Different teammates handle different setup steps
Problem
Legal owns templates, sales sends contracts and finance approves.
How to handle it
Send each person only their part.
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Customer onboarding videos for contract management software
Trainn is an AI-powered product video and guide creation platform that turns screen recordings of your contract management software into customer onboarding videos and step-by-step guides, with AI voiceover, zooms and subtitles added automatically. Group them into onboarding collections and track each customer's progress.
3-day free trial, then $19/month.
What are customer onboarding videos for contract management software?
Customer onboarding videos for contract management software are short walkthroughs that take a new team from its first template to its first signed contract. Legal sets up templates while sales sends contracts, so each person needs only their steps. Trainn creates them from screen recordings, one short video per step.
Common customer onboarding workflows for contract management software
| Workflow | Who records it | Best format | Sensitive data on screen | What triggers an update |
|---|---|---|---|---|
| Create your first contract from a template | Customer success manager | Video | Counterparty names | Template flow changes |
| Send a contract for internal review and approval | Customer success manager | Interactive walkthrough | Approver names | Approval screen changes |
| Edit a contract in the Word add-in | Customer success manager | Video | Clause text | Add-in update |
| Choose who signs and send your first contract for e-signature | Onboarding specialist | Video | Signer emails | Signing flow changes |
| Set a renewal reminder on a signed contract | Onboarding specialist | Step-by-step guide | Contract dates | Reminder options change |
What makes onboarding hard for contract management software teams?
Onboarding calls repeat the same steps
Problem
Every new customer gets the same hour-long walkthrough.
How to handle it
Record each step once and keep calls for questions.
Customers forget what they saw on the call
Problem
A week later, nobody remembers how to send for signature.
How to handle it
Leave short videos people can rewatch.
How Trainn creates customer onboarding videos for contract management software
- Solves: Onboarding calls repeat the same steps
Trainn's AI video agent
Upload a recorded onboarding call. Trainn's AI video agent turns it into short step videos with clean narration for your review. See how video creation works.
- Solves: Customers forget what they saw on the call
Generate AI Voiceover
Trainn writes and voices a script from your clicks, so every step video sounds the same.
- Solves: Customers forget what they saw on the call
Turn Video into a Guide
Turn each step video into a step-by-step guide for users who prefer to scan.
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Translate onboarding videos into 30+ languages for teams in different countries.
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Group steps by role in one onboarding collection and send one link.
- Solves: Onboarding calls repeat the same steps
Video Analytics
See which steps each user has watched, so follow-up calls skip what they know.
Enterprise security, privacy and compliance
- ISO 27001 certified
- SOC 2 Type 2 attested
- GDPR compliant
Recording Contract Tech workflows safely
- Record onboarding in a demo workspace with sample templates.
- Use made-up signers and counterparties.
- Blur anything real with Blur a Spot. Automatic blur through Trainn's AI video agent is coming soon.
How contract management teams use Trainn
Customers learn from the videos, then come with sharper questions
Our customers are more tech-savvy. So they prefer watching videos from the Spotdraft Video Hub to learn the product than me walking them through everything. They'd rather watch that and come to me for questions or critical things they'd want to sort
Chalormee Basu
Customer Success Lead
Source: SpotDraft customer story
Frequently asked questions
How long should customer onboarding videos for contract management software be?
Keep each customer onboarding video for contract management software to one setup step and about 60–120 seconds, so a new customer can watch it and finish that step straight away. Longer setup works better as a short series than as one long video:
- One step per video. For example: create your first contract from a template, send a contract for internal review and approval and edit a contract in the Word add-in. Each video ends when that step is done.
- A step-by-step guide beside every video for people who prefer to scan or copy exact values. Trainn creates the guide from the same recording.
- The series in setup order. Group the videos in one onboarding collection so customers always know which step comes next.
- A clear finish line. End the series at the first real result, such as “choose who signs and send your first contract for e-signature”, so customers see value as soon as onboarding is done.
For a step-by-step method, see how to turn screen recordings into customer onboarding videos.
What should customer onboarding videos for contract management software include?
Customer onboarding videos for contract management software should cover every step between sign-up and the first real result, in the order legal, sales and procurement teams actually do them, with test data on screen and a guide beside each video. Include:
- Every setup step, in order: create your first contract from a template, send a contract for internal review and approval, edit a contract in the Word add-in, choose who signs and send your first contract for e-signature and set a renewal reminder on a signed contract.
- Who does each step. Setup is usually split across roles, so label each video for the person who owns it.
- Safe sample data. Counterparty names and similar details should come from a test account, never a new customer's live account.
- A consistent voice. Generate AI Voiceover writes and voices a script from your clicks, so every step sounds the same whoever recorded it.
- Translations for customers outside English-speaking markets, in 30+ languages, kept in sync when you update the original.
Trainn can host the series as an onboarding collection; see customer onboarding software.
How do you know if onboarding videos are working?
Onboarding videos are working when new legal, sales and procurement teams finish setup faster and reach their first result without needing a call or a support ticket. Track these signals:
- Completion per step. If most viewers finish one step but few start the next, the next video, or the step itself, needs fixing.
- Drop-off points inside a video. A spike at the same second usually means a confusing screen or narration that's too long.
- Time to the first real result, such as “choose who signs and send your first contract for e-signature”. This is the clearest sign that onboarding is working.
- Fewer setup questions to support, for example about “send a contract for internal review and approval”.
Trainn's video analytics show who watched each step and where viewers stopped, so your team can reach out before a new account stalls.
How much does Trainn cost?
Trainn's Creator plan costs $19 per month and starts with a 3-day free trial. That's long enough to record one real workflow from your contract management software, such as “create your first contract from a template”, and publish it as a video and a step-by-step guide before you pay.
- Creator plan: $19 per month for one creator, with up to 15 videos and guides.
- More creators or more content: compare every plan on the Trainn pricing page.
Related
Trainn is an AI-powered product video and guide creation platform that turns screen recordings into product demo videos, training videos, onboarding videos, step-by-step guides, and interactive walkthroughs. Trainn also delivers this content externally through a branded no-code LMS, or in-app through embedded tutorials to train customers at scale.
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