Make your onboarding flow, flow

Back

Make your onboarding flow, flow

Walk new customers through each step of the onboarding process for your product or service in a format they’ll pay attention to. Video is the best format for this because people remember and process information better and faster with visual elements.

Video Script

Hey, @first_name! So glad to be working with you and the @company_name team! Ready to see more @success_metric with us? Then let’s get you onboarded.

Onboarding is easy. First, we'll do a quick overview of our features, then we'll cover policies and procedures for users, and wrap up with account setup. The process takes roughly 10 minutes total, and you’ll be done in no time!

Have any questions along the way or after the walkthrough? Shoot your customer success manager, @csm_name, a note and we’d be happy to help. Thanks, @first_name!

Dynamic variables

Replaced with a different word in each instance.

@first_name

@company_name

@success_metric

@csm_name

Greet guests with Tavus

Offer a warm welcome with a personalized video celebrating your guests’’ arrival and give them a rundown of what experiences await. These thoughtful messages get vacations off to the right start.

Send personalized appointment reminders

Fill up your appointment book with help from Tavus. Did a patient miss an appointment? Haven’t seen someone in over a year? Want to follow-up with those one-time, emergency appointments? Send them all personalized videos.

Personal training with personalized videos

Keep your fitness clients motivated, engaged, and organized with Tavus videos. Use them to remind clients about their next session, share workouts, send post-workout notes, and more.

Promote energy efficiency – efficiently

Convert and reduce our carbon footprint at the same time by using Tavus videos to turn more people on to renewable energy.

Sell your cars – with Tavus

Get inventory off your lot faster with direct-to-consumer personalized videos. Don’t just wait for folks to show up at your dealership.

Celebrate key customer milestones

Inspire customer loyalty by marking the big moments of your relationship and their journey with your product or service.

Make your onboarding flow, flow

Stay engaged with programmatic touch points

Follow each user’s journey and offer encouragement, support through each milestone and setback. Capitalize on the right timing, and send your message with the right medium to drive unbelievable product adoption.

Prospect perspective sellers

Make a great first impression with potential sellers with a personal video that shows your reverence for them and their home, your understanding of the local housing market, and an understanding of their needs and interests.

Follow up with buyers

Sell homes faster by automating communications with buyers. Need to forward questions from sellers? Missing a signature? Time to close? Leave it all in a Tavus video.

Personalize a listing walkthrough

Land more meetings with potential buyers. Did someone just leave their e-mail to get more information about a property? Send them a customized video with a virtual tour to qualify them and get them excited.

Get reviews from your happy customers

Did a customer like their most recent experience with you? Send a personalized video their way asking them to leave a review of your product and/or service.

Fight cart abandonment

Don’t let an abandoned cart get you down. Programmatically send personalized videos to customers to encourage them to finish checking out. A personal reachout can go a long way.

Promote your event with flair

Give folks something to talk about even before the party gets started! Excite your guests with an innovative invitation to your event. And use all the frills that come from a personalized digital invite to really sell it.

Celebrate your employees during the holiday season

Reflect on the hard work your team’s done this year by lauding them in a custom message before they leave for a much-deserved break. Have other exciting news to share (e.g. record revenue/profits, bonuses, promotions, projects going live, big clients coming onboard)? Roll it all into this festive video to end the year on a high note!

Share important company news

Secured a new round of funding? New executive coming onboard? Whatever your company news is, package it with the right language, visuals, and overall tone in a Tavus video! This video could be sent before or in lieu of a company-wide meeting, or as a follow-up message with more details.

Promote your products

Got something new your customers will love? A popular item back in stock? It’s time to send a Tavus video!

Share deals with customers

Who doesn’t love a good deal? Send that personalized discount invite! That’s news your customers definitely want to know about. And link to it in the video as well!

Say hello to your new customers

Did they just sign up for updates from you? Start off with a hello and give them a rundown of what they can expect from your business. This is the perfect customer introduction for e-commerce, hospitality, online education, healthcare, news, and many other industries.

Prepare new team members for their first day

Your new hire’s about to start! Make sure they go in feeling prepared with a personalized rundown of what to expect on their first day. Set the right tone for their new role. Be thoughtful. Imagine what you wish you knew on your first day.

Secure relationships with star talent

You found the right candidate, but that means you have to pass on some great talent. Keep them in mind for future opportunities, share words of encouragement or advice, or even help them land somewhere else.

Reply to job applicants

Boost candidate engagement. Candidates are at your door (figuratively speaking, we hope). Applications are in hand. Don’t just sit on them and respond when it works best for you. Send applicants a customized message ASAP letting them know you received their application and be upfront about what comes next. This is where your culture starts.

Increase candidate response rate

Recruiting talent is hard. Stand out from the LinkedIn InMail rat race with personalized videos. Eying candidates? Introduce yourself with a Tavus video.

Collect critical feedback to inform product decisions

Don’t let revenue walk out the door! Send them a personalized check-in video and find out what’s happening.

Re-activate churning customers

Send personal videos at the right moment to save customers in danger of churning.

Boost cross-sell and upsell conversions

Use personalized videos to offer relevant products and services that can improve customer experience.

Answer common questions

Give clients the personal touch to help them through a challenging question or process.

Update customers on product changes

Launching a new feature? Changing another? Give your customers a heads up – and get them excited!

Request customer feedback

Use personalized videos to invite your customers to share notes on what’s working and needs improvement.

Set expectations with your key decision makers

Show customers your leaders care about their journey. Hearing from a manager, vice president, or even a CEO carries a lot of weight with customers and prospects. So get your bosses in front of a camera and record that customized message!

Hand off clients: from sales to customer success

Introduce your new customers to their main point of contact with a Tavus video. This handoff from the sales team to the customer success team is a great opportunity to introduce each party involved before a meeting and to have a proper goodbye between the initial sales team member and new customer they helped get through the door at your company.

Keep your customers engaged

Improve retention and usage by consistently checking in with customers at critical points in their journey.

Pursue silent prospects

Haven’t heard back from your prospect? Follow up with a Tavus video in their inbox. People reply to people.

Upsell your premium products

Did you know it costs 5x more to land a new customer than it does to retain an existing one? When someone buys from you, and they like what they received, they're more willing to be a repeat customer. That's a great position to be in when upselling.

Automate your demo videos

Want to jumpstart the sales process and draw unprecedented attention? Record and share an automated demo video that addresses your prospect by name and the points they care most about.

Retarget warm prospects

Remember that prospect who said timing wasn’t right? Maybe the timing is right now! Use personalized videos to deepen your relationship and maximize conversions from retargeting campaigns.

Recap your demo and talk next steps

Maximize post-demo conversions. Now that they’ve attended your product demo, reconnect with your prospect to lay out next steps, such as discussing any outstanding questions, timeline for signing up and onboarding, and pricing.

Cold outreach, but make it personal

It’s called “cold” outreach, but your tone and delivery should be far from it. Captivate your prospects with a personalized video in your sequence that speaks directly to them and their needs. Pair this with Tavus dynamic backgrounds for maximum impact!

Generate webinar follow-ups

Close when interest is highest. Webinars are great, but they can’t do all the work for you. Follow up with a Tavus video to inspire next steps from your attendees. Have no-shows? Send videos to them, too.

Grow and maintain your audience

Generate personalized newsletters and other marketing content to build an active and loyal customer base. Keep your customers and prospects engaged with regular personalized content that shows why your product or service is top tier. This is where customer education meets thought leadership.

Create large-scale outreach campaigns

Foster a connection from the start by creating personalized content that can reach large audiences without the hassle of manually recording a message for every single person.

Handle inbound leads in the right time, at the right place

You already have their attention, now incorporate a personalized video to improve your inbound conversion rate.