Make a new-customer welcome video

The opportunity

Help buyers take the first useful action after signing up or purchasing.

Best for: Independent creators, local businesses and small production teams

Goal: Retention

Gather your field kit

• Phone or camera
• Readable script or shot list
• Captioning workflow

Make it happen

1. Identify the most important first step
2. Record a friendly introduction with realistic expectations
3. Demonstrate that first step clearly
4. Explain where to ask for help
5. Place the video in the welcome experience
6. Track first-step completion and recurring questions

A ready-to-adapt example

Illustrative template. Replace the details with your own verified information.

Start smaller than you think

Run one small version of “Make a new-customer welcome video” with five relevant participants or one limited publication. Record the questions, responses and completion of the intended next step before expanding.

What to measure

• Meaningful viewing completion
• Relevant questions or inquiries
• Completion of the stated next step

Watch out for

• Promising more than the video teaches
• Using unclear audio or unreadable captions

Permissions & trust

Obtain recording and reuse permission. Disclose incentives and creator relationships. Use licensed media and check current platform rules before publication.

Your next action

Start with this first step: Identify the most important first step. Set a review date before increasing the budget.