Training Development for an Acquisition

This initiative included developing multi-level training courses—spanning foundational (101), intermediate (201), advanced certification (301), and specialized support (401) levels—covering everything from AI Setup and Scheduling to Appointment Reminders and Staff Management. These courses were delivered through Weave’s internal learning systems, the existing Weave customer academy, and the new training.truelark.com customer platform.

Collaboration across teams—including Strategy, Product, Customer Support, Onboarding, and Customer Success—was critical to ensure training accuracy, usability, and alignment with business goals.

• June: Project kickoff with resource acquisition from TrueLark and initial course outline approval.

• July: Development of seven core microcourses; 101 and 201 courses prepared for internal launch.

• August: Internal rollout of TrueLark 101, 201, and 301 courses; creation of completion tracking dashboard; initiation of customer training planning.

• September: Development of customer-facing training website; internal completion tracking established; launch planning for TrueLark customer courses.

• October: Launch of training.truelark.com; customer and Weave + TrueLark learning paths published; 401 internal course released for Tier 2 Support agents.

As a team (2 instructional designers, and a visual designer) we developed 14 microcourses and 3 full size courses, which were rolled into paths and certifications internally and for customers.

Internal Training Suite

• TrueLark 101: Get to Know TrueLark

• TrueLark 201: Weave Supports TrueLark

• TrueLark 301: TrueLark Product Certification

• TrueLark 401: Support Specialization for Integrations and Advanced Troubleshooting

Customer-Facing Training Resources

• TrueLark Learning Path for existing TrueLark users (via training.truelark.com)

• Weave + TrueLark Learning Path hosted on Weave Training Camp

Operational Assets

• Demo account access for hands-on practice

• Centralized completion dashboard for tracking learner progress

• Maintenance and update communication plan with TrueLark Product and Support teams

Accelerated Post-Acquisition Integration

This project played a pivotal role in the smooth integration of TrueLark into the Weave ecosystem. By rapidly designing and deploying structured internal training (101–401), I equipped teams across Customer Support, Success, and Marketing with the knowledge needed to support TrueLark confidently.

Increased Internal Product Proficiency and Confidence

The training suite ensured all Weave employees, not just product specialists, understood TrueLark’s functionality and value proposition. Over 90% completion rate across key internal teams (Support, Onboarding, and Success).

Enabled Customer Adoption and Reduced Support Load

By building the training.truelark.com customer education site and a Weave + TrueLark learning path in Training Camp, the project provided customers with on-demand, self-service learning. Leading to faster onboarding for new customers.

Established a Scalable Learning Infrastructure

This project created a repeatable framework for future product integrations. The modular course design, course maintenance workflows, and dashboard-based progress tracking have become reusable assets for Weave’s Learning and Enablement programs. Reducing time to develop future product training.