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30 Tech Platform Onboarding Video Examples For Elevated User Conversion

Orko Roy
Last updated
Sep. 04, 2024

The digital landscape is evolving at an unprecedented pace, with new tech platforms emerging constantly. In this dynamic environment, user onboarding has become a critical factor in determining the success or failure of a platform. Effective onboarding ensures that users understand the platform's value proposition, features, and functionality, leading to higher engagement, retention, and ultimately, conversion.

With the increasing demand for effective user onboarding solutions, exploring the potential of video becomes essential for tech platforms seeking to elevate user conversion. By incorporating engaging and informative videos into their onboarding strategies, platforms can empower users, enhance their experience, and ultimately drive business growth. Let's dive in.

1. Trifacta

Trifacta is a cloud-based data engineering platform that uses machine learning to simplify data preparation. This video is designed to highlight how Trifacta can help users prepare messy data into usable information.

Video Design - The video uses a simple and clean design style, with bright colors and playful animated graphics. It resembles a “Tech Platform Onboarding Video,” and it effectively demonstrates how the product works in an approachable and engaging way. A stylized animated character guides the viewer through the process, while visuals clearly demonstrate the various features of the platform.

The video uses a lighthearted tone that makes the process of data engineering seem less intimidating. By visualizing the process of data preparation and transformation as a user-friendly activity, the video effectively communicates the value proposition of Trifacta to its target audience. The animation style helps to make the complex world of data engineering more accessible to those with limited technical experience.

2. Tipalti

Tipalti is a global payment solution that helps online marketplaces effectively manage their partner payments. The video is designed to demonstrate Tipalti's robust platform and highlight its features, such as built-in onboarding, compliance, and tax validation.

Video Design - The video uses a simple, modern visual style, featuring clean lines and flat colors, to create a Tech Platform Onboarding Video. The use of minimalist icons and animated transitions keeps the content engaging, and the fast-paced visuals emphasize the efficiency of the platform.

The video effectively communicates Tipalti's core value proposition – simplifying and streamlining partner payments. The consistent use of simple, clean visuals reinforces the message of efficiency and reliability, creating a confident and professional tone. This video successfully highlights the platform's features and benefits, motivating viewers to learn more about Tipalti's services.

3. Relativity

Relativity is an all-in-one tool for investigations, designed to make work easier and insights faster.

Video Design - This Tech Platform Onboarding Video utilizes a simple yet engaging visual style. The use of soft pastel colors, simple shapes, and minimal text creates a visually appealing presentation.

The video uses abstract visual representations, like a haystack or a needle, and then transitions to a human figure leaving multiple footprints, showing that this platform has a broad and diverse scope. It's light-hearted and creative, showcasing the complexity of investigations and the power of Relativity's platform. The combination of graphics, animation, and narration creates a memorable and insightful video that effectively communicates the power and benefits of the Relativity platform.

4. ChannelAdvisor

ChannelAdvisor Commerce Network is a marketplace platform designed to connect sellers and marketplaces, helping them grow their business. The video is designed to introduce this platform and its benefits.

Video Design -
The video is a Tech Platform Onboarding Video. It uses bright colors, simple animations, and a clean graphic style to highlight the platform's key features. The video uses simplified visuals, icons, and animations to show how the platform helps connect sellers and marketplaces. The design prioritizes clarity, making it easy for the viewer to understand the value proposition of ChannelAdvisor Commerce Network.

The video effectively showcases the platform's value proposition through visual storytelling. The simple, yet engaging design, and the easy-to-follow animation help illustrate how the platform can bring together sellers and marketplaces, creating a clear path for growth. The video clean aesthetic conveys the ease of use and efficiency of ChannelAdvisor Commerce Network.

5. YugabyteDB

YugabyteDB is a distributed SQL database, designed for mission-critical applications. The video is designed to explain the issues associated with legacy monolithic databases, and introduce YugabyteDB as a solution.

Video Design - The video is a Tech Platform Onboarding Video. YugabyteDB is presented with a clean and modern design, using a minimalist color scheme of dark blue, pink, and orange. These colors are consistent throughout the video, and they are used to highlight important information. The use of icons, animations, and graphics makes the video engaging, and helps to clarify the concepts being introduced.

The video is designed to be informative and easy to understand. It begins by asking a simple question about traditional databases, then it introduces the challenges. The video quickly moves on to demonstrate how YugabyteDB solves these problems. The video uses a combination of text, images, and animation to explain the features and benefits of YugabyteDB. The style is simple and clean, communicating the message effectively.

6. MEDHOST

MEDHOST is a tech platform designed to manage care through a new, data-centric approach. This video is designed to showcase MEDHOST's capabilities to connect patients, providers, and communities.

Video Design - The video utilizes bright, simple, and 3D graphics to guide the viewer through the Tech Platform Onboarding Video. The video emphasizes ease of use and accessibility, with clean, minimal graphics and bright colors that create a welcoming and inviting experience.

The use of 3D animations creates a dynamic and engaging experience, highlighting the key features and benefits of the platform. The video is paced in a way that emphasizes the benefits of using the platform, from improved communication to increased efficiency, while maintaining a professional and informative tone. The visual design communicates the ease of use and accessibility of the platform, encouraging users to embrace the benefits.

7. Redis

Redis Enterprise Cloud is a fully managed, cloud-native, real-time database-as-a-service. The video is designed to explain how to use Redis Enterprise Cloud on Google Cloud to improve application performance, scalability and security.

Video Design - The video features a "Tech Platform Onboarding Video" style. The visuals are clear and simple. Icons that represent global replication, data access, and automated scaling are used. The video uses a combination of animated elements and text to explain the concept of global data access. The design style aims to simplify complex concepts and use intuitive visuals to communicate information.

The video uses a light and airy visual style with muted color tones to highlight the benefits of Redis Enterprise Cloud. The use of icons to represent features such as global replication, data access, and automated scaling allows the video to communicate complex concepts in a simple and engaging way. The video utilizes a positive tone and uses clear and concise language to explain the benefits of using Redis Enterprise Cloud on Google Cloud. The visual style effectively communicates the advantages of using Redis Enterprise Cloud, particularly for growing enterprises that require scalability, high performance, and secure data management.

8. Remote

Remote makes it easy for companies to employ workers globally. The video is designed to showcase how Remote eliminates the complexities of global employment, such as payroll and compliance, enabling businesses to build stronger international teams.

Video Design - The video features a bright and vibrant design style, using bold colors and clean lines to create a modern aesthetic. The use of simple illustrations of people working remotely is a great way to represent the company's target audience. The video emphasizes the simplicity and efficiency of using Remote through icons and text. It is well-structured, incorporating a clear narrative that seamlessly moves from the challenges of global employment to the solution provided by Remote. The video exemplifies a Tech Platform Onboarding Video, showcasing the functionality of the platform and its benefits in a concise manner.

The video utilizes a visually appealing design to highlight the complexities of global employment, which Remote solves. The tone is informative and confident, conveying the message that Remote is the solution to building strong global teams. The overall design and narrative of the video are effectively aligned to communicate the core benefits of Remote, encouraging viewers to learn more and start employing globally.

9. Cirion

Cirion is a cybersecurity platform that helps businesses anticipate and mitigate threats. This video is designed to highlight Cirion's ability to protect businesses during digital transformation.

Video Design - The video uses a visually engaging blend of futuristic graphics and data visualizations. A high-energy and fast-paced animation style, reminiscent of a Tech Platform Onboarding Video, takes viewers through a series of scenes depicting the evolution of cyber threats. These elements create a sense of urgency and emphasize the need for robust cybersecurity solutions.

The video effectively communicates Cirion's message by showcasing the ever-evolving nature of cybersecurity challenges and the importance of staying ahead of the curve. By highlighting the dynamic and ever-changing landscape, the video conveys Cirion's commitment to providing solutions that can adapt to emerging threats, creating a sense of confidence and security for businesses. The overall tone of the video is serious yet forward-looking, highlighting Cirion's ability to navigate the complexities of cybersecurity with confidence.

10. Medtronic

Medtronic is a company that helps people with diabetes manage their condition. The video is designed to educate viewers on how to upgrade their MiniMed 770G pump to the MiniMed 780G pump via a software upgrade and the Medtronic Diabetes Updater app.

Video Design - This is a Tech Platform Onboarding Video. The visual style utilizes clear and simple animation with a flat design aesthetic. The use of bright, primary colors helps the viewer easily distinguish the different features of the system. The video also uses concise visual metaphors to communicate the concept of a software upgrade, with a clear demonstration of how to connect the pump to the app.

The visual style of the video is able to effectively communicate its objective. The animation is engaging, and the clear, easy-to-understand graphics ensure the viewer can grasp the process of upgrading their pump. The simple animations and clear visuals make it easy to follow along with the process, making the video informative and approachable. The clean, professional tone of the video reinforces the message that Medtronic is a reliable and trusted brand for diabetes care.

11. E COM

E Com Security Solutions is a company that provides network infrastructure security solutions. The video is designed to highlight the importance of identifying and mitigating vulnerabilities in networks to protect sensitive assets.

Video Design - The video utilizes a simple, yet effective design style. The animation of red flags transforming into bombs emphasizes the real-world threats to a company's network. This is a strong visual representation of the vulnerabilities E Com Security Solutions helps identify and mitigate. The animation of the data being organized and dumped into spreadsheets clearly illustrates a potential but difficult process in securing a network. Overall, the minimalist graphics and simple animations create an engaging Tech Platform Onboarding Walkthrough Overview Video.

The video effectively communicates the message of network infrastructure security to a target audience of businesses and organizations. The animation style is clear and easy to understand, making the complex subject matter accessible to a wider audience. The use of visuals and minimal text emphasizes the importance of taking action to secure the network. The tone of the video is serious and informative, reflecting the gravity of the subject and the importance of E Com Security Solutions services.

12. Amazon

Amazon helps sellers discover which of their products could be successful in other marketplaces. The video is designed to showcase Amazon's global expansion opportunities service and highlight the potential for sellers to reach a wider audience.

Video Design - The video utilizes a clear and engaging Tech Platform Onboarding Interface Walkthrough Explainer Video style. It features a bright color palette and simple graphics, such as animated hourglasses, a magnifying glass, and a world map. The use of icons, such as shoes, shirts, and glasses, effectively represents the products being sold. This visual design helps to explain the complexities of international sales in a way that is easy to understand, with clear transitions and a clean, modern aesthetic.

The video effectively uses its visual style to communicate the objective of expanding to new markets. The animation of products moving between marketplaces, represented by yellow squares, highlights the ease and potential of international selling. The video conveys a positive and optimistic tone that encourages viewers to explore their global expansion opportunities. The overall style makes the complex process of international selling seem simple and achievable, thereby driving the video's goal of introducing Amazon's global expansion opportunities service.

13. SimplyCast

SimplyCast provides marketing automation tools to help businesses reach customers around the world. This video is designed to demonstrate how to leverage their platform to connect with prospects in different time zones.

Video Design - The video uses a clean and simple animation style to guide viewers through a workflow. It features simple shapes and icons, along with clear text labels. The visual style is reminiscent of a “Tech Platform Onboarding Interface Overview Guide Video”, showcasing a workflow and platform features in an easy-to-understand manner.

The visual style of the video uses bold, simple graphics to create a clear, step-by-step guide for the viewer. The focus on simplified animation makes it easier for the audience to understand the steps involved in automating phone calls for international prospects, while maintaining a professional and informative tone.

14. Speakfully

Speakfully is a platform that encourages communication within the workplace. The video is designed to showcase how Speakfully can help create a safe and transparent work environment.

Video Design - The Speakfully video uses a clean and modern design style. The video is full of vibrant color palettes that use bright and soft shades, along with simple and intuitive line art that is used to represent different aspects of the Speakfully platform. This animation style is reminiscent of a “Tech Platform Onboarding Functionality Guide Video,” using clean and simplified icons to explain the functionalities of the platform and provide easy to understand visual representations of real-world workplace situations.

The overall visual style of the video is friendly and approachable, helping to establish a sense of trust and transparency. The bright colors and simple, engaging animation style help convey the message of Speakfully, encouraging employees to feel confident speaking up about their issues and concerns. The tone of the video is upbeat and positive, further emphasizing the benefits of using Speakfully.

15. Sofico

Sofico is a specialized software that helps captive finance companies, leasing companies, and mobility management companies manage their business processes. The video is designed to introduce Sofico and highlight its features, emphasizing how it seamlessly integrates with other systems.

Video Design - Sofico uses clean, modern graphics with a flat design style. The video primarily utilizes a light blue background with orange and white accents. A briefcase icon is used as the main visual metaphor for Sofico, symbolizing the all-encompassing nature of the platform. The use of simple animations, like the briefcase rotating and connecting to other icons, creates a visually engaging Tech Platform Onboarding Interface Capability Overview Video.

The use of simple, flat illustrations paired with straightforward animations helps communicate Sofico's features and benefits effectively. The video's tone is professional and informative, focusing on showcasing the software's capabilities. The use of icons like a person, a computer screen, and a document, coupled with the animation that connects them to the briefcase, effectively demonstrates how Sofico integrates seamlessly with other systems and facilitates a smooth workflow.

16. Western Digital

Western Digital is a company that helps automotive businesses identify cost improvement opportunities. This video is designed to show how Western Digital's tools and data analysis help reduce costs.

Video Design - This video is a Tech Platform Onboarding Interface Explanation Video, and the visual design is very clean. The video starts with a person looking at a truck through a window, and it's a very simple yet effective way to show the problem that the platform solves. Then, the video uses a line graph to show the decline in revenue. This is a simple visual, but it clearly shows the problem that the platform is designed to solve. The video uses a lot of bold font with white text on blue background, and the graphics are simple and easily digestible.

Western Digital is able to communicate the objective of the video well through the visual design. The narrative follows the story of a business owner who is struggling with their costs, and the video clearly shows how Western Digital's platform can help them overcome their challenges. The video also uses a positive and uplifting tone, and this conveys the message that Western Digital can help businesses achieve their goals.

17. Superfluid

Superfluid is a free, composable protocol for streaming ERC-20 tokens. This video is designed to introduce the Superfluid platform and demonstrate its core functionality.

Video Design - The video uses a clean and minimalist design style to showcase the core functionality of the Superfluid platform. It features colorful geometric shapes, animated elements, and smooth transitions that effectively highlight the process of streaming tokens. The visual aesthetic of the video effectively communicates the speed and efficiency of Superfluid's gasless transaction technology. This makes it a good Tech Platform Onboarding Functionality Demonstration Video, as it guides viewers through the core features and benefits of the platform.

Superfluid's video effectively communicates the efficiency and ease of use of the platform. The use of bright, clean, animated graphics and geometric shapes create a modern, engaging feel that captures the attention of the audience. The video features a simple narrative that highlights the key benefits of the platform, leading to a strong call-to-action for viewers to learn more. The minimalist design style further emphasizes the simplicity of using Superfluid and its seamless integration with web3 applications.

18. Paysend

Paysend Enterprise helps businesses make international payroll payments at lower costs. This video is designed to show how Paysend Enterprise can provide global payroll payouts to cards, accounts and wallets in over 168 countries through a single API integration.

Video Design - This Tech Platform Onboarding Feature Capability Guide Video uses a minimalist graphic design style, with a focus on clean lines, simple shapes, and bright, contrasting colors. The use of a green gradient background with white outlines for the graphic elements, creates a modern and professional look, making it a great Tech Platform Onboarding Feature Capability Guide Video.

The narrative of the video emphasizes the ease, security and efficiency of Paysend Enterprise, highlighting the global reach of the platform and its ability to connect businesses across borders. The video uses a calm and reassuring tone, communicating that Paysend Enterprise is a reliable and trusted solution for global payroll.

19. OpenText

OpenText Contract Analyzer is a solution designed to surface actionable insights from contracts using artificial intelligence. The video is designed to communicate the value of AI-based contract review by showcasing the potential costs and risks associated with overlooking critical contract clauses.

Video Design - This is a Tech Platform Onboarding Interface Capability Demonstration Video. It features simple, clean, and colorful graphics that showcase the core features and capabilities of the OpenText Contract Analyzer. The video emphasizes the importance of accuracy in contract analysis using a clear visual metaphor of contracts being thrown into a wastebasket when they contain errors.

The minimalist design, use of blue and white color palettes, and the use of simple icons make this video very easy to understand. The graphics are high quality, clear, and help explain the complex world of contract analytics in a straightforward way. The visual style of the video effectively communicates the objective of the video, which is to emphasize the importance of accurate contract analysis. It uses a clear visual metaphor to illustrate the negative consequences of overlooking critical clauses. This tone reinforces the seriousness of the problem and the potential for AI-based contract review to deliver substantial value to businesses.

20. Alation

Alation is a data catalog platform that helps organizations find and use their data more effectively. This video is designed to celebrate Alation's ten year anniversary and highlight their achievements.


Video Design - The video utilizes a bold, simple design with minimal text. The bold, orange text stands out against the blue background. Silhouettes of athletes from various sports are used to represent the concept of "GOAT" and establish the video sporty tone. The video style is dynamic, using quick cuts and fast-paced music to create an exciting and engaging experience for the viewer. The video follows the common theme of Tech Platform Interface Overview Videos by showcasing accolades and achievements with dynamic graphics, establishing credibility for the brand, Alation.

The video successfully uses simple, impactful visuals to communicate its message. The blue and orange color scheme evokes feelings of confidence and excitement. The use of sports metaphors is relatable and memorable, reinforcing the idea that Alation is a champion in the data catalog space. The video effectively highlights Alation's accomplishments with bold, confident graphics, leaving the viewer with a positive impression of the brand.

21. Cegid

Cegid is a software company that helps retail businesses improve their skills. This video is designed to show how Cegid is strengthening its support to help retail businesses answer questions regarding software usage, configuration, and skill development.

Video Design - This video uses a bright and engaging visual design style. The use of contrasting colors, simple graphics, and clean lines create a modern and approachable look. This Tech Platform Onboarding Overview Video is designed to quickly convey information with visual clarity. The use of bright and bold colors like red and blue to highlight key information.

The video's visual style successfully communicates the message of Cegid's commitment to supporting its retail customers. The use of graphic illustrations, vibrant colors, and clear text create a positive and encouraging tone. This video is designed to engage viewers, providing clear information on Cegid's software and its support services.

22. MCI

MCI provides code modernization solutions that quickly and securely convert outdated legacy code to newer languages. The video is designed to demonstrate the benefits and efficiency of MCI's AI-powered code refactoring platform, CodeIntent.

Video Design - The video employs a minimalist design style with clean lines and vibrant colors, making it visually appealing and easy to follow. It's a Tech Platform Onboarding Feature Walkthrough Demonstration Video with concise animations and graphics that highlight the process of converting COBOL code to JAVA. The use of white circles with a blue outline for text and animated graphics keeps the design consistent throughout, further enhancing its clarity.

The visual style of the video effectively communicates the key benefits of MCI's code modernization solution. The video's narrative emphasizes the speed, security, and efficiency of the platform, driving the viewer towards exploring the company's website for more information. The video maintains a professional and informative tone, making it engaging for a target audience of developers and IT professionals.

23. Sun Life

Sun Life is a financial services company that helps people plan for their future. This particular video is designed to explain the benefits of life annuities as a retirement income solution.

Video Design - This video focuses on visuals that are easy to understand. The video uses simple graphics, like a piggy bank and a calculator to explain the concept of a life annuity and how it works. The clean design and animation make the video engaging for its target audience. The use of a simple character provides a friendly persona, while highlighting the ease of use of the life annuity product. It makes this a good Tech Platform Onboarding Platform Overview Video because it efficiently conveys the complexity of financial products in a digestible and relatable way.

The video's visual style clearly conveys the objective of the video. The use of simple graphics emphasizes the simplicity and ease of use of the life annuity product. The graphics are clear and engaging, making it easy for viewers to grasp the concept of converting savings into a steady stream of income during retirement. The overall tone of the video is professional, informative, and reassuring, making it clear that Sun Life is a reliable partner in helping individuals plan for their financial future.

24. Papertrail

Papertrail is a health and safety software that helps companies stay compliant, reduce risk and save time and money. The video is designed to show that while paperwork can be a nightmare, Papertrail can make it easy.

Video Design - This is a Tech Platform Onboarding Interface Walkthrough Overview Video. The visual design is clean and simple with bold green colors and flat characters that add a playful touch. These elements create a lighthearted atmosphere and make the video easy to understand. Papertrail uses clear animations and a simple design that guide the viewer through the platform and the benefits of using the software.

The simplicity and bold colors used in the video help to highlight the benefits of using Papertrail, and drive the video's goal to show that the software is easy to use and can solve the problem of safety paperwork. The upbeat tone of the video ensures viewers are engaged and makes Papertrail seem reliable and trustworthy.

25. Avast

Avast business cloud backup video is designed to explain the benefits of Avast's business cloud backup solution for small and midsized businesses.

Video Design - The video features a bright color scheme, with a modern look and feel. It uses a stylized 3D style that is often associated with tech companies. This video uses simple yet effective design with a focus on graphics and animations. The graphics are high quality, and the use of a clear layout and well-placed text makes the video a good Tech Platform Onboarding Interface Overview Guide Video.

The visual style of the video is engaging and memorable. The tone is professional but approachable. It is clear that the goal of the video is to highlight the threat of ransomware and to encourage viewers to consider Avast Business Cloud Backup as a solution. Avast business cloud backup solution is the answer for businesses facing the growing threat of ransomware and the need for secure data protection. The use of animated visuals and compelling narrative effectively communicates the benefits of Avast's business cloud backup solution, making the video effective and impactful.

26. Blue Yonder

Blue Yonder is a software company that provides warehouse management solutions. The video is designed to illustrate the company's new approach to organizing work, which uses a robust software-as-a-service (SaaS) solution. The video highlights Blue Yonder's warehousing and supply chain management solutions.

Video Design -
The video employs an animation style that uses minimal graphics. The video incorporates a simple, clean, and sleek design that is engaging. The video emphasizes the company's products and solutions by utilizing graphics that represent concepts like secure packaging, chain of custody, and cold chain logistics. The video focuses on visuals that are relevant to the message. This design allows for a clear understanding of the solution and how it relates to the warehouse environment. The video acts as a "Tech Platform Onboarding Guided Walkthrough Video" that is efficient in conveying the information and showcasing its technology.


The video design incorporates simple and modern graphics to deliver the message, allowing the viewer to focus on the key aspects of the company's products and solutions. This design style creates a professional and polished visual experience, further enhancing the understanding of Blue Yonder's offerings and how they benefit the warehouse environment. The graphics are simple, yet informative, creating a sense of clarity and focus on the core message of the video. The graphics are used in a way that is simple, straightforward and visually appealing. This helps create a concise and easy-to-understand experience for the viewer. The video's tone is professional and confident, communicating Blue Yonder's expertise and their ability to provide reliable solutions.

27. 360Learning

360Learning is a tech platform that helps L&D managers create engaging compliance training programs. The video is designed to demonstrate the benefits of using 360Learning and highlight the consequences of ineffective compliance training.

Video Design - The video uses an animated style and bright colors that appeal to the target audience, L&D managers. A Tech Platform Onboarding Interface Walkthrough Explainer Video, 360Learning utilizes flat design and simple icons that capture the audience's attention. The style is clean and minimalist, focusing on the most important information. The animated hand gestures help make the video engaging and add personality.

The video clearly illustrates how ineffective compliance training can lead to a range of negative consequences, including accidents, injuries, loss of productivity, and costly fines. It effectively conveys the importance of a proactive approach to compliance training by using eye-catching graphics and animations. The tone of the video is serious but not overly dramatic, highlighting the potential risks without being alarmist. The engaging content and clear visual design effectively drive the key message home.

28. Hotjar

Hotjar is a platform that helps you understand your customers better. The video is designed to show you how filters in Hotjar can make your user data insights more meaningful.

Video Design - The video uses a clean and modern design style with minimal graphics. The use of bright colors and simple shapes makes the video engaging, and the animation of the user interface elements is smooth and easy to follow. It's a good "Tech Platform Onboarding Functionality Guide Video" that makes the product easy to understand.

The animated elements like the mouse cursor and the red line highlight the key features like the filter button, demonstrating how the feature works and where to find it within the platform. The tone of the video is light and informative, making it easy for viewers to grasp the benefits of using filters. The animated design clearly drives the video's objective of showcasing the use of filters and their value proposition. The video uses visuals to explain complex functionalities, making it a compelling and easy-to-understand Tech Platform Onboarding Functionality Guide Video.

29. Health Catalyst

Health Catalyst is a company that provides solutions for healthcare systems, which helps them to manage costs, improve patient care, and make data-driven decisions. This video is designed to introduce their new costing system, CORUS Suite.

Video Design - The video uses a simple yet engaging animation style. It utilizes minimalist graphics and bright colors, similar to a “Tech Platform Onboarding Interface Capability Overview Video” that is used to help a viewer understand the concept of a new platform. The video's simple design, with the use of imagery such as constellations, mountains, and clouds, makes the complex topic of healthcare costing easy to understand.

The video effectively uses its visual style to communicate its key message: CORUS suite is a vital tool for healthcare leaders to navigate the complex financial storm in the healthcare industry. The use of a sailboat navigating a stormy sea metaphorically represents the challenges healthcare leaders face. This creative approach creates a positive tone, making the video both informative and engaging.

30. Bandwidth Tech Platform Onboarding Video

Bandwidth is a digital only banking platform that has been helping students with their financial aid refunds and other banking needs. This video is designed to highlight the benefits and features of using Bandwidth's services.

Video Design - The video is designed in a simple and clean style, using bright colors and minimal animation. The design is effective in communicating the key benefits of using Bandwidth. The visual design of the video is similar to a Tech Platform Onboarding Walkthrough Overview Video, using a combination of icons and text to explain the product. The colors are bright and eye-catching, and the animation is simple and effective. The overall tone of the video is friendly and informative, and it does a good job of explaining the product to potential users. The video is engaging, using clear and concise language to describe the benefits of using Bandwidth. The graphics are high-quality and visually appealing.

The visual style of the video effectively communicates the objective of the video, which is to introduce the benefits of using Bandwidth. The simple and clean design makes the video easy to understand, and the use of bright colors helps to draw attention to the key points. The overall tone of the video is upbeat and positive, which helps to create a sense of trust with potential customers.

Key Takeaways


Essential Onboarding Video Content

A successful tech platform onboarding video acts as a welcoming guide, leading new users through the platform with clarity and purpose. It's about showcasing value while ensuring users feel comfortable exploring its features.

Set the Stage: Begin by clearly stating the platform's core purpose and the key benefits it offers. Imagine a project management platform opening with, "Tired of juggling tasks across multiple tools? Our platform streamlines your workflow, boosting team collaboration and project success."

Highlight the Essentials: Showcase the platform's most important features and functionalities, emphasizing how they address user needs. For example, demonstrate how the platform's task management system simplifies project organization and improves team communication.

Real-World Applications: Illustrate how users can leverage the platform to achieve their specific goals. A CRM platform might show a sales team using the platform to track leads, manage customer interactions, and close deals more efficiently.

Addressing Common Concerns: Proactively address potential challenges. If users often struggle with a specific feature, dedicate a segment to demonstrating its proper use and highlighting its benefits.

A Clear Call to Action: Conclude with a compelling call to action, encouraging users to take the next step, whether it's signing up, exploring specific features, or contacting support. A strong call to action might be, "Start your free trial today and experience the power of streamlined project management."

Boosting Customer Engagement

An onboarding video can significantly elevate customer engagement by transforming a potentially dry process into an interactive and captivating experience.

Craft a Captivating Narrative: Instead of simply listing features, weave them into a compelling story that resonates with users. Show how the platform helps users overcome challenges and achieve their goals.

Embrace Interactivity: Incorporate interactive elements to transform passive viewing into active participation. Quizzes can test user understanding, while clickable hotspots can provide access to additional information or resources.

Personalization is Key: Tailor video content to resonate with specific user segments. A platform with diverse user roles might create separate videos for each role, highlighting the features most relevant to their needs.

Deliver Tangible Value: Offer valuable insights, practical tips, and actionable information. A video for a design platform might include tips on creating effective visuals or optimizing workflows.

Feedback is Invaluable: Provide clear avenues for users to share their feedback. This demonstrates a commitment to continuous improvement and helps tailor future onboarding experiences.

Onboarding Video Types

Tech platform onboarding videos offer a versatile approach to user education. Each type serves a specific purpose, catering to different learning styles and information needs.

Product Demo Videos: These videos provide a structured walkthrough of the platform's features and functionalities. Imagine a software platform demonstrating its interface, navigation, and key features in a step-by-step manner.

Tutorial Videos: Geared towards practical application, tutorial videos deliver detailed instructions on how to effectively use specific features. A video editing platform might create tutorials on using specific editing tools or creating different video effects.

Explainer Videos: Focusing on clarity, explainer videos break down the platform's value proposition in a concise and engaging manner. An e-commerce platform might use an explainer video to highlight its ease of use, secure payment options, and diverse product selection.

Animated Videos: Leveraging the power of visuals, animated videos employ animation to create a captivating and memorable experience, simplifying complex concepts. A cybersecurity platform might use animation to explain how its software protects against different types of cyber threats.

Interactive Videos: Interactive videos empower users to actively engage with the content. Users can click on buttons, answer questions, or make choices, enhancing knowledge retention and providing a personalized learning experience.

Effective Onboarding Guidance

A well-structured onboarding video can be instrumental in guiding users, ensuring a smooth and successful experience.

Clarity is Paramount: Use straightforward language and intuitive visuals. Avoid technical jargon and focus on clear, concise explanations that are easy for a diverse audience to understand.

Logical Structure: Structure the video content logically, starting with fundamental concepts and gradually progressing to more advanced features. This mirrors the user's learning curve, preventing information overload.

Visual Cues: Strategically placed arrows or highlights can subtly guide users' attention to critical areas of the screen or interface. For example, when explaining a specific feature, highlight the relevant button or menu option on the screen.

Clear Calls to Action: Throughout the video, incorporate clear and concise calls to action, prompting users to take the next step in their onboarding journey. This could be as simple as "Click here to create your first project" or "Visit our help center for more resources."

Onboarding Video Benefits

Integrating an onboarding video into your strategy offers a multitude of benefits, from heightened user engagement to tangible business outcomes.

Elevated User Engagement: Videos are inherently more engaging than text-based instructions. They capture attention and make the onboarding process more enjoyable, reducing the likelihood of users abandoning the platform.

Boosted Conversion Rates: A well-crafted video can effectively communicate the platform's value proposition, compelling users to take action. By showcasing the platform's benefits and addressing potential concerns, videos can increase sign-ups and free trial conversions.

Enhanced Customer Satisfaction: By providing users with the information they need to confidently navigate the platform, onboarding videos contribute to a positive user experience. This leads to increased satisfaction and a higher likelihood of users becoming long-term customers.

Reduced Support Costs: Onboarding videos can proactively address common user questions and concerns, alleviating the strain on customer support resources. This can lead to a significant reduction in support ticket volume and associated costs.

Boosting Conversion Rates

A strategically designed onboarding video can be a powerful tool for driving conversions, transforming potential customers into active users.

Articulate Benefits, Address Problems: Clearly articulate the platform's most compelling benefits and directly address how they solve real-world user problems. For example, a video for a marketing automation platform might highlight how it saves time and improves campaign efficiency.

Showcase Tangible Results: Incorporate real-world success stories or examples to demonstrate the platform's positive impact. A project management platform might showcase how a team successfully launched a product using the platform, highlighting the improved collaboration and efficiency.

Strong Call to Action: Conclude with a strong and unambiguous call to action, prompting users to take the next step. This could be "Sign up for a free trial today" or "Request a demo to see the platform in action."

Mobile Optimization: Ensure the video is fully optimized for seamless playback across various devices. A significant portion of users access content on their smartphones or tablets, so mobile optimization is crucial for maximizing reach and engagement.

High-Quality Onboarding Video

Crafting a high-quality onboarding video that resonates with users and delivers results requires meticulous planning and a commitment to best practices.

Know Your Audience: Begin by thoroughly understanding your target audience, their specific needs, pain points, and the language that resonates with them. Tailor the video's content, style, and tone to match their expectations.

Craft a Compelling Narrative: Develop a narrative structure that captivates viewers from the outset, maintaining their engagement throughout the video. This could involve using a problem-solution approach, incorporating user personas, or showcasing real-world success stories.

Prioritize Professional Production: Invest in high-quality visuals, crisp audio, and seamless editing to create a polished and professional final product. Poor production quality can detract from the video's message and damage your brand's credibility.

End with a Clear Call to Action: Conclude the video with a clear and concise call to action, guiding users on the next steps to take. This could be visiting a specific webpage, signing up for a free trial, or contacting your sales team.

Test and Optimize: Continuously test different versions of the video, analyzing user feedback and engagement metrics to identify areas for optimization and improvement. A/B testing different headlines, visuals, or calls to action can help you refine the video for maximum impact.

Improving Customer Support

A well-crafted onboarding video can serve as a proactive customer support tool, empowering users with the knowledge they need to overcome common hurdles.

Address FAQs: By addressing frequently asked questions about the platform directly within the video, you can effectively reduce the volume of support inquiries. This frees up your support team to focus on more complex issues.

Troubleshooting Tips: Provide practical troubleshooting tips, offering step-by-step instructions on how to resolve common issues users might encounter. For example, a video for a software platform might show users how to reset their password or troubleshoot connectivity problems.

Links to Support Resources: Include links to valuable support resources, such as comprehensive documentation, FAQs, or direct contact information. This ensures users can easily find the assistance they need, even if the video doesn't address their specific

Reduce Support Tickets: A well-designed video can significantly reduce the number of support tickets by empowering users to find solutions independently. This not only improves customer satisfaction but also reduces support costs.

Planning Onboarding Video

Planning an onboarding video requires careful consideration of several key factors to ensure its effectiveness in guiding users and achieving its intended objectives.

Define Your Target Audience: Clearly identify your target audience, their specific needs, pain points, and the level of technical expertise they possess. This will help you tailor the video's content and style to resonate with them.

Establish Clear Onboarding Goals: Define the specific goals you aim to achieve with the video, whether it's increasing user engagement, driving conversions, or improving customer satisfaction. This will help you focus your efforts and measure the video's success.

Develop a Content Strategy: Outline the key information, messages, and value propositions you want to convey in the video, ensuring a logical flow and structure. This will help you create a clear and concise video that is easy to follow.

Choose an Appropriate Video Style: Select a video style that aligns with your brand identity, target audience, and the complexity of the information being presented. This could be a live-action demo, an animated explainer, or an interactive tutorial.

Craft a Compelling Call to Action: Determine the desired call to action and ensure it is clear, concise, and compelling, encouraging users to take the next step. This could be signing up for a free trial, requesting a demo, or visiting your website.

Driving Sales with Video

A strategically crafted onboarding video can be a powerful tool for driving sales by effectively communicating the platform's value proposition and compelling users to convert.

Highlight Key Features and Benefits: Showcase the platform's most compelling features and clearly articulate how they translate into tangible benefits for users. For example, a video for a CRM platform might highlight how it improves lead management and increases sales conversion rates.

Demonstrate Real-World Use Cases: Illustrate how users can leverage the platform to achieve their business goals through relatable and impactful use case examples. A project management platform might showcase how a team used the platform to streamline their workflow and deliver a project on time and within budget.

Incorporate Customer Testimonials: Build trust and credibility by featuring positive customer testimonials, showcasing real-world experiences and success stories. Testimonials can be particularly effective in convincing potential customers of the platform's value.

Offer a Risk-Free Trial: Encourage users to experience the platform's benefits firsthand by offering a free trial period, allowing them to explore its features without commitment. This can be a powerful way to overcome any hesitation or objections potential customers might have.

Onboarding Video Touchpoints

Tech platform onboarding videos can be strategically integrated into various touchpoints throughout the customer journey, maximizing their impact and reach.

Welcome Email: Include a link to the onboarding video in the initial welcome email sent to new users, providing immediate access to guidance and support. This sets a positive first impression and encourages users to engage with the platform.

Website Landing Page: Embed the video prominently on the platform's landing page, offering visitors a concise and engaging overview of its features and benefits. This can be a powerful way to capture attention and generate interest in the platform.

Product Dashboard: Integrate the video within the platform's dashboard, providing users with easy access to guidance and support as they navigate its features. This ensures users can easily find the information they need when they need it.

Social Media Channels: Share the onboarding video across your social media platforms, expanding its reach and attracting potential users. This can be a cost-effective way to generate awareness and drive traffic to your platform.

Building Brand Awareness

A well-crafted onboarding video can serve as a powerful tool for building brand awareness, establishing a strong brand identity, and communicating your unique value proposition.

Maintain Consistent Branding: Ensure the video aligns seamlessly with your brand's visual identity, messaging, and tone of voice, creating a cohesive brand experience. This helps reinforce your brand image and build recognition.

Tell a Compelling Brand Story: Develop a narrative that not only showcases the platform's features but also highlights your brand's values, mission, and personality. This helps users connect with your brand on an emotional level.

Create Shareable Content: Craft a video that is engaging, informative, and inherently shareable, encouraging users to spread the word about your platform. This can be achieved through humor, storytelling, or visually appealing content.

Leverage Social Media Promotion: Promote the onboarding video across your social media channels, targeting relevant audiences and expanding its reach. This can help you generate buzz and attract new users to your platform.

Tracking Onboarding Success

Tracking key metrics is essential for evaluating the effectiveness of your onboarding video and identifying areas for optimization.

Video Completion Rate: Measure the percentage of users who watch the entire video, indicating their level of engagement and interest. A high completion rate suggests that the video is engaging and informative.

Click-Through Rate (CTR): Track the number of users who click on calls to action within the video, measuring its effectiveness in driving desired actions. A high CTR indicates that the video is effectively motivating users to take the next step.

Conversion Rate: Measure the percentage of users who convert after watching the video, such as signing up for a trial or making a purchase, indicating its impact on sales. A high conversion rate suggests that the video is effectively communicating the platform's value proposition.

User Feedback: Gather qualitative feedback from users through surveys or comments to understand their experience with the video and identify areas for improvement. This can provide valuable insights into how to make the video more effective.

Reducing Customer Churn

Onboarding videos can play a crucial role in reducing customer churn by addressing common reasons users abandon platforms and fostering a sense of belonging.

Address Pain Points: Identify common reasons for churn and proactively address them in the video. If users often struggle with a specific feature, dedicate a segment to demonstrating its proper use and highlighting its benefits.

Reinforce Value Proposition: Remind users of the platform's core value proposition and how it helps them achieve their goals. This can be achieved through storytelling, showcasing success stories, or highlighting key features that address user needs.

Foster a Sense of Community: Showcase the platform's community features and encourage users to connect with other users. This can help users feel more invested in the platform and less likely to churn.

Highlight Ongoing Support: Emphasize the availability of ongoing support resources, such as documentation, FAQs, and customer support channels. This reassures users that they have access to assistance if they encounter any challenges.

Personalized Onboarding Video

Personalizing onboarding videos can significantly enhance user engagement and satisfaction by tailoring the content to specific user needs and preferences.

User Roles: Create separate videos for different user roles within the platform, highlighting the features and functionalities most relevant to their specific responsibilities. A project management platform might create separate videos for project managers, team members, and stakeholders.

Industry-Specific Content: Tailor the video content to resonate with users in specific industries. A CRM platform might create separate videos for users in the healthcare, finance, or retail industries, showcasing how the platform addresses their unique challenges.

Branching Scenarios: Incorporate interactive elements that allow users to choose their own path through the video based on their specific needs or interests. This can be achieved through clickable buttons or branching storylines.

Targeted Messaging: Use language and visuals that resonate with specific user segments. A platform targeting younger users might use a more informal tone and visually engaging graphics, while a platform targeting enterprise users might use a more professional tone and data-driven visuals.

Improving Customer Retention

A well-crafted tech platform onboarding video can significantly boost customer retention by empowering users with the knowledge and support they need to succeed. This translates to increased user satisfaction and reduced churn.

Proactively Address Pain Points: Imagine a user struggling to navigate a complex interface. An onboarding video can directly address this by showcasing intuitive navigation features, reducing user frustration and increasing the likelihood of continued use.

Offer Ongoing Support: Embed links to help documentation, FAQs, or even a live chat option within the video. This ensures users have immediate access to assistance when needed, fostering a sense of confidence and support.

Encourage Continued Engagement: Spark curiosity by showcasing advanced features or hidden functionalities within the platform. This encourages users to explore further and discover new ways to leverage the platform, deepening their engagement.

Foster a Sense of Community: Briefly introduce online forums or user groups where individuals can connect with peers, share experiences, and seek support. This fosters a sense of belonging and encourages users to become active members of the platform's community.

Compelling Onboarding Story

A compelling onboarding video storyline captivates viewers, communicates value, and seamlessly guides them through the platform. It's about creating a narrative that resonates with the user's needs and aspirations.

Start Strong: Begin with a hook that grabs attention. This could be a relatable problem statement, a thought-provoking question, or a visually striking scene that immediately piques the viewer's interest.

Problem-Solution Approach: Clearly articulate a common user challenge and demonstrate how the platform provides an effective solution. Highlight the benefits and advantages in a concise and impactful manner.

Step-by-Step Guidance: Break down the platform's functionalities into digestible steps, using clear visuals and concise explanations. Think of it as a guided tour, highlighting key features and demonstrating their practical application.

Compelling Call to Action: End the video with a clear and actionable prompt, encouraging users to take the next step. This could be signing up for a free trial, exploring specific features, or joining the community forum.

Addressing Pain Points

Onboarding videos can serve as proactive customer support tools, directly addressing common user challenges and reducing the need for reactive support interventions.

Identify Key Pain Points: Conduct thorough research to understand the most common issues users face. Analyze customer support tickets, user feedback surveys, and online forums to pinpoint recurring pain points.

Showcase Solutions: Demonstrate how the platform's features directly address these pain points. For example, if users struggle with data import, the video can showcase the platform's intuitive drag-and-drop import functionality.

Troubleshooting Guidance: Provide clear and concise instructions on how to resolve common issues. This empowers users to troubleshoot independently, reducing their reliance on customer support and fostering a sense of self-sufficiency.

Easy Access to Support: While the video aims to be self-sufficient, it's crucial to provide links to further support resources. Include links to relevant help articles, FAQs, or contact information for more complex issues.

Onboarding Video Narratives

Onboarding videos can leverage various narrative structures to engage viewers and effectively communicate the platform's value proposition. The choice of narrative depends on the platform's nature and target audience.

Problem-Solution: This classic structure presents a common user challenge and showcases how the platform provides a solution. It's a straightforward and effective way to demonstrate value.

Hero's Journey: Follow a user's journey as they discover the platform, overcome challenges, and achieve their goals using the platform. This creates a relatable and inspiring narrative.

Tutorial-Based: Focus on providing a step-by-step guide to using the platform's key features. This is ideal for platforms with complex functionalities that require detailed explanation.

Storytelling: Use a compelling story to illustrate the platform's value proposition. This approach connects with viewers on an emotional level and makes the information more memorable.

Seamless Customer Journey

A well-integrated onboarding video contributes to a seamless customer journey by providing a consistent and user-friendly experience from the very beginning.

Brand Consistency: Ensure the video aligns with your brand's visual identity, messaging, and tone of voice. This creates a cohesive brand experience and reinforces brand recognition.

Logical Content Structure: Organize the video content in a logical and intuitive manner. Start with basic concepts and gradually progress to more advanced features, mirroring the user's learning curve.

Clear Calls to Action: Guide users through the onboarding process with clear and concise calls to action. Prompt them to take the next step, whether it's exploring a specific feature, signing up for a trial, or joining the community.

Easy Access to Support: Integrate links to support documentation, FAQs, or contact information within the video. This ensures users can easily find assistance if needed, fostering a sense of confidence and support.

Strong Onboarding Hook

A strong hook is crucial for capturing viewers' attention from the outset and compelling them to continue watching. It sets the stage for a successful onboarding experience.

Relatable Problem: Start by highlighting a common problem or pain point that your target audience faces. This immediately establishes relevance and piques their interest.

Intriguing Question: Pose a thought-provoking question that sparks curiosity and encourages viewers to watch further for the answer. This creates a sense of anticipation and engagement.

Visual Impact: Use a visually striking image, animation, or video clip that grabs attention and creates a memorable first impression. Visuals are powerful tools for capturing and retaining viewer interest.

Relatable Story: Connect with viewers on an emotional level by sharing a brief, relatable story about how the platform has benefited someone or solved a real-world problem. This humanizes the platform and makes it more relatable.

Improving User Experience

A well-crafted onboarding video can significantly enhance user experience by providing clear guidance, reducing friction, and fostering a sense of confidence and mastery.

Clear Instructions: Use straightforward language and avoid technical jargon. Ensure instructions are easy to understand and follow, even for users with limited technical expertise.

Visual Cues: Guide users' attention to key elements on the screen by using visual cues such as arrows, highlights, or zoom-ins. This helps users easily follow along and understand the instructions.

Interactive Elements: Keep users engaged and promote active learning by incorporating interactive elements such as quizzes, polls, or clickable hotspots. This transforms passive viewing into an active learning experience.

Easy Access to Support: Include links to support documentation, FAQs, or contact information within the video. This ensures users can easily find assistance if needed, fostering a sense of confidence and support.

Onboarding Video Funnel

Onboarding videos can be strategically integrated into various stages of the marketing funnel to engage prospects, nurture leads, and drive conversions.

Awareness Stage: Use the video to introduce your platform and its value proposition to a broad audience. Focus on highlighting the key problems it solves and the benefits it offers.

Consideration Stage: Showcase the platform's features, benefits, and use cases to prospects who are actively evaluating solutions. Provide more detailed information and demonstrate how the platform can meet their specific needs.

Decision Stage: Build trust and credibility by providing social proof, such as customer testimonials or case studies. Target prospects who are close to making a decision and need reassurance about the platform's effectiveness.

Action Stage: Include a clear and compelling call to action, encouraging viewers to sign up, request a demo, or make a purchase. Make it easy for them to take the next step and convert into customers.

Driving User Adoption

A well-designed onboarding video can be instrumental in driving user adoption by reducing friction, showcasing value, and empowering users to succeed with the platform.

Highlight Key Features and Benefits: Clearly articulate the platform's most compelling features and how they translate into tangible benefits for users. Emphasize ease of use, efficiency, time savings, or other relevant advantages.

Demonstrate Real-World Use Cases: Showcase how users can leverage the platform to achieve their goals through relatable and impactful use case examples. This provides practical context and demonstrates the platform's value in action.

Offer Proactive Troubleshooting Tips: Anticipate common challenges users might encounter and provide clear, step-by-step instructions on how to resolve them. This reduces frustration and promotes self-sufficiency.

Provide Easy Access to Support Resources: Include links to support documentation, FAQs, or contact information within the video. This ensures users can easily find assistance if needed, fostering a sense of confidence and support.

B2B Onboarding Video Design

Designing an onboarding video for a B2B audience requires a tailored approach that addresses the specific needs, priorities, and decision-making processes of business professionals.

Focus on Business Value: Clearly articulate how the platform can help businesses achieve their objectives, whether it's improving efficiency, increasing productivity, reducing costs, or driving revenue growth.

Showcase Relevant Use Cases: Present real-world examples of how other businesses in their industry or with similar challenges have successfully used the platform to achieve tangible results.

Maintain a Professional Tone: Use language and visuals that are professional, credible, and aligned with the expectations of a B2B audience. Avoid overly casual or informal elements.

Support Claims with Data and Insights: Back up your claims with data-driven insights, statistics, or case studies. This demonstrates the platform's effectiveness and return on investment, which are crucial factors for B2B decision-makers.

Onboarding Video Defined

A tech platform onboarding video is a concise and engaging video designed to guide new users through a tech platform. It acts as a virtual welcome guide, showcasing the platform's features, benefits, and how to use it effectively.

Purpose: The primary goal is to help users get up to speed quickly, reducing the learning curve and maximizing their chances of successful adoption.

Visuals: Onboarding videos often incorporate visuals, such as screen recordings, animations, and graphics, to make the information more engaging and easier to understand.

Benefits: Effective onboarding videos can improve user engagement, increase conversion rates, enhance customer satisfaction, and reduce support costs.

Onboarding Video Types

Tech platform onboarding videos come in various formats, each tailored to specific objectives and user needs.

Product Demo Videos: These videos provide a comprehensive overview of the platform's features and functionalities, often following a structured, step-by-step approach. They are ideal for showcasing the platform's capabilities.

Tutorial Videos: Tutorial videos offer detailed instructions on how to use specific features or complete tasks within the platform. They are great for providing practical guidance and addressing common user questions.

Explainer Videos: Explainer videos focus on clearly and concisely explaining the platform's value proposition, how it solves user problems, and its key benefits. They are effective for communicating the platform's core value.

Animated Videos: Animated videos use animation to create engaging and memorable explanations, simplifying complex concepts and capturing viewers' attention. They are particularly useful for explaining abstract or technical concepts.

Interactive Videos: Interactive videos allow viewers to interact with the content through clickable elements, quizzes, or branching narratives. This enhances engagement and knowledge retention.

Onboarding Video Importance

In today's digital landscape, a tech platform onboarding video is essential for businesses looking to effectively engage users, drive adoption, and maximize their platform's potential.

Enhanced User Engagement: Videos are inherently more engaging than text-based materials. They capture attention, improve comprehension, and make the onboarding process more enjoyable for users.

Increased Conversion Rates: By effectively communicating the platform's value proposition and guiding users through its features, onboarding videos can significantly improve conversion rates, turning prospects into paying customers.

Improved Customer Satisfaction: Onboarding videos empower users with the knowledge and confidence they need to successfully navigate the platform, leading to higher satisfaction and reduced churn.

Reduced Support Costs: By proactively addressing common questions and providing self-service resources, onboarding videos can alleviate the burden on customer support teams, freeing up resources and reducing costs.

Onboarding Video Funnel

Tech platform onboarding videos can be strategically integrated into various stages of the marketing funnel to engage prospects, nurture leads, and drive conversions.

Awareness Stage (Top of Funnel): Use a short, engaging video to introduce your platform and its value proposition to a broad audience. Focus on highlighting the key problems it solves and the benefits it offers.

Consideration Stage (Middle of Funnel): Showcase the platform's features, benefits, and use cases to prospects who are actively evaluating solutions. Provide more detailed information and demonstrate how the platform can meet their specific needs.

Decision Stage (Bottom of Funnel): Build trust and credibility by providing social proof, such as customer testimonials or case studies. Target prospects who are close to making a decision and need reassurance about the platform's effectiveness.

Action Stage (Conversion): Include a clear and compelling call to action, encouraging viewers to sign up, request a demo, or make a purchase. Make it easy for them to take the next step and convert into customers.

Driving User Adoption

A well-designed onboarding video can be a powerful tool for driving user adoption by reducing friction, showcasing value, and empowering users to succeed with the platform.

Highlight Key Features and Benefits: Clearly articulate the platform's most compelling features and how they translate into tangible benefits for users. Emphasize ease of use, efficiency, time savings, or other relevant advantages.

Demonstrate Real-World Use Cases: Showcase how users can leverage the platform to achieve their goals through relatable and impactful use case examples. This provides practical context and demonstrates the platform's value in action.

Offer Proactive Troubleshooting Tips: Anticipate common challenges users might encounter and provide clear, step-by-step instructions on how to resolve them. This reduces frustration and promotes self-sufficiency.

Provide Easy Access to Support Resources: Include links to support documentation, FAQs, or contact information within the video. This ensures users can easily find assistance if needed, fostering a sense of confidence and support.




Author at advids
I'm Orko Roy, a video producer with a passion for crafting compelling stories that connect. For the past 7 years, I've been part of the Advids team, where I've honed my skills in video content planning, creation, and strategy. From concept to completion, I've worked closely with a diverse range of startups and enterprises, helping them achieve their communication goals through impactful video content.

Whether it's a product launch, an educational explainer, or a brand story, I love collaborating to create videos that resonate with audiences and drive results.

My approach is collaborative and results-driven, always focused on delivering high-quality video solutions that help businesses thrive. Let's connect and see how I can help bring your vision to life!