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3 Things Employee Onboarding Can Learn from Good Customer Service

No one would deny that customer service is one of a business’s greatest assets. Satisfied customers who have had a great experience are more likely to come back for more service. They’re also more likely to spread positive word of mouth to others.

One of our recent blog posts talks about how today’s prospective employees approach job options the same way that customers approach product options. Job hunts have become more about finding the right fit than about finding the best “deal” on salary and benefits in exchange for work given. Most candidates expect their work to be meaningful and thereby enjoyable. Like customers, they want a good overall experience.

Unfortunately, no matter how good a company’s customer service normally is, if a customer has a bad experience during the first impression, they will walk away dissatisfied. The same holds true for new employees: a bad onboarding experience leads to a bad first impression and potential dissatisfaction with the new company. It’s becoming increasingly important for companies to start treating employee onboarding more like customer service.

What operations/procedure training can learn from customer support and product updates

Operations/procedure training teaches employees how to do things. There’s usually a fair amount of it in onboarding so that new hires can get up to speed. It’s obviously crucial that new hires learn how to do their new jobs; however, this kind of training can often be confusing, repetitive, overwhelming, tedious, or all of the above.

Compare this to customer support. Customer support is almost like just-in-time training. A customer contacts customer support when they have problems. The customer isn’t required to touch base with the company; they can explore on their own and potentially figure things out without ever tapping into customer support. When product updates roll around, there are online help pages and informal message boards that can be accessed alongside the formal customer support system.

In many situations, operations/procedure training would benefit from just-in-time resources, similar to a customer support system. After being taught the basics, new employees can be set loose with a library of resources like videos and microlearning. The employees can then explore the operations and procedures on their own. If they immediately understand and remember the operations and procedures, the employees won’t have to be subject to overwhelming and tedious training. If not, they can continue to access the library of resources for more help. And, as with product updates, these resources can include help pages and online message boards for employees to talk about best practices with their colleagues.

What workplace culture training can learn from product branding and marketing

Culture training is a big part of onboarding—and understandably so! A company’s culture is key to effective operations, and whether employees work well within that culture has a huge impact on the end product offered. However, because it’s difficult to train people to be something rather than to do something, culture training currently isn’t a well-defined process.

By contrast, product branding and marketing is highly structured. The colors, logos, fonts, shapes, and materials used to create products, product packaging, and marketing materials are all determined by company brand. This presents a unified front for the brand and gets the customers immersed in the brand culture. Eventually, customers can even begin to have emotional responses to brand elements.

As product branding and marketing involve steeping customers in the brand, culture training should involve immersing new hires in the culture. Everything the new hire does during onboarding, from meeting their supervisor to signing paperwork to getting a tour, needs to reflect the culture of the company. As with branding and marketing, this consistency over time helps the employee become attached to the culture.

What compliance and policy training can learn from customer support problem solving

Compliance and policy training helps new hires understand the rules and expectations that will keep them (and their company) out of various types of legal trouble. As formal compliance and policy training is mandatory and narrowly applicable, most employees don’t like it and rush through it.

The kind of problem solving used by customer support agents is broad and can apply to a multitude of problems. Customer support agents walk customers through problems, helping customers use critical thinking skills to solve problems together.

In compliance and policy training, instead of forcing new hires to learn how to solve a multitude of vastly different problems with narrowly applicable skills, walk them through how to use critical thinking skills to solve compliance or policy problems. For example, if most compliance problems would lead to the new hire contacting their manager, teach them how to think critically about what situations require the manager’s help and which don’t.


In conclusion

Remember, customer service is all about the experience. Experience is a large part of brand, and brand matters to customers and employees alike. When good onboarding mimics good customer service, the first impressions of a company’s brand will be positive for not only traditional customers but for the new customers in the workplace: new hires.

representative talent profile

instructional writer

Position(s): Lead or supporting writer
Years of Instructional Experience: 2+
Number of Completed Projects: 15+

Key Skills: Instructional Writing, Technical Writing, Instructional Design, Content Curation, eLearning Development, Curriculum Development, Course Authoring, Storytelling, Learning Assessment, Editing, Proofreading, AI Prompt Engineering

Media Skills: Use of stock media libraries

Strengths: Problem-Solving, Clear and Concise Writing, Tone and Style, Formatting, Consistency, Creativity, Communication, Active Listening, Research, Brainstorming, Collaboration, Attention to Detail, Adaptability

Career Highlights:

  • Scripted over 100 hours of learning content and supporting materials for different modalities for both US and global audiences  
  • Adapted writing style and reading grade level to suit design specifications and learner needs in several different industries (finance, healthcare, manufacturing, etc.) 
  • Used generative AI to supplement source content and to accelerate the writing process (without plagiarism) 

Technical Skills:

representative talent profile

learning experience designer

Position(s): Learning Experience (LX) Designer or Strategist
Years of Instructional Experience: 7+
Number of Completed Projects: 30+

Key Skills: Learner Experience Design (LXD),  Instructional Design, Learning Assessment,  Hybrid Learning, Learning in the Flow of Work, Project-Based Learning Methodologies, Cohort and Social Learning, Learner Experience Platforms

Media Skills: LX journey maps and representations of other interconnected or integrated learning strategies 

Strengths: Systems Thinking, Stakeholder Communication, Instructional Design Strategy, Learning Theory, Training Effectiveness

Career Highlights:

  • Designed personalized learner experience (LX) journeys for an organization of 30k (with 5 tiered tracks) 
  • Curated existing LXs that could be leveraged in new learning journeys for other roles, with measurement at key milestones to evaluate progress and success 
  • Wrote up the specifications for branching scenarios, question libraries, options for audio/visual media, and more, connecting each learner experience to a personalized journey 

Technical Skills:

representative talent profile

instructional media specialist

Position(s): Lead or supporting graphic designer, lead motion video artist
Years of Instructional Experience: 6+
Number of Completed Projects: 40+

Key Skills: Visual Design, Illustration, UX/UI Design, Storyboarding, Animation, Audio Engineering

Media Skills: Engaging illustrations, 3D models, character design, storyboarding, live-action and motion graphic video creation, audio recording and editing, client branding, and more to enhance media and create engaging touchpoints that resonate with learners 

Strengths: Brainstorming, Collaboration, Visual Communication,  Color Theory, Typography, Layout and Composition

Career Highlights:

  • Completed projects with extreme attention to fonts, colors, spacing, and more that ensured integrity with client branding requirements 
  • Designed and integrated media based on project-specific content that reflected the learner audience, established realistic learning environments, allowed for hands-on practice in virtual environments, and promoted diversity and engaging storytelling
  • Created quick-reference illustrations learners could access on the job to help them make fast, effective decisions   

Technical Skills:

representative talent profile

lms admin

Position(s): Admin or sub-admin for Learning Management System (LMS)
Years of Instructional Experience: 5+
Number of Completed Projects: 15+

Key Skills: LMS Configuration, User Management, Course Management, System Maintenance, Reporting, Data Analysis, System Integrations

Media Skills: Network and tech-stack diagrams to communicate system architecture and integration 

Strengths: Troubleshooting and Analysis, Learning Analytics, User Administration, Technical Proficiency, Documentation, Adaptability

Career Highlights:

  • Managed a curriculum of more than 1,450 course offerings in the LMS for more than 10,000 learners 
  • Uploaded, tested, and ensured the readiness of new and relaunched programs 
  • Created and maintained reporting workflows to meet stakeholder needs 
  • Provided on-demand support to the learning team to answer questions and promptly address concerns 

Technical Skills:

representative talent profile

learning project manager

Position(s): Learning project manager, project lead, or coordinator
Years of Instructional Experience: 5+
Number of Completed Projects: 35+

Key Skills: eLearning Development, Resource Coordination, Project Management (PMP Certified), Agile and Waterfall PM Methodologies, Budgeting and Forecasting, Scheduling, Quality Assurance

Media Skills: Visual reporting of project plans via Gantt charts and other standard formats

Strengths: Problem-Solving, Communication, Active Listening, Collaboration, Decision-Making, Attention to Detail, Adaptability, Time Management, Risk Management, Budget Management, Team Coordination and Delegation

Career Highlights:

  • Managed concurrent award-winning projects without missing deadlines or wasting resources 
  • Completed several projects earlier than the expected timeline and under the anticipated budget 
  • Built strong relationships with returning client partners for multi-phase initiatives or course maintenance projects 

Technical Skills:

representative talent profile

SUBJECT MATTER EXPERT (SME)

Position(s): Industry-specific specialist
Years of Instructional Experience: 5+
Number of Completed Projects: 5+

Key Skills: Content Curation, Specialized Content Development, Industry-Specific Expertise, Domain Expertise (e.g., Leadership, Onboarding, Compliance), Content Review

Media Skills: Recommendation and review of technical diagrams or industry-specific images

Strengths: Specialized Content Knowledge, Content-Gathering, Simplifying and Organizing Complex Material, Brainstorming, Collaboration, Documentation of Source Content, Decision-Making, Technical Content Review

Career Highlights:

  • Helped create, gather, and organize over 50 hours of content for projects with specific industry or learning needs and contextual nuances
  • Facilitated the decision-making process and collaboration between internal and external teams to consolidate feedback into actionable next steps 

Technical Skills:

representative talent profile

LEARNING STRATEGIST

Position(s): Lead strategist or performance consultant
Years of Instructional Experience: 7+
Number of Completed Projects: 20+

Key Skills: Needs Analysis, Learning Theory, Learner Experience Design, Learning Analytics and Measurement, Performance Mapping, Behavioral and Performance Analysis, Content Curation, Curriculum Analysis, Change Management

Media Skills: Curriculum maps, learner experience journeys, and conceptual program wireframes

Strengths: Big-Picture Thinking, Critical Thinking and Analysis, Problem-Solving, Creativity, Stakeholder Communication, Research, Design, Collaboration, Facilitation

Career Highlights:

  • Conducted a comprehensive learning needs analysis for customer services representatives that included both product knowledge and interpersonal skills development 
  • Prioritized alignment of business and learner needs, such as high-impact accessible design solutions within budgets or agile timelines, for award-winning projects
  • Designed strategies for measuring performance and results over time to inform continued client success 

Technical Skills:

representative talent profile

Instructional Designers

Position(s): Lead or supporting designer
Years of Instructional Experience: 3+
Number of Completed Projects: 15+

Key Skills: Instructional Design, Adult Learning Theories, eLearning Development, Learner Experience Design, Curriculum Development, Course Authoring, Writing, Learning Assessment

Media Skills: Simple graphic design using stock imagery, audio production

Strengths: Adaptability, Problem-Solving, Creativity, Communication, Collaboration, Technical Proficiency, Attention to Detail

Career Highlights:

  • Led the design and development of an onboarding program for new manufacturing employees
  • Scripted technical instructional content for high-tech, product knowledge training
  • Developed hybrid materials for both instructor-led training (ILT) and microlearning tutorials

Technical Skills: