Using HeyGen AI for Sales and Customer Onboarding

It’s best to use HeyGen AI to create videos for you that answer a particular question or pain point. 

You also have questions raised around whether your product fits into their current workflow for sales and what to do next while onboarding the product. 

HeyGen AI is usually helps you to create a natural introduction using a talking avatar.

AI video generator can help you create a video from your sales script, product description, or onboarding article. 

The best flow will be combining a short avatar scene with an activity such as screen recording, product image, customer testimonial, or demonstration. It will then be clear what to do next.

Start with the customer’s question

Ensure you start with a question to answer. Prospects will have questions around whether it will fit, cost, workflow, or risk. New customers will have questions around how to link their workspace, invite teammates, or perform their first useful task.

This will help you decide what to add in your introduction and evidence. Sales videos can start by highlighting the pain point and then provide relevant benefits. Onboarding videos can start by showing them where to start and what their first success looks like. Don’t be generic in your intro.

A focused intro will also make it easier to personalise for different roles. They will get different context but the same approved demo with the correct language.

Use the avatar as a bridge

Don’t use a presenter in every scene. This can lead to your product video feeling like a lecture. Using an avatar can help to transition between sections.

Your presenter can mention the pain points, highlight the demo, explain the outcome, overcome objections, or give a consistent next step. Then move into your interface, workflow, or example. Only come back when they need further explanation.

Onboarding videos could have a transition like: You are about to link your first workspace. Sales videos contain: Here is how it looks for the operations team. Being specific with your transitions makes them more credible.

Write scripts that sound conversational

Many sales scripts often fail as they sound like landing pages. Keep sentences short, use active verbs, and only a single benefit per section. Avoid listing lots of benefits which is not able to shown on the screen.

Allow your presenter to have a reason to stop. Your prospect needs time to look at the features, or your new customer needs time to set up. Add a visual prompt to draw their attention away from your avatar. Ensure your captions add to the main idea without turning every word into a proper sentence.

Use language for your audience. If you have a technical buyer, then they understand workflow languages and tradeoffs. If you have a new user, keep things simple. You can still use the same avatar by keeping your script in line with their viewer’s situation.

Show proof before asking for action

If your audience can see evidence of the benefit you are promising, it is much more effective to ask them to take appropriate actions. Show them a screen, process, examples, or outcome from a customer in your sales video. Show them what they have just achieved in your onboarding video.

Don’t have your presenter talk about how fast, easy, secure, and flexible your product is. Use specific actions instead of generic adjectives. Instead of saying it’s easy to set up, show them the steps and tell them what they needed to do beforehand.

Your evidence doesn’t need to be complex. A clean screen recording, labelled diagram, short customer testimonial, or before/after workflow can be more convincing. Your presenter should be helping them with the evidence and shouldn’t be distracting.

Personalize without fragmenting the system

Depending on industry, role, and customer stage, you might need to personalise your intro. Keep your core demo and approved language the same but personalise your greeting, pain point, example, and call to action.

Save your blocks of content with clear names. 

If you are focusing on finance, don’t accidentally use it in your healthcare onboarding video. Know who your audience is, what version of the product, if it has been approved, and when it was reviewed. Personalisation can be easily managed by small teams if your content is organised.

Personalisation should make your audience feel understood. If there are differences in the workflow depending on the plan, region, or integration, let them know clearly and direct them to the correct documentation/sales.

Review trust, rights, and accessibility

Before publishing, ensure your avatar image, voice, script, product claims, captions, and link are correct. Don’t suggest your avatar is a real employee/customer/executive. Don’t use any images/voices outside of what has been agreed.

Ensure your presenter and product recording are in line. If they mention a button, it should be easy to find. If they mention an outcome, ensure your edits show the evidence or explain why it happened. This is more important than making it look good.

Ensure your video can be used without sound. Keep your captions easy to read, important text isn’t covered by interface elements, and your call to action is on screen for long enough.

Measure the next action

You should track qualified clicks, demo requests, response rates, and questions asked in your sales video. Also track activation, successful completion of the first task, support contacts, and time to value in your onboarding videos.

If viewers are watching your presenter but not your demonstration, keep your setup short and consize. If they are watching but do not take any actions, your call to action is not clear and justified. If new customers complete the video but make the same mistakes, you need to make your screen recording clearer or slow down your pace.

The most useful avatar flow isn’t the one with the most presenter time. It’s the one that helps the right audience understand your product, trust the evidence, and do something useful next.

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