O que é Customer Education ou Educação do Cliente?
Você provavelmente chegou aqui porque se perguntou o que é customer education ou buscando uma definição melhor do tema.
Educação do Cliente (ou Customer Education) é sobre você acelerar o aprendizado do seu cliente para que ele encontre cada vez mais valor no seu produto ou serviço.
Isso é feito ao estimular novos conhecimentos, incentivar comportamentos específicos ou promover mudança de atitudes.
Não tem como falarmos sobre o que é customer education sem depois falarmos sobre por que é importante pensarmos no assunto.
Se olharmos do ponto de vista prático em frente ao seu cliente, a área de CEd pensa em aumentar a taxa de renovação dos seus clientes, probabilidade de recomendação e aumento do valor médio pago. Já do ponto de vista mais abrangente, um bom CEd implementado vai te posicionar como líder de mercado e atrair novos clientes.
Para além do marketing de conteúdo, uma área de CEd usa como base conceitos educacionais – ou seja, ele se preocupa em fazer o consumidor aprender sobre alguma coisa, e não somente a reproduzir uma série de passos para o momento, como muitos desses posts de blogs.
O QUE COMPÕE A ÁREA DE CUSTOMER EDUCATION?
01
PROMOVER MUDANÇA DE ATITUDE
02
INCENTIVAR COMPORTAMENTOS
03
ESTIMULAR NOVOS CONHECIMENTOS.
“Aprenda sobre x, y e z.”
Vamos explorar cada uma das três funções do que é Customer Education: estimular novos conhecimentos, incentivar comportamentos específicos ou promover mudança de atitude.
01) Quando falamos em promover mudança de atitude, estamos abordando o conceito mais puro de atitude: o que a pessoa pensa sobre um assunto.
Se você trabalha com clientes sabe: muitas vezes, eles não estão dispostos a tentar novas funcionalidades ou experimentar. E uma estratégia de CEd vai promover uma mudança de atitude ao elaborar um planejamento que reforce uma mesma mensagem.
02) Já a parte de incentivar comportamentos específicos faz referências a adotar melhores práticas do mercado.
Enquanto um blog focado pautado em estratégias de inbound marketing vai relatar dez cases desconexos sobre como usar o produto, uma estratégia alinhada de Customer Education pensará em como alinhar cada um desses dez cases com um propósito maior, de reflexão ou de adoção de certas funcionalidades ou comportamentos quando usar a plataforma.
03) Por fim, estimular novos conhecimentos, estamos falando de ajudar o cliente a entender o porquê de alguma coisa funcionar daquele jeito.
Enquanto um tutorial de instrução vai te ensinar a criar um anúncio no Facebook Ads, com um conteúdo educacional seu cliente vai dominar a lógica por trás também. Dessa forma, mesmo que a plataforma mude, o cliente retém o conhecimento e será capaz de reproduzi-lo sozinho – e inclusive a combinar estratégias, tornando sua solução parte de algo maior.
Logo, os três pilares de um bom Customer Education é EAD: elaborar um plano educacional, alinhar a estratégia e dominar a lógica.
EXPANDINDO NO CONCEITO DO QUE É EDUCAÇÃO DO CLIENTE.
- Customer Education não é tutorial de plataforma. É também.
- Customer Education não é onboarding. É também.
- Customer Education não é LMS. É também.
- Customer Education não é knowledge base. É também.
Educação do Cliente é sobre você reduzir as barreiras que existam para um cliente, seja um usuário específico ou uma conta com um todo, encontrar valor em seu produto ou serviço OU para que eles vejam mais valor, para que assim não abandonem seu produto e para que eles aumentem a conta, respectivamente.
Por isso, ela é muito mais estratégica do que somente cada uma dessas coisas.
Importante frisar aqui que, embora eu tenha feito algumas comparações entre estratégia de inbound marketing com o que é customer education, de nenhuma forma estou querendo desmerecer o marketing. Pelo contrário, bons profissionais de marketing acabam usando estratégias de desenho instrucional, mesmo que sem saber, em seus conteúdos.
A questão é que por terem foco (até mesmo pressão) somente em gerar leads e retenção de tempo de página, acabam não olhando para o panorama geral e lhes faltam treinamento formal em design instrucional. E aí que tá um erro muito comum.
O ERRO MAIS COMUM EM QUEM VAI IMPLEMENTAR CUSTOMER EDUCATION EM SUAS EMPRESAS.
Com a “ascensão” do termo Customer Education, muitos profissionais têm buscado por conteúdos de design instrucional, acreditando que Customer Education é marketing de conteúdo com técnicas de educação. Sim, pode ser, mas tem algumas pegadinhas aí.
Primeiramente, o que é design instrucional? Em resumo, é uma área que foca em melhorar o processo de ensino e de aprendizagem. É como se fosse a engenharia da educação. Um designer (ou desenhista) instrucional pensa: qual é o objetivo do meu estudante? Qual a melhor forma de entregar esse conteúdo?
Um bom designer instrucional entende das mais diversas teorias de educação e projeta (por isso é um designer) o conteúdo mais apropriado para estimular esse aprendizado. Claro, isso dentro das restrições. Essas barreiras podem ser orçamentárias, de tempo, de plataforma, etc.
O designer olha para o professor, para o estudante, para o conteúdo e para as tecnologias, conectando todas elas.
O QUE É CUSTOMER EDUCATION: PENSAR PRIMEIRO NOS OBJETIVOS.
Eu já falei sobre isso na minha empresa Poly Studio sobre como se tornar um professor online, mas antes de sair aprendendo sobre design instrucional é focar em quais são seus objetivos enquanto empresa e quais as dores do seu cliente. Se você é do “ramo” de startup, esse já é um mantra repetido muitas vezes. Resolva a dor do seu cliente. Nesse caso, troque cliente por estudante. O que sua empresa espera obter com a educação do cliente e, mais importante ainda talvez, o que seu cliente precisa aprender. O objetivo deste post inicial era começar a discutir o tema e ensinar os mais diversos profissionais, desde designers instrucionais, a profissionais de RH, enablement, marketing e donos de empresas a entenderem o que é customer education e como implementá-lo em suas empresas! Se você quiser dicas de como se tornar um professor melhor, o blog da Poly Studio é o caminho!

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Please share this article from a business perspective; I am always on the lookout for content that helps improve business objectives. The goal is to ensure we keep customer information secure and gain a thorough understanding of the subject, enabling me to provide better service to my clients.
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This article explains customer education in a very practical and insightful way. The focus on building knowledge, improving engagement, and helping users gain more value from products makes the concept easy to understand. A valuable read for businesses aiming to strengthen customer relationships.
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Excellent article! The difference between simply teaching ‘step-by-step’ and teaching the underlying logic in ‘reverse order’ is what truly transforms customer retention. Focusing on instructional design has made a huge difference in how concepts are explained.
O ponto que mais me chamou atenção foi a diferença entre ensinar o cliente a usar uma ferramenta e realmente fazer ele entender o motivo por trás das coisas. Um tutorial resolve uma tarefa, mas o conhecimento tende a continuar útil mesmo quando o produto muda. Acho que esse detalhe também ajuda a explicar por que customer education não deveria ficar preso somente ao onboarding. Fiquei pensando em como medir esse aprendizado na prática, porque retenção e uso do produto nem sempre mostram se o cliente realmente aprendeu.
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Customer education plays a vital role in helping users unlock the full potential of products and services. By building knowledge and trust, businesses can improve engagement, retention, referrals, and create stronger long-term relationships with their customers.
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