How To Use Engaging Screen Recorded Videos For Seamless Customer Onboarding

Screen recording gives your clients an insider’s peek into how your products work. You walk them step-by-step through the whole user experience process. Think about it this way – when your customer thinks of buying your product, he/she will be hesitant to try it out. Your screen recorded videos serve as an instructional guide for using your products and what to expect. 

Creating screencasts or screen recorded content may seem hard, but is it? We don’t think so.

If you’re using the right software and equipment, it takes just a few minutes. And if you’re shooting for high customer engagement, here’s what you need to do –

How To Use Engaging Screen Recorded Videos For Seamless Customer Onboarding

1. Make How-To Tutorials & User Guides

If you’re starting out making screen recorded videos, it’s a good idea to introduce your product and show your customers how to use it.

Give them a walkthrough like how to set it up and use it and some info on troubleshooting. Don’t overwhelm your viewers and focus on just the basics. 

2. Write A Script & Plan Out Your Content

Before you even hit the record button, make sure you’ve got the outline for your screencast videos planned out. Ideally, a script should help you maintain the flow of what you’re talking about.

Share this script with your team and get feedback before polishing it and proceeding.

It will help you out. Edit your script if you feel it can be improved and then start creating your content once you’re happy with it.

3. Talk About Features

When you’re showcasing your product, the first question on your customers’ minds will be – “how is it beneficial for me?” This is where talking about features helps you out.

Present a pain-point and show how your product relieves that. You should have good awareness and in-depth knowledge about your product before you make videos or screen recorded content about it. And don’t just talk about the features; instead, expand on them.

Show real-life examples of them put to good use. 

4. Use Good Screen Recording Software

Don’t go stingy on the screen recording software. You want to make sure it has all the features bundled so that you’re well-equipped to make high-quality content.

Being able to add highlights, captions and annotations, texts and transitions, video effects and animations – these are what you should be looking for before investing in a program.

Your screencast software will make or break your videos. A good one we can think of off the top of our heads is the Hippo Screencast software.

It’s trusted by over 5000+ businesses worldwide and is mostly used for making videos on targeted marketing products and sales-related content.

5. Get To The Point

In this digital age, here is one big pointer to remember – everybody’s got a short attention span.

So when you make your product videos or demos, get to the point. Don’t use jargon, and don’t stretch the explanation.

Show what the product can do and get to the good stuff. If you’re going to take advantage of video selling and marketing, make the most out of it. As for the length of the video, keep it just under 2 minutes.

6. Showcase Customer Testimonials & Reviews

At the end of your slides or videos, put up a few customer testimonials and reviews. Show how much your customers love your products and talk about why they love them.

You can also use your Instagram and Facebook customer posts for this.

User-generated content is trending online, and that’s an opportunity to capitalize on.

Questions worth addressing here are:

  • Why do they love your product?
  • What pain-points are you solving with your product?
  • How long have they been using it, and a few reasons why they’re continuing to do so?

7. Connect With Your Audience

Asking your audience for feedback through questionnaires or surveys and providing a few mentions about your business blog, Facebook page, and Youtube channel are good ways to foster engagement.

Your viewers will be more likely to remember you and connect back soon.

You could mention your business email address and phone number at the end of your screen-recorded video as viewers might find that helpful.

8. Encourage Collaboration With Your Sales Teams

Your screen recorded videos don’t have to be just you talking about your products and making tutorials.

You can encourage collaborations with your sales team and involve people where you form groups and make the content. 

This is perfect if you’re planning on showing off examples where you could use your services in an office environment or how large groups can use it simultaneously.

9. Be Human

The last tip is to be human. There’s no marketing formula in the world that will drive more sales than you being you.

Make your content relatable and speak from the heart. It may sound cliche, but when you’re genuine, you’re more likely to get customers to stay invested in your vision.

It’s not easy, but every successful entrepreneur and business owner has done this. Businesses are created and run by humans. So, be human, be you. You’ll have no regrets.

You can also talk about your new product lineups and what your brand has been up to in the slides. And don’t just talk about your work, talk about the industry as a whole. That will surely get attention and make you stand out as an influencer. 


If you’re trying to onboard your customers onto your platform and make those sales happen, you have to convert them. The key to doing that is making content that’s interactive, helpful, and to the point. Screen recorded videos do that and get into the action.

Additionally, unlike traditional video editing suites that eat up a lot of RAM, screencast or screen recording software is lightweight and doesn’t use a lot of resources. 

This saves not just time and money in the long-term but also enhances your productivity. And the editing timeline is so simple, which makes creating content on the fly a breeze. 

Share via
Copy link
Powered by Social Snap