Strategic guidance to help you build your education business

Practical resources for independent educators, expertise and organizations turning lived experience into income.

How to deliver training your learners actually engage with

Most training programs share the same problem. The content gets built, distributed, and largely ignored. Completion rates stay low. Managers ask whether anyone actually learned anything. No one has a clean answer.

This is the challenge Daniela Bianchin, Product Marketing Lead at Teachable, opened with during a recent global training webinar. The session brought together L&D professionals, healthcare trainers, solo course builders, and people managing partner education at companies like Google — joining from Brazil, Canada, Australia, Russia, Georgia, and the United States.

Their top two challenges: measuring impact and getting learners to actually engage.

Below is a summary of what the session covered, including the specific features Daniela demonstrated and the questions attendees raised.

Why scattered training programs fail

When training lives across PDFs, slide decks, and shared folders with no consistent structure, measuring it becomes nearly impossible. You lose track of who completed what, which concepts landed, and where learners dropped off.

According to the 2023 LinkedIn Workplace Learning Report, 89% of L&D professionals agree that proactively building employee skills is the best way to navigate the future of work — yet most organizations still rely on fragmented content to deliver it.

A platform purpose-built for training addresses this at the delivery level. Teachable for business gives you course structure, compliance tools, and reporting in one place, so you can see exactly what is happening inside your program.

Two examples from the webinar illustrate the difference:

  • ManyChat, the marketing automation platform, runs product training on Teachable for over 2,000 users, including both employees and customers. Their product marketing manager described how fast they could build and update quizzes to test knowledge after each lesson.
  • The City of Albuquerque uses Teachable to train over 1,000 seasonal workers every year, with time-limited access managed without IT involvement. Previous platforms required too much setup overhead. They stood up their Teachable program in under a week.

Course compliance keeps learners moving

The most requested topic during the session was accountability: how do you confirm someone actually went through the material?

Teachable addresses this through course compliance settings. You can require learners to pass a quiz before advancing to the next lesson. You can require them to watch at least 90% of a video before moving forward. Either way, both requirements generate data you can act on.

When learners consistently miss the same quiz questions, you can see which concepts need reinforcement. When they skip sections, the reporting shows it. This matters both for measuring learning and for improving the material over time.

In a recent Teachable survey of more than 500 students, over 60% said that having a clear structure with a defined path forward was the main reason they came back to finish a course.

That is the practical difference between a course people start and a course people complete. Structured paths with clear next steps give learners a reason to return. Compliance checkpoints give administrators something to report on.

For more on how new hire training programs use these features, that post covers the setup in more depth.

Building the course

You can create a course on Teachable using AI to generate a first draft, or upload content manually. The two approaches work together. A common setup is to use AI to generate a section outline, then replace the placeholder content with your own material.

Course content supports: video (MP4, MOV, AVI), PDFs, audio, text and images, embedded video from external platforms like YouTube, and live sessions connected through Zoom. Quizzes sit alongside this content as standard lesson types, not a separate system.

AI can also generate quiz questions from your existing lessons. Select the lessons you want covered, and the tool produces a draft set of questions. From there, you edit to match your specific terminology and objectives.

For teams that need structured sequences, Learning Paths (currently in beta) lets you chain multiple courses together in a defined order. Learners move through them in sequence and cannot skip ahead. Bundles, by comparison, give access to a collection of courses without enforcing any particular order — useful when learners can self-direct their path.

Keeping your brand in the experience

Learners notice when training looks generic. For enterprise training programs in particular, a branded experience signals that the program was built intentionally. It reads as deliberate, not assembled from whatever tool was available.

Teachable supports custom domains, branded color schemes, and white-label configuration so the environment stays consistent with your organization's visual identity. Design templates give you a starting point. Custom code access opens full control for teams with specific requirements.

Multi-language support extends this to global teams. You can set the learner interface to a specific language, and video subtitles can be translated to match. This also covers accessibility: subtitles help learners who process written material more easily than spoken audio.

Certificates at the end of a course can carry your brand. Learners can share them directly to LinkedIn, which creates organic visibility for your program without any additional promotion effort. For more on how certificates work, see the Teachable certificates support article.

Managing multiple organizations or client groups

For L&D professionals working across business units, or trainers delivering to multiple client organizations, having all learners in a single undifferentiated list creates real management problems.

Teachable's Organizations feature (currently in beta) creates separate containers for each group. Each organization can be assigned specific courses and a defined access window: a seasonal cohort gets 30 days, a specific team sees only the courses built for their function. An organization admin inside the client company can manage enrollment directly, so you are not routing every access request through your own account.

Reports are scoped per organization. You can see who logged in, which lessons were completed, quiz scores, and open-response answers. A leaderboard view shows relative engagement across the group at a glance.

For organizations selling training to other businesses, the B2B online training guide covers how to structure these programs for external clients.

Pricing and payments

Plans start at $29 per month. Course compliance features are available on higher-tier plans, so reviewing the full feature comparison at teachable.com/pricing before selecting a plan is the clearest way to match your needs to the right tier.

teachable:pay handles payment processing and tax management for sellers. It supports more than 30 payment methods through a Stripe partnership. Withdrawal schedules run daily, weekly, or monthly depending on your preference.

One-time purchases, installment plans, and limited-enrollment pricing are all available when setting up a product. Enrollment limits can be set by the number of students or by a specific date window.

See Teachable pricing plans.

See how Teachable works for your team

Teachable gives training teams the tools to build structured courses, track completion, and produce real data on whether learning is happening. See how it works for business training.

From online course to program: The shift worth making

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In March 2026, my team ran a survey to find out more about Teachable students: how they’re finding courses, what drives them to buy courses, what they value the most in their learning experience, and more. 

One finding especially stuck out to me. When we asked people what makes them actually finish a course, the top answer wasn’t better videos or interactive elements. It was clear milestones and progress tracking. Sixty-six percent of students named it the #1 factor.

That tells us that the biggest opportunity for online educators isn’t necessarily in making better courses. It’s in better structure.

That’s where Learning Paths come in. Brand new to Teachable, Learning Paths allow you to turn your existing courses into structured, multi-course programs.

The standalone course problem

There’s undeniable value in a great standalone course: students learn real skills, get real value, and walk away better than they came in. But a single course can only take a student so far. There’s a ceiling on the transformation one course can deliver, no matter how good the content.

For the student, an isolated course can lack the depth and a defined arc they need to make a meaningful transformation. And that can cost you down the line. A student who doesn’t feel like they got results doesn’t come back for the next thing, doesn’t refer their friends, and doesn’t become the kind of long-term customer your business needs for sustainable growth. 

Learning Paths can help raise that ceiling. Instead of selling a single course and hoping it carries a student all the way to a meaningful outcome, you’re delivering a program with a clear beginning, a defined progression, and an end state student can actually point to. 

The courses you’ve already built do more, because they’re working together.

Students want more advanced coursework

Here are two more numbers from the same survey:

  • 93% of students said they're likely to buy from the same creator or school again.
  • 59% said advanced or related coursework is what would bring them back.

Repeat purchase intent is high, and most students aren’t asking for a community or a workbook or a cheaper option. Instead, they want the next level of the thing they just finished.

Learning Paths essentially let you give that to your students from the start. If repeat purchase intent is high, we can also assume that students’ willingness to buy a higher ticket product—one that includes the advanced coursework they’re after—is there too. So your work is less about convincing them and more about actually building the thing.

What changes when you sell a program 

It’s safe to assume a higher price tag for a Learning Path than a course because it includes, well, multiple courses. It’s simple math. But let’s dig deeper: it’s more of a positioning shift than a product shift.

A course says: here’s a topic I’ll teach you. 
A program says: here’s a transformation, and these are the stages you move through to get there. 

That reframe alone justifies more premium pricing. It’s the difference between “I bought a yoga course” and “I enrolled in a 200-hour teacher training.” 

You’re selling your same expertise, just packaged differently. The way you market your learning should be less about content and more about outcomes.

Best of all, you can build a Learning Path from your existing course catalog. The work is in deciding what comes after what, defining the outcome the full sequence delivers, and pricing it like a program rather than the sum of its parts. 

The growth lever isn’t a new audience

Many course creators assume their next jump in revenue has to come from a bigger audience. Sometimes it does. More often, it comes from giving the audience you already have the more advanced options they want.

That’s what Learning Paths are built for: turning the courses you already sell into a structured program students can buy as one thing, complete in the right order, and finish with a real sense of accomplishment.

Note: Learning Paths are currently available in beta. To request to join the beta group, complete this form.

Introducing Teachable AI Academy: Live workshops with AI experts

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Open any feed right now and you'll find a thousand people explaining AI. Most of them are explaining the same five tips. Very few are showing you what it looks like to actually use these tools to run a business.

That's the gap we built Teachable AI Academy to close.

It's a live workshop series. We bring in creators and experts who use AI every day, and we put them in front of you to teach the exact systems and workflows behind their work. The first sessions kicks off on June 15, 2026, and the full lineup carries into August 2026.

Every session is free to attend. Each one is hosted live, and we record all of them, so the replay is waiting on Teachable whenever you want it.

What is the Teachable AI Academy?

AI Academy is a run of live, online workshops. More than 20 AI creators and experts are on the schedule, and each one picks a topic straight from their own work.

They teach it live, in real time, and they leave room for your questions at the end.

The people teaching have built audiences in the millions and run real businesses with these tools. So the advice you get is grounded in what they actually do day to day.

We host every session, and we keep the replay up afterward. That means the library grows every week as new workshops go live.

Why did we build the Teachable AI Academy?

Here's how we see this moment. AI made information instant, and that made the hunger for real skill sharper than it has ever been.

People want to build things. They want to change careers and pick up abilities that have nothing to do with what they trained in. We call this the Learning Renaissance, and we think it's the most exciting thing happening in education right now.

The hard part is knowing where to start. When everyone is posting at once, it's tough to know whose advice you can trust.

AI Academy is our answer. We put practitioners you can trust on a set schedule, each teaching one concrete thing you can use.

This is showing up in the data, too. In its 2025 Workplace Learning Report, LinkedIn found that 71% of learning and development professionals are already exploring, experimenting with, or integrating AI into their work.

That number is worth sitting with for a second. The people whose entire job is teaching skills are moving on AI right now, and AI Academy is built for everyone trying to keep pace with them.

Once you learn something in a session, you can put it to work inside Teachable. Our own AI features sit right in the platform, so the courses and content you build benefit from the same tools.

The June 2026 Teachable AI Academy lineup

The first wave of workshops runs through June, and each session below is open for registration now.

Charlie Hills, June 15 at 1:00pm EST. The AI-powered content system for personal branding. Charlie Hills grew from zero to more than 200,000 LinkedIn followers using a repeatable, AI-assisted content system. He breaks down the tools and workflows he uses to generate ideas, speed up production, and turn attention into business, all while keeping his own voice in the output. If you want background reading first, Teachable has a guide on how to build a personal brand.

Katia Smith, June 17 at 1:00pm EST. Filling the AI gaps: from prototype to product launch. Katia Smith is a former Microsoft engineer and the founder of Second Life Software, where she turns rough, AI-built prototypes into products ready for real users. She walks through the five gaps AI coding tools tend to leave open, including security, error handling, and what a user sees when something fails, using real before-and-after examples from her agency work.

Sandra, June 22 at 1:00pm EST. Ship AI-built apps without shipping risk. Sandra is a cybersecurity educator with a following of more than 550,000 security and IT professionals. She shares the flaws that ride along with fast, AI-built apps, from exposed API keys to weak authentication, and gives you a seven-point checklist you can run on anything you build before it goes live.

Anna York, June 24 at 1:00pm EST. How to become the source AI recommends. Anna York is an AI Visibility Architect and the founder of Citation School, recognized as a LinkedIn Top 12 AI Voice in Europe. She studies how tools like ChatGPT and Perplexity decide what to recommend, and she walks through her keyword research process for AI search, showing how to turn one question into a full content plan.

Mariana Antaya, June 29, 2026 at 1:00pm EST. Your first machine learning model. In 40 minutes.. Mariana is a former AI Product Manager at Microsoft who now ships her own machine learning models and teaches a community of more than 700,000 people. In 40 minutes she takes raw, messy e-commerce data and builds a model that answers a real business question: will this customer buy again in the next 90 days. You'll walk away with the working model, the code behind it, and a process you can reuse on any dataset.

More sessions coming through the summer

June 2026 is only the opening stretch. New workshops drop every week through August 2026.

Names already on the schedule include Mariana Antaya, Sai Kumar, Sundas Khalid, Sadie St. Lawrence, Anjali Viramgama, Ale Thomas, Tina Huang, and Matt Wolfe.

The topics run wide: building your first machine learning model, learning data analytics with AI, building AI agents for everyday work, and using AI with more intention. We add new dates to the AI Academy page as each session locks, so it pays to check back.

One more thing worth knowing. A lot of the people teaching also sell what they know on Teachable, and any creator can do the same. Courses, coaching, memberships, and digital downloads all run on one platform, with payments handled through teachable:pay.

How to join

Registration is open for every session on the AI Academy page.

Pick the workshops that fit what you're building, save your seat, and add them to your calendar. If a date passes before you get to it, the replay will be waiting for you on Teachable.

Head to the AI Academy page to see the full schedule and register for the sessions you want.

How Amie Tollefsrud made $11M on Teachable the “lazy” way

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Amie Tollefsrud calls herself a lazy person. She has generated over $11 million on Teachable saying so.

"I am a self-proclaimed, very lazy person." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

Most creators treat that word as the enemy. Amie treats it as the whole strategy.

She runs an eight-figure course business from her bed or a beach club lounger, and she got there by doing less of the wrong work, not more of it. The lazy move, in her hands, keeps turning out to be the smart one.

Amie's Teachable story at a glance

The turning point: From nanny gigs to a scalable business

Before the eight figures, Amie worked a nannying job and felt certain it was not going to be her life. She trained as a nutritionist, started seeing clients one-on-one, and hit the ceiling every service provider eventually hits. 

There are only so many hours in a day, and trading them for money never scales.

So she did the lazy thing, which also happened to be the smart thing. Amie took the advice she repeated to clients over and over and built it into an online course that could reach all of them at once.

"That's when I created my first online nutrition course to try and reach and help more people all at once. A little less effort from there." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

She built that first course from a tiny hut in Maui, carrying five figures of debt and using an outdoor toilet. Amie had no business degree, no investors, and by her own account no tech skills. The slick tools creators reach for today did not exist for her, so she sold it without them. Then she ran her first launch.

"One of my first course launches ever, I think I had made like $5,000 in the span of an hour. And I just remember, like, jumping up and down. [It] was the most money I'd ever made at once in my entire life." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

The nutrition courses worked, and as they kept working, her audience started asking her about something other than nutrition.

"All anybody ever wanted to ask me was, like, how I ran [and] how I built [my] business online, because it allowed me to travel the world and really do all the things that I dreamed about growing up." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

That repeated question was its own market research. Her audience told her what they wanted before she ever built it, the exact validation signal she now teaches her students to watch for.

So she followed it. The nutritionist became the course-creation expert.

That pivot grew into Rebelle Nutrition's eight-figure education business: Online Course Academy, Passive Income Academy, and the program that ties them together, the Lazy Millionaire Method, which has helped more than 4,000 students across niches build profitable courses of their own. 

Amie has been on Teachable since close to the platform's earliest days, running the same play on repeat for the better part of a decade: take lived experience, turn it into a course, sell the shift it creates, and let it run.

The throughline from that first nutrition course to the business today comes down to a handful of principles Amie applies every single time. Here are the ones doing the heaviest lifting.

Amie's strategies for building an 8-figure course business

Strategy 1: Sell the shift your student is buying

The biggest mistake Amie sees in first-time creators is selling the wrong thing. They list their modules, their PDFs, their hours of video, then wonder why nobody buys.

"When somebody buys a course, they're not just buying the number of lessons or modules or PDFs. They're buying a shift, a shift in how they feel, how they think, what they can do, or what their life is going to look like after the course is finished." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

Amie points to her own dentist as the perfect salesperson.

Curious about Invisalign, she expected a pitch about process and timeline. Instead he showed her a photo of her teeth that day, next to a mockup of her teeth a year later. He simply sold her the result she actually wanted.

"Immediately, I was like, 'Take my money. I want that.'" – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

Amie has her students build what she calls a before-and-after blueprint. They write the student's exact frustration today in the student's own words, then the specific, tangible result waiting on the other side.

The result has to be concrete, never a fuzzy phrase like "feel empowered." It should be something a person could physically point to, like "I don't even need to wear foundation anymore because my skin is so clear," or "I got my 5K down by five minutes." The course becomes the bridge between those two points.

Take action

  • Write the shift in one sentence: "This course takes you from ______ to ______." Say it aloud to someone outside your industry. Hesitation on their end means it needs sharpening.
  • Replace every fuzzy outcome like "clarity" or "confidence" with something the buyer could point to in real life.

Strategy 2: Get specific enough to stop the scroll

Selling a shift only works when it gets specific enough that the right person cannot scroll past it.

"Vague doesn't sell. Specific sells. Specific is what makes people stop scrolling. Specific is what makes people pull out their wallets and buy." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

Her litmus test sits in the gap between "Learn how to eat clean" and "A step-by-step guide to clear your hormonal acne in 30 days."

Identical expertise sits underneath both titles. The second one aims at one specific person with a real promise, and that version is the one that sells. Broad offers leave buyers quietly wondering whether the thing is really for them, and uncertainty kills the sale.

"When somebody is not sure, they do not buy. But when your offer is specific, it builds instant trust. It shows people that you know exactly what they're going through and exactly how to help them." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

Amie pushes for a timeframe wherever it stays honest, such as "in 30 days" or "in 90 days," because a clear timeline makes the result feel achievable. She also insists on the buyer's actual language over insider jargon.

Take action

  • Rewrite your title to name a clear outcome, and add a realistic timeframe when you can stand behind it.
  • Read your title for jargon. Any word your ideal student would never say out loud in conversation has to go.

Strategy 3: Validate before you build a single lesson

Amie is blunt about why so many capable creators, even ones with big audiences, launch into silence. They guessed.

"You wouldn't want to open a French bakery without knowing if anyone in town likes croissants, right? So same thing here. Let's make sure you're baking what people are actually hungry for." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

Her method skips surveys and spreadsheets.

Amie has creators hold three to five real conversations with people who feel like ideal students, through DMs, email, or a quick call. 

The questions stay simple: their biggest frustration with the topic, what they have already tried and why it fell short, and whether a step-by-step course to the result would actually help. Then she listens for the line between polite interest and real urgency.

"We're not looking for perfection, we're just looking for proof. Proof that your idea has legs, and proof that people are already searching for this solution." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

She also reframes the whole exercise so it never feels like begging for approval.

"Validation is not about asking for permission. You are the expert. You have the vision. This is just about making sure that your offer meets people where they are before you invest the time turning it into something amazing." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

Take action

  • Before building anything, run three to five conversations with ideal students and capture their exact words. Those words become your sales page copy.
  • Track urgency over politeness. "That sounds interesting" carries far less signal than "when can I buy this."

Strategy 4: Launch imperfect, then get 1% better forever

For all the strategy, Amie credits one unglamorous habit above the rest. She ships before it is ready.

"That's also, I think, exactly why I have been successful, because I take action and I launch things actually before they're perfect." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

Her first launch, by her own description, was scrappy and far from what she wanted. It still made $5,000 in an hour.

The creators who never break through are usually the ones tweaking and refining until the moment to launch quietly slips past.

"Launch quickly and fast and let it be imperfect. And also just always go back and iterate, like, there's always something you can make better, and then you can get, like, 1% better every time. And it really, over time, does make a difference." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

That iteration habit also keeps students coming back. Asked what most reliably turns a one-time buyer into a repeat customer, Amie answered without hesitating.

"The results that they get the first time around. So if they feel like you went above and beyond the thing that they thought they were going to get, they're definitely going to come back in for a second time." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

Take action

  • Set a launch date before the course feels finished, and treat version one as a starting point instead of a final product.
  • Build your first module to deliver a real, fast win. Early results earn you the student's next purchase.

Strategy 5: Build a passive funnel, then get more from every buyer

Amie's revenue does not come from chasing new customers all day. It runs on a system that works without her and pulls more value from every person who already decided to buy.

The top of her funnel is her audience on Instagram, TikTok, and now Substack. From there she offers something free and valuable, a fully automated hour-long masterclass, and sells her program at the end of that training.

Automated email sequences of five to seven messages follow up over the next week with anyone who did not buy right away, paired with a real reason to act now.

The lazy genius shows up in what she layers on top: order bumps and post-purchase upsells.

"Think about, like, when you're at the grocery store and there's all the candy right before you checkout, the people are buying things anyway. So at the last minute, it's a really good time to upsell them on similar items that they might also want." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

Someone who just decided to spend money will spend a little more, so one buyer becomes worth far more without any extra traffic.

"It's just a really easy and lazy way, honestly, to generate more revenue with the same amount of effort. You [don't] have to be continuously, like, chasing down [a new] client. You can just make more off of the one-time purchase." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

Take action

  • Replace one-off launches with an evergreen funnel: free value such as a masterclass leading to your paid offer, backed by an automated email sequence.
  • Add an order bump or post-purchase upsell at checkout. The buyer already said yes, which makes it the easiest revenue you will add all year.

Why Amie bets on being human in the age of AI

The obvious objection to any course in 2026 sounds simple. Plenty of people ask why they would pay for a course when AI hands over information free.

Amie does not dodge that objection. She agrees that good free information exists everywhere, then explains why it falls short of the real thing.

"[AI] can give you a lot of valuable information, but [it hasn't] actually done the thing in real life and achieved the results that you're looking for. Like a human can." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

Her edge comes from having lived the outcome she teaches, start to finish.

"I actually have achieved the results that I'm teaching in real life. I'm somebody who literally started from zero. I didn't have any money to invest. I didn't even have tech skills... I went through years of, like, struggle and figuring it out and trying things that didn't work and failing. And that was years of experience in real life." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

She sees the same change defining the whole industry. The creators who win next will skip the losing game of competing with a chatbot on facts.

"The next wave of successful course creators will be the ones who are thinking really innovatively about what they can offer and sell that is... offering people more than what they can just go to [AI] and find an answer to." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

In practice, that means pairing the digital course with something only a person can give: community, group support, an occasional live touchpoint, whatever fits the creator's energy and style.

This reframe helps any creator worried that AI made their knowledge worthless. Amie's bet runs the other direction. The more information becomes free and instant, the more valuable a real guide who has walked the path becomes.

"People don't want a robot or a guru or a PhD professor. They want a real person who's relatable and a few steps ahead of them." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

Looking ahead

These days, Amie is most excited about Substack, which she started in the past year.

It has become both a fresh revenue stream and a surprisingly strong top of funnel. Readers who find her there often go on to buy her courses, sometimes converting better than social media. Her approach to it stays pure Amie: every post gets treated like a tiny product.

"I look at every article I write almost like a 12-minute course." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

For someone who has done eight figures, she stays remarkably clear that the path was never about being special.

"To be honest, I always imagined that this would be my life... I just had no clue, like, how [I was] actually going to do that." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

The advice she would give the version of herself still working that nannying job is the same advice underneath everything she teaches today.

"Keep going. Let the things that you are excited about drive you. If you feel this excited about something, you're probably onto something. Keep going. Keep doing it, because it's just going to lead you to [the life] that you've always dreamed of." – Amie Tollefsrud, Founder of Rebelle Nutrition and Lazy Millionaire

What to do next

Get Amie's free playbook: Grab The Profitable Course Playbook on Teachable, where Amie walks through how to find the right course idea, validate it, and build something people actually pay for.

Watch the full interview: See Amie tell her complete story on YouTube.

Explore more from Amie: YouTube | Instagram | Teachable School | Website 

Explore more creator stories: Read how other educators are winning on Teachable in our Success Stories collection.

Try Teachable yourself: Amie turned a scrappy first launch into an eight-figure business by selling the shift her students want, validating before building, and refusing to wait for perfect. Start your free Teachable trial and build the course your audience already keeps asking you for.

How Kelly McKenna crossed $1M in course revenue on Teachable

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Kelly McKenna's grandmother was a therapist. Kelly always assumed she would be one too.

She earned a Master of Social Work and an MBA from Florida State University, then spent eight years running programs at a nonprofit, managing over $10 million in federal funding and overseeing housing services for veterans and LGBTQ youth. She was good at the work. She was also exhausted by it.

When she began seeing private therapy clients on the side, she did what she had always done: she worked in the open. She shared candidly about her own anxiety. She celebrated on Instagram when she left insurance panels, filled her caseload, and quit her full-time job.

The account grew because people across the country recognized something in her posts they had never quite seen before: a therapist being a real human. 

By the end of her first full year in private practice, Kelly had earned $250,000. Within four years, her revenue across practice and digital products had crossed $1 million annually.

"Creating a private-pay practice didn't just transform my income, it transformed my life. I became a better therapist, a more present wife and mother, and built a business aligned with the life I actually wanted to live." — Kelly McKenna, LCSW, MBA, Founder of Business of Therapy

Kelly's Teachable story at a glance

From one-on-one to a course that reached 1,000 therapists

When Kelly's Instagram audience started growing, so did the demand for her time. She filled her caseload, and quickly other therapists started asking her for help. 

Therapists booked coaching calls. They asked how she found clients, how she left insurance, how she thought about pricing. She answered the same questions over and over: how to write a bio, how to structure content, how to set up a scheduling system.

She was managing a full therapy caseload at the same time. The math on one-on-one coaching made no sense as a long-term model. The calls were useful, but there was a ceiling baked into the format.

"There was a clear moment when I realized something had to change. I was receiving more inquiries and coaching requests than I could realistically handle alongside my full therapy caseload. It became obvious that continuing to grow demand without changing my delivery model would lead to burnout." — Kelly McKenna, LCSW, MBA, Founder of Business of Therapy

She had already built her first digital product: an anxiety course that mirrored the work she did in session, structured as psychoeducation followed by ten coping strategies with video lessons and downloadable handouts. 

The signal that a course for therapists made sense: therapists kept DMing her asking her for help and booking 1-1 calls. The market had been asking for something before she had built it.

She moved the coaching content into a structured course, kept her therapy clients, and launched what would become the Private Practice Academy Bundle. Teachable was the platform she chose after testing several options. The interface was clean, the pricing was accessible, and the setup was direct enough that she could focus on the curriculum rather than the tech.

"I was drawn to Teachable's strong reputation, clean interface, ease of use, and low prices. After testing the free trial and experiencing how intuitive the setup was, it felt like the right platform to confidently build and scale my digital products." — Kelly McKenna, LCSW, MBA, Founder of Business of Therapy

Kelly's strategies for building a therapy education business

Kelly did not separate her identity as a therapist from her identity as a business owner. The clinical training she had spent years developing turned out to be directly relevant to every part of her marketing work. Her approach to building the business reflected that.

Strategy 1: Build your audience around radical transparency, not polished expertise

Kelly's Instagram accounts grew because she said things other therapists in her position were not saying. She talked about her rates. She talked about leaving insurance panels. She documented the process of building a caseload in real time, including the parts that were uncertain.

This was not a calculated content strategy at the start. It was how she naturally worked. Clinical training taught Kelly about rapport and authenticity. Kelly brought that same instinct to her posts.

"As I built my own business publicly, I shared the real-time process including the wins, the pivots, the fear, and that transparency became a core value of my brand." — Kelly McKenna, LCSW, MBA, Founder of Business of Therapy

The result was that both therapy seekers and therapists who found her account recognized themselves in what she was describing. Kelly eventually started a second Instagram page @businessoftherapy. The posts about money and burnout and how to price sessions landed because they named things the profession tends to avoid naming publicly. Her @businessoftherapy account grew from zero to over 50,000 followers since December 2022. And her therapy-focused account @sitwithkelly has grown to nearly 100,000.

Take action

  • Post about the process, not just the outcome. If you're building something, share where you are in it, including the parts that feel unresolved. Audiences build around people they trust to be honest, and trust comes from specificity, not polish.
  • Identify the things your industry tends to avoid talking about publicly and write about those directly. Those posts tend to perform best because they fill a gap the audience already knows exists.

Strategy 2: Treat marketing as a clinical skill therapists already have

One of the clearest ideas in Kelly's teaching is that therapists already know how to market themselves. They have just never been told to think of it that way.

"Marketing, at its core, is reflective listening — understanding someone's pain, naming it clearly, and mirroring that back to them. That's exactly what therapists do every single day. When therapists learn how to translate their clinical skills into client-centered messaging, marketing stops feeling salesy and starts feeling aligned." — Kelly McKenna, LCSW, MBA, Founder of Business of Therapy

This reframe is the engine behind everything she teaches. Therapists arrive at her course convinced they have no marketing ability. They leave understanding that the skill they have been practicing in session for years, hearing what someone says, reflecting it back clearly, identifying the underlying need, is exactly the skill that makes marketing work.

The practical effect is that her students do not have to become different people to grow their practices. They apply what they already know in a different context. For many of them, that shift alone changes their relationship to the whole idea of putting themselves out there.

Take action

  • Before writing any marketing copy, write down the specific problem your ideal client is experiencing in their own words. Then write a post that names that problem exactly as they would name it, before offering anything. That mirroring is what creates the recognition that drives inquiries.
  • Review your last five pieces of content and ask whether they reflect what clients are feeling or what you think they should know. The former performs; the latter educates without converting.

Strategy 3: Price the product to reflect what a caseload change is actually worth

Kelly's first digital product, the anxiety course, was priced as a low-ticket entry point. The Private Practice Academy Bundle went in the opposite direction.

The original presale price was $447. Then $597. When she rebuilt and rebranded the course and added substantial new content, the price moved to $1,397. She runs regular launch pricing at $997, which is still a meaningful investment for most buyers.

"I firmly believe therapists are naturally some of the best marketers but they just don't realize it. Every therapist deserves to make six figures." — Kelly McKenna, LCSW, MBA, Founder of Business of Therapy

The pricing reflects the outcome on offer. A therapist who fills her caseload with private-pay clients at $250 per session and sees 15 clients a week earns over $190,000 a year. A course priced at $997 that delivers that result is not expensive relative to the change it produces. Kelly's students grasp that math, and the student messages in her submitted materials show the results: first condos purchased, debt paid off, babies born without financial anxiety.

She has also been direct about one misunderstanding she pushes back on consistently: the idea that digital products are passive income. The Private Practice Academy Bundle has gone through two major curriculum overhauls and quarterly updates since launch. The 1,000 students it has served received a living product, not a recording that sat untouched.

"The most profitable digital products are the ones that actually get people results. And that requires work. You should constantly be evolving your digital products as you learn more and get feedback from customers. Not necessarily to add more material, but to simplify and speed up what folks need to do to get the desired result." — Kelly McKenna, LCSW, MBA, Founder of Business of Therapy

Take action

  • Price your course against the value of the outcome, not the hours of content inside it. A 4-module course that reliably produces a specific financial result is worth more than a 20-module course that covers everything without a clear transformation.
  • Schedule a curriculum review every quarter. The goal is not to add more material. The goal is to remove anything that slows a student down before they reach their first result.

Strategy 4: Add a subscription product to sit alongside the flagship course

The Private Practice Academy Bundle is a one-time purchase. The Reels Membership is a recurring subscription that gives therapists a steady stream of content ideas and templates for Instagram.

Kelly launched the membership in January 2021, generating over $413,000 with around 800 active members at any given time. The two products serve different needs without competing with each other. The course teaches the full system. The membership handles the ongoing execution problem that most therapists hit after they understand the strategy but struggle to maintain consistency.

"I'm constantly evolving the PPA Bundle. I see the course as a living resource that adapts alongside the therapists it serves." — Kelly McKenna, LCSW, MBA, Founder of Business of Therapy

Kelly’s ran two 4-day flash sales so far this year. The February 2026 PPA flash added 34 new therapists while the April 2026 Reels Membership flash sale added 51 new members. Running both products creates a flywheel: students who find the course often convert to the membership for ongoing support, and membership subscribers who want the full picture often upgrade to the course.

Take action

  • Identify the recurring execution problem your students face after completing your main course, then build a subscription product around solving that specific problem. The subscription should not duplicate the course. It should handle what students need to do every week after they have learned the core material.
  • On Teachable, you can run both a one-time course and a subscription membership under the same school. Map out the student journey: which product do they buy first, and what do they need next?

How Kelly thinks about scaling without losing the clinical foundation

Kelly holds two credentials that rarely appear together: a clinical social work license and an MBA. For most of her career, those two things lived in separate worlds. The clinical work was about presence and relationship. The business degree was about strategy and systems. Building her practice and then her education business forced her to understand that the division was artificial.

The same skills that make a therapist effective in session, hearing what is actually being said, identifying the real need underneath the presenting problem, creating a feeling of safety, are the skills that make marketing work. She did not just teach this as a concept. She built her own business by treating her Instagram audience the way she would treat a client: with honest attention to what they were actually struggling with.

"My background as a therapist has deeply shaped my teaching style. In clinical work, authenticity and relational safety are everything. People grow when they feel seen, not talked down to. I bring that same philosophy into my content and teachings." — Kelly McKenna, LCSW, MBA, Founder of Business of Therapy

She is also careful about what she promises. Students who move through the course quickly and implement consistently see results within weeks. Students who delay implementation see results that match their pace. She does not dress this up:

"The timeline depends less on the material itself and more on how quickly someone takes action. Those who implement consistently tend to see momentum build quickly." — Kelly McKenna, LCSW, MBA, Founder of Business of Therapy

What students take away

The student messages Kelly shared in her case study application are not about follower counts or viral posts. They are about what financial stability makes possible.

One student wrote: "Since starting my own private practice and having some private pay clients I have been able to buy my first condo and get myself out of credit card debt."

Another shared this: "PPA is the best business investment I've made. It has seriously changed my life and business. I've already doubled my income while remaining part-time so I can spend time with my kids."

A third described finishing her first year in practice: "I used to talk to friends about feeling afraid that as a therapist I'd never be able to afford to pay my student loans and have a baby. I've now had my first baby and was able to do all the home prep and prenatal yoga without being budget-anxious. Kelly's reels membership, PPA, and VIP have been crucial to navigating both the logistics and mindset pieces to make this possible for my first year in business."

"The feedback that has meant the most to me isn't about follower growth or even revenue, it's about how therapists have been able to change their lives. When a therapist tells me they've bought their first home, paid off debt, doubled their income while working part-time, or finally felt financially secure enough to start a family, that's what stays with me." — Kelly McKenna, LCSW, MBA, Founder of Business of Therapy

Looking ahead

Kelly lives in Miami with her husband Tom, their son Aidan, and their dog Jozi. 

The Business of Therapy podcast launched in 2024 and added another channel for reaching therapists who prefer audio and longer-form content. She continues updating the Private Practice Academy Bundle on a quarterly basis at minimum, with major curriculum overhauls when the material needs it. The course is now on its second significant rebuild since the original launch.

Her stated goal is direct: every therapist deserves to make six figures. The financial sustainability she describes is not aspirational framing. It is the specific outcome she has built her entire curriculum to produce, starting from her own first year in private practice when she earned $250,000 without having built anything like this before.

What to do next

Explore Kelly's work:

Visit businessoftherapy.com to access the Private Practice Academy Bundle, the Reels Membership, and Kelly's free training on marketing a therapy practice on Instagram.

Connect with Kelly:

Try Teachable yourself:

Kelly moved from one-on-one coaching calls to a course that has served over 1,000 therapists. Start your Teachable trial and build the product your audience has been asking for.

Cross-Exam: Professional pilot and licensed engineer put each other to the test

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What separates a good teacher from a great one has less to do with what they know and more to do with how they make someone else understand it. Two of Teachable's most successful educators decided to find out the hard way.

Dan George (FAA Gold Seal CFI, founder of FlightInsight, and aviation instructor to 10,000+ students across 60+ countries) and Wasim Asghar (licensed Professional Engineer in the US and Canada, founder of Study For FE, and author of 8+ engineering exam prep books) sat down across from each other and agreed to teach a foundational concept from their own field to the other. Then they had to teach it back.

The result is the debut episode of Cross-Exam, a new Teachable series where two expert educators swap roles. What the teach-back reveals about learning, retention, and the gap between knowing and explaining is worth paying attention to.

Round 1: The physics behind flying airplanes

Dan opened with the lift equation: Lift = Coefficient of Lift x (1/2) x air density x velocity squared x wing surface area.

He walked through each variable, but kept coming back to velocity. Because it carries an exponent, small changes in airspeed affect lift far more than equivalent changes in any other factor.

Before getting into the equation though, Dan had to dismantle something first.

"If I slow the aircraft down, I can maintain my altitude by increasing angle of attack… I call this the Star Wars conception of how things fly. You point the ship in a certain direction and it just goes there at an angle."Dan George, founder of FlightInsight

Naming the wrong model before replacing it is a teaching move that works better than most educators realize. 

Once the flawed assumption is on the table, students will let go of it. Before it is named, they hold onto it quietly and build misunderstandings on top.

Round 2: The core formula behind electrical engineering

Wasim covered Ohm's Law: V = I x R, voltage equals current times resistance.

Rather than define the variables abstractly, he built the whole thing around a water pipe. 

Voltage is the pressure difference between two ends. Current is the rate of flow. Resistance is whatever obstructs it.

"If there's dirt in here, if there are obstacles, rocks, pebbles, they're going to impede the flow of current." Wasim Asghar, founder of Study For FE

From there, he went after the most persistent misconception in electrical safety: that voltage is what kills you.

It is actually current. 

Roughly 40 milliamps through the body is a guaranteed fatality. A coffee maker draws about 1,000 milliamps. The lethal threshold is two to five percent of what runs through a kitchen appliance.

"It's not the voltage that is dangerous. It's really the current."Wasim Asghar, founder of Study For FE

A bird sitting on a 1,000-volt transmission line survives because the voltage difference across its two feet is zero.

For anyone building a course on a technical subject: definitions without physical anchors give learners nothing to hold onto. 

A concrete system they already understand gives the new concept traction.

What the best educators do differently

Both Dan and Wasim have taught their subjects hundreds of times. What this episode showed is how both of them have rebuilt their explanations around the most common misunderstandings rather than the most logical starting points.

Dan leads with the lift equation because it forces students to confront the variables that actually matter in the cockpit. Wasim leads with the water pipe because it replaces the assumption that voltage is dangerous with the fact that current is.

A 2008 study by Kornell and Bjork found that retrieval practice, having learners reconstruct material from memory rather than passively review it, produces significantly stronger retention than re-reading alone. Cross-Exam runs that experiment in real time.

Dan described what happens when he teaches the same material over and over.

"Every time I do it, it gets a little bit different. I can always rediscover some kind of a new insight or some new way of teaching." — Dan George, founder of FlightInsight

Dan built FlightInsight into a school with over 10,000 students by publishing twice a week, every week, for four years. His full creator case study gets into how that consistency turned into a real business.

Wasim built Study For FE on the same principle. His reframe that current determines electrical danger is the kind of correction that sticks because it runs counter to what most students walk in believing.

Watch the full episode

Dan and Wasim both teach on Teachable. Between them they have built course libraries that reach students in dozens of countries, in fields where getting the material wrong carries real consequences. 

Both of them became better teachers by treating their explanations as working documents rather than finished products.

Watch the full episode of Cross-Exam.

Want to know more about this episode’s guests?

Follow Dan George: YouTube | Website | Teachable School | Instagram | LinkedIn

Follow Wasim Asghar: YouTube | Website | LinkedIn

Teachable gives you courses, coaching, digital downloads, and memberships in one place. See plans and pricing.

How Jason Murray hit $75k in 6 months on Teachable

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Jason Murray has been making YouTube videos for 16 years. For most of that time, it was a hobby.

During the day, he was an art director and creative director working at agencies like BBDO, Huge, and Amazon's Brand Innovation Lab, leading campaigns for Coca-Cola, PepsiCo, Lululemon, and Adobe. The YouTube channel ran in parallel, always in the background, always just for fun.

He went independent, launched a newsletter and brand called Modern Art Direction, and started teaching the conceptual skills that agency life had given him. Eight months after announcing the idea publicly, he had run three live bootcamp sessions, enrolled over 120 students, and raised his price from $300 per person to over $800.

"I only needed week one ready, and I had a map. I kind of already had a blueprint because from my experience, I knew they need to understand insights, they need to understand big ideas, then they need to craft their campaign. So we'll just follow that roadmap." —Jason Murray, Founder of Modern Art Direction & NEXT Art Director

Jason's Teachable story at a glance

The turning point

The mentorship problem in advertising had been building for years before Jason decided to do something about it.

Remote work removed the informal learning that happened in offices. Junior creatives no longer watched senior art directors work. Nobody looked over shoulders at slide decks and wondered why theirs looked different. The unspoken knowledge that passed between people in the same room stopped passing.

Jason had benefited from that kind of proximity early in his career. He was, by his own admission, not a very good art director at first. What saved him was being surrounded by people who were. He noticed things. He absorbed how they worked without being formally taught.

"I was lucky to not be a very good art director, but I was surrounded by great art directors. So I could look over their shoulders. And now with remote work, people aren't getting the mentorship. That professional experience is still so valuable. So that's what I'm trying to bring to social media." —Jason Murray, Founder of Modern Art Direction & NEXT Art Director

He also noticed something happening with AI. The tools that could generate and execute creative work were multiplying fast. What they could not do was think conceptually. Identifying the human insight behind an idea, the specific revelation that reframes a problem, remained something no model had figured out. Jason had spent eight years doing exactly that for some of the largest brands in the world.

When he quit his agency job in 2024, he did not build a course library or a self-paced curriculum. He announced a live class. Four weeks, one concept per week, 90 minutes every Tuesday. Students would leave with a portfolio-ready spec campaign project. Teachable was the obvious choice: payment processing, course delivery, and enough room to grow into more complex features when he needed them.

"For me, Teachable was like the obvious choice because it was just like, okay, this is simple to start, but there's features that I can move into when I need it." —Jason Murray, Founder of Modern Art Direction & NEXT Art Director

Jason's strategies for building a live creative education business

Jason built NEXT Art Director without a course library, without a complex launch funnel, and without finishing the material before the first student enrolled. His approach was deliberate, and most of the decisions he made ran against the standard advice for online course creators.

Strategy 1: Start live, not recorded

Most course creators record their entire catalog before launching. Jason flipped this. He committed to a live class format, which meant he only needed week one ready before enrollment opened. The rest got built while students were in the class.

"How do you start a course? What platform do I go with? For me it was just like, okay, if I want to start a class. All I need is a way to accept payments and a place to put the information. That's where I can start." —Jason Murray, Founder of Modern Art Direction & NEXT Art Director

The live format solved two problems at once. It removed the pressure of finishing before launching, since students were watching and participating in real time. It also removed the anonymity that kills completion rates in self-paced courses. When 30 to 40 people show up on Zoom every Tuesday, they know each other by face. They share work in a Slack channel. They feel accountable to the group, not just to a progress bar.

By the third cohort, 60 to 80 percent of enrolled students attended live each week. One student in Australia woke up at 4 or 5 AM for the Friday office hour sessions because she did not want to miss the live element.

Take action

  • If your course topic involves skill development, consider launching as a live cohort before building a self-paced version. You only need the first session fully ready. The live format forces you to finish the rest on a schedule students are already committed to.
  • Set up a Teachable community or connect a Slack channel from day one. The channel is where the real learning happens between sessions, and it is one of the clearest differentiators from any self-paced alternative.

Strategy 2: One concept per week, no exceptions

NEXT Art Director runs for four weeks. Four 90-minute classes. Four office hour sessions. One concept per week, with one specific assignment that drills that concept before the class moves on.

Week one covers insights. Week two covers the big idea. Week three moves into execution. Week four is polish and portfolio presentation. Students do not touch execution in week one. They do not worry about their final project in week two. Jason holds the line.

"One of the things that I changed from the January session to this session was I actually took out a huge half of the first class. I moved it to an on-demand video. So when people sign up, there's a video you can watch — it's 40 minutes long — to give you an introduction to art direction. Originally I was doing that within the first class and it just took 40 minutes out of a 90 minute class. And it's just really hard to get to the most important part, which was they need to learn this single principle: insights." —Jason Murray, Founder of Modern Art Direction & NEXT Art Director

The format forces students to slow down in ways that resist their instincts. Creatives want to start designing. They want to jump to execution. Jason does not let them. His first week assignment is straightforward: come up with 20 to 30 insights on a brand and share your five best with the group. No designs. No campaigns. Just insights.

The constraint is the point. Creatives who spend years executing other people's ideas often have no language for the conceptual layer of the work. Week one gives them that language, and for many of them it is the first time they have heard an explanation that actually explains something.

Take action

  • For any live course, move your introductory and contextual content into a pre-work on-demand video. Reserve your live time for the material that requires interaction, feedback, and discussion. Students will pay more attention when the live session gets to what matters faster.
  • Identify the single most valuable concept in your course and build week one around mastering only that. Resist adding anything else to that session, regardless of how relevant it feels.

Strategy 3: Charge for investment, cap for quality

Jason started his first cohort at $300 per person. The price reflected what he felt was fair for an unproven program. He was asking students to trust him before he had any track record as an educator.

After the first session delivered, he raised the price to $800 for the January cohort. Enrollment came in at 42 students. For the March cohort, he raised it again and capped enrollment deliberately.

"I want to keep the class small and make sure everyone's super invested, but we still had 35 students for that class. I want it to be at a price point that I feel like is an investment that I'm hopefully gonna get serious students, and it keeps the class small. And that's why it's also worth the price." —Jason Murray, Founder of Modern Art Direction & NEXT Art Director

The logic connects in both directions. A higher price means students arrive with more skin in the game. They show up to class. They do their homework. They are not passive observers hoping something will stick. A smaller class means Jason can give real feedback on real work, which is exactly what draws students who cannot get that quality of critique anywhere else.

He also noticed the enrollment pattern. In the March cohort, 25 of the 35 students signed up in the final weekend before the deadline. Urgency, not early-bird discounts, drove the last push. He now announces a short enrollment window and closes it.

Take action

  • If your course delivers live feedback and direct access to you, price it to reflect that. Per-hour tutoring rates in professional creative fields run well over $100. A month of weekly sessions with feedback is worth pricing accordingly.
  • Set a hard cap on cohort size and publish it. A cap creates genuine scarcity. Combined with a short enrollment window, it removes the passive 'I'll think about it' response from potential students.

Strategy 4: Use your existing distribution, then close the window

Jason did not run paid ads for his first three cohorts. His launch strategy was almost entirely social.

He had been building a following for 16 years, first through YouTube and then more recently through Instagram, where his content about art direction and creative careers had grown an audience of over 160,000 followers. He used that audience through stories, a broadcast channel, and the newsletter, communicating about the bootcamp in the places where his most engaged followers spent time.

"The strategy really is there's only a small window to enroll. I let people know that next month the enrollments will open on X date, and there'll be only three weeks to enroll. And during that time window, I usually release a couple videos that just kind of spark people. Those will always be automated DMs that point people to the landing page." —Jason Murray, Founder of Modern Art Direction & NEXT Art Director

Creatives researching how to become art directors do not buy because of an ad. They buy because they have followed someone for months, watched their work, and already trust their teaching. Ads cannot replicate that. The social content builds it continuously.

Take action

  • Before you spend on paid advertising, map your existing organic reach. If your content regularly reaches thousands of people in your target audience, your first launch should come from that channel, not a cold ad budget.
  • Set up a ManyChat or similar automation that sends interested followers directly to your landing page when they comment on or engage with a specific post. This turns organic content reach into measurable traffic without manual follow-up.

Strategy 5: Build in public accountability for yourself, not just your students

Jason launched his first cohort while under contract for a two-month freelance project. He was simultaneously running 40-hour client weeks and building a curriculum from scratch. He did not sleep much.

What made it work was the same thing that makes the bootcamp work for students: a public commitment with real consequences for missing it.

"I only needed week one ready. The live aspect made it so I could just focus on week one and then I was committed. It's like we've got everyone signed up. I better get week two ready. And so the first session was just a really heavy month for me. But knowing it was live, I didn't have to deliver the whole thing in week one." —Jason Murray, Founder of Modern Art Direction & NEXT Art Director

By the second cohort, the heavy lifting was done. By the third, he was focused almost entirely on being a better teacher rather than building materials. The upfront investment, made under real pressure, produced an asset that kept improving with each session.

Take action

  • Launch your first cohort before your curriculum is finished. Announce session one publicly, take enrollments, and use the public commitment to complete the rest. The accountability works the same way for you that it works for your students.
  • After each live session, spend 30 minutes writing down what confused students, what generated the most discussion, and what you would change. Use those notes to refine the next session. Three cohorts of that process produces a course that no self-paced product can match on quality.

How Jason thinks about creative education

Jason's teaching is built around one observation: most creatives who struggle with conceptual work do not lack intelligence. They lack vocabulary.

The advertising industry has specific language for specific ideas. An insight is not just an observation. A big idea is not just a concept. These words mean precise things in the rooms where campaigns get approved, and people who have never worked in those rooms do not know the definitions. They do great execution work and cannot articulate why it works or what it is trying to do.

"A lot of young creatives entering the industry — they don't know what they don't know. I can help ungate keep some of the vocabulary that advertisers like to hold onto. Because for a lot of young creatives, it's just little things that they just don't know." —Jason Murray, Founder of Modern Art Direction & NEXT Art Director

He also has a clear position on where AI fits in the creative process, and where it does not. For generating mockups and visualizing early concepts, AI tools are useful. For finding actual insights — the human truths that reframe how you see a problem — he tells students to put AI away.

"In the insights territory, I usually recommend don't use any AI for that aspect because it's just so bad at finding an insight, an actual revelation that changes the way you see the world. It's usually obvious stuff. That's what you would gather if you're a machine learning model that's consuming stuff that's already been done." —Jason Murray, Founder of Modern Art Direction & NEXT Art Director

This position shapes what NEXT Art Director is selling. The course does not teach students to make things. It teaches them to think upstream from the making, in the part of the creative process where AI is least helpful and human judgment is most valuable.

What students take away

By the end of NEXT Art Director, students have a portfolio-ready spec campaign project. For some of them, it is the only piece they need to reposition themselves as an art director.

Jason got a message shortly before the podcast recording from a student who had just landed a job at a social agency in London. The course content had been the deciding factor in the transition.

"Just last week got a message from one of my students who was just like, man, I just got a new job, and just wanted to thank me because of the class. He got a new job at a social agency in London." —Jason Murray, Founder of Modern Art Direction & NEXT Art Director

Student reviews from the published course page describe similar shifts. One student pivoted her career entirely after the first cohort. Another, a UI/UX designer with no advertising background, found that the art direction principles transferred directly into how she positioned her app in the App Store. A product line manager with no art direction experience finished with a complete portfolio project.

The pattern across the reviews is consistent. Students arrived knowing how to make things and left knowing how to think about what they were making. That shift opened doors that pure technical skill had not.

Looking ahead

Jason runs NEXT Art Director once a month with a one-month break between sessions. The cadence is deliberate and personal. He has a family, a second child on the way at the time of the interview, and a creator business that includes brand deals alongside the education work.

The 30-day format works for his schedule because it also works for his students. Creatives who work full-time cannot commit to a six-month program. They can commit to one focused month. The deadline lights a fire that longer programs rarely sustain.

"I like being done with it for a month and then taking a one month break to focus on how can I make it better, how can I promote it. But also I find creatives thrive with deadlines and with a little bit of pressure." —Jason Murray, Founder of Modern Art Direction & NEXT Art Director

The near-term plan is to add a self-paced on-demand course alongside the live bootcamp, creating a more accessible entry point for students who cannot afford the flagship program or whose time zones make live attendance impractical. Guest speakers will continue to be a paid part of each session.

The longer arc points toward something he calls the School of Modern Art Direction, with the acronym MAD, which he notes with some satisfaction is exactly what the work requires.

What to do next

Explore NEXT Art Director:

Visit modernartdirection.com to join the waitlist for the next NEXT Art Director cohort. The bootcamp opens enrollment for a short window every month. Follow @jasonmurray across Instagram and YouTube for weekly content on art direction, creative careers, and building a creator business.

Connect with Jason on Instagram / YouTube / TikTok: @jason_swet

Try Teachable today:

Jason built his first cohort while juggling a full client contract and running on less sleep than he recommends. Teachable handled payments, enrollment, and course delivery so he could focus on being in the room with his students. Start your free Teachable now.

Skills gap analysis: how to figure out what your team needs to learn

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"We need to figure out what skills we're missing." It gets said in a lot of leadership meetings, usually after a missed goal, a new initiative, or a round of exit interviews that all point to the same theme. Then it lands with someone in HR or L&D who has to figure out what to actually do with it.

According to Springboard for Business's State of the Workforce Skills Gap 2024, 70% of corporate leaders report a critical skills gap in their organization that is negatively affecting business performance. The gap is real. The question is how to identify specifically which gaps matter most and in what order to close them.

A skills gap analysis is the answer to that question. Executed well, it tells you where the distance between what your team can do today and what the business needs them to do is most significant. It also gives you the basis for prioritizing learning investments that will produce measurable results.

Executed poorly, it produces a sprawling list of capabilities that need improvement, with no guidance on where to start and no connection to what the business is actually trying to accomplish. Here is how to do it well.

What a skills gap analysis actually is

A skills gap analysis compares two things: the capabilities your organization needs to achieve its goals, and the capabilities your people actually have. The distance between those two things is what you are trying to understand and close.

The key word is "needs." A skills gap analysis is a focused exercise in identifying the capability gaps that most constrain the business. These are the gaps where closing them would most directly enable growth, reduce risk, or improve performance. An inventory of everything everyone could theoretically improve is a different exercise entirely, one that typically takes months and produces outputs nobody uses.

Given where we are trying to go, what do we need our people to be able to do that they cannot do well enough today? That question, asked honestly and with the right people in the room, is the starting point for a useful analysis.

That framing keeps the analysis grounded. Rather than assessing organizational capability in the abstract, you are answering a specific question tied to where the business is headed.

Step 1: Start with business goals, not job descriptions

The most common mistake in skills gap analyses is starting with job descriptions or competency models. These capture what roles are supposed to involve, not what capabilities the business specifically needs to hit its goals right now.

Start instead with the organization's most important priorities for the next twelve to eighteen months. For each one, ask: what do our people need to know or be able to do to execute this? What capabilities are most critical to success here?

Then ask the harder question: where are we most likely to fall short? What capabilities, if you are being direct about it, are you not confident you have at the level the plan requires?

That conversation, ideally with functional leaders and not only HR, surfaces the gaps that matter most rather than the ones that are easiest to measure. For organizations building this into a broader L&D planning process, this business-goals-first approach is the same principle that makes a training program worth funding.

Step 2: Gather data from multiple sources

A skills gap analysis based on a single data source is unreliable. The clearest picture comes from combining multiple inputs:

  • Manager assessments: Structured conversations with managers about where their teams are strongest, where they struggle, and what capabilities would most improve team performance. Managers are the closest proxy to on-the-job capability and often have specific insights that surveys miss entirely.
  • Performance data: Where are errors, delays, quality issues, or customer complaints most concentrated? These are often symptoms of capability gaps, specific knowledge or skill that people have not developed.
  • Employee self-assessment: Survey employees on where they feel most and least confident in their role. Self-assessments have well-known biases, but they surface perception gaps and areas where people feel undertrained — both of which are worth knowing about.
  • Exit interview themes: Recurring mentions of "I felt out of my depth" or "I was not given the support to succeed" often point to specific capability gaps in onboarding or ongoing development. See how those gaps map to your new hire training program design.
  • Direct work review: For roles where output is visible, reviewing actual work product is often more accurate than any survey. Sales calls, written deliverables, and customer interactions all tell you more about real capability than a self-reported confidence rating.

The goal is a convergent picture. When multiple sources point to the same gap, you have high confidence it is real. When only one source flags something, treat it as a hypothesis to investigate before committing resources to it.

Step 3: Prioritize by business impact, not by size

The output of a skills gap analysis is almost always a longer list than any organization can act on at once. Most analyses stall at this stage because the prioritization question, which gaps to close first, gets answered by committee consensus rather than a clear decision process.

A two-dimension evaluation helps cut through this. For each identified gap, assess:

  • Business impact: How much would closing this gap affect a metric that matters? High-impact gaps are the ones where better capability would directly enable a goal, reduce a significant risk, or improve a key performance measure.
  • Feasibility: Is this gap addressable through training? Some capability gaps are learning problems. Others are hiring gaps, process failures, or resource constraints that training will not solve. Only invest in closing gaps that are genuinely training-addressable.

The gaps that score high on both dimensions are your first priorities. The rest can be sequenced or deprioritized based on available resources and timing. Once you know what to build, the post on how to create a training program covers the design decisions from there.

Step 4: Define what "closed" looks like before you build anything

Before designing any training intervention for a priority gap, define what closing it looks like. Completion of training is a participation metric, not a success metric. The right question is: what will be different in the organization when this gap is closed?

For a product knowledge gap, the answer might be rep confidence scores in calls or first-call conversion rate. For an onboarding gap, it might be time-to-first-independent-contribution for new hires. For a compliance gap, it might be audit pass rate.

Defining success upfront shapes the design of the training program toward the outcome rather than toward coverage of the topic. It also gives you the basis for evaluating whether the investment produced results. For more on how to set and measure those metrics, see how to measure training effectiveness.

How often to run a skills gap analysis

A full skills gap analysis is a substantial exercise. Most organizations benefit from running one annually, aligned with planning cycles, so that learning priorities get set in the same context as business priorities.

Between annual analyses, a lighter ongoing practice is more valuable than waiting a full year to update. Quarterly check-ins with functional leaders, tracking performance data on identified gaps, and periodic short pulse surveys can surface new gaps as they emerge. Organizations running asynchronous training programs have an advantage here: completion data and knowledge check results provide a near-real-time signal on where gaps are closing and where they are not.

Teachable gives L&D teams the delivery platform to act on skills gap findings, with completion tracking and progress data that tell you whether your highest-priority gaps are actually closing. See how it works at teachable.com/scalable-training.

From analysis to action

The value of a skills gap analysis is the decisions it enables, not the document it produces. The most useful analyses end with a small number of prioritized learning investments, a defined success measure for each, and an owner responsible for each intervention.

That output is what an L&D strategy looks like when it has organizational credibility: a clear set of priorities that leadership understands and will fund, tied to goals that employees recognize as worth learning toward. The analysis establishes the foundation. Building well on it is where the real work begins.

Teachable gives L&D teams the tools to act on skills gap findings — from building targeted content to tracking whether it's working.

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Product knowledge training: how to make sure your team can sell what you build

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There is a particular kind of sales call that product and marketing teams dread. A rep is on with a qualified prospect, things are going well, and then they misstate a key capability, oversell a feature that has not shipped yet, or go blank on a question that should be standard. The deal goes cold and the loss goes into a report that will get reviewed at the end of the quarter.

According to research cited by Valuecore, 82% of B2B decision-makers say the sales reps they meet with are unprepared. Those are not bad reps. Those are undertrained ones. Product knowledge gaps are among the most consistent sources of avoidable deal losses, and the information to fix them almost always already exists inside the organization.

Here is how to build product knowledge training that produces genuine confidence and accuracy in the field.

Why product knowledge training often fails

Most product knowledge training programs share the same structural problem: they are built from the product's perspective rather than the seller's. A full walkthrough of every feature, organized by product area, tells reps everything that exists. What it does not tell them is what matters to a specific buyer type, when in a conversation to surface it, or how to talk about it in a way that actually lands.

The result is reps who know the product conceptually but struggle to deploy that knowledge in conversation. They freeze on objections, give generic answers to specific questions, or compensate by pulling a technical colleague into calls where they should be able to hold their own.

Good product knowledge training is built from the seller's perspective: organized by use case, buyer type, and objection — not by feature category. That single reframe changes the usefulness of almost everything in the program.

What product knowledge training actually needs to cover

Effective product knowledge training builds four types of knowledge:

1. Use case fluency

Which customers use which parts of the product, in what ways, to solve which problems. This is what lets a rep say "we work with a lot of companies like yours — here is how they typically approach this" instead of launching into a generic product walkthrough.

Use case knowledge is best taught through customer stories and recorded calls, not product documentation. The most useful product training libraries are organized by industry, company size, or buyer role, and drawn from real customer conversations. For organizations also running sales onboarding programs, this library is the same asset — build it once and it serves both programs.

2. Objection response

"Your product does not do X." "We already have Y." "How is this different from Z?" These objections appear in nearly every deal and are completely predictable. Reps who have practiced specific, accurate responses to them perform better than reps who improvise under pressure.

Documenting the ten to fifteen most common product objections and the effective responses to each — then making sure every rep has worked through them — is one of the highest-return investments in product training. The responses already exist in your best reps' heads. The work is getting them out and into a format the whole team can use.

3. Competitive positioning

How your product compares to the alternatives buyers are evaluating. This does not mean building a sprawling feature comparison matrix. It means knowing the two or three areas where you are genuinely stronger, the areas where alternatives have advantages, and the framing that helps buyers understand why the differences matter for their situation.

Reps who can acknowledge a competitor's strengths while explaining why your approach is better for the buyer's specific situation are more credible than reps who pretend no alternatives exist. Honest competitive fluency builds trust. See also the channel partner enablement guide for how competitive positioning works when reps are external partners rather than employees.

4. What's new

Products change. Features get added, pricing models evolve, positioning shifts. A rep who has been in the role for eighteen months may be selling based on a product picture that is significantly out of date. Keeping product knowledge current is an ongoing training challenge, not a one-time project.

The solution is a defined update cadence tied to product releases, not a hope that reps will find and absorb release notes on their own.

How to deliver product knowledge training that sticks

Research from Harvard Business Review and Sales Performance International finds that 87% of training content is forgotten within a month. The programs that overcome this share a common design: they build in practice, not just consumption.

  • Organize by role and buyer type, not product area. A rep selling to mid-market companies needs different emphasis than one selling to enterprise accounts. Build tracks that reflect how the product is actually sold, not how it was built.
  • Use recorded calls as curriculum. A library of annotated calls — "here is how our best rep handled this objection," "here is what good use case discovery looks like" — is more useful than any training module built from scratch. The best material already exists on your call recording platform.
  • Build in practice, not just consumption. Product knowledge assessed only through multiple-choice questions does not transfer to conversational fluency. Have reps practice responses to common objections in recorded format — even informal video submissions — to build the verbal fluency that matters in real calls. For a deeper look at how to measure training effectiveness beyond completion rates, that post covers the metrics that actually connect to field performance.
  • Create a just-in-time reference library. Reps who can quickly search for the right answer before a specific call are more confident and more accurate than reps who rely on memory alone. A searchable library of short, targeted content serves this purpose far better than long-form training modules that were built for initial onboarding.
  • Update content on a defined cadence. Every significant product release should trigger a training update review. Assign someone to own the question "is our product training still accurate?" and check it on a schedule, not only when a rep surfaces a gap.

Teachable gives sales enablement and product marketing teams a platform for product knowledge content with completion tracking, a searchable library, and the ability to push updates without IT involvement. See how organizations use it at teachable.com/scalable-training.

The signal that product knowledge training is working

Assessment scores and completion rates are easy to measure. They are not the best indicators that training is producing results. The clearest signal is what changes in the field: reps handle objections independently rather than escalating, demos stay accurate without product team oversight, and new reps reach conversational fluency faster than previous cohorts did.

Getting there requires building training from the seller's perspective, organized around how reps actually talk to buyers rather than how the product was built. That reframe is the most consequential change most product knowledge programs could make, and it costs nothing except the willingness to rebuild the library from scratch.

For organizations also looking at how product training connects to broader new hire training program design, the principles are the same: build from the job, not from the org chart.

Teachable gives your enablement team a structured library, completion tracking, and the ability to keep content current as your product evolves.

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Continuing medical education online: what CME providers need to know

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Physicians have completed continuing medical education since long before the internet existed. In-person grand rounds, workshops, and conferences built the model that still defines many physicians’ mental picture of what CME looks like. The logistics of that model — gathering practitioners from across a region for a half-day session — have always created tension with the reality of clinical schedules.

Online CME resolves that tension directly. According to the ACCME 2023 Annual Data Report, physician learner interactions with enduring online materials grew 120% compared to 2019 figures. Organizations are using that growth to reach physicians across regions and specialties, deliver accredited education outside the constraints of live events, and track completion in ways that in-person delivery makes difficult.

Translating a well-run in-person CME program to an online format takes more than putting slides on a website. The accreditation requirements, the learner experience, and the delivery and tracking setup all look different online. Here is what CME providers need to get right.

What the accreditation requirements actually demand

ACCME-accredited providers operating online face the same core standards as in-person programs — educational independence, needs assessment, competence-based learning objectives, and outcome evaluation. The documentation and verification requirements, however, look different in an online context.

Several areas where online delivery creates specific requirements:

  • Activity verification: Online CME requires mechanisms to confirm that physicians engaged with the educational content, not simply that they accessed it. Completion requirements, minimum time-on-task, and post-test performance are the most common verification methods.
  • MOC point integration: Many physicians need CME activities that also satisfy Maintenance of Certification requirements. Online activities need to be designed and documented to meet the relevant specialty board’s MOC Part II criteria before MOC points can be offered.
  • Disclosure management: Conflict of interest disclosure requirements apply fully to online activities. The disclosure presentation, reviewer sign-off workflow, and supporting documentation all need systematic management, not ad hoc handling.
  • Outcome data collection: ACCME’s outcomes measurement model expects providers to collect and report data on whether CME activities changed physician competence, performance, or patient outcomes. Online programs make this easier to execute if you design for it from the start.

Working through your accreditor’s specific requirements for online activities before building your delivery and tracking setup costs far less than retrofitting compliance after launch. For a full guide to running accredited programs online, see how to run a continuing education program online.

The learner experience challenge specific to physician CME

Physicians are a demanding learner population. Their time is genuinely scarce, their tolerance for friction is low, and their expectations for educational quality are high. An online CME program that treats physicians like a generic learner audience will produce poor completion numbers and worse satisfaction scores.

Physicians need to know exactly how many AMA PRA Category 1 Credits they will earn, whether MOC points are available, and what completion requires — before they start. Ambiguity in this information drives drop-off before the first slide.

Several factors matter specifically for physician learners:

  • Mobile-first design: A significant percentage of CME is completed outside clinical hours — evenings, early mornings, between appointments. A poor phone experience closes those completion windows entirely.
  • Progress saving: A physician who starts a module and gets paged needs to resume exactly where they left off. Any platform that requires restarting interrupted sessions is the wrong tool for clinical learners.
  • Certificate access on demand: Physicians need to document CME for licensure, credentialing, and MOC submissions. Their certificates of completion need to be available whenever they need them, not emailed once and then inaccessible.
  • Credit clarity upfront: Before starting any activity, physicians need to know exactly how many AMA PRA Category 1 Credits they will earn, whether MOC points are available, and what completion requires. Ambiguity in this information drives drop-off.

Operational requirements for online CME programs

The operational complexity of running online CME programs is consistently underestimated. The accreditation, content development, and learner experience requirements are visible from the start. The tracking, reporting, and records management requirements become clear once programs launch and grow.

Credit tracking by activity type

CME programs commonly involve multiple activity types: enduring materials, internet point-of-care activities, journal-based CME, performance improvement activities. Each carries different credit values and completion requirements. Your platform needs to track credits by activity type separately, not just as aggregate totals.

Automated certificate generation

Manual certificate generation does not hold up at volume. An online CME program serving hundreds or thousands of physicians needs to issue certificates automatically on completion — with the physician’s name, the activity title, the credit amount, the date, and the provider accreditation information all populated correctly. A platform built for continuing education programs handles this without additional staff time per completion.

PARS reporting preparation

ACCME-accredited providers must submit data to PARS (Program and Activity Reporting System) annually. Having clean, exportable data from your online platform makes this process straightforward. When your platform produces data that does not map to PARS requirements, the result is manual data work that compounds across hundreds of activities and reporting cycles.

Learner record persistence

Physicians may need to document CME from years prior for licensing renewal, credentialing applications, or MOC submissions. Completion records need to be stored persistently and retrievable on request — not just visible to the physician at the moment of completion. For a broader look at what this requires in practice, see what to look for in an LMS for continuing education.

What to look for in a CME delivery platform

Generic LMS platforms were not designed for the operational requirements of accredited CME. The compliance tracking, the credit tracking by type, the certificate requirements, and the PARS reporting preparation are all gaps that most standard platforms address through workarounds rather than native capability.

What CME providers actually need from a platform:

  • Configurable completion requirements: Minimum pass scores, time-on-task tracking, required content sequencing — all adjustable per activity type without IT involvement.
  • Flat-fee pricing for large learner populations: Per-seat pricing becomes prohibitive for organizations reaching thousands of physicians annually. Flat-fee licensing changes the math entirely.
  • White-label presentation: CME programs carry the provider’s accreditation credibility. The platform should present as yours, not as a third-party tool.
  • Exportable completion data: Clean individual-level records that you own and can pull for PARS reporting, board reporting, or internal audits at any time.
  • Content updates without IT support: Your CME team should be able to update activity content, adjust completion requirements, and add new activities without opening a ticket. This matters more as your program grows.

Teachable gives CME providers flat-fee pricing, configurable completion requirements, automated certificates, and exportable completion data. See how organizations use it for accredited programs at teachable.com/scalable-training. For organizations also running onboarding or compliance training alongside CME, see how the online education platform for professional associations use case maps to your needs.

The reach that online CME makes possible

The constraint that in-person CME imposes — geography, scheduling, physical capacity — disappears with a well-built online program. A hospital system, medical society, or specialty college that builds its online CME on the right platform can reach practitioners across a region or specialty at a cost per learner that in-person delivery cannot approach.

The organizations that get online CME right build for accreditation requirements and physician learner experience from the beginning, rather than retrofitting compliance onto a platform that was not designed for it. That upfront investment pays back in reach, in learner satisfaction, and in the organizational credibility that comes from running a program physicians trust and return to.

Teachable gives CME providers the completion tracking, automated certificate issuance, and flat-fee pricing that accredited programs require.

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What is asynchronous training and why is it effective for L&D?

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Consider the last time you actually learned something useful at work. Chances are it happened on your own time — a quick video before a meeting, a written guide you found mid-task, a recorded walkthrough from a colleague. You found the resource when you needed it, on a timeline that worked for you.

That is asynchronous learning. The concept is straightforward: training that happens on the learner's schedule, not the trainer's. According to research from LinkedIn Learning, 58% of employees prefer to learn at their own pace. Most training programs are still built around the trainer's schedule. That gap is exactly where async delivery wins.

Organizations are increasingly building their training programs around async delivery — not only for remote teams, but for anyone whose work schedule does not allow for everyone-in-the-same-room learning. Here is what that means in practice, where it works, and where it falls short.

Asynchronous vs. synchronous training: the core difference

Synchronous training happens in real time: a classroom session, a live webinar, a facilitated workshop. Everyone is present simultaneously, the trainer delivers, and questions get answered in the moment.

Asynchronous training happens on demand: a recorded video, a self-paced module, a written course. Learners access content when it works for them, move through material at their own speed, and complete the learning without a facilitator present.

Most effective training programs use both formats. The question is what role each plays. For most organizations, the balance has shifted significantly toward async as the primary delivery mode — and that shift is structural, not temporary.

Why async has become the default for most training programs

Several factors have made asynchronous training the practical default across industries:

  • Distributed and remote workforces. Getting everyone on the same video call requires scheduling across time zones, varying work arrangements, and operational demands that often cannot be moved. Async training removes that coordination cost entirely.
  • Shift-based and frontline environments. For manufacturing, healthcare, retail, and similar settings, pulling an entire team off the floor for a training session creates real operational disruption. Async training can be completed between shifts, during slower periods, or on a personal device.
  • Learning retention research. A substantial body of research shows that shorter, more frequent learning sessions produce better retention than longer, less frequent ones. Async delivery makes it practical to break content into ten-to-fifteen-minute modules that people can complete and revisit when needed.
  • Delivery cost at volume. A synchronous training program requires a trainer's time every time a new cohort starts. An async program reaches any number of learners without additional delivery cost per session, which matters considerably when you are onboarding across multiple locations or training a large distributed team.

For organizations running remote employee training programs, async delivery is often the only operationally viable option. It is also what makes consistent training possible across locations that would never share the same calendar.

What asynchronous training does well

Async training excels in several specific learning contexts:

  • Knowledge transfer. Teaching concepts, explaining processes, conveying information people need to understand before they can apply it — this is the bulk of most training curricula and the clearest use case for async delivery.
  • Compliance and procedural training. Content requiring documented completion, consistent delivery across a large population, and proof that every employee received the same information. Async platforms handle this better than live sessions, and the certificate of completion tracking makes audit trails straightforward.
  • Onboarding fundamentals. The product knowledge, process orientation, and policy overview every new hire needs can be packaged once and delivered consistently to everyone. For organizations looking to build a stronger new hire training program, async modules are usually where that program starts.
  • Just-in-time reference learning. Content people access when they need it — before a specific meeting, when they encounter an unfamiliar situation, or when they need to refresh a skill. This kind of learning is inherently async and nearly impossible to replicate in a live format.

Where asynchronous training has real limitations

Async learning requires self-direction. For learners who are not intrinsically motivated to complete training, programs without clear deadlines and manager involvement tend to see lower completion rates.

Async training has genuine limitations that organizations sometimes try to address by adding more content. More modules do not fix the underlying gaps. Async is consistently less effective for:

  • Building relationships and organizational culture. The informal connection that happens when people learn together — the side conversations, the shared experience of a workshop, the sense of cohort belonging — does not transfer to async formats. Cohort-based programs benefit from synchronous moments specifically for this reason.
  • Complex judgment and application. Learning to handle ambiguous situations, practice difficult conversations, or apply judgment in high-stakes contexts usually requires real-time feedback and coaching. Async formats provide neither.
  • Learners who need external accountability. Async learning demands self-direction. Without clear deadlines, manager involvement, or visible completion requirements, programs tend to have lower completion rates than synchronous alternatives. This is an organizational design challenge, not a content problem.

Building an async training program that actually gets completed

The largest practical challenge with async training is completion. These are the factors that consistently make the difference:

  • Keep modules short. Ten to fifteen minutes is the practical ceiling for sustained engagement in solo video learning. When a topic requires more depth, sequence it into multiple shorter modules rather than extending a single one.
  • Build in interaction. Knowledge checks, scenario questions, and reflection prompts within modules increase engagement and retention compared to passive video. The learner should have to do something, not just watch.
  • Set explicit expectations. Employees complete async training when they know it is required, when the deadline is clear, and when there are visible consequences — including manager awareness — for not finishing.
  • Give managers completion visibility. Async programs with manager dashboards have significantly higher completion rates than programs where only the learner can see their own progress. Visibility changes behavior at the organizational level, not just the individual level.
  • Design for mobile from the start. A large proportion of async learning happens on phones, particularly for frontline, shift-based, and field workers. A poor mobile experience means those learners will not finish. This is especially important for safety training programs where completion is a compliance requirement.

Teachable is built for async delivery across distributed teams — with self-paced modules, completion tracking, manager dashboards, and a mobile experience designed for learners wherever they work. See what that looks like at teachable.com/scalable-training.

The combination that produces the best outcomes

The most effective training programs use async and synchronous learning in combination — async for information delivery and self-paced skill building, synchronous for application practice, team connection, and the kind of judgment development that requires real-time interaction.

Getting the balance right starts with clarity about what you are trying to achieve with each part of the program. Async training handles a specific and substantial set of learning jobs. When organizations design it specifically for those jobs — short modules, clear expectations, completion visibility — the results hold up well across a wide range of audiences and industries. The organizations that see the weakest results are the ones that use async as a default without designing for the format.

For a deeper look at how to build corporate training software and delivery infrastructure that supports both formats, see how organizations currently use Teachable across distributed workforces.

Teachable gives you the delivery platform, completion tracking, and mobile experience async training requires — for teams of any size, anywhere.

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"We need to figure out what skills we're missing." It gets said in a lot of leadership meetings, usually after a missed goal, a new initiative, or a round of exit interviews that all point to the same theme. Then it lands with someone in HR or L&D who has to figure out what to actually do with it.

According to Springboard for Business's State of the Workforce Skills Gap 2024, 70% of corporate leaders report a critical skills gap in their organization that is negatively affecting business performance. The gap is real. The question is how to identify specifically which gaps matter most and in what order to close them.

A skills gap analysis is the answer to that question. Executed well, it tells you where the distance between what your team can do today and what the business needs them to do is most significant. It also gives you the basis for prioritizing learning investments that will produce measurable results.

Executed poorly, it produces a sprawling list of capabilities that need improvement, with no guidance on where to start and no connection to what the business is actually trying to accomplish. Here is how to do it well.

What a skills gap analysis actually is

A skills gap analysis compares two things: the capabilities your organization needs to achieve its goals, and the capabilities your people actually have. The distance between those two things is what you are trying to understand and close.

The key word is "needs." A skills gap analysis is a focused exercise in identifying the capability gaps that most constrain the business. These are the gaps where closing them would most directly enable growth, reduce risk, or improve performance. An inventory of everything everyone could theoretically improve is a different exercise entirely, one that typically takes months and produces outputs nobody uses.

Given where we are trying to go, what do we need our people to be able to do that they cannot do well enough today? That question, asked honestly and with the right people in the room, is the starting point for a useful analysis.

That framing keeps the analysis grounded. Rather than assessing organizational capability in the abstract, you are answering a specific question tied to where the business is headed.

Step 1: Start with business goals, not job descriptions

The most common mistake in skills gap analyses is starting with job descriptions or competency models. These capture what roles are supposed to involve, not what capabilities the business specifically needs to hit its goals right now.

Start instead with the organization's most important priorities for the next twelve to eighteen months. For each one, ask: what do our people need to know or be able to do to execute this? What capabilities are most critical to success here?

Then ask the harder question: where are we most likely to fall short? What capabilities, if you are being direct about it, are you not confident you have at the level the plan requires?

That conversation, ideally with functional leaders and not only HR, surfaces the gaps that matter most rather than the ones that are easiest to measure. For organizations building this into a broader L&D planning process, this business-goals-first approach is the same principle that makes a training program worth funding.

Step 2: Gather data from multiple sources

A skills gap analysis based on a single data source is unreliable. The clearest picture comes from combining multiple inputs:

  • Manager assessments: Structured conversations with managers about where their teams are strongest, where they struggle, and what capabilities would most improve team performance. Managers are the closest proxy to on-the-job capability and often have specific insights that surveys miss entirely.
  • Performance data: Where are errors, delays, quality issues, or customer complaints most concentrated? These are often symptoms of capability gaps, specific knowledge or skill that people have not developed.
  • Employee self-assessment: Survey employees on where they feel most and least confident in their role. Self-assessments have well-known biases, but they surface perception gaps and areas where people feel undertrained — both of which are worth knowing about.
  • Exit interview themes: Recurring mentions of "I felt out of my depth" or "I was not given the support to succeed" often point to specific capability gaps in onboarding or ongoing development. See how those gaps map to your new hire training program design.
  • Direct work review: For roles where output is visible, reviewing actual work product is often more accurate than any survey. Sales calls, written deliverables, and customer interactions all tell you more about real capability than a self-reported confidence rating.

The goal is a convergent picture. When multiple sources point to the same gap, you have high confidence it is real. When only one source flags something, treat it as a hypothesis to investigate before committing resources to it.

Step 3: Prioritize by business impact, not by size

The output of a skills gap analysis is almost always a longer list than any organization can act on at once. Most analyses stall at this stage because the prioritization question, which gaps to close first, gets answered by committee consensus rather than a clear decision process.

A two-dimension evaluation helps cut through this. For each identified gap, assess:

  • Business impact: How much would closing this gap affect a metric that matters? High-impact gaps are the ones where better capability would directly enable a goal, reduce a significant risk, or improve a key performance measure.
  • Feasibility: Is this gap addressable through training? Some capability gaps are learning problems. Others are hiring gaps, process failures, or resource constraints that training will not solve. Only invest in closing gaps that are genuinely training-addressable.

The gaps that score high on both dimensions are your first priorities. The rest can be sequenced or deprioritized based on available resources and timing. Once you know what to build, the post on how to create a training program covers the design decisions from there.

Step 4: Define what "closed" looks like before you build anything

Before designing any training intervention for a priority gap, define what closing it looks like. Completion of training is a participation metric, not a success metric. The right question is: what will be different in the organization when this gap is closed?

For a product knowledge gap, the answer might be rep confidence scores in calls or first-call conversion rate. For an onboarding gap, it might be time-to-first-independent-contribution for new hires. For a compliance gap, it might be audit pass rate.

Defining success upfront shapes the design of the training program toward the outcome rather than toward coverage of the topic. It also gives you the basis for evaluating whether the investment produced results. For more on how to set and measure those metrics, see how to measure training effectiveness.

How often to run a skills gap analysis

A full skills gap analysis is a substantial exercise. Most organizations benefit from running one annually, aligned with planning cycles, so that learning priorities get set in the same context as business priorities.

Between annual analyses, a lighter ongoing practice is more valuable than waiting a full year to update. Quarterly check-ins with functional leaders, tracking performance data on identified gaps, and periodic short pulse surveys can surface new gaps as they emerge. Organizations running asynchronous training programs have an advantage here: completion data and knowledge check results provide a near-real-time signal on where gaps are closing and where they are not.

Teachable gives L&D teams the delivery platform to act on skills gap findings, with completion tracking and progress data that tell you whether your highest-priority gaps are actually closing. See how it works at teachable.com/scalable-training.

From analysis to action

The value of a skills gap analysis is the decisions it enables, not the document it produces. The most useful analyses end with a small number of prioritized learning investments, a defined success measure for each, and an owner responsible for each intervention.

That output is what an L&D strategy looks like when it has organizational credibility: a clear set of priorities that leadership understands and will fund, tied to goals that employees recognize as worth learning toward. The analysis establishes the foundation. Building well on it is where the real work begins.

Teachable gives L&D teams the tools to act on skills gap findings — from building targeted content to tracking whether it's working.

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Product knowledge training: how to make sure your team can sell what you build

8 min read
April 12, 2025

There is a particular kind of sales call that product and marketing teams dread. A rep is on with a qualified prospect, things are going well, and then they misstate a key capability, oversell a feature that has not shipped yet, or go blank on a question that should be standard. The deal goes cold and the loss goes into a report that will get reviewed at the end of the quarter.

According to research cited by Valuecore, 82% of B2B decision-makers say the sales reps they meet with are unprepared. Those are not bad reps. Those are undertrained ones. Product knowledge gaps are among the most consistent sources of avoidable deal losses, and the information to fix them almost always already exists inside the organization.

Here is how to build product knowledge training that produces genuine confidence and accuracy in the field.

Why product knowledge training often fails

Most product knowledge training programs share the same structural problem: they are built from the product's perspective rather than the seller's. A full walkthrough of every feature, organized by product area, tells reps everything that exists. What it does not tell them is what matters to a specific buyer type, when in a conversation to surface it, or how to talk about it in a way that actually lands.

The result is reps who know the product conceptually but struggle to deploy that knowledge in conversation. They freeze on objections, give generic answers to specific questions, or compensate by pulling a technical colleague into calls where they should be able to hold their own.

Good product knowledge training is built from the seller's perspective: organized by use case, buyer type, and objection — not by feature category. That single reframe changes the usefulness of almost everything in the program.

What product knowledge training actually needs to cover

Effective product knowledge training builds four types of knowledge:

1. Use case fluency

Which customers use which parts of the product, in what ways, to solve which problems. This is what lets a rep say "we work with a lot of companies like yours — here is how they typically approach this" instead of launching into a generic product walkthrough.

Use case knowledge is best taught through customer stories and recorded calls, not product documentation. The most useful product training libraries are organized by industry, company size, or buyer role, and drawn from real customer conversations. For organizations also running sales onboarding programs, this library is the same asset — build it once and it serves both programs.

2. Objection response

"Your product does not do X." "We already have Y." "How is this different from Z?" These objections appear in nearly every deal and are completely predictable. Reps who have practiced specific, accurate responses to them perform better than reps who improvise under pressure.

Documenting the ten to fifteen most common product objections and the effective responses to each — then making sure every rep has worked through them — is one of the highest-return investments in product training. The responses already exist in your best reps' heads. The work is getting them out and into a format the whole team can use.

3. Competitive positioning

How your product compares to the alternatives buyers are evaluating. This does not mean building a sprawling feature comparison matrix. It means knowing the two or three areas where you are genuinely stronger, the areas where alternatives have advantages, and the framing that helps buyers understand why the differences matter for their situation.

Reps who can acknowledge a competitor's strengths while explaining why your approach is better for the buyer's specific situation are more credible than reps who pretend no alternatives exist. Honest competitive fluency builds trust. See also the channel partner enablement guide for how competitive positioning works when reps are external partners rather than employees.

4. What's new

Products change. Features get added, pricing models evolve, positioning shifts. A rep who has been in the role for eighteen months may be selling based on a product picture that is significantly out of date. Keeping product knowledge current is an ongoing training challenge, not a one-time project.

The solution is a defined update cadence tied to product releases, not a hope that reps will find and absorb release notes on their own.

How to deliver product knowledge training that sticks

Research from Harvard Business Review and Sales Performance International finds that 87% of training content is forgotten within a month. The programs that overcome this share a common design: they build in practice, not just consumption.

  • Organize by role and buyer type, not product area. A rep selling to mid-market companies needs different emphasis than one selling to enterprise accounts. Build tracks that reflect how the product is actually sold, not how it was built.
  • Use recorded calls as curriculum. A library of annotated calls — "here is how our best rep handled this objection," "here is what good use case discovery looks like" — is more useful than any training module built from scratch. The best material already exists on your call recording platform.
  • Build in practice, not just consumption. Product knowledge assessed only through multiple-choice questions does not transfer to conversational fluency. Have reps practice responses to common objections in recorded format — even informal video submissions — to build the verbal fluency that matters in real calls. For a deeper look at how to measure training effectiveness beyond completion rates, that post covers the metrics that actually connect to field performance.
  • Create a just-in-time reference library. Reps who can quickly search for the right answer before a specific call are more confident and more accurate than reps who rely on memory alone. A searchable library of short, targeted content serves this purpose far better than long-form training modules that were built for initial onboarding.
  • Update content on a defined cadence. Every significant product release should trigger a training update review. Assign someone to own the question "is our product training still accurate?" and check it on a schedule, not only when a rep surfaces a gap.

Teachable gives sales enablement and product marketing teams a platform for product knowledge content with completion tracking, a searchable library, and the ability to push updates without IT involvement. See how organizations use it at teachable.com/scalable-training.

The signal that product knowledge training is working

Assessment scores and completion rates are easy to measure. They are not the best indicators that training is producing results. The clearest signal is what changes in the field: reps handle objections independently rather than escalating, demos stay accurate without product team oversight, and new reps reach conversational fluency faster than previous cohorts did.

Getting there requires building training from the seller's perspective, organized around how reps actually talk to buyers rather than how the product was built. That reframe is the most consequential change most product knowledge programs could make, and it costs nothing except the willingness to rebuild the library from scratch.

For organizations also looking at how product training connects to broader new hire training program design, the principles are the same: build from the job, not from the org chart.

Teachable gives your enablement team a structured library, completion tracking, and the ability to keep content current as your product evolves.

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How to build a sales onboarding program that ramps reps faster

8 min read
April 12, 2025

The cost of a slow sales ramp is one of the most consistently underestimated numbers in revenue organizations. When a new rep takes six months to reach full productivity instead of three, you are not just waiting longer. You are carrying the cost of their salary and benefits while they generate a fraction of their quota. Multiply that across a team that is growing and the number becomes significant fast.

According to research cited by WorkRamp, the average ramp time for a new sales rep is 3.2 months, based on Bridge Group benchmarks. Many organizations are taking considerably longer than that. The gap is almost always the onboarding program.

Sales onboarding tends to be a mix of ride-alongs, product demos, shadowing calls, and the assumption that the new hire will absorb the rest through observation. The reps who succeed often do so in spite of the onboarding program. Here is how to build one that actually helps.

What "ramped" actually means, and why the definition matters

Before designing an onboarding program, get clear on what ramped means for your organization. "Fully productive" is too vague to design toward. A more useful definition has specific, measurable components:

  • Pipeline generation: The rep can independently build pipeline at the rate the role requires, without significant coaching on prospecting fundamentals.
  • Product and positioning fluency: The rep can run a discovery call, handle common objections, and position the product accurately without relying on a senior rep.
  • Process execution: The rep is updating the CRM accurately, following the sales process, and forecasting with reasonable accuracy.
  • Independent deal progression: The rep can move a deal from qualified to closed without needing a manager on every call.

Defining these milestones before you start building lets you design onboarding content and activities that specifically address each one. It also gives you a way to evaluate whether the program is working.

The four knowledge areas every sales rep needs

Effective sales onboarding covers four distinct knowledge areas. Each one requires different content and different learning approaches.

1. Product knowledge

What you sell, how it works, what problems it solves, and who it is for. This is the easiest area to teach and the most commonly over-emphasized in onboarding. Most reps can learn product fundamentals from structured self-paced content. They do not need a live session to understand the feature set.

What takes longer to develop is the ability to connect product capabilities to specific customer problems in real-time conversation. That requires practice, not just knowledge.

2. Market and buyer knowledge

Who your buyers are, what they care about, what triggers them to look for a solution like yours, and what objections come up most often. This knowledge tends to live in the heads of your best performers rather than in any written document.

The most valuable onboarding content in this category is usually recorded calls with experienced reps, broken down by stage and scenario. Hearing how a skilled rep handles a specific objection is more instructive than any training module on objection handling.

3. Process and tools

Your sales process, your CRM, your outreach cadences, your pricing model, your approval workflows. This is operational knowledge that needs to be accurate and is often poorly documented. New reps who learn the wrong process or who develop bad CRM habits can take months to correct.

This category is well-suited to short, structured online content with clear step-by-step guidance, especially for tools and processes that do not require live facilitation. A well-built new hire training program covers this ground with completion tracking so managers can see exactly where gaps remain.

4. Company and competitive context

Why your company exists, how you position against competitors, what makes your approach distinctive, and how to handle the "why you over X?" question. This is often covered in initial orientation and then never reinforced. Competitive positioning fluency takes repetition to develop, and a single session at the start of onboarding will not build it.

The ramp accelerators most programs leave out

Reps who have to demonstrate knowledge before advancing retain more and enter live selling situations with considerably more confidence.

Beyond the four knowledge areas, a few practices consistently cut ramp time for sales organizations that use them:

  • Milestone-based manager check-ins rather than calendar-based ones. Ramps happen at different speeds for different reps. A program that advances reps when they demonstrate readiness, rather than on a fixed schedule, moves faster overall.
  • Early deal involvement with support in place. Reps learn by doing. Getting new hires into real deals early, with a senior rep or manager available, builds practical skill faster than any amount of role-playing. Keep the deals low-stakes at first.
  • A call library from your best performers. Recorded call libraries, annotated win/loss reviews, and documented deal examples at each stage give new hires access to institutional knowledge in a searchable format. This is the kind of resource that pays for the time it takes to build within the first few hires who go through it.
  • Certification checkpoints before live selling. Reps who complete a recorded pitch, a scored product quiz, or a simulated discovery call review before going live retain more of what they have learned. Many organizations skip this step. The ones that include it see fewer early mistakes and lower early attrition.

For organizations running safety training programs for employees alongside sales onboarding, the same certification logic applies: documented completion protects the organization and gives new hires a clear finish line to aim for.

How to build it without starting from scratch

The fastest path to a better sales onboarding program is capturing what already works. Your top performers have already figured out what new hires need to know. They are the source material.

A practical starting approach:

  • Interview your top three or four performers. Ask them what they wish they had known in their first 90 days, what they see new reps get wrong most often, and what resources they would build if they were designing onboarding from the start.
  • Build content from their answers, not from a product spec. The onboarding program that reflects your best reps’ actual experience is more credible to new hires than one built from marketing materials.
  • Pilot with a small group before rolling out broadly. Run three or four new hires through the first version, measure their ramp time against your baseline, and adjust before expanding.

The same principle applies to channel partner enablement programs, where the equivalent of a new sales rep is an external partner who needs to get credible with your product quickly. The structure is identical: four knowledge areas, clear milestones, documented completion.

The payoff of getting sales onboarding right

A sales onboarding program that cuts ramp time by four to six weeks per rep compounds across a full hiring cycle. It also reduces early attrition. Reps who feel prepared succeed faster, and reps who succeed faster tend to stay longer.

The investment in building a structured sales onboarding program is almost always recovered within the first cohort that goes through it. The difficult part is doing the work deliberately rather than assuming new hires will figure it out.

Teachable gives sales enablement and revenue operations teams a platform for onboarding content that includes completion tracking, certification, and a searchable library new reps can access before any call. See how organizations use it at teachable.com/scalable-training.

Teachable gives your enablement team the structure to deliver consistent onboarding to every new rep, with the tracking to prove it is working.

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How to create an employee development plan that gets executed

8 min read
April 12, 2025

Employee development plans have a participation problem. Most organizations have a process: managers sit down with employees, development goals get documented, and the plan goes into the HR system. Then the next review cycle arrives and most of those goals have not moved.

The documentation exists. The follow-through rarely does. According to Gallup's 2023 State of the Global Workplace report, only 33% of employees strongly agree that their manager helps them set performance and development goals they can get excited about. The gap between a filed plan and a followed one comes down to how the plans are built and whether the organization actually makes development possible once the paperwork is signed off.

This guide covers how to build an employee development planning process that produces real growth, not just records.

Why most employee development plans fail

Before redesigning the process, it helps to be honest about why the current one stalls. The patterns are consistent across organizations of most sizes:

  • Goals are vague. "Improve leadership skills" is not an actionable development goal. It gives the employee no signal about what to do differently or how they will know they have succeeded.
  • Plans are disconnected from daily work. Development goals that require carving out time outside of normal responsibilities rarely happen. Development embedded in how people do their jobs does.
  • Managers are left to document, not support. Writing a development plan in a review cycle and then leaving the employee to execute it alone produces paperwork, not progress.
  • Resources are hard to access. When an employee identifies a learning goal but there is no clear path to the training, coaching, or experience required, the goal stalls immediately.

A development planning process that addresses these issues looks very different from a standard annual review add-on. The guide to building a learning and development strategy covers how to create the organizational conditions that make individual plans actually executable.

What goes into a useful employee development plan

A practical employee development plan answers four questions.

1. What does this person want to develop?

The strongest development goals come from the employee rather than the manager. People develop faster and more durably when they are working toward something they want to be better at, whether that is a technical skill, a leadership capability, or readiness for a new role.

The manager's role at this stage is to help the employee identify goals that are both personally meaningful and relevant to their current work, not to hand down a list of things to improve.

2. What does this person need to develop?

This is the manager's input: based on current performance and where the employee is headed, what capabilities would most accelerate their growth or make them more effective in the role? This layer ensures development stays connected to real performance and career progression rather than becoming purely aspirational.

3. How will the development happen?

Most plans are weakest here. "Complete relevant training" is not a development action. A useful development plan specifies:

  • The specific learning resources, named rather than described in general terms: a course, a book, a shadowing opportunity, a stretch assignment
  • The timeline: when will this be completed, and what are the interim check-in points?
  • How learning will be applied: what will the employee do differently on the job, or what specific project will put the development into practice?

Gallup's 2023 State of the Global Workplace report found that only 33% of employees strongly agree their manager helps them set development goals they can get excited about. The problem is less about motivation and more about the quality of the goal-setting conversation itself.

4. How will progress be reviewed?

Development goals without a check-in cadence disappear into the next quarter. A lightweight review rhythm, a monthly fifteen-minute development conversation or a standing item in weekly one-on-ones, keeps goals visible and gives employees a regular opportunity to raise blockers before they derail progress entirely.

Making development planning work across an organization

Individual development plans work best when the organization creates the conditions that make them possible. A few things that matter at the organizational level:

  • Learning resources need to be accessible without process overhead. When accessing a course requires manager approval, a budget request, and an IT ticket, most development will never start. A self-serve library of learning content that employees can access directly removes the most common friction point. See how Teachable's scalable training tools support this kind of self-serve access across organizations of different sizes.
  • Managers need support to facilitate development conversations, not only document them. Organizations that invest in training managers on how to run a good development conversation see considerably better follow-through on individual plans than those that focus on form completion. The new hire training program guide covers how the same conversation structure applies to onboarding-stage development.
  • Development needs protected time. Learning that has to compete with a full workload will always lose. Organizations that make development visible and explicitly protected, even two hours a month per person, see measurably higher engagement with development plans. Teachable's training ROI calculator can help model the cost of unprotected development time against retention and performance data.
  • Career paths need to be clear enough to make development feel worthwhile. Employees invest in development when they can see how it connects to where they want to go. Opaque progression makes development goals harder to motivate. For the measurement layer that keeps plans accountable, the guide to measuring training effectiveness covers how to track whether development investments are producing the outcomes they were designed for.

A simple template that works

A development plan does not require a complex form. Six fields, answered well, are sufficient:

  • Development focus: what skill or capability is being worked on?
  • Why it matters: how does this connect to current performance or future goals?
  • Actions: what specifically will the employee do to develop this capability? Named resources, specific activities.
  • Timeline: when will each action happen, and what is the target completion date?
  • Application: how will the employee use what they have learned on the job?
  • Review date: when will progress be checked?

One focused development goal per quarter, executed well, produces more growth than five goals that never move. For organizations building a full development catalog to support these plans, the guide to creating a training program from scratch covers how to build content that maps directly to role-specific development goals.

How learning technology supports development planning

A well-structured development plan is more achievable when employees can access learning resources directly and managers can see who is engaging with development. A platform that gives employees a self-serve content library, tracks completion, and lets managers view progress removes the operational friction that causes most development plans to stall.

The technology supports the plan. It does not replace the manager conversation, the goal-setting discipline, or the protected time that make development real. For teams evaluating whether their current platform is set up to support individual development tracking, the corporate training software overview covers what to look for in reporting depth, content organization, and completion records. Teachable's certificates of completion also give employees a visible, shareable record of completed development, which helps maintain motivation across longer-form programs.

The sign that your development planning is working

The clearest indicator that employee development planning is working has nothing to do with completion rates on forms. It shows up when employees bring development goals into conversations unprompted, when they ask about stretch opportunities, reference the skills they are building, and connect their day-to-day work to their longer-term growth.

That level of engagement is built by making development real rather than just documented. A good plan is the starting point. The manager relationship, the accessible resources, and the protected time are what give it traction.

Teachable gives your team a self-serve learning platform so development plans do not stall waiting for resources.

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How to build a learning and development strategy your organization will use

8 min read
April 12, 2025

Most organizations have a learning and development strategy on paper. Very few have one that anyone uses as a decision-making tool.

The document exists. It sits in a shared drive referencing some learning principles and a vague commitment to ongoing development. The actual training decisions, what to build, who to prioritize, and what to buy, get made based on whoever submits the loudest request that quarter. According to LinkedIn Learning's 2024 Workplace Learning Report, only 37% of L&D professionals say their programs are closely aligned to specific business goals. The strategy problem is widespread, and it is fixable.

A real L&D strategy functions as a practical tool, not a filing exercise. This guide covers how to build one that operates that way.

What a learning and development strategy actually is

An L&D strategy answers three questions: what capabilities does the organization need to be successful, where are the gaps between those capabilities and what people can do today, and how will the organization close those gaps through learning?

Everything else, the platforms, the content, the delivery methods, the metrics, flows from those three answers. If the current L&D strategy lacks clear, specific answers to all three, it is a statement of intent rather than a working plan.

The reason this matters is practical. Without clarity on what capabilities the business needs and where the gaps are, every learning investment is equally justifiable and none of them are genuinely prioritized. Organizations end up doing a little of everything for everyone, with no way to evaluate whether any of it is working. The guide to measuring training effectiveness covers how to build the measurement layer that makes an L&D strategy accountable.

Step 1: Anchor to business goals, not L&D goals

The most common mistake in L&D strategy is starting from the learning side: what training to offer, what skills are worth developing, what programs could be built. That approach produces a training catalog disconnected from what the business actually needs.

Starting from the business side produces better results. What are the organization's most important goals for the next twelve to eighteen months? What capabilities would most accelerate those goals? What is the most significant skill or knowledge gap currently getting in the way?

The answers to these questions, ideally gathered through direct conversations with functional leaders rather than a survey, define where L&D should concentrate. A company expanding into new markets has different learning priorities than one working to reduce operational errors. A plan built for one will not serve the other.

LinkedIn Learning's 2024 Workplace Learning Report found that only 37% of L&D professionals say their programs are closely aligned to specific business goals. Anchoring to business priorities from the start is the single biggest lever for closing that gap.

Step 2: Map current capability against what is needed

Once the required capabilities are defined, an honest picture of where things stand today is needed. This is the skills gap analysis: what can people actually do versus what they need to be able to do?

This analysis does not require an elaborate assessment program. A few practical approaches that work for most organizations:

  • Structured conversations with managers about where their teams are struggling or where performance gaps are most visible. Managers are the closest proxy to on-the-job capability.
  • Performance data review: where are errors, delays, or quality issues most concentrated? These are often training-addressable problems.
  • Exit interview themes: recurring mentions of feeling underprepared or unsupported signal gaps in onboarding or role-specific development. See the new hire training program guide for how to structure early-stage development to address these gaps before they show up in exit data.
  • New hire time-to-productivity: if people are taking significantly longer than expected to operate independently, the onboarding and early development program is a likely source. Teachable's training ROI calculator can help model the cost of extended time-to-productivity against training investment.

The goal is not a complete skills inventory across the entire organization. The goal is identifying the three to five highest-impact gaps, the ones where closing the gap would most directly accelerate the business goals identified in step one.

Step 3: Choose interventions based on the nature of the gap

Not every capability gap is a training problem. Some gaps are better addressed through hiring, process improvement, or clearer expectations. Before designing a learning program, the right question is whether this is actually a learning problem at all.

Learning is the right intervention when people lack knowledge they need or have not yet practiced a skill they are expected to perform. Other causes, unclear processes, misaligned incentives, or the wrong tools, call for different solutions. Applying training to a non-learning problem produces completion rates without behavior change.

For the gaps that are learning problems, match the delivery approach to the nature of the content:

  • Foundational knowledge and concepts: self-paced online modules that people can access when they need them
  • Applied skills and judgment: practice-based learning, worked examples, and scenario simulations
  • Complex or contextual capability: coaching, mentoring, or stretch assignments with structured reflection
  • Compliance and procedural requirements: structured modules with assessment and documented completion. See how Teachable handles certificates of completion for compliance-sensitive programs.

Step 4: Define what success looks like before building anything

Every learning initiative needs a defined success measure before it launches. The measure should be tied to the business goal it is supporting, not to the training activity itself.

100% completion is a participation measure. The right question is: what should be different in the organization six months after people complete this training?

For a sales onboarding program, success might be time-to-first-deal. For a compliance program, it might be audit pass rate. For a customer service training program, it might be CSAT score movement. Define the measure before content is built so there is something to evaluate against, and so the case for continued investment can be made when the program works. The guide to building a training program from scratch covers how to set measurable objectives at the design stage.

Step 5: Build governance, not just content

An L&D plan that does not answer the question of who decides what gets built next will drift. Without a clear governance model, training decisions get made reactively. Whoever asks loudest gets a program built, regardless of fit with the overall plan.

A practical governance model for most mid-market organizations requires three things:

  • A quarterly L&D planning review with functional leaders, covering what was built, whether it is working, and what is being prioritized next
  • A prioritization approach that weights learning investments by business impact, learner population size, and feasibility
  • A named owner for each learning program who is responsible for keeping content current and evaluating its effectiveness

This does not require a large L&D team. It requires clarity on who is accountable for what. For teams running training across distributed workforces, Teachable for enterprise training programs covers how to maintain governance and reporting across large learner populations without IT overhead. For organizations specifically managing safety or compliance requirements, the safety training program guide covers how to build accountability into programs where documented completion is a legal requirement.

The test of a good L&D strategy: does it make decisions easier?

A well-built L&D strategy makes it easier to say yes to the right things and no to the wrong ones. When a business unit requests a training program, the strategy provides the basis for evaluating it: does this close a capability gap tied to a business goal? Is the gap learning-addressable? What does success look like and when will it be measured?

Those questions, answerable from the strategy document itself, are what shift L&D from a request-taking function into a business partner. That shift is what the strategy is ultimately for. For teams evaluating which platform best supports execution of an L&D strategy, the corporate training software overview covers what to look for in assessment tools, reporting, and content management.

From onboarding to compliance to skills development, Teachable gives L&D teams the tools to execute without IT overhead.

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