EdTech Customer Onboarding 101 GUIDE


The EdTech customer onboarding process for your EdTech software is critical to your client’s experience with your company. If it doesn’t go well, you and your clients could face challenges ranging anywhere from unhappy customers to lost data.

Laying out the onboarding process for your EdTech clients will help you to achieve the following:

  • Accommodate a wide variety of users
  • Ensure seamless software integration
  • Speed up the onboarding process

In this guide, we’ll teach you what challenges you’ll face in onboarding EdTech clients, how to prepare for those challenges, and what traits you’ll need to help you overcome those challenges. 

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