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- What makes an onboarding video “best” in SaaS?
- 21 best SaaS customer onboarding video examples
- 1) Slack “Videos to get started” that teach how Slack actually works
- 2) Slack A quick-start guide paired with tutorials
- 3) Notion “What is Notion?” as a fast orientation (with a backup plan)
- 4) Notion “Startup in a Box” tutorial video that uses a real scenario
- 5) Loom “Recording your first video” as onboarding (meta, but perfect)
- 6) Loom Tutorials that explain results (“Understanding your video’s views”)
- 7) Dropbox A “Getting started” video that feels like a guided first session
- 8) Dropbox A searchable video library (not just a playlist dump)
- 9) Basecamp “Basecamp Basics” videos that act like a mini course
- 10) Basecamp Quick tips for “two minutes or less” learning
- 11) Zoom “Show Me” videos that match real meeting needs
- 12) Zoom Short, repeatable help videos that reduce support friction
- 13) Mailchimp Getting-started tutorials that mix workflow and confidence
- 14) Mailchimp Tutorial organization that helps users self-select
- 15) HubSpot Academy onboarding that treats education as product adoption
- 16) HubSpot “Just-in-time” lesson structure for complex workflows
- 17) Salesforce Trailhead learning paths that build real capability
- 18) Airtable Product tour videos that demonstrate real builds
- 19) Zendesk Onboarding content that connects setup to support outcomes
- 20) ClickUp Role-based onboarding paths (and a dedicated “get started” hub)
- 21) Figma Beginner-friendly video learning that reduces “design tool intimidation”
- How to create your own SaaS onboarding video (a practical framework)
- Real-world lessons and experiences from SaaS onboarding videos
- Conclusion
SaaS onboarding videos are basically the “first date” of your product. You’re trying to be charming, helpful, and memorablewithout
explaining your entire life story in 12 minutes while the other person stares at the “Skip” button.
The best onboarding videos do one thing exceptionally well: they get a new user to their first win (the “aha” moment) fast.
They don’t show every feature. They show the next right step, remove friction, and make the product feel easy.
What makes an onboarding video “best” in SaaS?
It drives action, not applause
A “beautiful” video that doesn’t change behavior is basically a short film. A great onboarding video is more like a GPS:
it gives clear directions to a destination the user actually wantsthen gets out of the way.
It’s short, skippable, and timed to real user intent
The gold standard is a video that’s there when needed, quiet when not, and respectful of the user’s time. If your video requires a
snack break halfway through, it’s probably a training coursenot onboarding.
It fits the user’s job-to-be-done
New users don’t wake up thinking, “I’d love to learn a platform today.” They wake up thinking, “I need to schedule meetings,”
“I need to ship a campaign,” or “I need my team to stop losing files.” The best onboarding videos mirror that reality.
It’s measurable and update-friendly
Onboarding videos should be treated like product UX: tracked, improved, and refreshed when the UI changes.
The “best” examples below often come in libraries or modular seriesso teams can update one video without redoing everything.
21 best SaaS customer onboarding video examples
These examples are drawn from widely used SaaS products and their official tutorial libraries, onboarding series, and “getting started”
video hubs. For each, I’ll point out what they do welland what you can steal for your own customer onboarding videos.
1) Slack “Videos to get started” that teach how Slack actually works
Slack’s onboarding videos shine because they focus on the behavior change: how to organize conversations, use channels, and stop
drowning in notifications. The tone is friendly, the concepts are bite-sized, and the learning path is obvious.
Steal this: Make “first-week wins” the headline (not features), and always show where the user should click next.
2) Slack A quick-start guide paired with tutorials
Slack doesn’t rely on one mega-video. It pairs quick-start guidance with a tutorial library so users can self-serve based on need.
That’s the secret: onboarding is a menu, not a forced tasting course.
Steal this: Build a “Start here” hub that routes users into the right video by role (admin vs. end user).
3) Notion “What is Notion?” as a fast orientation (with a backup plan)
Notion’s “What is Notion?” guide is a strong onboarding pattern: a short orientation video plus clear written context.
It even anticipates friction (like ad blockers) and offers a fallback (“watch it on YouTube”).
Steal this: Design for real lifeassume embeds fail sometimes, and make the video accessible anyway.
4) Notion “Startup in a Box” tutorial video that uses a real scenario
Notion’s onboarding video for startups works because it’s built around a specific outcome: getting a startup’s documentation and operating
system in place. It’s not “here’s Notion.” It’s “here’s how to launch a workflow.”
Steal this: Teach through a recognizable use case, not a blank-page demo.
5) Loom “Recording your first video” as onboarding (meta, but perfect)
Loom’s best onboarding move is obvious in hindsight: get users to record and share a first video quickly. The tutorials are organized by
the exact steps a beginner hitsrecord, edit, share, understand views.
Steal this: Build onboarding around “first output,” not “first login.”
6) Loom Tutorials that explain results (“Understanding your video’s views”)
Loom goes beyond “how to click” into “how to interpret outcomes.” That’s huge for retentionpeople stick with tools that explain success
signals. If users understand views, they understand value.
Steal this: Include one onboarding video that answers, “How do I know this is working?”
7) Dropbox A “Getting started” video that feels like a guided first session
Dropbox’s “Getting started” tutorial walks new users through uploading, organizing, linking devices, and sharingaka the core loop.
It’s practical, sequence-based, and doesn’t pretend the user came for “cloud storage education.”
Steal this: Teach the loop: create → organize → share → repeat.
8) Dropbox A searchable video library (not just a playlist dump)
Dropbox’s video library is structured like a support product: categories, filters, and a clear way to find the right tutorial fast.
That reduces tickets and makes onboarding feel self-directed.
Steal this: Treat your onboarding videos like a mini knowledge base with tags and filters.
9) Basecamp “Basecamp Basics” videos that act like a mini course
Basecamp’s onboarding is delightfully “Basecamp”: calm, simple, and organized. The Basics series starts with an overview, then moves into
the home screen, projects, invites, and notifications. The progression is logical and friendly.
Steal this: Use a syllabus-style sequence (overview → essentials → next steps).
10) Basecamp Quick tips for “two minutes or less” learning
After onboarding, Basecamp offers quick tips videos that keep learning momentum without overwhelming the user.
This helps prevent the “I learned the basics, now I’m stuck” drop-off.
Steal this: Add a “Level up” micro-video series right after the onboarding series.
11) Zoom “Show Me” videos that match real meeting needs
Zoom’s “Show Me” videos are great because they map to what users need immediately: joining meetings, scheduling, audio/video settings,
and common workflows. It’s onboarding that respects urgency.
Steal this: Write video titles the way users think (“How to join,” “How to schedule,” “How to fix audio”).
12) Zoom Short, repeatable help videos that reduce support friction
Zoom’s help-style onboarding videos work as “instant answers.” Users can watch, fix, and move onwithout turning onboarding into a seminar.
Steal this: Create a “Fix it in 60 seconds” onboarding sub-series for common stumbling blocks.
13) Mailchimp Getting-started tutorials that mix workflow and confidence
Mailchimp’s beginner videos often focus on outcomes (create an email, start a campaign, manage audiences). The onboarding style isn’t “learn the UI,”
it’s “get your first campaign out the door.”
Steal this: Frame onboarding videos around deliverables users can brag about (“Your first campaign”).
14) Mailchimp Tutorial organization that helps users self-select
Great onboarding respects that users come in at different levels. Mailchimp’s tutorial approach makes it easier to pick the right next video
without forcing a linear path.
Steal this: Offer “Start here” plus “Jump to…” options by goal and experience level.
15) HubSpot Academy onboarding that treats education as product adoption
HubSpot’s Academy approach works because it pairs onboarding videos with structured learning pathsespecially useful for multi-feature platforms.
It’s not just “watch,” it’s “learn, apply, and build confidence.”
Steal this: Add a guided path for power users while keeping a quick path for impatient beginners.
16) HubSpot “Just-in-time” lesson structure for complex workflows
When a product is deep, onboarding must be layered. HubSpot does this by breaking topics into focused lessons rather than cramming everything into one tour.
Steal this: Make “chapters” that users can complete in one sitting (5–10 minutes max).
17) Salesforce Trailhead learning paths that build real capability
Salesforce has mastered onboarding for enterprise complexity: Trailhead modules, role-based learning, and step-by-step progress.
Users aren’t just watchingthey’re building skills and earning momentum.
Steal this: If your tool is complex, “onboarding videos” should be part of a broader enablement system.
18) Airtable Product tour videos that demonstrate real builds
Airtable’s product tour-style videos work well because they show practical builds (not abstract features). It helps users connect the product
to their own processfast.
Steal this: Show a complete “before and after” workflow in one short video.
19) Zendesk Onboarding content that connects setup to support outcomes
Zendesk’s onboarding education is strong because it’s tied to outcomes customers care about: faster support, better ticket handling, and smoother workflows.
It’s not “set up Zendesk.” It’s “set up better service.”
Steal this: Tie onboarding videos to business outcomes, not just configuration steps.
20) ClickUp Role-based onboarding paths (and a dedicated “get started” hub)
ClickUp leans into role-relevant learning via ClickUp University and dedicated “get started” videos. That’s a smart move for a platform with many use cases:
users don’t want everything; they want their thing.
Steal this: Personalize onboarding by role (PM, marketing, ops) and keep each path short.
21) Figma Beginner-friendly video learning that reduces “design tool intimidation”
Figma’s onboarding-style education lowers the barrier for new users by teaching core concepts and workflows with visuals that make sense for a design tool.
It reduces anxiety and speeds up the first real creation moment.
Steal this: If your product feels “expert-only,” make your first onboarding video explicitly beginner-safe.
How to create your own SaaS onboarding video (a practical framework)
Step 1: Pick one “aha moment” (not three)
The best onboarding videos have a single goal: “Create your first project,” “Send your first invoice,” or “Invite your team.”
Write the goal at the top of your script and treat everything else as optional.
Step 2: Script the “next 5 clicks”
If the user must make 20 decisions, you’re not onboardingyou’re assigning homework. Keep it to the smallest set of actions that produce value.
Your video should feel like a friend guiding you over your shoulder (a very polite friend who doesn’t grab your mouse).
Step 3: Keep it short, then add a “learn more” path
Split long topics into a mini-series. Your onboarding video is the trailer; your knowledge base is the full season.
Step 4: Add captions and remove jargon
Captions help with accessibility, quiet environments, and comprehension. Also, if your video only works when the user hears your
“fancy SaaS vocabulary,” it’s going to lose real people fast.
Step 5: Instrument it like a feature
Track plays, completion rate, andmost importantlywhat the user does next. The real KPI isn’t “watched.”
It’s “activated.”
Real-world lessons and experiences from SaaS onboarding videos
Across SaaS case studies and customer education programs, the same “onboarding video truths” keep showing upusually after a team ships
a gorgeous, high-effort video and then wonders why activation didn’t move. The lesson is rarely “make the video prettier.”
It’s almost always “make the video more actionable.”
One common pattern: teams start by explaining the interface, but users really want outcomes. A new user doesn’t care that your left sidebar
has “Workspaces, Spaces, Folders, Lists, and a mystical unicorn icon.” They care about finishing a task, sharing a file, scheduling a meeting,
or launching a campaign. That’s why the best onboarding videos (like Dropbox’s “add your first file,” or Basecamp’s “what is a project?”)
feel like a guided first session. They reduce cognitive load by narrowing the choice set: do this first, then this, then you win.
Another repeatable experience: the “too much too soon” trap. When onboarding tries to teach everything, users remember nothing. It’s the same
reason nobody learns to cook by watching 47 episodes of a cooking show in one day. Great onboarding videos practice progressive disclosure:
show the essential loop now, then layer advanced features later through a library or a “level up” sequence. Slack and Dropbox both do this well
by offering searchable hubs and short tutorials that users can pull on demand instead of being pushed into a mandatory tour.
Video format matters, too. Screen recordings are efficient, but they can become unreadable fastespecially when UI text is tiny or the cursor
moves like it’s trying to win a video game speedrun. The best screen-recorded onboarding videos slow down for decision points, zoom when needed,
and narrate “why” in plain English. Meanwhile, animated onboarding videos can simplify complex concepts, but they can also become too abstract if
users don’t immediately see how to apply them. The sweet spot is often a hybrid approach: a quick concept video (what/why) followed by a short
“do it with me” walkthrough (how).
Teams also learnsometimes the hard waythat onboarding videos are a maintenance commitment. Products evolve. UI labels change. Buttons move.
If your onboarding video shows a screen that no longer exists, user trust drops instantly. That’s why modular video libraries are so effective:
you can update one “Invite teammates” clip without reshooting the entire onboarding saga. It’s also why strong onboarding programs keep
release notes and onboarding content connected: when the product changes, the onboarding content changes too.
Finally, the most useful “experience-based” insight: onboarding videos work best when they’re paired with a clear next step inside the product.
A video that ends with “Now you know!” is oddly… unfinished. A video that ends with “Click Create → Choose Template → Invite your teammate”
(and ideally drops the user into that exact UI state) is onboarding that converts. If you want one simple rule to remember, use this:
your onboarding video should end where the user beginswith momentum, not homework.
Conclusion
The best SaaS customer onboarding videos are not the longest, fanciest, or most cinematic. They’re the ones that reliably get new users
to a meaningful first winfastthen guide them toward the next win, and the next. If you take one idea from the 21 examples above,
let it be this: onboarding is a path. Your video is the signpost, not the entire journey.