Retention
On demand
Customer Education Planner Agent
Give each role a learning path.
Build a short learning plan that helps a customer's team use the product for their actual work.
Plan Birch training for administrators and report users.
- Read HubSpot learning brief
What it does
Choose lessons that match the customer's actual work.
Build a short learning plan that helps a customer's team use the product for their actual work. Built for customer education and enablement teams.
Match roles and goals
Provide the users' roles, goals and available guides or training materials. Role-specific goals and past learning difficulties can help choose the right lessons.
Build useful learning paths
Choose relevant lessons and arrange them in a useful order, starting with any prerequisites.
Prepare learning sessions
Get a practical learning plan with links and simple completion goals.
How it works
Build a short learning plan that helps a customer's team use the product for their actual work. Built for customer education and enablement teams.
- Approved documents and context
- Role-based learning prerequisites Current approved curriculum Optional: customer roles, stated work tasks and completed training, to skip material people already know. Optional: aggregated course feedback and recurring support questions, to identify exercises that address real points of confusion.
- Make learning relevant to daily work
- Arrange existing guides and lessons around each role's actual tasks so customers have a clearer place to start.
- Check practical progress
- Use prerequisites and completion goals to confirm participants can perform the intended tasks.
- HubSpot · Read customer learning goals (read)
- Confirm roles and purchased scope.
- Notion · Read approved learning catalogue (read)
- Select current lessons and prerequisites.
- Google Calendar · Read training availability (read)
- Prepare feasible session proposals.
- Human review and permissions
- Enablement owner approves plans and invitations.
01Gather the context
Bring together the relevant information from HubSpot, Notion, Google Calendar.
02Check what matters
Choose relevant lessons and arrange them in a useful order, starting with any prerequisites.
03Prepare the result
Role-specific sequence with prerequisites and completion criteria. Proposed calendar session and learning objective.
04Review proposed changes
Enablement owner approves plans and invitations.
Integrations
CRM
HubSpot
Salesforce
Knowledge
Notion
Confluence
Calendar & meetings
Google Calendar
Microsoft Outlook
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Help customers learn the tasks that matter to their role, with less time spent assembling a training path.
- Make learning relevant to daily work
- Arrange existing guides and lessons around each role's actual tasks so customers have a clearer place to start.
- Check practical progress
- Use prerequisites and completion goals to confirm participants can perform the intended tasks.
More for retention teams
Ticket Triage & Reply Drafting
Sort incoming support tickets and draft helpful replies using your product information and support history.
Customer Onboarding Orchestrator
Turn a new customer's agreed setup into a simple checklist with owners, dates and a first useful outcome.
Customer Health & Risk Review
Spot customers who may need help by reviewing product usage, support issues and recent conversations.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.