Source: https://polysh.io/use-for/customer-onboarding/

FOR CUSTOMER SUCCESS

# Make the first successful  session easier to repeat.

Show a new customer the shortest path to a useful result. Turn your setup walkthrough into a narrated video and a step-by-step guide they can return to after the kickoff call.

[Request access](https://polysh.io/contact/)[See the workflow](#workflow)

One recording. A narrated video, a readable guide, or both.

FIRST-SESSION GUIDEVIDEO + GUIDE

## Invite your first teammate

Workspace members

Workspace Members Invitations

1. 01
  **Start with what they need**     An active workspace and permission to invite people.

2. 02
  **Complete one useful action**     Enter a teammate’s email and send the invitation.

3. 03
  **Check the result**     The invitation appears in the pending invitations list.

*Illustrative workflow. Sample content, not a product screenshot.*

A BETTER HANDOFF

## The kickoff call should leave a path behind.

A customer may understand the walkthrough on a call and forget the steps later. Make the first useful action easy to find, watch, and follow without arranging the same session again.

BEFORE

### The setup lives in a meeting.

The next teammate joins later, the recording is hard to scan, and the customer has to ask where to start.

WITH POLYSH

### The setup lives in a reusable walkthrough.

A focused video explains the task. A guide names the prerequisites, shows the steps, and tells the customer what success looks like.

THE WORKFLOW

## Build around the first win, not the whole product.

1. 01
  ### Choose one first-session outcome
    Invite a teammate, create a workspace, or finish the first project. Say what the customer needs before they begin.

2. 02
  ### Explain the path in their language
    Review the script for internal nicknames and assumed knowledge. Add a clear explanation of what the completed action should look like.

3. 03
  ### Share a walkthrough they can revisit
    Send the exported video and reviewed guide. Choose invited-email access for account-specific material, or link access for a general setup walkthrough.

MADE FOR THE TASK

## The right tools for a clearer explanation.

### Help them follow along

A guide turns the setup into steps with screenshots and expected results.

[Explore the feature](https://polysh.io/products/step-by-step-guides/)

### Choose who receives it

Share a specific video or guide, with access and download controls.

[Explore the feature](https://polysh.io/products/video-sharing/)

### Adapt the explanation

Translate the script for the audience you support and review it before generating narration.

[Explore the feature](https://polysh.io/products/video-translation/)

GOOD TO KNOW

## A few practical questions.

About using Polysh for customer onboarding.

**What should the first onboarding video cover?**

One outcome the customer can complete. Include the setup they need, the actions to take, and a visible result. Split a larger onboarding journey into separate tasks.

**Can a customer read the guide instead of watching?**

Yes. The guide is a separate readable output, with a PDF download when downloading is enabled for the shared guide.

**Can I restrict an account-specific walkthrough?**

Yes. Invite specific email addresses to the video or guide instead of enabling anyone-with-the-link access.

KEEP EXPLORING

## Where else could a walkthrough help?

SUPPORT TEAMS

### Customer support

Answer the next question.

[Explore the use case](https://polysh.io/use-for/customer-support/)

PEOPLE & OPERATIONS

### Employee onboarding

Onboard a new teammate.

[Explore the use case](https://polysh.io/use-for/employee-onboarding/)

PRODUCT & EDUCATION TEAMS

### Software tutorials

Teach a task in the product.

[Explore the use case](https://polysh.io/use-for/software-tutorials/)

PUT YOUR KNOWLEDGE TO WORK

## Leave the first win  within reach.

Start with a screen recording. Give it a little Polysh.

[Request access](https://polysh.io/contact/)

Access is currently by team invitation.