From 1:1 to Thousands -
How Real Businesses are Mastering Customer Onboarding

Customer onboarding is the most critical stage of the journey, yet for small teams, it’s often the biggest bottleneck. When you’re stuck in a loop of manual tracking, 1:1 sessions, and chasing data across silos, you aren’t just busy—you’ve hit a growth ceiling.

The reality? You can’t hire your way out of a manual process.

But the good news is that we’re here to help! Join us for a tactical look at how lean teams are building high-impact customer academies that do the heavy lifting for them.

To tackle this issue, we’re sitting down with practitioners Marni Stewart of gWorks, Gwenda Decneut of Lansweeper, and LearnUpon’s own Frances Kleven who have been in the trenches. They’ll share how they moved from 1:1 hand-holding to supporting thousands of users, how they restructured their programs to drive faster activation with the resources they already had, and how they finally stopped the manual grind.

What you’ll learn:

• The Small Team Blueprint: How to move away from 1:1 training and structure a self-sustaining onboarding that guides customers to value without you needing to be in the room every single time.
• The Scaling Lever: Practical ways to use automation, making onboarding faster for customers and infinitely more manageable for your existing team.
• Integrating the Invisible Teammate: How to use tools, like HubSpot and LearnUpon, to trigger onboarding automatically and feed data back to your company, so you can stop being the manual middleman.
• Metrics for Growth: The specific behavioral changes that prove your academy is working, from reduced support tickets to faster Time to Value (TTV).