Education inside the portal your clients already use
Quick answer: RETAIN includes a customer education layer: build courses with modules and lessons, group them into learning paths, assign paths to accounts, and track progress and certifications — with your clients taking their learning in the same portal that holds their QBR, success plan and onboarding journey.
Why education lives with success
Customer education usually means another platform, another login, and another silo that never talks to the account record. In RETAIN, learning progress belongs to the account: your team sees who has completed what alongside health, onboarding and support — and education progress can feed the health score as an optional signal.
What's in it
- Courses — modules and lessons, drafted with INTEL assistance if you want the head start
- Learning paths — group courses into a sequence and assign it to an account
- Client-side My Learning — your customers take courses in their portal, no separate tool
- Progress and certification tracking — completion visible per account, per learner
- An optional education signal into account health scoring
Learning lives in the client portal alongside the QBR and success plan; progress is visible to your team on the account record.
See it on your own accounts
See the education layer alongside the portal and QBR — book a demo from the homepage.