337 lines
19 KiB
Markdown
337 lines
19 KiB
Markdown
---
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name: Website Customer-Education Positioning
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overview: Rewrite apps/website to lead unambiguously with customer education for SaaS as the primary wedge. Compliance, partner training, and internal academy stay as supporting use cases. Target reader is a CS / Customer Education leader at a B2B SaaS company who should immediately recognize "this is for me" on the homepage. Grounded in shipped features only — no marketing of unbuilt integrations or capabilities.
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todos:
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- id: hero-rewrite
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content: Replace the wedge-agnostic homepage hero copy with a customer-education-first headline and subhead; swap the hero visual to a branded customer academy
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status: pending
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- id: homepage-section-reorder
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content: Reorder homepage section blocks in +page.svelte to the new flow (Hero → TrustBand → ROI → AI Builds → Brand/Domain → AI Tutor → Certs+Programs → API/Automation → Multi-Academy → OSS → Testimonial → CTA)
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status: pending
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- id: trustband-on-home
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content: Promote the existing TrustBand component from /customer-education to the homepage (Built for product-led SaaS)
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status: pending
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- id: roi-band
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content: Add a "Why customer education, why now" section to the homepage and the /customer-education page with industry stats (+22% retention, +38% adoption, -6.1% support costs) with source attribution
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status: pending
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- id: ai-builds-academy-section
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content: Build a new homepage section highlighting AI course creation (templates + assistant) and the MCP server for agent-driven course authoring — currently underused in marketing
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status: pending
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- id: multi-academy-section
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content: Add a "One account, multiple academies" homepage section explaining multi-workspace (customer-facing + internal + partner portals, each with own brand and domain)
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status: pending
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- id: programs-section
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content: Add a "Many programs in every academy" section highlighting programs as the multi-track primitive (Onboarding, Admin Cert, Power-User Track)
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status: pending
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- id: vs-help-docs-section
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content: Add a "vs help docs" comparison section/table on the /customer-education page positioning the academy against Intercom Articles, Zendesk Guide, Confluence
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status: pending
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- id: nav-reorder
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content: Reorder Solutions in navigation.svelte to Customer Education → Compliance → Internal Training; fold Partner Training into Customer Education or rewrite it (see partner-training-rewrite)
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status: pending
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- id: nav-developers-dropdown
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content: Add a new top-level "Developers" dropdown to navigation.svelte containing Automation (API + webhooks + MCP), Docs (API reference + self-hosting), MCP Recipes (/mcp-recipes), and GitHub.
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status: pending
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- id: page-vs-help-docs
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content: Create /customer-ed/vs-help-docs page — direct comparison vs Intercom Articles / Zendesk Guide / Confluence; SEO-targeted at "alternative to" queries
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status: pending
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- id: page-templates
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content: Create /templates page — public gallery of AI course templates from packages/ai-assistant/src/templates (Product 101, Onboarding, Expert). Audience is course creators / CS leaders, not developers. Top-level route; linked from homepage hero/section + customer-education page + footer. Do not put it under the Developers dropdown.
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status: pending
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- id: page-automation
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content: Create /automation page (replaces planned /integrations) — covers public API, webhooks, MCP server. Lives under the new Developers nav dropdown. No integration logo grid; no fake logos.
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status: pending
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- id: page-mcp-recipes
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content: Create /mcp-recipes page — public gallery of agent prompts/workflows using ClassroomIO's MCP server. The developer-side analog to /templates. Ship 12 recipes grouped by category (Course creation, Content updates, Bulk ops, Publishing, Power user). Lives under the new Developers nav dropdown.
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status: pending
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- id: partner-training-rewrite
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content: Rewrite /partner-training to lead with the multi-workspace pattern ("spin up a dedicated partner workspace alongside your customer academy")
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status: pending
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- id: compliance-page-soften
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content: Soften /compliance-training claims — remove "7-state compliance lifecycle" overclaim and any "audit log export" mention; current module is basic status tracking only
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status: pending
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- id: footer-cta-rewrite
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content: Rewrite the homepage footer CTA to be customer-education specific (replace "Stop chasing training completion manually" with something like "Stop forwarding help articles to every new customer")
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status: pending
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- id: remove-overweight-sections
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content: Move LearnerSection, QuestionTypes, and CertEditorSection off the homepage into feature deep-dive pages; keep linked but de-emphasized
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status: pending
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- id: language-claim-soften
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content: Soften any "10 languages" claim to "Deliver lessons in 10 languages" since UI translation is incomplete
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status: pending
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- id: seo-target-mapping
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content: Map each new/updated page to a primary SEO target keyword and set page metaTags accordingly
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status: pending
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- id: dont-market-list
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content: Audit all pages and remove copy that markets unbuilt capabilities — native integrations (Salesforce/HubSpot/Slack/etc), SCIM, audit-log export, SCORM/xAPI
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status: pending
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isProject: true
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---
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# Website Customer-Education Positioning PRD
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## Status
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- Draft (2026-05-15)
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- Owner: TBD
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- Source: `company/website-customer-ed-pivot.md`
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## Problem
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The current `apps/website` homepage treats all four use cases — customer education, compliance, partner training, internal academy — as equal. The hero copy says *"...for teams, customers, and partners."* This produces a wedge-agnostic page where a VP Customer Education at a B2B SaaS company cannot immediately recognize that the product is for them.
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The strongest opportunity is **customer education for SaaS** — fastest-growing segment, weakest entrenched competition in the SMB / mid-market slice, strongest ROI proof points. The website needs to commit to that wedge.
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The dedicated `/customer-education` page is already strong (~574 lines) but doesn't get the homepage traffic that should funnel into it.
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## Goals
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1. Make customer education for SaaS the unambiguous primary wedge on the homepage
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2. Surface shipped-but-underused capabilities: AI course creation, MCP server, multi-workspace, programs
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3. Strengthen the `/customer-education` page with ROI proof, comparison vs help docs, and the multi-academy / many-programs story
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4. Add supporting pages a CS / Customer Education leader expects: vs-help-docs comparison, template gallery, automation/API page
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5. Demote (don't kill) compliance and partner-training pages; rewrite partner-training around multi-workspace
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6. Keep all copy grounded in shipped features — no fake integration logos, no SCIM, no audit-log export, no SCORM
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## Non-goals
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- Pricing changes or any references to plan/tier mechanics on the marketing site
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- Building an ROI calculator
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- A native-integration logo grid (we don't have native integrations)
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- Building new product features (this PRD covers website only)
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- Translating the marketing site into multiple languages
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- Redesigning the visual system beyond what the section reorder needs
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## Users & jobs
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| Persona | Job |
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|---|---|
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| **VP / Director Customer Education** at a B2B SaaS company (50–500 employees) | "I need to launch a customer academy to reduce support load and drive feature adoption. Is this the right tool?" |
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| **CS leader evaluating Skilljar / Intellum / Northpass alternatives** | "Show me how this compares, with a credible product depth and lower friction." |
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| **PLG founder / head of CX** at a Series A/B SaaS | "I want a branded learning portal under our domain — fast, AI-assisted, not a generic LMS." |
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| **Compliance / partner-program lead** | (Secondary) "Can this do my use case too?" — should still find a clear path two clicks deep |
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## Approach
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### Homepage rewrite
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**New hero copy (replaces wedge-agnostic copy in `apps/website/src/lib/components/hero.svelte`):**
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- Headline: *"Teach your customers your product before support has to."*
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- Subhead: *"Launch a branded customer academy in days. Train customers, certify power-users, drive adoption — under your own domain, with an AI tutor in every lesson."*
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- Primary CTA: *"Launch your academy free →"*
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- Secondary CTA: *"See a live academy"*
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- Hero visual: a branded customer academy in a browser (e.g. `learn.acme.com`), not the current compliance/security mix
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**New homepage section order in `apps/website/src/routes/+page.svelte`:**
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| # | Section | Source |
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| 1 | Hero (customer-education first) | Rewrite |
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| 2 | TrustBand — "Built for product-led SaaS" | Promote from `/customer-education` |
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| 3 | "Why customer education, why now" — ROI band | New |
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| 4 | "AI builds the academy" — templates + chat + MCP | New |
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| 5 | "Your brand, your domain" — custom domain + white-label | Existing FeaturesSection, retitle |
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| 6 | "AI tutor in every lesson" | Existing AiSection, reframe for adoption |
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| 7 | "Verifiable certificates + programs" | Combine existing cert sections |
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| 8 | "API, webhooks, MCP — automate everything" | New (no logo grid) |
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| 9 | "One account, multiple academies" | New |
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| 9b | "Many programs in every academy" | New |
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| 10 | "Open source, self-host, no per-seat fees" | New |
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| 11 | Testimonial + CTA — customer-ed–specific | Rewrite footer CTA |
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**Sections to remove from homepage** (move to feature deep-dive pages, still linked from nav/footer):
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- `LearnerSection`
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- `QuestionTypes`
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- `CertEditorSection`
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### Navigation update (`apps/website/src/lib/components/navigation.svelte`)
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Reorder Solutions:
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1. **Customer Education** (primary, subhead "Customer academies for SaaS")
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2. Compliance Training
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3. Internal Training
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4. Partner Training — rewritten around multi-workspace (or folded into Customer Education)
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**Add a new top-level "Developers" dropdown** containing:
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- **Automation** → `/automation` (API + webhooks + MCP overview)
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- **Docs** → API reference + self-hosting guide
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- **MCP Recipes** → `/mcp-recipes` (developer activation gallery)
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- **GitHub** → repo link
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This is the right home for the OSS + API + MCP positioning that doesn't fit under Solutions.
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`/templates` does **not** belong under Developers — it's a content / activation surface for course creators (CS leaders building academies), so it sits as a top-level route linked from the homepage and `/customer-education`. The developer-side analog is `/mcp-recipes`.
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### `/customer-education` page enhancements
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The page is already substantial. Add three things:
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1. **ROI proof band** near the top: "+22% retention, +38% adoption, -6.1% support costs" with industry-stat source attribution
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2. **"vs help docs" comparison section** — direct fair-fight against Intercom Articles, Zendesk Guide, Confluence (which we win on certification, programs, AI tutor, analytics)
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3. **"One account, multiple academies" + "Many programs per academy"** — explain multi-workspace + programs as separate but complementary patterns
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Do NOT add an integration logo grid (no native integrations).
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### New pages
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| Page | Lives under | Purpose | Primary SEO target |
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| `/customer-ed/vs-help-docs` | Solutions › Customer Education | Captures "alternative to Intercom Articles / Zendesk" intent | "alternative to intercom articles", "customer academy vs help docs" |
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| `/templates` | Top-level (linked from homepage section + `/customer-education` + footer). **Not** under Developers — audience is course creators / CS leaders. | Public gallery of AI course templates | "customer onboarding course template" |
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| `/automation` | **Developers (new dropdown)** | Public API + webhooks + MCP server | "lms api", "open source lms api", "mcp lms" |
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| `/mcp-recipes` | **Developers (new dropdown)** | Gallery of agent prompts/workflows using ClassroomIO's MCP server — developer-side analog to /templates | "mcp examples", "claude mcp lms", "claude course automation" |
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### Rewrites / softening
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| Page | Change |
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| `/partner-training` | Rewrite around multi-workspace: "Spin up a dedicated partner workspace alongside your customer academy — separate brand, separate domain, one bill." |
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| `/compliance-training` | Soften "7-state compliance lifecycle" to "track compliant / expiring / non-compliant"; remove any "audit export" mention; module is basic status tracking only |
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| Homepage footer CTA | Replace "Stop chasing training completion manually" with customer-ed-specific copy (e.g. "Stop forwarding help articles to every new customer") |
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| Any page mentioning "10 languages" | Soften to "Deliver lessons in 10 languages" — UI translation is incomplete |
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### Honest-claims rules (applies to every page)
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- Don't list native integrations (Salesforce, HubSpot, Slack, Zapier, Notion, GitHub, Intercom, Zendesk, Segment) — none are built
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- Don't mention SCIM, audit log export
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- Don't mention SCORM / xAPI
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- Don't pitch sub-orgs / nested tenancy as separate from multi-workspace (they are the same shipped feature)
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- "Multi-tenant" = per-org branded academies AND multi-workspace under one account (both shipped)
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## Functional requirements
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### Components touched
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- `apps/website/src/routes/+page.svelte` — section reorder
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- `apps/website/src/lib/components/hero.svelte` — copy + visual rewrite
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- `apps/website/src/lib/components/navigation.svelte` — reorder, add Customers link
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- `apps/website/src/lib/components/trust-band.svelte` — promote to homepage
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- `apps/website/src/lib/components/features-section.svelte` — retitle for branded-academy framing
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- `apps/website/src/lib/components/ai-section.svelte` — reframe for adoption
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- `apps/website/src/lib/components/page-signup-cta.svelte` — rewrite copy
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- Existing wedge pages (`customer-education`, `compliance-training`, `partner-training`) — content updates per above
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### New components (likely)
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- ROI band component (reusable on homepage and `/customer-education`)
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- "AI builds the academy" section (templates + chat + MCP triple)
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- "One account, multiple academies" section (multi-workspace pitch)
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- "Many programs per academy" section (programs pitch)
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- "vs help docs" comparison table component
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- Case-study card component
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### New routes
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- `apps/website/src/routes/(marketing)/customer-education/vs-help-docs/+page.svelte` (match existing marketing-group pattern)
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- `apps/website/src/routes/templates/+page.svelte`
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- `apps/website/src/routes/automation/+page.svelte`
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- `apps/website/src/routes/mcp-recipes/+page.svelte`
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### `/mcp-recipes` page spec
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**Top of page:**
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- Hero — *"Build and manage courses with your AI agent. 12 recipes using ClassroomIO's MCP server."*
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- 3-step setup: install MCP, connect ClassroomIO, paste a recipe
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- "Why MCP" 2-line explainer for non-technical readers
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**Body:**
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- Filter chips by category (Course creation / Content updates / Bulk ops / Publishing / Power user)
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- Grid of recipe cards
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**Per recipe card → detail page:**
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- Title + 1-line outcome
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- Use case ("when to reach for this")
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- **Copyable prompt** — the actual text to paste into an agent
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### Recipes to ship at v1 (12 total)
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**Course creation (4):**
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1. Create a course from a PDF
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2. Spin up a Customer Onboarding academy from your docs site
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3. Convert a Loom recording (transcript) into a lesson
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4. Generate a course from a one-line brief
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**Content updates (3):**
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5. Regenerate quiz questions for an existing course
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6. Translate a course's lessons to Spanish
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7. Rewrite a course landing page for a new audience
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**Bulk ops (2):**
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8. Re-tag every course by topic using AI
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9. Reorder lessons across multiple courses for consistency
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**Publishing (2):**
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10. Publish a draft to production
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11. Clone a flagship course into a new program
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**Power user (1):**
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12. Daily course-health digest (list courses, summarize completion, post to Slack via webhook)
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### SEO
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- Each new page sets primary keyword in metaTags
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- Internal linking: homepage → customer-education → vs-help-docs / case-studies / templates / automation
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- Keep existing `docs-vs-company-academy` page; cross-link
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## Success metrics
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- **Homepage clarity:** qualitative — usability test with 3–5 CS leaders; can they describe the product in one sentence after 30 seconds?
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- **Customer-ed page traffic:** % of homepage sessions that click through to `/customer-education` — track increase post-launch
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- **Demo / trial signups attributed to customer-ed pages:** baseline now, target 2× by month 3
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|||
|
|
- **Developers dropdown engagement:** clicks on the new Developers nav item; visits to `/automation`, `/mcp-recipes`, and self-host docs
|
|||
|
|
- **SEO rankings:** track positions for "customer academy software", "customer education platform", "alternative to skilljar/intellum", "open source LMS for customer education"
|
|||
|
|
- **No regression** in compliance / partner / internal-training conversion paths (they remain reachable, just demoted)
|
|||
|
|
|
|||
|
|
## Rollout plan
|
|||
|
|
|
|||
|
|
### Week 1 — homepage + nav
|
|||
|
|
- Hero rewrite, section reorder, nav reorder
|
|||
|
|
- Add new **Developers** dropdown
|
|||
|
|
- Footer CTA rewrite
|
|||
|
|
- Promote TrustBand to homepage
|
|||
|
|
- Soften any unbuilt-feature claims sitewide
|
|||
|
|
|
|||
|
|
### Week 2 — customer-education page enhancements
|
|||
|
|
- ROI band
|
|||
|
|
- vs-help-docs section / table
|
|||
|
|
- Multi-academy + many-programs sections
|
|||
|
|
|
|||
|
|
### Week 3 — supporting pages
|
|||
|
|
- `/templates` (gallery from AI templates)
|
|||
|
|
- `/automation` (API + webhooks + MCP) under Developers
|
|||
|
|
- `/mcp-recipes` (12 agent recipes) under Developers
|
|||
|
|
|
|||
|
|
### Week 4 — rewrites
|
|||
|
|
- `/partner-training` rewrite around multi-workspace
|
|||
|
|
- `/compliance-training` softening pass
|
|||
|
|
- `/customer-ed/vs-help-docs` page
|
|||
|
|
|
|||
|
|
## Open questions
|
|||
|
|
|
|||
|
|
1. **Hero visual asset:** do we have a usable screenshot of a real branded academy, or do we need a mockup designed?
|
|||
|
|
2. **Partner-training nav slot:** keep it as a top-level Solutions item or fold into Customer Education? Recommend: keep as its own item now that multi-workspace makes it real.
|
|||
|
|
3. **Internal training:** does it need its own page or is it adequately covered by the demoted Compliance + Partner pattern? Recommend: defer until there is signal from inbound.
|
|||
|
|
4. **vs-help-docs page tone:** direct and named (Intercom Articles, Zendesk Guide, Confluence) or generic? Recommend: named — captures the comparison intent and is fair.
|
|||
|
|
5. **Developers dropdown items beyond /automation:** include /docs route if one exists; otherwise the dropdown is API + self-host + GitHub for v1.
|
|||
|
|
6. **Case studies:** noted absent for v1; revisit when we have a named customer willing to be quoted. Footer CTA + testimonials remain as social proof in the meantime.
|
|||
|
|
|
|||
|
|
## Risks
|
|||
|
|
|
|||
|
|
- **Wedge over-narrowing** alienates compliance/internal/partner inbound. Mitigation: keep those pages live and reachable two clicks deep; don't delete content.
|
|||
|
|
- **Hero copy too cute** ("before support has to") may not match buyer phrasing. Mitigation: A/B test against a more literal alternative in week 2.
|
|||
|
|
- **New pages launched with thin content** dilute brand. Mitigation: case-studies allowed placeholder; vs-help-docs and templates require real content before launch.
|
|||
|
|
- **Sectional bloat** if every new section is added without removing the moved-off ones. Mitigation: keep the section-removal todos paired with the new-section work.
|
|||
|
|
|
|||
|
|
## Out of scope
|
|||
|
|
|
|||
|
|
- Any pricing-page changes
|
|||
|
|
- Visual redesign / theme work
|
|||
|
|
- Dashboard / product UI changes
|
|||
|
|
- Translation of marketing site
|
|||
|
|
- Building the ROI calculator
|
|||
|
|
- Building native CRM / support-tool integrations
|