Guide new customers through onboarding, step by step.

The first weeks after a customer signs decide whether they succeed with your product or quietly stall. Customer onboarding software gives every new client a guided path instead of a scattered handoff. In IQEducate you build an onboarding program — an ordered sequence of courses and acknowledgements — and invite the client into a portal that shows them exactly what to do first, next, and last. They see only their onboarding, not your internal content.

For account teams, the value is visibility. Instead of asking a customer success manager to chase status over email, program progress tracking shows how far each client has moved through onboarding and completion reports confirm when they're fully set up. You can spot a stalled account before it becomes a renewal risk and reach out with something specific instead of a generic check-in.

Design onboarding as an ordered program

Programs are ordered collections of courses and policy acknowledgements. Sequence a welcome overview, a product setup course, a best-practices module, and a short acknowledgement so clients move through onboarding in the order that actually sets them up to succeed.

  • Order steps so early wins come first and complexity builds gradually
  • Mix video walkthroughs, PDFs, rich text, and checklists inside each course
  • Add a quiz or attestation where a client needs to confirm a key step

A portal built for outside users

Clients are external learners with a dedicated portal scoped by client group. They see only the onboarding you assign, never your internal courses or catalog. You invite them by email with a token-based link; they accept and sign in with Google.

Give account teams real completion visibility

Program progress tracking shows each client's status per course, and completion and overdue reports let your success team see who's on track and who's stalled. Reports filter and export to CSV for account reviews and handoffs.

  • See per-client progress across the whole onboarding program
  • Catch stalled accounts early with overdue flags and reminders
  • Export completion status to CSV for QBRs and internal reviews

Scale onboarding as you sign more customers

Reminder emails nudge clients before and after due dates with escalation, so you don't hand-hold every account. Pricing is based on active learners rather than per-course fees, so building a richer onboarding program never inflates the bill — and you can start on the free plan.

Frequently asked questions

Do customers see our internal training?

No. Customers are external learners in a portal scoped to their client group. They see only the onboarding program you assign — never your internal courses or catalog.

How do clients get into onboarding?

Send a token-based email invitation. The client accepts, signs in with a Google account, and lands in their portal with the onboarding program ready in order.

Can we control the order of onboarding steps?

Yes. Programs are ordered collections of courses and acknowledgements, so clients move through onboarding in the exact sequence you define.

How does our account team track progress?

Program progress tracking shows each client's status per course, and completion and overdue reports (filterable and CSV-exportable) reveal who is on track and who has stalled.

Can we nudge clients who fall behind?

Yes. Reminder emails send before and after due dates with escalation, and overdue reporting shows which accounts need a personal follow-up.

Related reading

  • Client Training Platform

    Train customers and clients with dedicated external portals. Explain your process, set expectations, confirm understanding with quizzes, and keep proof of completion.

  • Employee Onboarding Software

    Turn new-hire onboarding into a consistent, trackable program. Sequence courses, schedule training relative to hire dates, and confirm every step with records.

  • Features

    Explore IQEducate features: AI course generation, quizzes with server-side grading, recurring training rules, automatic certificates, reporting, and client portals.

  • Pricing

    Straightforward training software pricing based on active learners. Start free, then choose Starter, Growth, Business, or Enterprise as your training grows.

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