You’re explaining setup again.
Turn a proven onboarding session into repeatable training, so every new customer has a place to start.
Make the lesson reusable ↗
Customer onboarding & education software
Customer training that scales with your customers.
EasyWebinar helps Customer Success teams run live and automated onboarding, product training, and ongoing education—with webinar engagement data to guide the next follow-up.
7-day full access, cancel anytime25,000+Businesses & teams
SOC 2Type II compliant
GDPRCompliant
Trusted by businesses around the world
Give your team time to go deeperMore customers shouldn’t mean
More customers shouldn’t mean
more of the same calls.
Teach the repeatable lessons at scale. Keep your team available for the questions that need a person.
Customers miss the session.
Offer scheduled training and replay access, with live office hours for questions that remain.
Meet different learning needs ↗Every follow-up sounds the same.
Use participation to decide who needs a replay, another lesson, or a personal conversation.
Follow up with context ↗One program. Different customer needs.Build education around
Build education around
the next thing customers need to do.
01 / REPEATABLE ONBOARDINGGive every new customer
Give every new customer
a useful first lesson.
Record the setup steps your team teaches most often. Use automated or evergreen webinars to make that lesson available to the next customer, then keep live help for individual implementation needs.
- Start with one core workflow, not the entire product.
- Connect registration, reminders, and replay access.
- Keep the recording current as your product changes.
What changes for your teamA repeatable starting point, with less need to deliver the same introduction.
▷
Set up your first workflowCore onboarding lesson · Automated webinar
↗
Bring your setup questionsLive office hours · Personal help
02 / LIVE PRODUCT EDUCATIONShow the workflow.
Show the workflow.
Work through the questions.
A feature announcement doesn’t always show customers how to use it. Run focused walkthroughs, demonstrate the steps, and give customers time to ask about their own situation.
- Use screen sharing to teach a real task.
- Use polls and questions to surface confusion.
- Offer replays to customers who couldn’t attend.
What changes for your customersThey can see the task in action and ask for clarification before trying it themselves.
EXAMPLE TRAINING CONVERSATION
Customer “How do I invite the rest of my team?”
Trainer “Let’s walk through the steps together.”
Choose the format for the jobLive when the question matters.
Live when the question matters.
Automated when the lesson repeats.
Live trainingImplementation questions, feature walkthroughs, and office hours.
Automated & evergreenProven onboarding lessons and repeatable product education.
ReplaysCatch-up learning and a reference after the session.
03 / Follow-up with customer contextThe session ends.
The session ends.
The customer journey continues.
Use webinar participation to guide the next training invite or conversation. Built-in EasyCRM keeps contacts and configured follow-up together.
CUSTOMER ACTIVITY
Every customer has a next step.
Choose a scenario to explore the follow-up.
Participation informs the conversation.
RELEVANT FOLLOW-UPReplay email
Keep the lesson within reach.
Share the replay
Use configured rules for email follow-up. Your team handles questions that need personal attention.Measure learning activity.
Validate customer outcomes.
Attendance tells you who joined. It doesn’t prove adoption or retention. Combine webinar activity with the product and account data your team already uses.
| Your objective | Use webinar signals | Check the customer outcome |
|---|---|---|
| Help customers get started | Attendance, questions, replay activity | Completion of the first product workflow |
| Support feature adoption | Training participation and polls | Feature usage after the session |
| Support ongoing value | Participation in refresher training | Account health and renewal data |
Customer stories
What customers say about running webinars.
“It has helped us automate weekly webinars, save time and costs, and improve overall efficiency.”
Darrin BrodieMarketing Director
Read review on G2“Perfect for live and evergreen webinars. Covers the entire funnel: registration, reminders, post-event emails, and statistics.”
Tony FerraroDirector of Coaching, Floyd Consulting
Verified review on TrustRadius
Ready for growing teams
Customer education.
Enterprise confidence.
Security & privacy
SOC 2 Type II and GDPR compliance, with validated security controls and global privacy support.
Team access & control
Coordinate hosts and moderators with team access and sub-accounts. Enterprise options support SSO, SAML, and SCIM.
Scale & support
Enterprise plans support up to 100,000 live attendees, with named SLA, prioritized support, and deployment guidance options.
Planning your programCustomer education,
Customer education,
clearly explained.
What is customer education webinar software?
Customer education webinar software helps teams deliver product onboarding and training to groups of customers. EasyWebinar combines live and automated webinars with registration, reminders, replay access, engagement reporting, and configured follow-up through EasyCRM.
How can we scale onboarding without losing personal support?
Start with a recorded lesson for common setup tasks, then offer live Q&A or office hours for individual questions. This gives customers a consistent introduction while keeping your team available for needs the recording cannot address.
When should we use live versus automated training?
Use live sessions for questions, feedback, and complex walkthroughs. Use automated or evergreen webinars for proven lessons that many customers need. Replays help people catch up or revisit a specific step.
Can webinar participation guide customer follow-up?
Yes. When EasyCRM is connected and enabled for a webinar, configured rules can use participation tags to guide follow-up. For example, your team can send a replay to no-shows or invite attendees to another lesson. Available fields, signals, and automation depend on your configuration and plan.
How should we measure a customer training program?
Track registration, attendance, engagement, and replay activity to understand participation. Then compare those signals with activation milestones, feature usage, support needs, and account outcomes. Webinar attendance alone does not establish product adoption or reduced churn.
Does this replace our CRM or learning management system?
EasyWebinar focuses on webinar delivery and follow-up, with built-in EasyCRM for contacts and configured workflows. Assess your existing requirements for account management, formal courses, assessments, and certification separately. Do not assume webinar participation provides those functions.
What should our first customer training webinar cover?
Choose one task that helps a new customer get started: setting up a workspace, inviting a team, or completing a first workflow. Show the steps, collect questions, and use what you learn to improve the next session.
Start your customer education program
Teach every customer.
Repeat yourself less.
Build a customer education program that runs live when people need you and automatically when they do not.
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