Customer Onboarding & Retention

Promote customer success from day one with proactive, personalized onboarding and ongoing retention videos.

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Why Video Works

Personalized onboarding and retention videos show customers they matter…deepening engagement, reducing churn and building loyalty.

When to Send a Customer Onboarding & Retention Video:

Initial Welcome

Make customers feel valued from the start.

Milestone Check-Ins

Regular touch points at key moments (Day 7, 30, 90).

Proactive Support

Address common hurdles or inactivity.

Renewal Reminders

Reinforce value ahead of renewal dates.

How to Structure Your Video

Warm, Personal Greeting

Welcome or reconnect authentically.

Relevant Guidance

Offer specific resources or tips to encourage usage and success.

Supportive Close

Provide clear next steps for further assistance.

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Customer Onboarding & Retention Example Script

“Hey [Name]! Welcome to [Your Company]. Just checking in to see how your first week has been and make sure you’re set up for success. Here are a few quick tips [mention specific resources or advice]. Any questions or need help? Just reply, I’m always here to support you.”

Quick Tips for Success

Include specific, helpful resources tailored to the customer's journey stage

Maintain a supportive, empathetic tone

Schedule these touch points strategically to maximize retention

Real Outcomes

Faster Adoption

Customers become proficient sooner.

Reduced Churn

Proactive check-ins prevent issues early.

Improved Loyalty

Customers who feel supported renew at higher rates.

Get started

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