Product & Customer Training

ENABLE ADOPTION. DRIVE CONFIDENCE. DELIVER VALUE.

I design customer and product learning experience that help users understand, adopt, and get value from complex software.

The Challenge

Customers often face a steep learning curve with new products. Training was inconsistent, difficult to find, and did not always connect to real-world use cases or customer goals.

My Role

  • Learning Strategy

  • Needs Analysis

  • SME Collaboration

  • Facilitation

  • Instructional Design

  • ILT & eLearning Development

  • Performance Support

  • Documentation

Audience

  • External customers

  • Partners

  • Internal employees

Tools

  • Articulate Storyline

  • Microsoft PowerPoint

  • Camtasia

  • Adobe After Effects

  • Adobe Illustrator

  • Adobe Audition

How I Help Customers Succeed

Every learning solution is designed with the customer journey in mind.

Featured Learning Solutions

Funnel Product Adoption Videos

Audience: Customers & Employees
Format: Microlearning Video Series

Developed a library of short, on-demand training videos that walked customers through core Funnel features and everyday workflows. The videos were designed to improve product adoption, answer common questions, and provide just-in-time learning without requiring instructor-led training.

Sending Emails and Text Guide

Final Account Statement Video Series

Software Training | Process Enablement

Overview

Developed a three-part instructional video series that guided assistant managers through the Final Account Statement process. The training simplified a complex accounting workflow into clear, step-by-step instruction to improve consistency, accuracy, and compliance.

Learning Topics

  • Planning Ahead

  • Charging Residents for Damages & Fees

  • Closing the Final Account Statement

Skills Demonstrated

  • Product Training

  • Process Documentation

  • Workflow Simplification

  • Motion Graphics

  • Instructional Design

Quick Reference Guide

Social Media Ambassador Video Series

Employee Enablement | Multimedia Learning

Overview

Developed a three-part instructional video series that prepared leasing associates to serve as Cortland Social Media Ambassadors. The training introduced the ambassador role, demonstrated strategies for engaging residents through social media, and provided best practices for creating brand-aligned content.

Learning Topics

  • The Social Media Ambassador Role

  • Connecting to Your Community

  • Creating Engaging Social Media Posts

Skills Demonstrated

  • Employee Enablement

  • Multimedia Learning

  • Motion Graphics

  • Visual Storytelling

  • Instructional Design