Customer education professional explaining a workflow on a video call
For Customer Success & Education Teams

Scale customer education.
Not your CS workload.

Run live and automated customer training, see who takes part, and follow up through built-in EasyCRM. Help customers get started and keep learning, with less repeat work for your team.

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Customer onboardingProduct trainingOngoing education
Trusted by 25,000+businesses and webinar creators
G2 High Performer Summer 2026G2 Leader Summer 2026G2 High Performer Spring 2026G2 Momentum Leader Spring 2026
AICPA SOC 2SOC 2 Type II
GDPR compliantGDPR compliant
The customer journey

Help customers get value.
At every stage.

Bring onboarding, product training, and ongoing education to many customers at once—with personal help when it matters.

  1. 01Onboard

    Make getting started easier.

    Guide new customers through setup and implementation without repeating the same introduction on every call.

    • Getting-started sessions
    • Setup guidance for different roles
    • Live onboarding Q&A

    Share the core lesson. Invite setup questions.

  2. 02Adopt & engage

    Build confidence.

    Help customers use more of the product through focused training and regular access to your experts.

    • Product training and new-feature walkthroughs
    • Office hours and live troubleshooting
    • Expert workshops

    Use participation to guide the next training invite.

  3. 03Retain & expand

    Keep showing value.

    Reinforce best practices, close knowledge gaps, and introduce the next useful workflow.

    • Refreshers and new team-member onboarding
    • Advanced workflows
    • Cross-team use cases

    Invite customers to advanced or refresher training.

The EasyWebinar way

Connect the lesson.
Keep the customer context.

Bring training, participation, and follow-up into one customer education workflow.

01

The disconnected way

More repeat work. Less shared context.

Manual handoffs fragment participation data and make it harder to see what each customer needs next.

02

The EasyWebinar way

EasyWebinarCustomer educationLive + automated
Trainer and product expert leading an online session
GETTING STARTEDYour first workflowTraining + live questions
01RegisterInvite & remind
02Teach & reuseLive · replay · evergreen
03Follow upParticipation → EasyCRM
Customer context travels with the next conversation.
One workflow. A useful next step.

Connect registration, customer training, engagement signals, and configured EasyCRM follow-up.

A trainer’s webinar reused by two customers learning at different times of day
One lesson. More ways to learn.Live help · Scheduled training · On-demand learning
Find the right format for your customers
A format for each customer need
Customer situation
Format
Next step
Implementation questions
Live
Walk through the steps and answer questions together.
Core onboarding lesson
Automated
Reuse proven training on a recurring schedule.
Customer wants to learn now
On demand
Give them a consistent starting point when they’re ready.
Missed a training session
Replay
Share the lesson and invite the next question.
Customers across time zones
Evergreen
Keep repeatable education available beyond one live session.

Teach live. Reuse the lesson. Keep personal help available.

Live & automated training

Be there for the questions.
Automate the repeat lessons.

Record your core onboarding lessons once. Give each new customer a consistent starting point, while your team focuses on questions and more complex needs.

  • Keep live Q&A and office hours for individual needs.
  • Run recorded training on a schedule or let customers watch when they’re ready, across time zones.
  • Connect registration, reminders, and replay so customers can join and catch up easily.
Build. Teach. Reuse.

Create the training.
Bring it to life.

Use AI to prepare your material, then bring your experts and customers together for hands-on learning.

Build your onboarding webinar with AI.

Give AI Webinar Builder your topic to draft the outline, script, page copy, emails, and polls. Your experts review and refine before launch.

Explore AI Webinar Builder

Teach live. Answer questions as they arise.

Demonstrate a workflow with screen sharing. Bring in co-presenters and moderators, use polls to check understanding, and answer questions live. Customers join in their browser.

Explore live webinars
Built-in EasyCRM

Customer engagement.
Follow-up that fits.

See who joined your training, who missed it, and what to do next—all with built-in EasyCRM.

  1. 01

    See participation.

    Keep customer contacts and webinar activity together.

  2. 02

    Follow up personally.

    Use attendance tags to guide emails and training invites.

  3. 03

    Coordinate your team.

    Manage assignments, appointments, and pipelines in EasyCRM.

Explore EasyCRM
EasyCRMCustomer follow-up
JL
Jordan LeeCustomer onboarding
Contact activity
  1. 01
    PARTICIPATION
    Customer following a product training session on a laptop
    Getting startedCustomer training webinar✓ Attended
  2. 02
    RELEVANT FOLLOW-UP
    Ready for your next lesson?Invite attendees to advanced training.
    Email sequence
  3. 03
    TEAM FOLLOW-UP
    Customer success teamAssigned to follow up
    Assigned
One customer. The context for their next conversation.
Already have a CRM?

Connect webinar activity to the tools your team uses.

HubSpot · Salesforce Pardot · ActiveCampaign · Keap · GoHighLevel · Zapier

View integrations
Understand engagement.
Keep the wider customer picture.

EasyCRM scoring helps prioritize follow-up. To assess onboarding success or account health, also consider product usage, support history, and your team’s customer knowledge. Available data and automation depend on your plan and configuration.

How to measure customer education outcomes
CS objectiveWebinar strategyWebinar evidenceEvaluate elsewhere
Faster time-to-valueGetting-started webinarsAttendance, watch time, questionsActivation milestones
Onboarding completionLive cohorts plus automated make-up sessionsAttendance and replay activityCompletion rate
Product adoptionRole-based product trainingParticipation, polls, questionsFeature usage
Scalable educationEvergreen and on-demand trainingReach across sessions and replaysCost-to-serve
Retention supportRefresher and best-practice educationContinued participationRenewal and churn

Use EasyWebinar for training and EasyCRM for contact management and follow-up. Connect the tools your team already uses when you need broader customer and account information.

Customer stories

Less repeat work.
More time for your customers.

“It has helped us automate weekly webinars, save time and costs, and improve overall efficiency.”
Darrin Brodie
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 Ferraro
Tony FerraroDirector of Coaching, Floyd Consulting
Verified review on TrustRadius
Ready for growing teams

Customer education.
Enterprise confidence.

Explore enterprise capabilities

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.

Your questions, answered

Customer Success
webinar FAQs.

Onboarding, automation, measurement, and the tools you already use.

What are Customer Success webinars?

Customer Success webinars are post-sale sessions used to onboard, train, update, and support customers. They may be live, scheduled, automated, evergreen, simulive, or on demand, depending on the need for real-time interaction or repeatable access.

Can EasyWebinar be used for customer onboarding?

Yes. Teams can use EasyWebinar for new-customer orientation, implementation guidance, product training, and role-based onboarding. Live Q&A handles common questions, while recurring sessions and replays give no-shows and customers in other time zones access to the same education.

Can customer onboarding and training webinars be automated?

Yes. EasyWebinar can run recorded training on a recurring schedule, just in time, evergreen, or on demand, with registration, reminders, replay access, and follow-up. Keep live help available for implementation issues or questions that need human judgment.

When should Customer Success use live versus automated webinars?

Use live webinars when customers need Q&A, feedback, or hands-on guidance. Use automated, evergreen, or on-demand webinars for proven, repeatable lessons. Many teams start live, refine the session, then reuse it while keeping office hours for individual needs.

What customer engagement can EasyWebinar track?

EasyWebinar can track registrations, attendance, no-shows, watch time, drop-off, questions, polls, CTA clicks, and replay activity, depending on the event and configuration. Use these signals with product usage, support, satisfaction, and account data.

Can webinar activity connect with our CRM?

Yes. EasyCRM is built into EasyWebinar. Once connected and enabled for a webinar, registrations can create or update contacts, configured rules can apply participation tags, and mapped fields can store session dates, join links, and replay links. Supported external CRM integrations are also available; fields, events, and access depend on your plan and setup.

How can webinars support product adoption and retention?

Webinars make product education, feature training, and best practices easier to access. That can support adoption and retention, but webinar attendance alone does not prove either outcome. Compare participation with product usage, customer health, renewal, and churn data.

Can EasyWebinar support global and enterprise customer training?

Yes. Recurring, simulive, evergreen, and on-demand options support multiple time zones. Enterprise capabilities include SOC 2 Type II and GDPR compliance, SSO, SAML and SCIM support, role-based access, sub-accounts, support options, and capacity up to 100,000 live attendees.

How is a Customer Success webinar program different from a meeting?

A meeting usually serves one scheduled conversation. A webinar program adds structured registration, reminders, replay and follow-up, with live, simulive, automated, evergreen or on-demand access. Participation can connect to EasyCRM and supported CRM or automation workflows. Keep one-to-one meetings for customer-specific issues and strategic guidance.

Can EasyCRM help our team manage customer relationships?

Yes. EasyCRM provides contact management, engagement scoring, email sequences, appointments, team assignment, and pipelines. Customer Success teams can use these capabilities to organize outreach after training. Webinar engagement is one part of the customer picture; a complete account-health assessment also needs product, support, and other customer information.

Which plan supports automated training and CRM follow-up?

Current Growth plans include automated, simulive, and evergreen webinars, plus EasyCRM scoring, sequences, and automated follow-up. Pro adds native HubSpot and Salesforce sync. Scale adds team routing and live session monitoring. Enterprise capacity and custom requirements are available separately. See pricing for current limits and availability.

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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