Rethinking Customer Education One Blog at a Time

6/15/2026
SOP vs. Step-by-Step Guide: How to Document a Process Customers Will Follow

SOP vs. Step-by-Step Guide: How to Document a Process Customers Will Follow

An SOP keeps a task consistent; a step-by-step guide gets it done. Implementation needs both, and handing customers your internal SOP stalls onboarding.

6/12/2026
Step-by-Step Guide Template: Structure, Format, and How to Use It

Step-by-Step Guide Template: Structure, Format, and How to Use It

The complete step-by-step guide template — every section defined, a fully filled example, and how the format changes across guide types. Copy and use immediately.

6/11/2026
How-To Guide vs. Step-by-Step Guide: The Difference That Decides Your Ticket Volume

How-To Guide vs. Step-by-Step Guide: The Difference That Decides Your Ticket Volume

How-to and step-by-step guides are nearly the same. The difference that matters decides whether customers self-serve or file a ticket.

6/11/2026
How to Turn a Loom Video into a Step-by-Step Guide

How to Turn a Loom Video into a Step-by-Step Guide

Already have a Loom recording? Here are three methods to turn it into a step-by-step guide — and the workflow that means you never have to do both separately again.

6/10/2026
How to Embed Step-by-Step Guides on Your Website or Help Center

How to Embed Step-by-Step Guides on Your Website or Help Center

Sharing individual guide links is not a help center strategy. Here are the four methods for embedding step-by-step guides on a website or help center, and which one builds a library customers return to.

6/10/2026
How to Drive Product Adoption with Step-by-Step Guides

How to Drive Product Adoption with Step-by-Step Guides

Most guide programs don't fail because guides are bad. They fail because of where guides are delivered and whether the impact is tracked per account. Here's the system that fixes both.