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Video takes many varieties and can be utilized to serve quite a lot of totally different functions. There’s a variety of several types of movies you’ll be able to create, together with live-action movies, animated movies, tutorials, product demonstrations, how-to movies, and far more.
In sure industries, reminiscent of actual property, a video is a useful device for showcasing a property. Quick movies that rapidly showcase the house and its options are extra interesting to potential consumers than a nonetheless photograph or textual content description. SaaS firms use video content material to show their merchandise successfully. A video walkthrough can present a complete, easy-to-understand take a look at the options, serving to potential clients determine in case your product is the suitable answer for them. The examples are countless.
One common use of video is onboarding movies. Such movies are an effective way to assist new clients change into acclimated to your product. You may present them the fundamentals of how your product works and what they should do to get began.
On this article, we’ll talk about the advantages of utilizing onboarding movies on your clients and supply some tips about how one can create one. We’ll additionally take a look at some profitable instances from firms which have used these movies successfully.
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What Is Buyer Onboarding?
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Buyer onboarding is the method of introducing new clients to your services or products. It’s a step-by-step course of that goes via 3 phases: welcoming, activation, and liaison.
Welcoming: When somebody indicators up on your product, make them really feel welcomed. Ship a customized message or a video greeting: thank them for utilizing your product and clarify the way it can assist them.
Activation: That is crucial step in buyer onboarding. If a buyer doesn’t perceive how your product works, they received’t use it and ultimately cancel their subscription. Present them with easy-to-understand tutorials and movies that designate your product options, find out how to use them, and find out how to obtain their desired outcomes.
Liaison: As soon as a buyer has change into comfy along with your product, it’s important to maintain them engaged and create a way of loyalty. Present useful content material, extra suggestions and methods, new characteristic bulletins, and extra. Often test in with them: ship follow-up messages to ensure they’re heading in the right direction.
Buyer onboarding is a vital a part of any firm’s success. By correctly onboarding your clients, you’ll be able to make sure that they’re conversant in your product and find out how to use it. This may result in elevated buyer satisfaction and a better probability of them turning into repeat clients.
There are lots of methods you’ll be able to onboard your clients, however probably the most highly effective options is creating onboarding movies. And right here is why.
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Why Use Movies for Buyer Onboarding?
Movies present a extra partaking expertise than simply studying textual content or screenshots. Clients can see how the product works in motion and the way it solves their issues. Movies are additionally extra interactive, which helps clients type a connection along with your product. Buyer onboarding movies additionally usually result in:
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Elevated buyer satisfaction
Movies are an effective way to onboard clients as a result of they’re extra partaking than text-based onboarding. In keeping with Wyzowl, 97% of individuals suppose video may be very efficient in educating new clients.
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Price-effective onboarding answer
In comparison with conventional onboarding strategies like in-person periods and cellphone calls, video onboarding is far more cost-effective. You don’t want to rent trainers or present bodily supplies, which might be costly. A coaching video might be sufficient. Furthermore, clients can watch the movies at any time when they should. This implies they don’t have to attend for a customer support consultant to assist them.
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Elevated adoption charges
Correctly onboarded clients usually tend to begin utilizing your product recurrently. Onboarding movies are among the greatest choices to enhance product adoption charges, as new customers will have the ability to rapidly get up-to-speed on the way it works.
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Improved buyer retention
Nice buyer onboarding helps construct a powerful basis for a long-lasting relationship along with your firm. Movies add an interactive and interesting ingredient to the method. Clients will extra probably stick round in the event that they perceive your merchandise correctly.
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When Ought to You Use Video Onboarding?
You should use video onboarding in quite a lot of situations. Listed below are just a few of the commonest use instances:
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Introductory movies
If you’re launching a brand new product, it’s vital to offer clients with its overview. Create a brief video to introduce clients to your product. Clarify what it does and what advantages it offers.
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An instance of Slack introducing new customers to their app
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Product tutorials
As soon as clients have been launched to your product, you need to present them with detailed tutorials. Create step-by-step directions that show the product’s options and introduce totally different conditions they may encounter whereas utilizing it.
A video information by Google Help on find out how to create a YouTube channel
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Buyer success tales
An efficient technique to increase buyer engagement and loyalty is to present real-world examples of how different clients have used your product. This fashion, new clients will have the ability to higher perceive the potential of your product and whether or not it’s proper for them.
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Product updates
As your product evolves, you need to hold clients up-to-date with the brand new options, adjustments, and bug fixes. Ship a video e mail or publish it on social media to clarify what’s new and why clients ought to concentrate.
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FAQ movies
When clients encounter complicated issues, it may be troublesome to clarify find out how to repair them over the cellphone or e mail. Create a video FAQ part in your web site or a playlist on YouTube to reply the commonest questions that clients have. This fashion new clients don’t have to attend for somebody to assist them out as they’ll go on to the video and learn to clear up the difficulty.
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Buyer Onboarding Template
To make sure you cowl all of the bases, you need to use a buyer onboarding template to information your course of. Right here’s an instance of what the template would possibly seem like:
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1. Introduction
Introduce your self and your staff: briefly clarify what your organization does and create a welcoming environment. Spotlight your product’s advantages, clarify why it stands out from the competitors, and provides clients an summary of what they’ll count on.
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2.  Organising
Clarify find out how to arrange the product. Present step-by-step video directions, screenshots, and diagrams to make the method as simple as attainable.
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3. Product utilization
Show how clients can use and get essentially the most out of your product. Introduce totally different options and present them in motion. Be sure that clients perceive which options can be found and the way they’ll entry them.
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4. Engagement and help
Encourage clients to contact you if they’ve any questions or need assistance. Improve your buyer help, present follow-up emails, and introduce clients to your lively neighborhood boards or assist middle.
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5. Suggestions
Invite clients to present suggestions, ask questions, and share their expertise with the product. Present your appreciation for his or her enter and thank them for his or her time.
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8 Tips about Enhancing Buyer Onboarding Movies
Creating onboarding movies doesn’t need to be a frightening job. Listed below are just a few suggestions that may aid you create compelling and interesting movies:
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1. Hold it easy
Your onboarding video needs to be concise, informative, and simple to perceive. Use easy language so clients can grasp the principle thought with out spending an excessive amount of time on it. In case you have a brief clarification, don’t lengthen it with complicated phrases.
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2. Break it down
Break the video into smaller sections to make it simpler for patrons to observe. Use visible cues and voiceover to spotlight vital particulars and clarify complicated ideas. Use a easy video trimmer to chop out pointless fragments and divide your video into logical components.
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3. Be sensible
Present clients with actionable recommendation and step-by-step directions. Keep away from generic suggestions or overly technical particulars that is perhaps troublesome to digest. Take a look at the instance of how Greenback Shave Membership exhibits new blade options.
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4. Present character
Don’t be afraid to indicate your firm’s character within the movies. Be sure that your movies have a human contact — add humor or enjoyable components to make clients snort and relate to your content material much more.
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5. Create high quality
Be sure that all components of your video (photos, audio, subtitles, and so forth.) are of prime quality. Poorly made movies is usually a main turn-off for potential clients, so study methods find out how to enhance your video high quality.
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6. Make it interactive
Whereas explaining the method, viewers have the chance to work together with you through the video. Give clients mini-quizzes or ask them to present their suggestions. It will make the video extra partaking and encourage them to be actively concerned in product onboarding.
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7. Use acceptable instruments
Along with video, with buyer onboarding software program, you’ll be able to maximize the consumer expertise. Select what teams to focus on, customise onboarding messages, and monitor consumer habits to additional optimize your onboarding course of. Embody useful hyperlinks, create FAQs, and different related assets to offer extra readability.
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8. Adapt for various platforms
Your onboarding video needs to be straightforward to seek out and watch. Take into account that many individuals watch movies on their cellular units, so be certain that to optimize your video  for them. Take note of the decision, body dimension, and picture high quality, as these can all play a job within the video’s success. For instance, for some platforms like Instagram 1:1 movies work greatest, whereas YouTube’ beneficial side ratio is 16:9.
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3 Profitable Instances of Buyer Onboarding Movies
Many firms have efficiently used movies as a part of their buyer onboarding. Listed below are just a few examples:
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1. Discord
Discord is a well-liked communications platform for players and different communities. On their YouTube channel, they present new instruments and updates, clarify find out how to use particular options, and supply recommendation on find out how to troubleshoot frequent points. On this video, you’ll find an introduction to the platform, narrated by an expert voice-over artist with visuals to assist viewers perceive find out how to use it:
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2. Dropbox
Dropbox is a cloud storage service that gives customers with a safe place to share and retailer their recordsdata. They supply brief movies that designate find out how to use their service, in addition to extra in-depth ones that supply suggestions and methods for file administration. On this video, you’ll find a quick overview of find out how to retailer recordsdata with this app:
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3. Apple
Apple offers onboarding movies for its merchandise, together with computer systems and cellular units. They clarify every thing from organising a tool to utilizing useful options. Their movies are clear, concise, and simple to observe. On this video, you’ll find helpful suggestions and methods find out how to use your Apple Watch extra successfully:
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Conclusion
Onboarding movies assist introduce clients to your enterprise and supply them with clear directions and visuals, so it’s simpler for them to learn to use your product. Additionally they create an emotional connection with clients, which ends up in higher engagement and retention. With the following tips and examples, you’ll be able to create an efficient onboarding video on your product. Begin making your onboarding movies right this moment to welcome new clients and enhance consumer expertise!
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In regards to the Creator

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Vlad is a partnership supervisor at Movavi. He has 2 years of expertise within the e-commerce and advertising and marketing industries, having written articles on these subjects for numerous publications. Vlad is keen about serving to companies develop and attain their full potential. When he’s not working, he enjoys spending time along with his household and associates.
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