Episode 172

The Skills Needed for Customer Education

What does success mean for customer education professionals, and how can they make sure they reach their goals? 

Debbie Smith, President of CEdMA, joins this episode of The Visual Lounge to share the top skills required to excel in customer education. 

She tells us her advice for creating customer education videos, the importance of keeping business goals in mind and the best metrics by which to gauge your success. 

Plus, Debbie makes her predictions for the future of customer education. 

Learning points from the episode include: 

  • 0:00 – Introduction 
  • 2:51 – Debbie’s first steps into customer education 
  • 5:23 – Why success in customer education can’t have one definition 
  • 6:25 – Top tip for using videos and images for customer education 
  • 8:17 – The best starting point for budding customer education pros 
  • 9:37 – Keeping a customer focus 
  • 13:00 – Balancing creative and business objectives 
  • 16:12 – Where do customer education pros sit within companies? 
  • 19:53 – Often-overlooked metrics 
  • 23:22 – What’s in store for the future of customer education? 
  • 26:55 – Top tips for certification programmes 
  • 30:52 – Why project management skills are crucial 
  • 31:58 – Debbie’s Speed Round 
  • 38:21 – Outro  

Important links and mentions: 

About the Podcast

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The Visual Lounge
Discussions about the power of visuals and videos and how to make them even better.

About your host

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Matthew Pierce

Matthew Pierce, Learning & Video Ambassador from TechSmith Corporation, has created videos for learning and marketing for over a decade. He is the lead behind TechSmith Academy, a free platform teaching video and image creation for business, which has been used by tens of thousands of users. He is the host of The Visual Lounge Podcast from TechSmith, which streams live on Youtube and LinkedIn weekly. Matthew is a regular speaker at multiple learning and development-focused conferences and is a regular contributor to various training publications. Connect with him on LinkedIn.