Nathan Field
Agencies often answer the same questions repeatedly.
How does the process work?
Where do I upload files?
What happens next?
How do I use this system?
Instead of answering the same questions individually, agencies can create a centralized education environment.
A community platform such as Skool (we may earn a commission from this link) can support this type of client education experience.
Create an Onboarding Library
Start with the information every client needs.
Create resources covering:
Getting started
Communication
File submission
Project timelines
Reporting
Frequently asked questions
Add Training
Clients may need training on the systems you're implementing.
Create lessons around:
CRM usage
Content approvals
Reporting
Lead management
Marketing processes
Create a Client FAQ
Turn recurring questions into permanent resources.
This creates a self-service knowledge base.
Encourage Questions
Education doesn't have to be one-way.
Create discussions where clients can ask questions and share experiences.
This can also reveal where your documentation needs improvement.
Use Claude to Build the Education Content
Claude can help turn existing materials into:
Lesson outlines
FAQs
Checklists
Training scripts
Summaries
Your team can then review and customize the content.
Connect the Experience to Your CRM
GoHighLevel (we may earn a commission from this link) can remain the central marketing and customer management system while Skool provides the education environment.
For example:
- Client Purchased
- CRM
- Onboarding Automation
- Community Access
- Training
- Client Delivery
Client education can reduce repetitive support requests while helping customers get more value from your service.
The key is creating useful resources rather than simply creating a giant library nobody visits.
Frequently Asked Questions
Can agencies use Skool for clients?
Yes. Agencies can create educational communities or resource environments depending on their service model.
Can Claude create client training?
It can help draft lesson outlines, FAQs, scripts, and supporting materials.
Should client education replace support?
No. Education should make support easier, not eliminate important human assistance.
Build Better Client Education Systems with Havstock
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