SaAS ONBoarding & Training Project

Vyond

Developed and led a high-impact webinar series on key product features boosting customer adoption, reducing churn, and positioning myself as a trusted expert and advocate.

Training boosted engagement & adoption for $1M book of business

  • Challenge: To reduce churn and drive adoption, B2B SaaS customers needed quick, relevant training that addressed their most common pain points.

    Action: I designed and hosted monthly webinars focused on high-impact product features. Each session was 30 minutes or less, recorded for an on-demand video library used by both customers and internal teams.

    Result: Webinar attendance exceeded company averages, feature usage increased, and the series helped establish me as both a subject matter expert and a trusted customer advocate.

Skills:

eLearning Development

Instructional Design

Training and Facilitation

Tools:

Vyond

Litmos (LMS)

Webex

Deliverables:

12 webinars

12 edited on-demand videos

Engagement campaign

Vyond Basics - Onboarding Training

4 Ways to Evoke Emotion Webinar sample

Laptop with screen displaying 'Julie's Training Sessions' screenshot, an Vyond training video library. The laptop is sitting on a desk with an open notebook resting on the keyboard against a bright undefined background.

Vyond Training Library

Vyond Tailored Training Sample

Learning 2019 conference flyer with a highlighted image of Julie Gillespie's Vyond vendor presentation.

Learning 2019 Presenter

Virtual Instructor-Led Training (VILT):
Video Visuals for Non-Artists series

  • ATD Cascadia 2-day practical workshop I co-developed and hosted on learning and practicing visual literacy principles used by experienced eLearning developers. This webinar demonstrated how various features and tools in the Vyond platform could be used to evoke emotion and make videos more engaging for learners.

Business Analysis:
Vyond Marketing Plan

  • Vyond’s AI-powered video creation platform addresses a growing market need for fast, effective communication tools—especially for time-strapped professionals in HR, marketing, and L&D roles. By understanding Vyond’s unique product positioning and customer behavior, Customer Success can tailor enablement strategies that enhance user onboarding, drive platform adoption, and showcase measurable ROI through improved communication outcomes.

Lessons Learned: Vyond as a Strategic Piece of Training and Engagement

I previously worked as a Customer Success Manager at Vyond and continue to advocate for the platform due to its effectiveness in helping organizations create engaging, accessible training and marketing videos. In my MBA Marketing course, I conducted a case study on Vyond’s positioning as a solution for corporate training challenges, highlighting its AI-powered video capabilities, strategic market differentiation, and appeal to diverse learning needs. However, I have found that impactful training requires integration of learning videos into a broader learning experience and organizational commitment to continuous learning as a driver of innovation.

A laptop, a tablet, and a mobile phone each displaying a 'Plan to Win: Empowering Financial Teams with Aanaplan' screenshot, an online Nike financial course.

A strong prototype speaks louder than a lengthy pitch…

It can make all the difference in securing stakeholder buy-in and project funding. Whether you need a case study, a proof of concept, or both, I am here to help you take that first step with confidence. Let’s talk!