Best types of video to onboard new clients

In marketing, we don't like to admit that occasionally, we've no clue what to say. We may have loose ideas, messages, short fragments, sentences, straplines, or a clear sense of the big picture. Yet, we lack the weekly, monthly, or daily narratives that are required to communicate a simple message.

There's a very good reason for this: it is fabulously complex. Without some kind of map, or orientation to guide us through the maze of the different occasions customers might be searching, browsing, interrogating, or comparing, we haven't got a chance to nail down the exact format or message, or level of daring in terms of asking for the business.

This article will help you see beyond Google's somewhat vague 'Help, Hub, Hero' model into a more practical way of using video to onboard new business efficiently.

Onboarding is about empathy

Google's search-orientated approach

Google likes to see moments as a three category system: Hero, Hub and Help moments.

Hero

This is for when a customer is prepared to be impressed, to sit back and absorb your positive sales messages at a light or high level. The videos you might use would be proposition, services or product explainers, tasters, or stories revealing features and benefits. Hero pieces are usually more glamorous, high budget and make a more showy statement.

Hub

Google argues that customers are willing to journey inwards, into your website or social media, to discover or learn. These are distinct from Hero because the customer is looking for something - the known, or unknown, information. These video types are interactive, explainers, testimonials, case studies, or videos about your specialisms, events or insights into markets, sectors, processes or other forms of narrowed down content.

Help

These are about how to use the service or product you are selling and include demos, how-to films, tutorials, client or staff trainers. Google, being Google, looks beyond the classification of the content into how advertising can be sold around these types of content and the usefulness and volume of searches performed by users.

You might take all or this with a certain pinch of salt, or you might not. If you're a search-orientated company, i.e., if your customers tend to find you via search engines, this kind of model is more helpful for you. Videos that fit into these categories will be useful and match the kinds of journeys your customers go on in order to discover you.

Alternative approach

If your business is not a predominantly search-driven business, like most small and medium sized firms, the Hero/Hub/Help pieces will have some utility, but will fall short in a number of real world customer moments. A different approach which reflects nine different groups of moments, is less dependent on search and more likely to represent the varied ways the customers find you. These can include not just search, but social, blogging, email, and offline forms of communication such as networking, events, and snail mail.

These moments typically reflect the various levels of interest, purpose or intention that your customer might bring to their search for a solution to their problem.

Onboarding videos

Ah, the lovely moment when the client is on board. The winning is done. The champagne has been popped, and the congratulations and backslapping are over. Yet, for the client, it's just beginning.

The client's elevated expectations, prior to signing the contract, now need to be met, and what better way to do it than a warm, welcoming, clear, onboarding video, which sets out the path of getting live, and reinforces the expectations that the client had prior to signing the contract.

The value of producing an onboarding video is in projecting your empathy towards the client's point of view - you have a major opportunity here to reassert your promises, which is another way of saying your brand and what you stand for. It's also a very useful reminder to client facing staff of what the company is intending to deliver.

The best CTAs in onboarding videos are personalised and will carry specific client names, and client service team names, to assist with a reassurance of the relationship, as opposed to a generic video that feels less personal.

Already got this covered?

If you already have business videos and they're not generating response, there's much above that will help you improve their performance. But what would be even better than your current business videos?

One-minute Improvers

• Cross-check all your business videos largely follow the above suggestions, or deviate for good reasons
• Ensure you've used on-site CTAs which match your buyer journey moments
• Ensure your social videos, articles and posts have off-site CTA's that match your buyer journey
• Check your business videos match the messaging your audience needs to hear
• Check viewing behaviours - if audiences aren't watching to the end, revise your video


What's at Risk here? A one-minute test

The risk of doing something wrong always hinders us as decision makers. And equally, the risk of doing nothing lurks behind that too. Both carry the risk of failure. So why not delay - deferring looks safer. Like a Whitehall mandarin. Is that the kind of decision maker you want to be? Thought not. So here's a helpful checklist for wise decision maker inside you that's aching to be heard.

The One-minute Decision Checklist

1. Do buyers want to know what you're like?
2. Do buyers want proof of your success?
3. Should you provide buyers with the information they want?
4. Do buyers want a sense of what will happen to them if they buy from you?
5. Do buyers need to find you easily via search and social media?
6. Do you need to be seen as relevant and modern?

If the answer to any three of these is yes, you should almost certainly proceed with this. Or at least be questioning why you have so many no's.



Conclusion

By defining moments in a client's journey, you hugely increase their discovery of you and their connection with you, securing the prospect of future business:

• Goal setting: choose a video agency that can offer you all levels of interest
• Understanding: realise the full potential of videos, and implement into your project
• Strategy: choose your effective performance measures of your video
• Implement: choose an agency that can capture sentiment
• Achieve: use key moments to track response and increase audience capture

The very process of considering what your video content should say will generate more ambitious thinking. This way, your marketing will have greater attention and conversion.

So, now you've considered using an Onboarding video in the buyer journey, you've moved closer to your goal. Time for a chat about success with video?

Book a Video Marketing Demo