Customer onboarding & education software
Onboard, train and retain every customer, without adding CSMs.
EasyWebinar runs your customer onboarding, product training and office hours as webinars: live when questions matter, then as automated sessions that start minutes after a customer signs up. Customers join from any browser, with nothing to download, and what each one does in the session triggers the right follow-up, so your CSMs spend their time where a person matters.
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Rated a G2 LeaderSOC 2 Type II · GDPR-aligned
Trusted by 25,000+ businesses and teams
Why customer success needs one-to-many
More customers shouldn’t mean more of the same calls.
EasyWebinar is a webinar platform that runs customer onboarding and training as live, simulive, automated and on-demand webinars. Run a session live until it works, then turn that exact session into a just-in-time or on-demand webinar in one switch, so every new account gets it without a CSM repeating it. Customers join in the browser, and first-party engagement data from every attendee drives the follow-up and flags who needs a person.
The reach problem
110accounts per CSM, the median for SMB-focused teams
Success Coaching, 2025- Today
- One-to-one reaches the few accounts a CSM has time for.
- With EasyWebinar
- One session reaches every account, in every time zone.
The repetition problem
40×the same kickoff, if 40 accounts join in a month
- Today
- Your best CSMs explain setup again and again.
- With EasyWebinar
- Run it live once, then turn that exact session into an automated webinar.
The visibility problem
0signals from a recording link sent by email
- Today
- Nobody knows who watched, who got stuck or who went quiet.
- With EasyWebinar
- Attendance, questions and watch time on every contact.
Engagement on every account
See every account at once. Call the few who need a person.
Most webinar tools stop at a report. EasyWebinar captures first-party engagement data on every customer, attendance, watch time, questions and clicks, then starts the right follow-up: the replay for those who missed it, the next session for those on track and a CSM task for anyone who asked for help or went quiet.
- 10:10Onboarding ends
- 10:11Every account updated
- 10:15Setup calls booked for those who asked
- 10:25Replays and session 2 invites sent
Customer onboarding webinars
Run customer onboarding as a series of webinars.
From the kickoff to the renewal call, each stop is a session in the format that fits, and each one records who came and what they asked. Pick a step to see how it runs.
Step 1Day 0
Kickoff
Automated · just-in-time
Run the kickoff live until it works, then turn that exact session into a just-in-time webinar that starts 15 minutes after every signup, in each customer’s time zone.
- Records
- Show-up, watch time, first poll answer
- CSM time
- None once it’s set up
Step 2Week 1
Admin setup
Live cohort + replay
One live session sets up the workspace and invites the team, with Q&A for real setups. Anyone who missed it gets the replay and the next date.
- Records
- Questions, setup-call bookings
- CSM time
- One host per cohort
Step 3Every week
Office hours
Live · recurring
Customers bring their questions; upvoting shows which ones matter to most of the room, so one answer helps everyone.
- Records
- Upvoted questions, who asked
- CSM time
- One hour a week
Step 4Every launch
Feature launches
Live, then on demand
Launch live with a real workflow, then keep the recording running as an on-demand webinar for everyone who missed it.
- Records
- Attendance, replay views, clicks
- CSM time
- One host per launch
Step 5Month 3
Advanced workflows
Simulive · live chat
A recorded deep-dive that plays like a live session, with a moderator answering chat and Q&A as it runs.
- Records
- Watch time, completion, questions
- CSM time
- A moderator for the chat
Step 6Before renewal
Roadmap & renewal
Live · private or open
Show admins what’s new and what’s next. Accounts that don’t attend are flagged, so their CSM calls before the renewal date.
- Records
- Which accounts attend before renewal
- CSM time
- Calls for quiet accounts
Start with one step.Most teams automate the kickoff first, then add office hours.
Start Free TrialHow it works
One account’s heartbeat, from kickoff to renewal.
Here is Northwind’s first year as a customer, told through its engagement. Every peak is a session, every dip is a signal, and every signal has a next step.
NorthwindNina Kim, Ops Lead · CSM: Maya ChenEngagement12Timeline not to scale · illustrative account
Day 0Onboarding invitation
Every new customer gets a seat, right away.
The welcome email invites Nina to an onboarding session that starts in 15 minutes, or at a time that suits her. She picks tomorrow morning. Confirmation, calendar invite and reminders go out on schedule, and anyone who misses it gets the replay and the next live date.
Write the emails with AIDay 1Live and automated onboarding
One session teaches every new account.
Live, simulive or just-in-time, customers join from any browser on desktop or mobile, with nothing to download. A poll at the start shows what the room wants to set up first, and every answer, question and minute watched is saved to the customer.
Day 1Q&A and in-session offers
Questions surface in the room, not in the ticket queue.
Q&A with upvoting shows which questions matter to most customers, so the host answers them once for everyone. A timed offer invites anyone still stuck to book a setup call or join office hours without leaving the session.
Day 21Feature launches, on demand
Launch once. Keep training on demand.
The feature launch runs live, then becomes an on-demand webinar customers watch on their phone or laptop whenever they are ready. A customer who joins months later sees the same session as the first cohort.
Explore evergreen webinarsDay 45Engagement drop
The account goes quiet, and you see it.
Two new seats at Northwind haven’t joined a session and the account’s engagement drops. EasyCRM shows the change on the contact, and a Power Follow-Up creates a task for the CSM.
Explore EasyCRMDay 48CSM follow-up
Your CSM calls before the account drifts.
The EasyCRM auto-dialer calls the quiet accounts in order, records the conversation and transcribes it, so the next step is logged before Maya hangs up. The new seats join Thursday’s session.
Day 330Program analytics
Show what the education program did.
Smart Event Analytics reports registrations, show-up, watch time and replay views for every program and every customer. Read it next to usage and renewal data to see which sessions your healthiest accounts attend.
Office hours & live Q&A
Answer once. Help everyone with the same question.
Customers ask in the room and upvote each other’s questions, so the host answers what matters to most people first. Polls show where the room is stuck, and every question is saved to the customer who asked it.
- Q&A with upvoting, chat and polls
- Questions saved to each contact in EasyCRM
- Co-presenters and moderators for busy sessions
Live vs automated customer training
Live when the question matters. Automated when the session repeats.
Choose the customer and the moment, and see the mix of formats to run. Every format, live, simulive, automated or on demand, records the same engagement and runs the same follow-up, so once a live session works you can turn that exact session into an automated one.
Automated & on demandLiveA person
Recommended program
Automated · just-in-time+ Weekly live office hours
Onboarding: set up your workspace, starting 15 minutes after signup
One-to-manyOne-to-one
- CSM time
- None per account
- Why
- Every new account gets an automated kickoff in its own time zone; office hours catch the questions a recording can’t.
See every recommendation in one table
| Customer | Stage | Run | Plus | CSM time |
|---|---|---|---|---|
| Self-serve & SMB | New customer | Automated · just-in-time | Weekly live office hours | None per account |
| Self-serve & SMB | Adopting | On-demand training webinars | Monthly live feature launches | None per account |
| Self-serve & SMB | Up for renewal | Automated what’s-new session | CSM call for quiet accounts | Only for accounts that went quiet |
| Mid-market | New customer | Live onboarding cohorts | Replay for anyone who missed it | One host per cohort |
| Mid-market | Adopting | Live role-based training | On-demand library for new seats | One host per session |
| Mid-market | Up for renewal | Live roadmap webinar | CSM call for low engagement | Calls for quiet accounts |
| Enterprise | New customer | Private live kickoff | Recorded admin training | One hour per account |
| Enterprise | Adopting | Private live workshops | On-demand library + office hours | Workshop host |
| Enterprise | Up for renewal | Executive roadmap session | QBR led by the CSM | CSM-led |
Customer onboarding & training webinar playbook
Faster starts. Deeper adoption. Fewer surprises at renewal.
The questions customer success leaders ask most about one-to-many programs, answered in plain terms, with the numbers to plan against and the EasyWebinar tools that move them.
- 38.3%increase in adoption of products targeted by customer trainingForrester for Intellum, 2024
- 110accounts per CSM, the median for SMB-focused teamsSuccess Coaching, 2025
- 45%of webinar attendees chose to watch on demandON24, 2025
- 51.3%average show-up rate across 33,786 webinar sessionsLivestorm, 2026
WatchShow-up, watch time, questions asked, setup calls
- Note 01
What should a customer onboarding webinar cover?
One task a new customer needs to finish, not the whole product. Explain why it matters, set it up live, get them to a first win and leave time for questions. A poll at the start shows what the room wants to set up first, so the host can spend time where it counts.
See onboarding and training webinars - Note 02
How do we get new customers to show up for onboarding?
Invite them the moment they sign up, and let them pick a time. Just-in-time sessions start minutes after registration, scheduled sessions run in every time zone, and reminders go out a day before, an hour before and as you go live. Everyone who misses it gets the replay and the next live date.
Explore automated webinars - Note 03
Should we record onboarding and training sessions?
Yes. A customer who joins three months late needs the same session the first cohort saw. Exactian keeps a non-expiring replay page for every training program, and replays grew from 14.4% to 27.3% of everything their customers watched.
Read the Exactian story - Note 04
Which tool is used for customer onboarding?
Most teams combine three kinds of tool. Onboarding project tools such as Rocketlane or GUIDEcx run implementation plans and checklists, in-app guidance tools such as Userpilot or Whatfix run product walkthroughs, and webinar software runs the sessions where customers learn together. EasyWebinar is built for that recurring part: the onboarding and training sessions your CSMs would otherwise repeat live every week.
WatchFeature adoption, office hours, missed training, renewals
- Note 05
How do we drive feature adoption with webinars?
Launch the feature live, show one real workflow and ask customers to try it before they leave. Then turn the recording into an on-demand webinar for everyone who missed it, and hold office hours for the questions that come up once people start using it.
Explore live webinars - Note 06
How do we know which customers need a CSM?
Look at what they did in the session, not just whether they registered. EasyCRM records attendance, watch time, poll answers, questions and clicks for every contact, so the customers who asked for help or went quiet stand out from the ones who are on track.
Explore EasyCRM - Note 07
Can webinars help reduce churn?
They help you act earlier. Trained customers adopt more: Forrester found a 38.3% lift in adoption of the products training targeted. And when a customer skips training or leaves early, your team sees it in time to call. Attendance alone doesn’t prove retention, so read it next to usage and account health.
- Note 08
How should we measure a customer education program?
Track participation first: registrations, show-up, watch time, replay views and questions per program. Then compare it with outcomes your team already owns, like time to first value, feature usage, support tickets and renewals, and with the one-to-one hours the program saved.
CSM capacity calculator
How much CSM time could one-to-many onboarding give back?
Move the sliders to match your team. The estimate shows the one-to-one onboarding hours a webinar program replaces each month, after the time it takes to host live sessions and office hours.
96CSM hours back every month
0.7 CSMs of capacity$5.8k of CSM time a month, freed for the accounts that need a person
180 hours of one-to-one onboarding a month today. Assumes 12 hours a month to host live sessions and office hours, and 140 working hours per CSM.
Start Free TrialBuilt for the whole CS team
Every seat on the customer success team works from the same record.
Leaders see which programs reach every segment, onboarding runs the same strong start for every account, education teaches once and CSMs spend their time on the customers who need a person. One platform, no hand-offs between tools.
Cover every account without adding headcount.
- One-to-many onboarding for the long tail
- Program reports on show-up, watch time and replays
- SSO/SAML, SOC 2 Type II, GDPR-aligned
Give every new customer the same strong start.
- Just-in-time sessions minutes after signup
- Browser join: nothing for customers to download
- Setup calls booked from inside the session
Train once. Keep the session working.
- Live, simulive and automated training
- Polls and upvoted Q&A that show confusion early
- Replays and on-demand webinars that never expire
Spend your time where a person matters.
- Engagement score on every contact
- Auto-dialer with recording and transcripts
- Tasks for customers who missed or asked for help
Keep your CRM and CS stack. Or use ours.
Already running HubSpot, Salesforce Pardot, ActiveCampaign or Mailchimp? Use EasyWebinar as your webinar layer and keep the CRM you have: native integrations send registrations, attendance and engagement to HubSpot, Salesforce Pardot (Account Engagement), ActiveCampaign, Mailchimp, Keap, Kit, GoHighLevel, GetResponse, AWeber and Drip, and Zapier, webhooks and the API cover the rest. Or use EasyCRM natively. Both are supported.
See all integrations
HubSpot
ActiveCampaign
Kit
Keap
GoHighLevel
Salesforce Pardot
GetResponse
Drip
Mailchimp
AWeber
Stripe
PayPal
Zapier
YouTube Live
LinkedIn Live
Facebook Live
Results
Programs that train customers at scale.
Teams that run onboarding and customer training on EasyWebinar, and the numbers from their programs.
25,000+
Businesses and teams run webinars on EasyWebinar
4.5/5
Average rating across review platforms
27.3%
Of everything Exactian’s customers watched in 2026 came from replays
Exactian
4,544
Registrants on K21’s automated training, up from 351
K21 Academy
ExactianB2B SaaS · contractor management67.4%show-up rate across 121 customer training sessions
3.8x more registrations per session by 2026
- 60 training programs
- Live + public Q&A
- Replays that never expire
Exactian trains its customers’ admins, contractors and field teams across Latin America, with a replay page for every program.
Read Exactian’s story
InCom Web & e-MarketingClient training for real estate agents10xmore reach from one automated session than their best live webinar
72.5% views per registrant
- Six years of live training
- One automated session
- 5 times a day
InCom kept live training for its brokerage relationships and added one automated session that runs five times a day.
Read InCom’s story
K21 AcademyCloud and IT training47%show-up rate, up from 32% on live sessions
114 → 2,128 attendees
- Just-in-time sessions
- Global audience
- On-demand sessions
K21 moved its training sessions to just-in-time automated webinars, so a global audience could join on its own schedule.
Read K21’s story
“EasyWebinar has been a game-changer for our business. It has helped us automate weekly webinars, save time and costs, and improve overall efficiency.”
Darrin BrodieMarketing Director · Review on G2Enterprise Ready
Enterprise-ready customer education
Security, access and reliability your IT and procurement teams will ask about, answered before they do.
Explore enterprise capabilities
SOC 2 Type IISecurity controls covered by our SOC 2 Type II report.
GDPR-alignedGDPR-aligned data practices, with a data processing agreement.- SSO / SAMLSingle sign-on for your team on the Scale plan.
- Browser joinCustomers join from any browser on desktop or mobile. Nothing to download, no plugin.
Is EasyWebinar the right fit?
Built for customer onboarding that runs as a webinar.
EasyWebinar is a webinar platform, not a course platform or an in-app guidance tool. Here is where it fits best, and what to pair it with.
Best for
- B2B SaaS and product teams running recurring customer onboarding and training sessions that drain CSM time
- Scaled and tech-touch programs where one session has to reach every account, in every time zone
- Feature launches and office hours that should keep working on demand after the live hour
- Teams that want attendance and engagement to trigger follow-up and CSM tasks, in EasyCRM or the CRM they already run
Not the best fit, and what to use instead
- In-app product tours and walkthroughsUse a digital adoption tool such as Userpilot or Whatfix.
- Implementation project plans and task checklistsUse an onboarding project tool such as Rocketlane or GUIDEcx.
- Courses with quizzes and completion certificatesUse a course platform, alongside EasyWebinar.
- Internal all-hands and team meetingsUse Zoom or Microsoft Teams.
Standout: run an onboarding session live, then turn that exact session into a just-in-time webinar that starts minutes after every new customer signs up, on one platform and one subscription.
Customer onboarding and training webinars, explained.
Direct answers for customer success, onboarding and education leaders planning one-to-many programs.
It is software for delivering onboarding, product training and office hours to many customers at once, and for acting on what happens in those sessions. EasyWebinar runs live, simulive, automated and on-demand sessions, records attendance, watch time, questions and clicks for every customer, and follows up automatically through Power Follow-Ups and the built-in EasyCRM.
No. EasyWebinar is browser-based for attendees: customers register with one click and join from any modern browser on desktop or mobile, with no app, plugin or account to install. That keeps show-up high for onboarding sessions, where every extra step loses new customers.
EasyWebinar fits best when your team runs recurring customer onboarding and training sessions that drain CSM time. Run the session live until it works, then run that exact session as an automated webinar for every new account, and let engagement decide who gets a replay, the next session or a call. It is not an in-app guidance tool or a course platform; pair it with those if you need them.
Most teams use a combination: a project plan or customer success platform to track milestones, in-app guides for small nudges, and webinar software for the sessions where customers learn together. EasyWebinar handles those sessions, from the invitation and reminders to the live or automated session, the replay and the follow-up.
Move the session every customer needs into a one-to-many webinar, live or automated, and keep live Q&A, office hours and setup calls for individual questions. EasyWebinar shows who asked for help or went quiet, so your CSMs spend their one-to-one time on the customers who need it.
Use live sessions for kickoffs, complex setups, feature launches and office hours, where questions change the session. Once a live session works, turn that exact session into an automated or just-in-time webinar in one switch, so every new customer gets it on their schedule, and keep on-demand replays for catch-up and new seats. Every format records the same engagement and runs the same follow-up.
Choose one task that gets a new customer to a first win, such as setting up a workspace, inviting the team or completing a first workflow. Explain why it matters, show the steps live, leave time for Q&A and use a poll to learn what customers want next. Keep it to 30 to 40 minutes.
Invite customers as soon as they sign up and let them choose a time, and make joining easy: customers join from any browser on desktop or mobile, with nothing to download. Just-in-time sessions start minutes after registration, scheduled sessions run in every time zone, and confirmation, calendar invites and reminders go out automatically. Across the industry about half of registrants attend live, so send the replay and the next date to everyone who missed it.
Yes. Power Follow-Ups branch on what each person did: customers who missed a session can get the replay, attendees an invitation to the next session, and anyone who asked for help a task for their CSM. When EasyCRM is enabled for a webinar, attendance, watch time, questions and clicks are saved to each contact. Available fields and automation depend on your plan and configuration.
Scaled customer success delivers the same guidance to many accounts at once, so CSMs can focus on the accounts that need a person. Webinars are the most human part of that model: customers see a real product walkthrough and can ask questions, while engagement data tells your team which accounts to contact next.
Training helps customers adopt the product, and a 2024 Forrester study for Intellum found a 38.3% increase in adoption of the products training targeted. Webinars also show you early when a customer stops engaging. Attendance alone does not prove retention, so compare it with product usage, support activity and renewal data.
Track registrations, show-up rate, watch time, replay views and questions for each program. Then compare those signals with activation milestones, feature usage, support tickets and renewals, and with the one-to-one hours your team no longer spends repeating the same session.
No. EasyWebinar is a webinar platform: it runs customer onboarding and training as live, automated and on-demand webinars, with engagement data and follow-up built in. If you need a course platform with lessons, quizzes and certificates, pair EasyWebinar with one. For in-app product tours, use a digital adoption tool, and for internal meetings, Zoom or Microsoft Teams is the better fit.
Yes. Keep the CRM you run, or use ours. Native integrations send registrations, attendance and engagement to HubSpot, Salesforce Pardot (Account Engagement), ActiveCampaign, Mailchimp, Keap, Kit, GoHighLevel, GetResponse, AWeber and Drip. Other tools, including many customer success platforms, connect through Zapier or webhooks. Or use EasyCRM natively if you want contacts and follow-up in the same place as your webinars.
Yes. Any session can have a replay page, and replays can stay available for as long as you like, so a customer who joins months later sees the same session as the first cohort. You can also run a recorded session as an on-demand or just-in-time automated webinar with polls, Q&A and follow-up.
EasyWebinar holds SOC 2 Type II and follows GDPR-aligned data practices, with a data processing agreement. SSO and SAML are available on the Scale plan, and customers join from any browser, so there is no software for their IT team to approve.
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Join 25,000+ businesses and teams on EasyWebinar
Teach every customer. Repeat yourself less.
- Customers join in the browser, nothing to download
- Live, automated and on-demand training webinars
- Your CRM or EasyCRM, with behaviour-based follow-up
















