Claryoo
Try it free
All templatesTraining and education

Customer training presentation pitched at the right level

A free customer training template: 10 slides with 2 polls and a volunteer pick, ready to run on Zoom, Google Meet, Teams or in the room.

Use this templateFree. Edit any slide or question.
Customer training template: title slide

What’s inside

  1. Customer training: Title slide1 · Title slide
  2. Customer training: Agenda2 · Agenda
  3. Poll

    How often do you use the product today?

    1. AEvery day
    2. BA few times a week
    3. CRarely
    4. DI’m just starting
    3 · Live poll
  4. Customer training: Section slide4 · Section slide
  5. Customer training: Discussion prompt5 · Discussion prompt
  6. Poll

    Which part has been hardest to follow so far?

    1. ASetup
    2. BEveryday workflow
    3. CReports
    4. DAll clear
    6 · Live poll
  7. Customer training: Key takeaways7 · Key takeaways
  8. Pick a volunteer

    Who tries it live next?

    One person, picked at random from everyone here.

    8 · Pick a volunteer
  9. Customer training: Next steps9 · Next steps
  10. Customer training: Closing slide10 · Closing slide

About this customer training template

Customers in one training session can range from first-day users to daily experts. This customer training presentation starts with where people are today, works through the tricky parts step by step, and ends with someone trying it live. The discussion slide asks which one task still slows people down.

The first poll asks how often people use the product, from every day to just starting. The second asks which part has been hardest, such as setup, everyday workflow or reports. A random pick chooses who tries it live next. It suits customer success teams and trainers running a product training session or customer onboarding webinar.

When to use it

  • Onboarding a new customer’s team onto your software
  • Running regular product training for a mixed audience
  • Getting customers hands-on instead of only watching a demo

How to use it

  1. Use this template. All 10 slides land in your Slides, free. Edit the text on any slide, change any question, or add your own slides from a PDF.
  2. Run it. On a Zoom, Google Meet or Teams call, people answer in the meeting chat. In a room, they scan a QR code and answer on their phones. No app for anyone.
  3. See the room. Results land live, only you see who’s gone quiet, and a summary is ready when it ends.

More on live polls, quizzes and pick a volunteer.

More training and education templates

FAQ

Customer training questions.

Run good customer training by finding out what people already know, focusing on the tasks they find hard and getting them to try it live. Covering everyday tasks first saves the most time.