ABOUT THIS EPISODE
Customer education has outgrown the LMS era. In this episode of CELab we down with Zayd Badwan, Chief Revenue & Customer Officer at Uplimit, and Yash Tekriwal, who leads education and cohort programs at Clay, to ask a hard question: if your main metric is still course completion, are you already behind? Together, they unpack how AI, cohort-based learning, and practice-first design are transforming customer education from “check-the-box training” into a true lever for product adoption and revenue. You’ll hear how Uplimit and Clay are using AI to automate the admin work that slows teams down, generate practice experiences at scale, and actually measure behavior change and skill improvement—not just time spent watching videos. The conversation ranges from cohort-based onboarding for enterprise customers, to AI-powered role plays and rubrics, to tying learning programs directly to product usage and activation metrics. If you care about Customer Education, Customer Success, or Enablement, this episode is a blueprint for moving beyond the hype and building programs your CFO—and your customers—will love.
Key Takeways:
- The “sucker’s choice” in learning: scale with async and get low outcomes, or deliver high-touch experiences that don’t scale—and how AI changes that tradeoff.
- Why completion rates aren’t enough: shifting from “who finished the course?” to “who can actually do the behavior that drives product value?”
- Cohort-based customer onboarding:
- Clay’s enterprise cohorts that get customers to a live, deployed workflow before their first call with a strategist.
- Using “onboarding complete” as a signal that a customer is ready for strategic work, not just basic setup.
- AI-powered practice at scale:
- Role plays, brainstorms, and screen-recording uploads graded by AI against a rubric.
- GE Healthcare’s example: thousands of SME hours saved by automating role play assessment.
- From content consumption to competency:
- Designing exercises that assess how well someone understands and applies concepts, not just whether they watched a video.
- Moving from binary “activated / not activated” to a spectrum of competency and product proficiency.
- Admin and operations automation:
- AI grouping learners, tracking participation, and sending smart nudges in Slack/Teams.
- AI-assisted course creation from slide decks, product docs, or talks—getting teams 80–90% of the way there.
- Behavior change as the real goal:
- Measuring skill improvement (e.g., 12% skill uplift) and tying it to time-to-value, product usage, and revenue.
- Using product data (activation, feature usage, MAU) together with learning analytics to prove CE/CS impact.
- Social and community-based learning:
- Learners coaching each other in Slack, not just relying on CSMs or TAs.
- Encouraging learners to share their wins publicly (e.g., LinkedIn posts about what they built) to drive advocacy and organic growth.
- Personalization with AI “tutors”:
- Tailoring scenarios and role plays to learner role, industry, and use case (e.g., government, specific product surface areas).
- Cutting down “re-learn what I already know” time and focusing on the delta that actually matters.
- Strategic implication for CS leaders:
- Freeing CSMs from repeating Clay 101 or basics on calls.
- Replacing “LMS graveyards” with living, cohort-based, AI-augmented programs customers actually want to join.
