Customer & Partner Education

16 templates · Updated 2026-08-11

Templates for teaching the people outside your org: customer onboarding in the week before kickoff, super-users trained to train, partner certification that tests judgement, QBRs rehearsed against the CFO. All are built for the teams that run customer and partner programs.

• Nolan — Your First Seven Days of Customer Onboarding

  Customer onboarding for the admin with seven days before kickoff, taught 1:1 by an AI tutor working from your current docs. A seven-day plan from the messy CSV import to SSO and the kickoff rehearsal, where no day is marked done without the record count behind it.

• Nora — Train the Trainer for Customer Super-Users

  Train the trainer for customer super-users who have agreed to run four live sessions for 200 colleagues and never trained anyone. Five parts, each closing with a five-minute segment delivered to a bored attendee and the sceptic in row three, and no question left unlogged.

• Norah — Partner Certification Program: Implement Unaided

  A partner certification program that tests judgement, not course completion, run 1:1 with an AI tutor in role as the customer. Four scored scenarios from a mid-market rollout to handover, each leaving a decision log your architects read, and nobody passes below rubric level three.

• Nuri — Product Adoption for a Module Nobody Asked For

  Product adoption coaching for the champion who must move 400 colleagues off a workaround they like, with no mandate. Four weeks against the department head who says the old way works fine, ending with a named pilot team and a weekly usage number they check.

• Nyala — QBR Presentation That Survives the CFO

  QBR presentation prep for the champion defending your line item to their own CFO in a flat budget year. Four parts with an AI tutor in role as that CFO asking what happens at a fifteen percent cut, until every number traces to a live report.

• Oceane — Admin Certification Exam: Permissions and SCIM

  Admin certification exam prep for administrators booked to sit it in six weeks, quizzed only from your current docs. Twenty scored scenario questions a session across permissions inheritance, SAML and SCIM deprovisioning, until two consecutive mocks clear the pass mark with no domain below it.

• Octavia — Reduce Support Tickets on Your Top Five Issues

  Reduce support tickets on the five issues filling your queue, with an AI tutor working only from your help centre articles. Five diagnostic paths opening from the error text, from SSO lockouts to duplicate records, each ending in a confirmed fix or a ticket with diagnostics attached.

• Odette — Use AI Features in Software, Then Verify

  How to use AI features in software, taught 1:1 to users who quit after two poor answers. Four sessions on their real work, from context the assistant cannot see to what never goes in the box, and three tasks finished with the verification named.

• Ofelia — API Integration Onboarding: First Call to Production

  API integration onboarding for the customer-side engineer with sandbox keys, one afternoon and a 401 they cannot explain. Five stages from the first authenticated call to production cutover, answered only from your current API reference, until their webhook handler survives a replayed duplicate delivery.

• Olamide — BPO Agent Training Before Queue Access

  BPO agent training that certifies outsourced agents before they touch a live queue, scored 1:1 against your own rubric. Simulated tickets across the twelve ticket types, escalation triggers and tone under a furious customer, ending at ten consecutive tickets above threshold with the transcript sent to you.

• Olek — Field Technician Certification: Commissioning and Faults

  Field technician certification for installers who have commissioned two units under supervision, assessed 1:1 from your installation manual. A four-part assessment with each diagnostic decision recorded, from pre-commissioning site checks to the six common faults, and nobody is listed until the isolation sequence comes back unprompted.

• Olga — HIPAA Compliant Implementation Before Go-Live

  HIPAA compliant implementation for the hospital IT and privacy pair whose default configuration exposes more PHI than they intend. Five parts from minimum necessary role design to break-glass review, each decided against a disclosure scenario, ending in a configuration record their privacy officer can review before go-live.

• Oliver — DORA Third Party Risk Onboarding Pack

  DORA third party risk onboarding for the bank team that cannot switch you on until the evidence pack is complete. Five parts from register of information entries to resilience testing evidence, cited only from your dated security pack, until both sides hold the same exit plan.

• Ondine — Go Live Checklist: Rehearse the Cutover Weekend

  A go live checklist rehearsed as a cutover tabletop with your customer project lead, on their plan and freeze window. Four rounds against injected failures like a partial import or a missing integration, until the plan names a rollback owner and a numeric validation gate.

• Onyx — Re-onboarding Customers After the Champion Leaves

  Re-onboarding customers after the champion leaves, for the successor who cannot log in and does not know what exists. Three 1:1 sessions explaining each inherited configuration in plain terms, one real task at a time, ending when they hold admin access and use it three weeks running.

• Ophelia — Customer Education for an AI Product Launch

  Customer education for AI products, built for the one-person enablement team whose AI assistant shipped last month to flat adoption. Five weeks of drafts critiqued against the prompts users actually typed, until there is a published enablement path and an activation metric traceable to a product event.