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

About the webinar

For small teams, customer onboarding is often the biggest bottleneck. When you’re stuck in a loop of manual tracking, 1:1 sessions, and chasing data across silos, you’ve hit a growth ceiling.

In this session, our panelists share how they moved from 1:1 hand-holding to supporting thousands of users.

What’s covered:

  • The small team blueprint: How to move away from 1:1 training and structure a self-sustaining onboarding.
  • The scaling lever: Practical ways to use automation.
  • Integrating the invisible teammate: How to use tools, like HubSpot and LearnUpon, to trigger onboarding automatically.

Say hello to your speakers

Frances Kleven

Senior Director, Core Customer Experience at LearnUpon

Frances oversees LearnUpon’s Customer Academy and leads Customer Success and Implementation, turning customer education programs into real growth drivers.

Marni Stewart

Client Enablement Manager at gWorks

With 15+ years in the industry, Marni knows that for non-tech-savvy users, training is the foundation of their success. At gWorks, she focuses on making software simple for the people who keep small cities running.

Gwenda Decneut

Head of Enablement at Lansweeper

As the architect of Lansweeper’s customer Academy, Gwenda specializes in creating learning experiences that help people understand faster and adopt quicker, ensuring that customers feel fully equipped.