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Onboarding Video Production for Employees & Customers

Create Onboarding Videos that help employees and customers get started faster. VID handles strategy, scripting, filming, editing, and platform-ready delivery.

Onboarding Video Production helps companies create a more consistent first experience for new employees, customers, and partners by turning repeated introductions, setup steps, training, expectations, and workflows into clear video. VID produces Onboarding Videos using executives, employees, subject-matter experts, product demonstrations, screen recordings, animation, voiceover, captions, and supporting graphics, depending on what the audience needs to learn.

Videos can support employee onboarding, customer implementation, software setup, account activation, product adoption, partner enablement, and role-specific training, and can be delivered through an LMS, customer portal, help center, knowledge base, intranet, email sequence, or onboarding workflow. The goal is to help people understand what to do next, reach value faster, reduce repetitive live instruction, and create a more consistent onboarding experience at scale.

Onboarding Video helps people move from:

“I’m new here.”

to:

“I know what to do next.”

The format can support:

  • New employees
  • New customers
  • New software users
  • New partners
  • New franchisees
  • New members
  • New contractors

A strong onboarding system gives each audience the right information in the right order without requiring someone from the company to repeat the same explanation every time.

Best For

Onboarding Video Production is especially useful for:

  • B2B SaaS
  • Technology companies
  • Professional services
  • Healthcare organizations
  • Financial services
  • Enterprise companies
  • DTC and subscription brands
  • Customer success teams
  • Implementation teams
  • HR and People teams
  • Learning and Development
  • Partner programs
  • Fast-growing companies
  • Distributed organizations
  • Companies with complex products or services

Onboarding Video Production Process

Onboarding Journey Review

Map what the audience currently experiences from day one through successful activation.

Audience Definition

Identify who is being onboarded:

  • Employee
  • Customer
  • Partner
  • Contractor
  • Franchisee
  • Member
  • Manager
  • Specific job role

Success Milestones

Define what the person should understand or complete during onboarding.

Content Architecture

Organize the onboarding experience into:

  • Welcome
  • Orientation
  • Setup
  • Core knowledge
  • First actions
  • Role-specific content
  • Support resources
  • Next milestones

Subject-Matter Expert Capture

Gather knowledge from:

  • Leadership
  • HR
  • Customer success
  • Product
  • Operations
  • Sales
  • Implementation
  • Training teams

Script and Lesson Development

Turn that knowledge into concise, usable video lessons.

Production

Capture through:

  • Presenter-led video
  • Executive messages
  • Employee interviews
  • Screen recordings
  • Demonstrations
  • Voiceover
  • Animation
  • Workplace footage

Post-Production

Add:

  • Captions
  • Graphics
  • Chapters
  • Screen callouts
  • Step labels
  • Supporting footage
  • Branded elements

Delivery

Prepare content for:

  • LMS
  • Customer portal
  • Help center
  • Knowledge base
  • Intranet
  • Onboarding emails
  • Product experience
  • Partner portal

Employee Onboarding Video

Employee Onboarding Video helps standardize the foundational knowledge every new hire receives.

A complete employee onboarding library may include:

  • Welcome from the CEO
  • Company Story
  • Mission and Values
  • Product Overview
  • Customer Overview
  • Team Introductions
  • Internal Systems
  • Communication Expectations
  • Policies
  • Benefits
  • Compliance
  • Role-Specific Training
  • First 30 Days

This allows live onboarding time to focus more on relationships, questions, coaching, and application.

Customer Onboarding Video

Customer Onboarding Video helps new customers understand how to begin using the product or service successfully.

Topics may include:

  • What happens next
  • Implementation timeline
  • Account setup
  • Key contacts
  • Product configuration
  • Core workflows
  • Integrations
  • Best practices
  • Support resources
  • Success milestones

The goal is to reduce uncertainty and move the customer toward value as quickly as possible.

SaaS Onboarding Video

SaaS onboarding can be structured around the actions most strongly connected to successful product adoption.

A video series might include:

  • Welcome
  • Create Your Workspace
  • Invite Your Team
  • Configure Settings
  • Connect Integrations
  • Complete Your First Workflow
  • Build Your First Report
  • Advanced Features

These videos can be embedded in the product, help center, onboarding emails, or customer academy.

Employee Onboarding Video vs. Customer Onboarding Video

Both formats help a new person become successful, but the audience and outcomes differ.

Employee Onboarding

Focuses on:

  • Company
  • Role
  • Culture
  • Policies
  • Systems
  • Expectations
  • Team

Customer Onboarding

Focuses on:

  • Product
  • Setup
  • Implementation
  • Adoption
  • Outcomes
  • Support

Both benefit from clear sequencing and modular video.

Onboarding Video vs. Training Video

A Training Video can teach any skill, process, policy, or product.

An Onboarding Video is specifically designed for the beginning of the relationship.

Training asks:

“How do I do this?”

Onboarding asks:

“What do I need to know and do first?”

Training Videos often become part of a broader onboarding program.

Onboarding Video vs. How-To Video

A How-To Video teaches one specific task.

An Onboarding Video provides broader guidance through the early journey.

For example:

Onboarding Video: Here is how to get started with the platform.

How-To Video: Here is how to connect your Salesforce integration.

Onboarding Video vs. Company Culture Video

A Company Culture Video helps people understand what working inside the organization is like.

An Employee Onboarding Video may include culture content, but also covers practical information such as:

  • Systems
  • Policies
  • Processes
  • Expectations
  • First steps

Culture is one part of onboarding.

Onboarding Video vs. Product Demo Video

A Product Demo Video shows what the product can do.

A Customer Onboarding Video helps a new customer actually begin using it.

Demo supports evaluation.

Onboarding supports adoption.

The First 30 Days

Onboarding does not need to happen in one sitting.

A stronger system may distribute content across the first:

  • Day
  • Week
  • 30 days
  • 60 days
  • 90 days

For employees, that may include increasingly role-specific training.

For customers, it may include increasingly advanced product education.

This keeps onboarding aligned with what the person needs at each stage.

Modular Onboarding Libraries

Onboarding content is often more useful when divided into focused videos.

Instead of one 60-minute orientation video, create:

  • Welcome
  • Company Overview
  • Meet the Team
  • Tools
  • Policies
  • Product
  • Core Workflow
  • Support
  • First Week

This makes the content easier to:

  • Assign
  • Search
  • Rewatch
  • Update
  • Personalize by role

Role-Based Employee Onboarding

Different employees need different onboarding paths.

For example:

Sales

  • ICP
  • Messaging
  • Product
  • CRM
  • Discovery
  • Sales process

Customer Success

  • Customer lifecycle
  • Product
  • Onboarding
  • Support
  • Expansion

Managers

  • Leadership expectations
  • Performance management
  • Policies
  • Team processes

A shared company foundation can be followed by role-specific learning.

Persona-Based Customer Onboarding

Different customers may also need different onboarding.

Paths can be created by:

  • Product
  • Plan
  • Buyer role
  • User role
  • Industry
  • Use case
  • Customer size

This avoids forcing every user through irrelevant content.

Leadership Welcome Video

A short message from the CEO, founder, or executive can help make onboarding feel more personal.

Leadership can communicate:

  • Welcome
  • Mission
  • Company story
  • Customer promise
  • Culture
  • Expectations
  • Vision

For customers, leadership can reinforce why the relationship matters.

Onboarding Video With Screen Recording

Screen recording works especially well for:

  • SaaS
  • Apps
  • Customer portals
  • Internal systems
  • CRM
  • HR software
  • Digital workflows

VID can add:

  • Cursor emphasis
  • Zooms
  • Highlights
  • Step numbers
  • Voiceover
  • Presenter footage

Onboarding Video With Animation

Animation can simplify:

  • Complex systems
  • Processes
  • Organizational structures
  • Customer journeys
  • Technical concepts
  • Policies

Animation can supplement live action or replace it when the subject is difficult to film.

Onboarding Video for Distributed Teams

Video can create more consistency across:

  • Offices
  • Remote employees
  • Time zones
  • Countries

Instead of relying on whoever is available to conduct onboarding, everyone receives the same core instruction.

Onboarding Video for Global Organizations

Onboarding can be localized through:

  • Subtitles
  • Dubbing
  • Voiceover
  • Translated graphics
  • Region-specific lessons
  • Alternate presenters

Core company content can remain consistent while local policies and processes vary.

Onboarding Video and Institutional Knowledge

Onboarding often depends heavily on experienced employees.

Capturing their knowledge through video can reduce dependency on:

  • HR
  • Managers
  • Customer success
  • Product experts
  • Senior operators

This makes onboarding more resilient as the organization grows.

Keeping Onboarding Video Updated

Onboarding changes as:

  • Products evolve
  • Teams change
  • Policies change
  • Software changes
  • Processes improve

Modular production makes it easier to update individual lessons rather than recreate the entire onboarding experience.

Onboarding Video Repurposing

One onboarding production can create:

  • Welcome Video
  • Product Tutorials
  • How-To Videos
  • Training Videos
  • FAQ Videos
  • Company Culture Content
  • Executive Videos
  • Help Center Content
  • Knowledge Base Videos
  • Internal Communications
  • Customer Education
  • Short-Form Reference Clips

Measuring Employee Onboarding Video Performance

Useful metrics may include:

  • Completion rate
  • Time-to-productivity
  • Time-to-competency
  • Training completion
  • Manager feedback
  • New-hire questions
  • Employee confidence
  • Retention
  • Onboarding satisfaction

Measuring Customer Onboarding Video Performance

Useful metrics may include:

  • Activation
  • Time-to-value
  • Setup completion
  • Product adoption
  • Feature usage
  • Support requests
  • Onboarding completion
  • Customer satisfaction
  • Retention
  • Expansion

The goal is not simply to maximize video views.

It is to help people become successful faster.

When & Where You Can Use This Format

Use Onboarding Video Production when new employees or customers repeatedly need the same foundational information.

It is especially useful when:

  • New employees receive the same orientation repeatedly — Turn recurring introductions and foundational training into reusable content.
  • Customers need help getting started — Guide setup, implementation, account configuration, and first workflows.
  • Your product has a learning curve — Give users a structured path from signup to meaningful use.
  • Time-to-value is too slow — Help customers complete the most important early actions faster.
  • Your onboarding experience varies by person or location — Standardize the information everyone receives.
  • Your team spends too much time answering basic questions — Move repeatable education into self-service video.
  • You have distributed employees or customers — Make onboarding accessible regardless of time zone or location.
  • You are scaling quickly — Increase onboarding capacity without increasing live training at the same rate.
  • You need role-specific onboarding — Create different paths for sales, operations, managers, customers, partners, or other audiences.
  • You want a stronger first impression — Make the first experience feel intentional, professional, and easy to follow.

"Over 60,000 views and 350 engagements with my brand story video — people loved it!"

Julie Chenell
Julie Chenell

LOVE THIS VIDEO!!!! I love the latest version of the speaker sizzle reel!  Can't wait to start sharing it!

Jody Thompson
Culture Rx

"I cannot say enough good things about Dallin and his team at VID. They have their internal systems down for creating quality video content at scale and in a cost-effective way. We will continue to use VID for our own internal video production needs and also continue to refer clients to them."

Nate Nead
Marketer.co

“You guys hit it out of the park with everything that was asked and absolutely nailed it. You made the process so easy, everything got done very, very quickly, and when there were changes to be made, you hit the nail on the head. Everything came out exactly how I envisioned it.”

Clint Orr
Oriqle

Examples Of This Format

  • New Employee Welcome Video — Introduce the company, mission, leadership, and what new hires can expect.
  • Employee Orientation Series — Cover systems, policies, tools, culture, benefits, and core processes.
  • Role-Specific Employee Onboarding — Train new salespeople, marketers, operators, managers, or other teams on the knowledge they need first.
  • Customer Welcome Video — Introduce new customers to the relationship, implementation process, and next steps.
  • SaaS Customer Onboarding Series — Walk users through account setup, configuration, integrations, and core workflows.
  • Product Setup Video — Show customers how to assemble, install, activate, or configure a product.
  • First 30 Days Employee Series — Structure onboarding around what new hires should know and accomplish during their first month.
  • Customer Implementation Video — Explain milestones, responsibilities, timelines, and what happens during deployment.
  • Partner Onboarding Video — Teach new partners how the relationship, product, process, and support model work.
  • Manager Onboarding Video — Prepare new managers for leadership expectations, systems, policies, and team responsibilities.
  • Platform Getting Started Video — Help new users complete the first important actions inside a software product.
  • Account Setup Video — Guide customers through profiles, permissions, integrations, or configuration.
  • New Member Onboarding Video — Welcome members into a community, program, subscription, or service.
  • Franchise Onboarding Video — Standardize early training across new franchise owners or operators.
  • Contractor Onboarding Video — Explain workflows, communication, expectations, tools, and invoicing to external collaborators.
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Commonly Asked Questions

What Is an Onboarding Video?

An Onboarding Video helps new employees, customers, partners, or users understand what they need to know and do at the beginning of a relationship.

It can include:

  • Welcome
  • Orientation
  • Setup
  • Training
  • Expectations
  • Workflows
  • Next steps

What Types of Onboarding Videos Can VID Produce?

VID can produce:

  • Employee Onboarding Videos
  • Customer Onboarding Videos
  • SaaS Onboarding Videos
  • Product Setup Videos
  • Partner Onboarding
  • Manager Onboarding
  • Role-Specific Onboarding
  • Contractor Onboarding
  • New Member Onboarding

How Long Should an Onboarding Video Be?

Onboarding is usually better as a series than one long video.

Individual lessons might range from approximately 2–15 minutes, depending on the topic.

Longer onboarding journeys can contain multiple modules delivered over time.

Should Employee Onboarding Be One Long Video?

Usually not.

Breaking the experience into focused lessons makes it easier to:

  • Navigate
  • Assign
  • Update
  • Personalize
  • Revisit

Can VID Help Structure Our Onboarding Program?

Yes.

VID can help organize source knowledge into a video structure based on:

  • Audience
  • Learning needs
  • First actions
  • Milestones
  • Existing documentation
  • Role-specific requirements

Does VID Write Onboarding Scripts?

Yes.

VID can develop scripts, outlines, talking points, demonstrations, and lesson structures based on information from your internal experts and existing documentation.

Can Onboarding Videos Include Screen Recordings?

Yes.

Screen recordings are especially useful for software, platforms, tools, and digital workflows.

Can Onboarding Videos Include Executives?

Yes.

Leadership welcome messages can help create a more personal and intentional first experience.

Can Onboarding Videos Be Used in an LMS?

Yes.

Finished content can be prepared for LMS delivery or other internal learning systems.

Can Customer Onboarding Videos Be Embedded in a Product?

Yes.

Short instructional videos can be used inside product experiences, customer portals, help centers, and onboarding flows where the platform supports them.

Can Onboarding Videos Reduce Live Training?

Yes.

Foundational and repeatable information can move into on-demand video, leaving live sessions for:

  • Questions
  • Coaching
  • Relationship building
  • Complex scenarios
  • Personalized guidance

Can Customer Onboarding Videos Reduce Support Requests?

They can help users answer common setup and workflow questions independently.

Can Onboarding Video Improve Product Adoption?

It can help users understand the next actions required to successfully adopt the product and discover relevant features.

Can Onboarding Videos Be Localized?

Yes.

Content can be adapted through subtitles, translated graphics, voiceover, dubbing, or alternate recordings.

Can One Production Create a Complete Onboarding Library?

Yes.

A production can be designed around a full employee, customer, partner, or product onboarding journey.

How Often Should Onboarding Videos Be Updated?

Videos should be reviewed whenever the underlying:

  • Product
  • Process
  • Policy
  • Team
  • Software
  • Customer journey

changes materially.

A modular library makes ongoing updates easier.

Can Onboarding Video Be Part of VID Operate?

Yes.

Onboarding Video can be part of VID Operate when the company needs ongoing employee, customer, partner, product, or process education as the organization evolves.

For a defined employee onboarding program, customer onboarding library, or implementation initiative, production can be scoped through VID Project.

What Makes a Strong Onboarding Video?

A strong Onboarding Video removes uncertainty.

It should help the viewer understand:

  • Where am I?
  • What should I know?
  • What should I do first?
  • What happens after that?
  • Where do I go when I need help?
  • What does success look like?

The best onboarding content does not overwhelm people with everything they might ever need to know.

It gives them the right information at the moment they need it.

Related Video Formats

  • Training Video
  • How-To Video
  • Tutorial Video
  • Educational Video
  • Product Demo Video
  • Product Video
  • Company Culture Video
  • Internal Communications Video
  • Executive Video
  • Customer Success Video
  • Learning and Development Video

VID for

Onboarding Video

Help new customers or employees reach value faster with a consistent, repeatable video onboarding experience.

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