Learn how to Successfully Use Onboarding Movies for Your Prospects?


Video takes many kinds and can be utilized to serve a wide range of totally different functions. There may be a variety of various kinds of movies you possibly can create, together with live-action movies, animated movies, tutorials, product demonstrations, how-to movies, and rather more.

In sure industries, resembling actual property, a video is a useful instrument for showcasing a property. Quick movies that shortly showcase the area and its options are extra interesting to potential consumers than a nonetheless photograph or textual content description. SaaS corporations use video content material to display their merchandise successfully. A video walkthrough can present a complete, easy-to-understand take a look at the options, serving to potential prospects resolve in case your product is the fitting resolution for them. The examples are limitless.

One well-liked use of video is onboarding movies. Such movies are an effective way to assist new prospects grow to be acclimated to your product. You possibly can present them the fundamentals of how your product works and what they should do to get began.

On this article, we’ll focus on the advantages of utilizing onboarding movies to your prospects and supply some recommendations on how one can create one. We’ll additionally take a look at some profitable instances from corporations which have used these movies successfully.


What Is Buyer Onboarding?




Buyer onboarding is the method of introducing new prospects to your services or products. It’s a step-by-step course of that goes by 3 phases: welcoming, activation, and liaison.

Welcoming: When somebody indicators up to your product, make them really feel welcomed. Ship a personalised message or a video greeting: thank them for utilizing your product and clarify the way it can assist them.

Activation: That is a very powerful 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 specify your product options, learn how to use them, and learn how to obtain their desired outcomes.

Liaison: As soon as a buyer has grow to be snug together with your product, it’s important to maintain them engaged and create a way of loyalty. Present useful content material, further ideas and methods, new function bulletins, and extra. Often verify in with them: ship follow-up messages to verify they’re heading in the right direction.

Buyer onboarding is a necessary a part of any firm’s success. By correctly onboarding your prospects, you possibly can be sure that they’re aware of your product and learn how to use it. This may result in elevated buyer satisfaction and the next probability of them changing into repeat prospects.

There are numerous methods you possibly can onboard your prospects, however one of the highly effective options is creating onboarding movies. And right here is why.


Why Use Movies for Buyer Onboarding?

Movies present a extra participating expertise than simply studying textual content or screenshots. Prospects can see how the product works in motion and the way it solves their issues. Movies are additionally extra interactive, which helps prospects type a connection together with your product. Buyer onboarding movies additionally usually result in:


Elevated buyer satisfaction

Movies are an effective way to onboard prospects as a result of they’re extra participating than text-based onboarding. In keeping with Wyzowl, 97% of individuals assume video may be very efficient in educating new prospects.


Price-effective onboarding resolution

In comparison with conventional onboarding strategies like in-person periods and cellphone calls, video onboarding is rather more cost-effective. You don’t want to rent trainers or present bodily supplies, which may be costly. A coaching video might be sufficient. Furthermore, prospects can watch the movies every time they should. This implies they don’t have to attend for a customer support consultant to assist them.


Elevated adoption charges

Correctly onboarded prospects usually tend to begin utilizing your product commonly. Onboarding movies are a number of the finest choices to enhance product adoption charges, as new customers will be capable of shortly get up-to-speed on the way it works.


Improved buyer retention

Nice buyer onboarding helps construct a robust basis for a long-lasting relationship together with your firm. Movies add an interactive and interesting ingredient to the method. Prospects will extra probably stick round in the event that they perceive your merchandise correctly.


When Ought to You Use Video Onboarding?

You should utilize video onboarding in a wide range of eventualities.  Listed here are just a few of the commonest use instances:


Introductory movies

If you’re launching a brand new product, it’s essential to offer prospects with its overview. Create a brief video to introduce prospects to your product. Clarify what it does and what advantages it supplies.



An instance of Slack introducing new customers to their app



Product tutorials

As soon as prospects have been launched to your product, it is best to present them with detailed tutorials. Create step-by-step directions that display the product’s options and introduce totally different conditions they may encounter whereas utilizing it.

google-support-onboarding-videoA video information by Google Assist on learn how to create a YouTube channel



Buyer success tales

An efficient strategy to enhance buyer engagement and loyalty is to present real-world examples of how different prospects have used your product. This manner, new prospects will be capable of higher perceive the potential of your product and whether or not it’s proper for them.


Product updates

As your product evolves, it is best to preserve prospects up-to-date with the brand new options, adjustments, and bug fixes. Ship a video e mail or submit it on social media to elucidate what’s new and why prospects ought to concentrate.





FAQ movies

When prospects encounter advanced issues, it may be tough to elucidate learn 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 prospects have.  This manner new prospects don’t have to attend for somebody to assist them out as they will go on to the video and learn to remedy the problem.


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 may appear like:


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 prospects an summary of what they will count on.


2.   Organising

Clarify learn how to arrange the product. Present step-by-step video directions, screenshots, and diagrams to make the method as simple as potential.


3.  Product utilization

Display how prospects can use and get essentially the most out of your product. Introduce totally different options and present them in motion. Make certain prospects perceive which options can be found and the way they will entry them.


4.  Engagement and assist

Encourage prospects to contact you if they’ve any questions or need assistance. Improve your buyer assist, present follow-up emails, and introduce prospects to your energetic group boards or assist heart.


5.  Suggestions

Invite prospects 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.


8 Recommendations on Bettering Buyer Onboarding Movies

Creating onboarding movies doesn’t must be a frightening process. Listed here are just a few ideas that may enable you to create compelling and interesting movies:


1. Maintain it easy

Your onboarding video must be concise, informative, and straightforward to perceive. Use easy language so prospects can grasp the principle concept with out spending an excessive amount of time on it. You probably have a brief rationalization, don’t lengthen it with advanced phrases.





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 essential particulars and clarify advanced ideas. Use a easy video trimmer to chop out pointless fragments and divide your video into logical elements.


3. Be sensible

Present prospects with actionable recommendation and step-by-step directions. Keep away from generic ideas or overly technical particulars that is likely to be tough to digest. Take a look at the instance of how Greenback Shave Membership exhibits new blade options.





4. Present character

Don’t be afraid to indicate your firm’s character within the movies. Make certain your movies have a human contact — add humor or enjoyable parts to make prospects giggle and relate to your content material much more.


5. Create high quality

Make certain all parts of your video (photographs, audio, subtitles, and many others.) are of top quality. Poorly made movies generally is a main turn-off for potential prospects, so study methods learn how to enhance your video high quality.


6. Make it interactive

Whereas explaining the method, viewers have the chance to work together with you throughout the video. Give prospects mini-quizzes or ask them to present their suggestions. This may make the video extra participating and encourage them to be actively concerned in product onboarding.


7. Use applicable instruments

Along with video, with buyer onboarding software program, you possibly can maximize the person expertise. Select what teams to focus on, customise onboarding messages, and monitor person conduct to additional optimize your onboarding course of. Embrace useful hyperlinks, create FAQs, and different related sources to offer further readability.





8. Adapt for various platforms

Your onboarding video must be straightforward to seek out and watch. Take into account that many individuals watch movies on their cellular units, so ensure that to optimize your video   for them. Take note of the decision, body measurement, 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 finest, whereas YouTube’ really useful facet ratio is 16:9.


3 Profitable Circumstances of Buyer Onboarding Movies

Many corporations have efficiently used movies as a part of their buyer onboarding. Listed here are just a few examples:


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 learn how to use particular options, and provide recommendation on learn how to troubleshoot frequent points. On this video, you could find an introduction to the platform, narrated by an expert voice-over artist with visuals to assist viewers perceive learn how to use it:



2. Dropbox

Dropbox is a cloud storage service that gives customers with a safe place to share and retailer their information. They supply brief movies that specify learn how to use their service, in addition to extra in-depth ones that provide ideas and methods for file administration. On this video, you could find a quick overview of learn how to retailer information with this app:



3. Apple

Apple supplies onboarding movies for its merchandise, together with computer systems and cellular units. They clarify all the pieces from establishing a tool to utilizing useful options. Their movies are clear, concise, and straightforward to observe. On this video, you could find helpful ideas and methods learn how to use your Apple Watch extra successfully:




Onboarding movies assist introduce prospects to your enterprise and supply them with clear directions and visuals, so it’s simpler for them to learn to use your product. In addition they create an emotional connection with prospects, which ends up in higher engagement and retention. With the following pointers and examples, you possibly can create an efficient onboarding video to your product. Begin making your onboarding movies as we speak to welcome new prospects and enhance person expertise!


In regards to the Creator



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



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