Make your onboarding flow, flow

Walk new customers through each step of the onboarding process for your product or service in a format they’ll pay attention to. Video is the best format for this because people remember and process information better and faster with visual elements.

Video Script

Hey, <span class="script-span-yellow">@first_name</span>! So glad to be working with you and the <span class="script-span-cream">@company_name</span> team! Ready to see more <span class="script-span-pink">@success_metric</span> with us? Then let’s get you onboarded.


Onboarding is easy. First, we'll do a quick overview of our features, then we'll cover policies and procedures for users, and wrap up with account setup. The process takes roughly 10 minutes total, and you’ll be done in no time! 


Have any questions along the way or after the walkthrough? Shoot your customer success manager, <span class="script-span-green">@csm_name</span>, a note and we’d be happy to help. Thanks, <span class="script-span-yellow">@first_name</span>!

Dynamic variables

Replaced with a different word in each instance.

<span class="script-span-yellow">@first_name</span>

<span class="script-span-cream">@company_name</span>

<span class="script-span-pink">@success_metric</span>

<span class="script-span-green">@csm_name</span>

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