Why Using Video is The Best Way to Onboard New Clients?

When it comes to onboarding new clients, video is the way to go. It’s more effective than just sending over a bunch of paperwork and it can even be better than in-person onboarding in many cases. Why do I say that? That’s what we will check in today’s Video Lion.

Before we talk about video, let’s ask ourselves what is the goal of client onboarding? I would say that it is to provide new clients with the necessary information and resources to begin working with your company. The overall goal is to ensure that new clients are set up for success and have a positive experience working with your company. A smooth and well-organized onboarding process can set a positive tone for the entire relationship, increase client satisfaction, and reduce the likelihood of issues or misunderstandings arising later on.

So why use video for onboarding? First of all, video is more engaging. Nobody has the patience to read through some boring instructions. But, with video, you can make the information come to life. You can add animations, graphics, and other visuals to make it more memorable and interesting. Plus, it’s just more fun to watch a video than it is to read a bunch of text, mainly if you turn it into a little story. And people love stories.

Another advantage of video is that it’s more interactive. Clients can pause, rewind, and replay sections as many times as they need to in order to fully understand the information. Plus, videos can include actual interactive elements, like quizzes or polls, that make the experience more engaging. Video onboarding is also more flexible than written onboarding or in-person onboarding. Clients can watch the video at their own pace, on their own schedule. This is especially helpful for clients who are busy or have a hard time making it to in-person meetings. Plus, the video can be easily shared with multiple people, which is great for businesses that need to onboard a lot of clients at once.

One of the biggest advantages of video onboarding is that it’s more customizable. For example, if a client is visually or auditory impaired, the video can include audio description or closed captioning. Additionally, videos can be translated into different languages to accommodate clients who speak different languages. This level of customization is hard to achieve with written onboarding.

Finally, video onboarding is more cost-effective than in-person onboarding. You don’t need to invest your time or your employee’s time in onboarding, and time is money. And the video can be used over and over again, saving time and money. And if it needs to be done live, video onboarding can be done remotely, allowing businesses to onboard clients from anywhere in the world.

In conclusion, I would say that video is the best way to onboard new clients. It’s more engaging, interactive, flexible, customizable, and cost-effective than written onboarding and sometimes even more effective than in-person onboarding. So, next time you’re thinking about onboarding new clients, consider using video instead of written onboarding or in-person meetings. It just might be one of the best business decisions you make. In our next Video Lion, we will continue on this topic and talk about the different types of videos you can use when onboarding new clients.

To watch the video version of this blog, CLICK HERE

See you in the next Video Lion!

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