The majority of SaaS companies have gotten customer success all wrong.

Have you?

When you hear metrics like “380% increase in upgrades from free to paid accounts”, you pay attention and raise a skeptical eyebrow.

That’s what we did.

And then, we dug in deep to figure out not just how one company did it, but to learn from the growing number of SaaS companies who are quietly using the same model today to reduce churn and grow revenue, without adding a single extra lead to the top of the funnel.

A few months ago, Wishpond, a Vancouver-based SaaS company serving over 100,000 business customers and counting, invested a single 10 day sprint in developing Wishpond Academy. This on-demand training hub on the Thinkific platform (Thinkific makes it easy to launch your own online courses) was designed for customers and prospective customers looking to learn not just what their product did, but how to do it. They already had a comprehensive support site for regular questions, but Academy was something new entirely.

Getting a customer to create an account is only half the battle. If a new customer doesn’t get real value out of your product — and quickly — they’re gone.

The goal was to bridge the gap between acquisition and activation with an engaging training experience designed to ensure that each new customer had the knowledge and confidence they needed to launch new campaigns — and hit their first WOW moment — in the shortest possible time.

Education and Training may be boring words, but Revenue is not.

The results were almost instant, and indisputable. Customers who had accessed Wishpond’s online training courses were upgrading from trial to paid plans at a rate 380% higher than customers not accessing the training.

Three hundred and eighty percent.

Interested in learning more about how Wishpond did it? Read the full case study here.

Wishpond is not the only Thinkific customer realizing similar results, but we were more interested in learning about how SaaS companies across the space are using education for growth, and what lessons can be learned from their success.

We reached out to 50 top SaaS companies to better understand how they are onboarding and educating their customers, from tiny startups to fast growing unicorns and enterprise solutions alike.

From looking at cases like Baremetrics’ use of education to help drop their churn by 68%, to companies like HubSpot opting to go the extra step with mandatory education as part of their onboarding, what we confirmed is that:

In between content marketing and support, there’s a whole category of education that only a few SaaS companies have fully unlocked.

As organizations, most of us are churning out a tonne of content. The problem we found, however, is how and when that content gets into the hands of the customer.

It turns out, that’s a detail significantly more important than you think.
“For Moz, educational content and helping marketers succeed has been at the forefront of our mission and the best way we’ve found to grow our community and our customer base” — Rand Fishkin, Founder, Moz

Customer education in SaaS

Most SaaS companies have customer education that falls into two key areas:

  • Content Marketing. This includes your blog, white papers, webinars, and all the other lead gen and related content your team is producing. Primary goals include customer acquisition and customer engagement, with a large focus on writing for an external audience.
  • Customer Support. Once a new customer has signed up, your support resources are there when customers hit a wall and need your help. This looks like your customer knowledge base, support forums, and direct 1v1 customer support (chat, email, or phone).
The analysis of leading companies reveals a 3rd category of customer education, one that a majority of SaaS companies have completely overlooked:

Proactive customer success training.

Proactive customer success training is delivered through online courses and on-demand training designed to get your new customers up to speed from acquisition to activation in as short as possible timeframe. It’s delivered proactively not reactively — BEFORE your customer realizes they have a problem they can’t figure out how to solve.


There is an enormous gap between content marketing and customer support. At Unbounce, it’s been a huge opportunity for us to fill this gap and proactively educate customers on our platform after they sign up. We’ve created a customer training academy to add real value for customers.” — Gary Allen, Academy Lead, Unbounce
“Ultimately education breeds successful customers and success breeds loyalty.” — Sameer Dholakia, CEO, SendGrid

While content marketing education can be a long play, training as part of onboarding is a near instant one. Most companies already have a lot of the content that their customers are looking for, and think they’re doing a good job here. It’s just not delivered in the right place, at the right time.

“Customer Success is one of the secret ingredients to sustainable SaaS growth.” — Morgan Brown, Head of Growth, Qualaroo


Push vs. Pull:
the subtle difference between frustrating and engaging your customers

Pulling Content

Most education content is based on the customer needing to identify that they have a problem, and then seeking out the solution. They have to pull it, and it can be incredibly frustrating for those new to your platform.

Your support site is designed to quickly find answers to questions like “Where do I re-schedule this post to be delivered at a different time?” or “How do I change the owner on a shared folder?”

In order to get the most out of this type of support, your customers need to identify that they have a problem, they need to know the language to describe the problem, and then they need to search for the answer in your support forum or knowledge base.

These support resources are vital, but the challenge is that they’re designed primarily for customers who are already familiar and working with your system.

Pushing Content

Conversely, customer success content and training is pushed to customers as the first step after they sign up, and is prominent throughout the system as the best available choice for learning both BEFORE they dive in, and as they progress through your product and encounter new features, or are ready to learn new functionality.

This type of education exists as courses, tutorial videos, and even hands-on training. And as it turns out, it’s not that difficult (or expensive) to deliver.

“Deliver education when you think your customers are looking for it” — Mada Seghete, Co-Founder, Branch Metrics

Customer success content answers questions like “I’m new, where should I start”, “What do I need to do to start my first campaign”, and “Tell me what I need to know about using the system to engage with my users”.

Proactive customer education brings customers from
sign-up to power user, without their needing to reach out for help.
“I think the most important part of a new user experience is quickly educating users on what your product does for them and how to get started. Focus on onboarding improves activation and retention, which are the most important metrics for growth.” — Ivan Kirigin, CEO, YesGraph

Companies like HubSpot, Vidyard, and Infusionsoft figured out the value of proactive customer training some time ago.

These companies not only deliver excellent, proactive customer success education, but they have identified it as so important that they’ve made it all but mandatory.
“The success of you and your team is so important to Infusionsoft that we won’t let you go at it alone. — Clate Mask, CEO, Infusionsoft

With big-ticket services, the cost of each churned customer is high. By proactively educating their customers on their systems, they are doing everything they can to onboard customers as quickly as possible, without forcing them to ask for help.

“An educated customer is a capable customer. A capable customer will push the boundaries of what is possible with your product, forcing innovation, reference-ability and ultimately value to your bottom line.” — Michael Litt, Co-Founder & CEO, Vidyard
“Since they’re more educated, they are generally better customers that retain at higher rates.” — Sarah Bedrick, Certifications Program Manager, HubSpot
When was the last time you voluntarily chose to stop and ask for directions?
Are you still making your customers do just that?

Groove looked to their new customer data when they set out to reduce their own churn. One key learning for them was that for customers who subsequently churned, they found that many of them had spent significantly longer than average on a specific task. For example, if it normally takes 30 seconds to integrate a Twitter account, a customer at higher risk of churn might have spent 2 or 3 minutes on that task.

Their customers were getting stuck, and they weren’t reaching out.
They were leaving instead.
Customer education is an incredibly valuable onboarding tool for us, and one of the biggest wins we’ve had in improving the way we do it has come with looking closely at the trends in our support tickets. We studied the questions that were being asked most often, and incorporated the answers into our customer education flow. Not only did we reduce support tickets, but engagement continues to be huge for that content” — Alex Turnbull, CEO & Founder, Groove
Ask your customer support lead
what the top inquiries from new customers are this week:
If they can give you a list, you’ve just found your 1st training opportunities.
“Our biggest tip would be to learn from your customer.” — Sara Rosenfeld, Product Marketing, Wave Apps

You meet a new customer in person and have a few minutes, so you watch them sign up and use your software for the first time today…

Are you silent and just watch — all the way to the point of them hitting publish, launching a campaign, or running a report; or do you guide them through the process?

Do you give them a walk-through up-front, or ask what they want to accomplish first, and start there with your tips? Do you start with a blank slate, or is it easier for them to grasp if you pull up a demo with some live content and data?


Sound familiar?
Leading SaaS companies are delivering that same hands-on experience to every single new customer — hundreds & even thousands of times over, without the need for 1 on 1 resources.

“Product-centric customer education is a powerful tool to increase customer satisfaction and retention, as customers learn to get more value out of the products they buy from you.” — Gerardo A Dada, VP Product Marketing and Strategy, SolarWinds

So, how do you stack up?

Our analysis of existing companies breaks down something like this:

  • 20% of SaaS companies have already started, and are proactively delivering on-demand customer success training now.
  • 50% of SaaS companies aren’t delivering support training at all, and are relying on content marketing and customer support to drive their customers to success.
  • 30% of SaaS companies THINK they’re doing this now, but aren’t. These folks typically have some great content created with the right stage of customer in mind, but it’s not proactively available for their customers when and where they need it.

You just have to ask yourself:

Which group are you in?

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