Explore 19 of the best customer onboarding videos that boost engagement and retention. See real SaaS examples and learn how to create personalized onboarding videos with Trupeer.
Despite digital transformation, the human element remains irreplaceable for onboarding processes. 68% people say personalization is ‘very important’ and 64% say improving customer experience is their top priority. Customer onboarding videos give you a friendly, clear, and personal welcome that can turn confusion into excitement.
Think about the last time you signed up for a new service or tool. Did you feel confident diving in right away, or were you left fumbling around, hoping a helpful guide would appear? Exactly, this is why a solid video is important.
In this blog, we’ll explore 19 of the best customer onboarding videos that get it right. These examples show how simple, focused videos create smooth experiences that keep customers coming back.
P.S. As a bonus, we’ll also show you how you can create your own onboarding videos with Trupeer.
What Are Customer Onboarding Videos?
Customer onboarding videos are short, engaging visual tools that guide new customers through the initial stages of using a product, service, or platform. These videos help familiarize users with key features, demonstrate how to navigate the product effectively, and streamline the user adoption process.
In the world of SaaS (Software as a Service), onboarding videos are often embedded directly into welcome emails, product dashboards, or in-app pop-ups. For mobile apps, they offer interactive tutorials and contextual tips within the app interface. Service providers also leverage onboarding videos to educate customers about setting up and using their services effectively.
19 Best Examples of Customer Onboarding Videos
Here are some of our picks for the best customer onboarding videos created by SaaS companies:
Dropbox
Dropbox’s customer onboarding video offers a concise look at how Dr. Mike and his team use Dropbox Professional in their video production workflow. It moves between secure file storage, external collaboration, advanced sharing tools, and workflow organization.
Why we like it
It’s short, clear, and practical. In just half a minute, viewers understand how Dropbox helps creative teams store large files safely, collaborate externally, and streamline video production.
Why it works
Focuses on real-world use cases instead of feature lists
Shows a clear context for when and why each tool is useful
Flows naturally from file storage to collaboration
Provides an approachable overview that reduces the intimidation factor
Slack
Slack’s 45-second onboarding video offers an efficient user introduction. It doesn’t dive deep into complex workflows; instead, it presents a rapid-fire tour of essential features that demonstrate value. The video smoothly transitions between channels, file sharing, emoji reactions, mentions, clips, huddles, and help features.
Why we like it
It’s unapologetically concise yet comprehensive. In under a minute, new users walk away understanding exactly what Slack can do for them and how each feature connects to real work scenarios.
Why it works
Acknowledges that busy professionals want immediate value, not extended tutorials
Each tool is presented with a clear context for when and why you’d use it
It flows naturally from basic communication (channels) to advanced collaboration (huddles)
Quick overview eliminates the intimidation factor of learning a new platform
Asana
Asana’s customer onboarding video transforms the overwhelming first-day experience into a guided journey. The calm interface takes center stage as viewers are walked through essential first actions: creating tasks, organizing projects, and tagging collaborators. Subtle animations highlight key interactions while a friendly narrator maintains a reassuring tone throughout.
Why we like it
It doesn’t overwhelm you with jargon or features. The video gets straight to the point, showing what you need to know. This makes it great for busy teams who don’t have time to sit through hours of tutorials.
Why it works
Clear step-by-step visuals paired with simple explanations
Keeps the focus on solving user problems, not just listing features
Professional yet approachable tone that makes the platform feel user-friendly
Timed animations and highlights that reduce cognitive load
Focused, minutes-long learning that feels manageable
Notion
Notion’s onboarding video titled ‘What is Notion?’ takes a balanced approach: part product demo, part motivational pitch. In just a few minutes, it highlights essentials like creating and organizing pages, dragging and dropping elements, embedding media, and nesting pages for structure. The features are framed in real-world contexts, such as capturing ideas, managing projects, and running company workflows.
Why we like it
It’s equal parts instructional and inspirational and doesn’t overwhelm users with technical details. The video reassures them that Notion is a calm, flexible space where they can organize life and work in their own way.
Why it works
Explains both the what (features) and the why (value) in one go
Combines clear narration with intuitive visual walkthroughs
Frames features in relatable contexts
Highlights flexibility and personalization to fit any workflow
Ends with a motivational hook, making the tool feel approachable instead of intimidating
Grammarly
This is a short, sharp, and reassuring customer onboarding video, clocking in under a minute. It introduces new users to the app’s core values: AI-powered writing assistance that makes communication more effective. The video explains how the platform’s algorithms analyze millions of sentences to suggest grammar fixes, stronger synonyms, style improvements, and sentence clarity.
Why we like it
It’s a great blend of informative and motivating. In under a minute, new users know exactly what Grammarly does, how it helps, and how easy it is to get started.
Why it works
Concise introduction that respects users’ time
Complex AI technology is explained in relatable terms
Narration shifts focus on features to user benefits like clearer writing
Easy, motivating call to action
Builds trust in advanced tech by keeping the tone simple and friendly
💡 Pro Tip: Reward the fans with loyalty programs, exclusive offers, and referral perks. These turn happy customers into raving advocates who keep coming back.
Loom’s onboarding video gets straight to the point: too many meetings, not enough time. The video demonstrates how to record your screen, yourself, or both, then instantly share the link so teammates can watch and respond on their own schedule. Beyond features, the message is human-centered: video adds warmth, depth, and personality to communication.
Why we like it
It takes something everyone dreads, endless meetings, and flips it into an approachable solution. The playful tone and interactive nudge make new users feel like they can start using Loom immediately.
Why it works
Playful callout that invites viewers to pause and try recording their own Loom video
Starts with a relatable problem that immediately resonates with viewers
Highlights asynchronous benefits: fewer meetings, more flexibility
Humanizes the tool by focusing on communication, not just tech
Interactive encouragement lowers the intimidation barrier for first-time users
Friendly, playful tone that makes adoption feel fun and natural
HubSpot
HubSpot’s customer onboarding video takes a comprehensive approach, walking new users through its suite of inbound marketing, sales, and service tools. It begins with context, explaining that the platform has six core products, including Free CRM, Marketing Hub, Sales Hub, Service Hub, CMS Hub, and Operations Hub.
Why we like it
It feels like both a product demo and a mini masterclass in inbound marketing. It doesn’t overwhelm viewers; instead, it breaks a massive platform into digestible sections, making it easy to see how each part can solve specific problems.
Why it works
Opens with a clear explanation of HubSpot’s role and structure
Breaks down complex software into approachable modules
Connects features to real business benefits (traffic, leads, efficiency)
Visual demonstrations make abstract tools tangible
Organized flow that matches the customer journey
Ends with a motivating call to action to start using HubSpot right away
Duolingo
This onboarding video takes a high-stakes situation, an English proficiency exam, and makes it less intimidating. It guides test-takers through setting up their required secondary camera. From there, it breaks down the process step by step: scanning a QR code, propping up a phone, enabling Do Not Disturb mode, and positioning the camera to capture the desk and keyboard.
Why we like it
It transforms a stressful requirement into a manageable checklist. The combination of technical guidance, visual cues, and friendly encouragement helps reduce test-day anxiety while ensuring compliance.
Why it works
Begins with a clear rationale that builds trust in the process
Breaks down setup into simple, step-by-step instructions
Includes practical tips that prevent common mistakes
Provides troubleshooting advice to reduce user frustration
Uses a supportive, encouraging tone that reassures test-takers
Balances security needs with empathy for the user experience
Trello
Trello’s customer onboarding video begins with a common challenge: managing tasks and interruptions, and shows how Trello can support both mobile and desktop workflows. It highlights the new Inbox and Planner features, demonstrating how tasks can be organized for today, the week, or upcoming meetings.
Why we like it
It doesn’t just show features; it puts them in the context of everyday task management. The scenario-driven style makes it feel personal and relevant, showing exactly how Trello fits into real workflows.
Why it works
A relatable, scenario-based introduction
New features, including AI-powered tools like automatic email summarization, are demonstrated in action
Connects the tool to real-life benefits like reduced stress and better organization
Uses a reassuring, approachable tone that makes onboarding feel easy
Demonstrates integrations with Jira and Confluence for cross-platform productivity
. Calendly
Calendly’s onboarding video tackles one of the most relatable workplace headaches: scheduling meetings. Then, it quickly pivots to show how the platform makes this process effortless. All you have to do is share a scheduling link. Others can then pick a time from pre-set availability. It also highlights customization options, such as connecting to Google Calendar, blocking off days, adding buffers between meetings, and setting daily meeting limits.
Why we like it
It zeroes in on a universal frustration and solves it with a clean, polished workflow. The video is quick, clear, and confidence-boosting, making it great for busy professionals.
Why it works
Starts with a relatable scheduling pain point
Demonstrates the solution in simple, visual steps
Balances automation with privacy and user control
Highlights customization options for real-life workflows
Polished, professional tone builds trust quickly
Positions Calendly as simple, efficient, and free at the end
. Airtable
Airtable’s onboarding video opens with a simple promise: you can organize projects, data, and collaboration in one place. From there, it walks you through creating a base, adding information, organizing data with views, visualizing workflows, and collaborating with teammates. The video demonstrates how each step works in practice, including linking tables, switching between calendar and Kanban views, and assigning collaborators.
Why we like it
It’s structured, visual, and practical, giving new users just enough detail to feel confident without overloading them with information. The real-world examples and simple walkthrough make Airtable approachable, even for first-timers.
Why it works
Starts with a broad, universal promise of flexible workflows
Breaks setup into five digestible steps
Balances technical features with visual, easy-to-follow demos
Emphasizes collaboration and personalization throughout
Ends with a clear path for continued learning
. Zoom
This video titled ‘Zoom Clips Demo’ goes straight into a common workplace challenge of having too many live meetings and unclear communication. In under 90 seconds, it shows how Clips makes quick, async video updates effortless. The video demonstrates how users can record short-form videos from multiple access points, like the Zoom desktop client, system tray, or web portal, capturing themselves, their screen, or both.
Why we like it
It’s fast, visual, and product-focused. Without fluff, the video shows how Zoom Clips streamlines async communication while still keeping things personal.
Why it works
Opens with a clear pain point: too many live meetings
Demonstrates the workflow step-by-step in visuals
Balances recording flexibility with editing simplicity
Highlights collaboration and engagement features
Uses real-world examples, like onboarding and training
Ends with a confident push to explore more about Zoom Clips
. Canva
This Canva video gives beginners a step-by-step walkthrough of the platform’s video creation and editing features. It introduces essential tools in an approachable way. The video guides you through choosing templates, navigating the interface, and uploading or recording media. It even shows you how to try advanced features like background removal.
Why we like it
It’s simple, visual, and beginner-friendly. The video removes intimidation around video editing by showing how Canva streamlines the entire process.
Why it works
Opens with the pain point of complex, time-consuming video editors
Demonstrates Canva’s tools in quick, easy-to-follow steps
Highlights both basic and advanced options, like recording and background removal
Keeps the tutorial short and confidence-boosting
. Typeform
Typeform’s customer onboarding video gives new users a guided, step-by-step walkthrough of creating and customizing forms, quizzes, and surveys. Instead of just showing features in isolation, it connects them to real-world use cases, like lead gen, feedback, and product quizzes. The video also demonstrates how to share forms across channels and analyze responses with AI-powered insights.
Why we like it
It’s practical, visual, and use-case driven. The video strikes a balance between showcasing customization and providing actionable tips that help viewers see how Typeform fits into real-world workflows.
Why it works
Relatable use cases, like feedback and lead generation
The form-building process is explained step by step
Highlights customization, logic, and AI analysis without overwhelming users
Shows both creation and sharing for a full workflow view
Directs users to the Help Center and Community for further assistance
. Intercom
‘Intercom - The Future of Customer Service’ introduces viewers to its AI-powered customer support platform. It positions the platform as the only tool that combines an AI bot, an AI help desk, and proactive support tools in a seamless solution. In just 90 seconds, the video highlights how Finn (the AI bot) can resolve up to half of support queries instantly. The complex issues get routed to a collaborative help desk.
Why we like it
It’s concise, forward-looking, and confidence-boosting. Clear visuals are mixed with simple explanations, making complex AI capabilities accessible and relevant.
Why it works
Opens with a bold proposition about AI as the future of support
Demonstrates Finn’s automation power alongside human support escalation
Highlights workflow efficiency with AI-assisted inboxes and snippets
Introduces proactive tools like in-context education and notifications
Keeps the presentation short, visual, and engaging while ending with a confident call to action
. Pipedrive
This Pipedrive video highlights drag-and-drop deal tracking, customizable pipelines, and bulk importing to simplify setup. The demo showcases a list view for filtered reporting, lead management to qualify, and detailed deal views with progress bars, histories, and custom fields. Email sync, scheduling with calendars, and automation features streamline daily tasks, while dashboards and reports keep performance on track.
Why we like it
It balances breadth and clarity, covering the whole process of setup to automation. Each feature is demonstrated in context, making it easier to imagine how it fits into real sales workflows.
Why it works
Uses a logical flow (from pipelines to leads, activities, and reporting) so users aren’t lost in random features
Shows the tool in action instead of relying on static explanations
Balances overview with hands-on detail, keeping the pace engaging but not overwhelming
Reinforces learning with real examples, making it easy for users to imagine applying it themselves
. Salesforce
The Salesforce Sales Cloud Overview Demo delivers a quick, structured walkthrough of how Sales Cloud empowers sales teams to adapt, grow, and manage customer relationships. It doesn’t go much into technicalities. Instead, it shows real-time insights, territory management, drag-and-drop customization of sales processes, and remote work efficiency.
Why we like it
It positions Salesforce as a growth enabler. The video gives a holistic yet digestible picture of how businesses can stay agile while managing sales end-to-end.
Why it works
Organizes the platform’s broad features into clear, story-like segments
Uses real-world sales scenarios to ground the demo in context
Keeps the pacing tight so viewers quickly see value without overwhelm
Balances big-picture vision with practical functionality
. Ahrefs
This Ahrefs video introduces new users to the core SEO tools it offers in a structured manner. It starts with community and educational resources, then transitions into a product walk-through. The video flows through Site Audit, Site Explorer, Keywords Explorer, Content Explorer, and Rank Tracker. Each tool is demonstrated properly with examples so viewers see the immediate value.
Why we like it
It does a great job of making a heavy, data-driven platform approachable. The video frames Ahrefs as both a practical toolkit and an educational partner for anyone trying to understand SEO.
Why it works
Breaks a complex platform into digestible, story-like segments
Uses hands-on examples to make abstract SEO concepts tangible
Keeps pacing brisk, so viewers grasp the value without getting lost in details
Closes with next steps that extend learning beyond the video
. Zendesk
This Zendesk video introduces new users to the platform’s customer service capabilities in a clear and structured way. It flows through out-of-the-box functionality, omnichannel support, workflow automation, integrations, and analytics. The video tries to demonstrate how Zendesk equips teams to deliver efficient and personalized customer experiences.
Why we like it
It turns what could feel like a complex support system into something approachable and user-friendly. Focusing on the core value Zendesk brings to support teams (speed, organization, and personalization), it keeps the tone encouraging and the structure clear.
Why it works
Frames Zendesk’s wide-ranging features as an easy-to-adopt system rather than a steep learning curve
Uses simple explanations to show how different elements connect in real workflows
Balances breadth (many features) with clarity (just enough detail for newcomers)
Ends with encouragement and a clear call to action, motivating users to take the next step
Create Personalized Onboarding Videos With Trupeer
Custom customer onboarding videos build confidence, set expectations, and create lasting first impressions.
With a tool like Trupeer on your side, you don’t need a production studio or hours of editing to make it happen. Just record, refine, and let it handle the polish with AI-powered voiceovers, avatars, and branded slides.
Are you ready to make onboarding as smooth as your product? Then try Trupeer today! ✅
FAQs
1. How long should a customer onboarding video be?
The most effective customer onboarding videos range from 2-5 minutes in length. For straightforward tasks, such as account setup or basic navigation, 1-2 minutes is typically sufficient. More complex workflows may require up to 7 minutes, but these should be divided into logical segments or chapters.
2. How can I create onboarding videos without a video editor?
Screen recording tools provide the foundation for most onboarding content. Record your screen while demonstrating the process you want to teach, adding voice narration to explain each step. No-code platforms like Trupeer have simplified video creation significantly. Its AI video editor automatically syncs voiceovers, adds captions, and translates content into over 30 languages.
3. How do customer onboarding videos differ from tutorials?
Customer onboarding videos (designed for beginners) cover basics such as account setup, initial configuration, and the introduction of core features that provide immediate value. While tutorials (created for advanced users) often include troubleshooting guides, advanced use cases, and comprehensive feature explanations.
4. Can onboarding videos be personalized for different user segments?
Yes, you can personalize customer onboarding videos for different user segments. In fact, personalized videos significantly improve user engagement and activation rates. You must consider varying needs, technical backgrounds, and use cases for your product to market it accurately.
5. Should onboarding videos be hosted in-app or on external platforms?
Strike the right balance between the two by combining both in-app and external hosting strategies. In-app customer onboarding videos provide contextual help exactly when and where users need it. These videos should be embedded as tooltips, overlays, or guided tours that activate during the user's actual workflow. On the other hand, external hosting on platforms like YouTube, Vimeo, or your help center makes your videos discoverable through search engines.
