Customer Onboarding

Start customers on a path towards success

Empower new customers to quickly understand how your products work and find early success with impactful onboarding experiences. 


Curate and customize the onboarding experience

Help customers feel comfortable early on by offering an onboarding experience that leads them to faster time-to-value (TTV) and product adoption.

  • Learning pathways
  • Self-paced or on-demand
  • Certifications

Meaningful ways to leverage your course and content offerings

Offer a more impactful onboarding experience by taking advantage of new ways to deliver your content and expertise in an online environment.

  • Introductory learning experiences
  • Contextual learning
  • Scheduled virtual trainings

Powerful customer onboarding features

Curated Learning Paths

Control, distribute, and monitor the learner's experience as they move through multiple pieces of content.
Learn More →

Customized Learner Dashboards

Let learners see their progress in real-time, and promote additional course and content offerings.
Learn More →

In-Context Training

Embed your online training within your software, so users can learn without ever leaving your application.
Learn More →

Branded Client Portals

Deliver your unique experiences to your clients with Panorama, our client and cohort management feature.
Learn More →


Case Study: How to Scale Your Onboarding from 12 to 12,000

Onshape's project team knew they had to deliver an exceptional user experience their customers would embrace. As David Katzman, Vice President of Strategic Accounts and Business Development explains, “One of the challenges of bringing a new product to market after 25 years is that we face a very entrenched market. So, one of the big obstacles we need to address is onboarding, or bringing people up the learning curve as fast as possible so that they can use our software effectively.”



When it came to selecting a platform, the Thought Industries’ Learning Business Platform stood out because of its advanced eCommerce functionality, the flexibility of deployment, and overall comprehensiveness.”
Matthew Schulte - SVP Financial Planning, eMoney Advisor

Matthew Schulte
SVP Financial Planning, eMoney Advisor

Explore the Thought Industries Platform »

The fastest way to an educated customer