Providing Targeted Client Training & Support
This workshop shows you how to design training and support that matches how clients actually adopt GenAI: different roles need different guidance, and most questions show up during real work—not during a one-time onboarding. You’ll map role-based learning paths, define just-in-time enablement assets, set up a practical support model, and establish a feedback loop that steadily improves adoption.
If training doesn’t change day-to-day behavior, you're going to struggle with low adoption.
Client enablement often falls short because it isn’t targeted, timed, or measured.
- One-size-fits-all training: Generic sessions don’t match role needs, so people leave unsure how it applies to their work.
- Support is reactive and inconsistent: Clients hit friction in real moments, but there’s no clear path to fast, reliable help.
- No proof it’s working: Training happens, but teams can’t connect it to usage, confidence, or outcomes—so it doesn’t improve.
The result is slow adoption, repeated questions, and avoidable churn in confidence.
We help you build a practical client training and support approach that drives repeat usage.
- Role-Based Learning Paths: Define what each client role must know to succeed, and organize training into a clear, staged progression.
- Just-in-Time Enablement Kit: Create quick-reference assets clients can use in the moment—so they don’t have to “remember the training.”
- Live Support Model: Establish a simple, reliable way for clients to get help quickly, with clear routes for common issues and escalation.
- Feedback-to-Improvement Loop: Capture what clients struggle with after training and convert it into targeted updates to materials and guidance.
- Impact Measurement and Reporting: Define the few metrics that show training is driving adoption and use them to guide ongoing refinement.
- Designing Role-Based Training Paths
- Delivering Just-in-Time Enablement Assets
- Configuring Live Support for GenAI Usage
- Collecting Post-Training Feedback
- Measuring Training Impact on Usage Metrics
- Produce role-based training paths that clarify what each client audience needs to learn and in what order
- Define a set of just-in-time assets clients can use during real work (job aids, quick starts, FAQs, examples)
- Establish a live support approach with clear ownership, response expectations, and escalation routes
- Create a post-training feedback method that captures friction points and prioritizes fixes
- Set adoption and training impact measures that connect enablement efforts to real usage and repeat behavior
Who Should Attend:
Solution Essentials
Facilitated, discussion-driven working session with structured planning exercises
4 hours
Beginner to Intermediate
Standard collaboration tools (shared docs/whiteboard and slides)