Business Knowledge

Strategies For Having A Successful Client Onboarding Using Videos And Webinars

How can you go from having no webinars at all to having regular ones that are successful? Along with the assistance of applications like Adobe Connect, consider the following advice and suggestions:  

  • Set achievable goals: Before the commencement of your webinar, ensure the following:
    • The topic of discussion of the webinar.
    • Make sure your customers have downloaded the app, created an account, etc.
    • You and your customers must be clear about the webinar’s objective and targets before the event takes place.

Providing your consumers with this knowledge in advance of the webinar helps them make the most of the onboarding process and, ultimately, the product. Adults are mostly self-motivated and capable of controlling their learning. This implies that some of them prefer to read or watch videos before starting, whereas others would instead get going and ask questions later. Inform your consumers of how they might begin studying the product to meet their learning preferences. 

  • Give customers a close-up tour of the features in your webinar. Increase participation and engagement in your webinar by using screen-sharing and sketching features. Showcase the features and go through all pertinent information. When you’ve finished discussing a feature or combination of features, show recap slides that list the procedures you just went through. There is no doubt that this is essential, regardless of whether your product is basic or packed with sophisticated features. While discussing the features, add benefits to describe them, as when something is linked to a benefit, customers are more likely to remember it.
  • Provide valid product usage cases: The most effective way of learning is via examples. When you walk through the use cases for your product, it encourages adoption and greatly improves users’ comprehension of when and how to utilize it. As a result, you set yourself up for success as buyers will use your product in the right circumstances. Consider segmenting your onboarding webinars by use cases if your product has exceptional use cases that don’t apply to all clients. The webinar will be more relevant to each customer if you take your time discussing a specific use case.
  • Encourage queries: Use surveys, chat, and questions at various moments during the webinar to prevent audience drowsiness. In contrast to one-way presentations, onboarding webinars should seem like participatory seminars. To establish rapport and develop a personal connection, don’t forget to be outgoing. For instance, a little casual and small talk can go a long way. It’s important to take questions at the conclusion since it gives any client a chance to clear out any query they might have missed during the presentation. 
  • Provide many resources: After the webinar, provide your consumers with self-serve options. Although webinars are an excellent approach to onboarding a group of comparable clients at once, you should also give consumers the option to meet one-on-one after the webinar. As they are already familiar with the fundamentals, this will make the most of your one-on-one time with them and enable you to delve deeper into their use case. This strengthens the bond between parties, ensures product independence, and boosts customer happiness.
  • Track Success: Asking your consumers directly is the most effective and straightforward way to determine the success of your onboarding webinar. After the webinar, send a survey to your audience to get their feedback on the presentation’s content and suggestions for improvement. This is an excellent way to determine if they have follow-up questions or comments. If you want to take it a step further, look into additional metrics like attention to determine when and where your audience was most engaged with your presentation. Utilize this information to improve your content and increase the prospects for engagement.


Webinars for onboarding are a crucial component of any marketing plan if you want to ensure that clients enjoy your services’ full advantage. This medium can be considered to be the most amazing and in-depth introduction to the product they just bought or are willing to buy. Therefore, the strategies mentioned above can be chosen for successful client onboarding.

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