Share training or how-to videos during your onboarding process

Steal this Arrows task example to ask customers to watch training or informational videos as a part of your onboarding process

Use this template in Arrows
Share training or how-to videos during your onboarding process
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Made by
Arrows
Category
Onboarding
Type
Arrows Tasks
Tools used
Arrows
YouTube

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Customers are still familiarizing themselves with your product or service during the onboarding phase, so it makes sense that you might want to share short training videos that will help them get up to speed quickly.

In this example, we're embedding a YouTube video into out Arrows task, but you can also use other video tools like Vimeo, Wistia, or Loom.

Note: unless it's an absolute requirement to watch a video as a part of the onboarding process, we recommend marking the task as "optional" so your customer has the opportunity to skip it if they already feel comfortable with the content.

Steal this Arrows task setup:

Task type: Video

Task title: Watch this training video

Task description:

Watch this short training video that will walk you through the basics of your account setup so you can get familiar with [YOUR COMPANY NAME] before you jump in.

Steal this cheat sheet for running customer success in HubSpot

Not sure where to start? Download the 7 playbooks you need to scale across the customer journey.

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