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Onboarding new employees or customers successfully can enhance your bond and support long-term partnership. SaaS onboarding videos are very important in this process. A study by Forbes says, viewers retain 95% of a message from video, compared to just 10% from text.
The objective of onboarding videos is to help employees understand the work culture or help customers understand and use the product or service. These videos help in simplifying complex UI, reducing customer support tickets, and therefore increasing the retention of customers.
You might be asking:
In this article, we’ll explore 20 onboarding video examples from B2B businesses. Each showcases creative ways to help customers and employees understand and use a product or service effectively.
Hear what our client, Chris Prather [Director of Customer Success at SkuVault], has to say about the hardest part of onboarding new customers –
Making a video for B2B & SaaS products needs a different mindset.
Videos created for 200+ B2B SaaS & AI product companies.
Explainers, Product Demos, Hype Videos, Launches, Testimonials, and more.
A SaaS onboarding video is a tool that introduces new users to your software. It shows them how to get started and derive value quickly.
The purpose of using a customer onboarding video to help users quickly understand the software’s value and start using it effectively. These videos are especially useful for complex SaaS products, where text-based instructions might not be enough.
Customer onboarding videos, also known as client onboarding videos, are short, instructional guides that help new users start using a product or service. These videos show customers how to set up their account, navigate the interface, and use key features.
They’re designed to reduce friction in the early stages of product adoption, helping users grasp the value of the offering faster. These SaaS onboarding videos can be delivered through a variety of channels, including email, video streaming platforms, and the company’s website.
Here we have compiled some of the best Saas customer onboarding examples. Have a look:
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Making a video for B2B & SaaS products needs a different mindset.
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Duration: 5 Minutes 19 Seconds
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Making a video for B2B & SaaS products needs a different mindset.
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Duration: 1 Minute 18 Seconds
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Duration: 4 Minutes 38 Seconds
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Duration: 2 Minutes 24 Seconds
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We know how to sell your story using your product UI
Making a video for B2B & SaaS products needs a different mindset.
Video Title: Pry
Duration: 1 Minute 51 Seconds
Why it works:
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Duration: 5 Minutes 14 Seconds
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Duration: 4 Minute 16 Seconds
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Duration: 1 Minute 17 Seconds
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Duration: 1 Minute 15 Seconds
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Video Title: How to Create a New Project (Ahrefs’ Site Audit Tutorial)
Duration: 3 Minutes 8 Seconds
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Video Title: Get to know Xero essentials
Duration: 13 Minutes 54 Seconds
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Video Title: What is Zoom Webinar?
Duration: 2 Minutes
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Video Title: Edit Essays Faster | Grammarly
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A few essential benefits of creating optimized customer onboarding videos include:
We know how to sell your story using your product UI
Onboarding videos come in various types, each serving a specific purpose and audience –
Welcome videos are often the first introduction in customer onboarding videos, providing a warm greeting and overview. They may include messages from leadership for new hires or gratitude for customers.
Orientation videos introduce new hires or clients to a company’s mission, values, and key policies. They cover important guidelines like HR procedures, safety, and legal compliance.
Training videos teach new hires or customers how to complete tasks or use products. They provide step-by-step instructions for software, procedures, or services.
These videos are typically aimed at customers to provide a guided tour of a product’s features and functionalities. They are especially common in the tech and B2B industries.
Corporate onboarding videos showcase the company’s culture, including values and work style. They often feature testimonial snippets, event clips, and behind-the-scenes moments.
These SaaS onboarding videos serve as a step-by-step guide for new customers, helping them get started with the product efficiently. These present how to use specific features or functionality within the SaaS product.
It educates users on the functionality and benefits of a specific app and how to use it. The main goal is to help the user understand how the app works and its benefits.
A FAQ video addresses common user questions and provides quick solutions, ensuring a smooth and efficient start with the product.
Videos created for 200+ B2B SaaS & AI product companies.
Explainers, Product Demos, Hype Videos, Launches, Testimonials, and more.
An effective SaaS onboarding video should aim to spark interest, inform, and motivate new hires or customers. The content might vary depending on the product/service and the audience.
The anatomy of an onboarding video includes the following:
Remember, an onboarding video is often one of the first points of contact for new hires or customers. Make sure it is representative of your brand and leaves a positive impression.
Let’s have a look at the step-by-step breakdown of the SaaS onboarding video process –
Step 1 – Identify your target audience
Get a clear picture of who your users are and what they need to understand about your product.
Step 2 – Define your video objectives
What should users take away from the video? This might be how to get started with your product, best practices, or an overview of key features. Decide on the key points accordingly.
Step 3 – Develop a script
Outline the information you’ll present and how you’ll present it.
Step 4 – Record the video
This could involve screen recording your product in use, using animations, or filming people demonstrating your product.
Step 5 – Review and edit
Make sure your video is clear, interesting, and provides the information you want to convey.
Step 6 – Share the video
Distribute your customer onboarding videos through relevant channels like your website, social media, or within the product itself.
We know how to sell your story using your product UI
It is important to create customer onboarding videos that are intriguing, informative, and easy to follow. Here are some best practices to keep in mind:
Customer onboarding videos are a powerful tool for businesses looking to improve the customer experience, reduce support costs, and increase adoption and retention rates. By following these best practices, businesses can create effective onboarding videos that help customers get up and running quickly and with confidence.
Customer onboarding videos engage new customers in creative ways. Each video is tailored to fit the audience’s needs, whether through humor, storytelling, or visual elements.
A SaaS onboarding video helps retain customers better than text. They clearly show how a product works and communicate your brand’s message.
Creating an impactful onboarding video doesn’t have to be costly. With a clear focus on your goals, even simple videos can make a big difference. In today’s digital world, investing in onboarding videos is more important than ever.
Yes, people watch customer onboarding videos. SaaS companies who have used videos to educate and train customers have seen great response to adoption of the product. Most surveys have shown that people watch a video to understand how to use a product or to solve any UI-related doubts.
A customer onboarding video should ideally be under three minutes in length. The length can vary depending on the complexity and quantity of content.
Customer onboarding in SaaS is the process of helping a customer immediately after the sign up to understand and adopt the product.
The most effective practices of onboarding new customers are:
Onboarding videos are important for new employees and customers for several reasons:
Onboarding videos can complement in-person orientation sessions, but they can’t entirely replace them.
Videos are excellent for standardizing information and can be referred to at any time. But in-person sessions allow for real-time interaction, personalized guidance, and immediate answers to questions.
Creating videos in-house can be a cost-effective solution, particularly if you have the necessary skills and equipment. It offers control over the entire process and lends
On the other hand, hiring professionals to produce your onboarding videos ensures high-quality content. You can leverage industry expertise, and save your team time. They bring a polished, expert touch to the videos, which could elevate your brand’s perceived value.
In the end, the decision depends on factors like onboarding video cost, time constraints, internal resources, and the desired quality and impact of the videos.
The platforms you can use to host your onboarding videos are:
Remember to choose a platform that suits your audience, content, and security needs.
Rishabh Pugalia, CMO/Co-founder, ContentBeta. He advises B2B SaaS companies on brand visibility & product adoption through video & design. He believes in AI-assisted, human-in-the-loop workflows for scaling marketing ops.
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