplomas since we don't issue that many certifications, so it's still manageable that way. It's basically a PDF with the Champion's name with digital signatures. We send them a digital and a physical copy (when possible)

Amy Ly

At my company, we have a pretty robust self-paced training/video library as part of our training program.
We've built up a few certifications as well which can be done at a cost.

Some things we've done to get people to actually go through the training (some of these are in motion now so results pending):

• Making it a requirement to have at least one certified admin user as a condition for the official "go-live"
• Offer a potential promotion/discount where we consider a discount for certified admins/users to keep up their training (we monitor what they've taken and completed); ex. $500 off each year to have at least one admin certified
• Access to specialty workshops or more in-demand conversations/table talks

Gwyneth Iredale

Have you looked at badgr for digital certificates?https://info.badgr.com/

Gwyneth Iredale

Carrie have you checked out badgr for digital certificates?https://info.badgr.com/