5 Essential Questions Before Crafting Your SaaS Product Explainer Video

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Before you hit that record button, take a step back.

Think about who’s going to watch your video.

Knowing your audience isn’t just helpful—it’s essential. It’s the compass guiding your video’s message and making sure it hits home.

Identify Your Audience’s Demographics

Start with the basics: age, profession, industry relevance. Are they tech-savvy millennials or seasoned professionals? Each group brings a different perspective and expectation.

Tailor your message accordingly to connect on a deeper level.  Building detailed personas is a good start to any marketing tactic.

  • Age: Younger audiences might appreciate fast-paced, dynamic content. Older viewers might prefer more detailed explanations.
  • Profession: Are they decision-makers or end-users? Craft your message to resonate with their specific roles.
  • Industry: Different industries face unique challenges. Highlight how your SaaS solution is relevant within their specific context.

Dive Into Their Pain Points

Your SaaS product solves problems—make sure you know what those are!

What keeps your audience up at night? Understanding their challenges makes your video more than just a sales pitch; it becomes a source of relief.

  • Identify common issues that align with your product’s strengths.
  • Show empathy by addressing these pain points right off the bat.
  • Create urgency by emphasizing the consequences of not addressing these challenges.

The Buyer’s Journey: Where Are They?

Your audience is somewhere along their decision-making path. Are they just browsing options, or are they ready to buy? Tailor your content to match their stage in the buyer’s journey:

  • Awareness: Focus on broad benefits and what sets you apart from competitors.
  • Consideration: Dive deeper into features and real-world applications.
  • Decision: Highlight case studies, testimonials, and clear calls-to-action.

Match Their Preferences

No one wants to watch a video that bores them to tears. Research what kind of content your audience enjoys. Do they prefer short, snappy videos or longer, in-depth explorations?

Adjust your approach accordingly.

Cultural and Regional Nuances Matter

Your global audience comes with diverse cultural backgrounds. Be mindful of cultural sensitivities and regional preferences that might influence how your message is received. This will ensure your video connects authentically across borders.

  • Avoid idioms or humor that might not translate well internationally.
  • Consider subtitles or translations for broader accessibility.

Nailing down these audience insights isn’t just about creating a video—it’s about crafting a message that speaks directly to those who matter most. So dive deep, understand fully, and then press play!

Defining the Problem: Highlighting Relevance and Urgency

Alright, let’s get to the core of it.

Defining the problem your SaaS product solves is where it all begins.

Why? Because if you can’t articulate this, you’ll lose your audience before you’ve even started. Let’s unravel how to clearly define the problem and make it resonate with urgency and relevance.

Pinpoint Specific Problems

First things first, dig deep into what keeps your audience up at night. What are those specific issues they face that your product can tackle? Be precise. Maybe you’re addressing unnecessary manual data entry, late financial reporting, or compliance headaches in accounting. Identify these pain points because they set the stage for your solution.

Describe Real-World Scenarios

Now, put yourself in their shoes. Paint real-world scenarios where these problems crop up. Imagine a small business owner sifting through endless spreadsheets trying to reconcile accounts before a deadline. Or a finance manager stressed out over audit trails. These stories should be relatable, making viewers nod in understanding.

Discuss Consequences of Inaction

What happens if these issues go unaddressed? Highlight the fallout.

It could mean financial missteps, wasted time, or even fines. Whatever it is, emphasize the urgency for a fix. Your audience needs to feel the pressure to act now, not tomorrow.

Spotlight Competitor Shortcomings

In a crowded market, why should they choose you?

Acknowledge what others might offer but tactfully point out where competitors fall short in solving these problems. Your product should stand out as not just another option but the superior choice that truly meets their needs.

Craft an Emotional Narrative

Lastly, connect emotionally. Share a narrative that mirrors your audience’s challenges and triumphs. It’s about humanizing the problem-solving journey—making it personal and relatable. This emotional resonance can be the difference between a viewer clicking away or leaning in to learn more.

Simplifying Complexity: Making Technical Details Accessible

Ever feel like you’re drowning in jargon? Well, you’re not alone. When it comes to crafting an effective SaaS explainer video, making technical details accessible is crucial. You want to ensure your audience truly grasps the value of your product without feeling overwhelmed. Here’s how to do it.

Relate Complex Ideas with Familiar Concepts

Analogies and metaphors are your best friends here.

Take abstract ideas and relate them to everyday experiences. Think of a complex algorithm as a recipe—each step carefully interlinked to create a delicious outcome. By linking the unfamiliar with the well-known, you help viewers bridge the gap between confusion and clarity.

Leverage Visuals for Clarity

They say a picture is worth a thousand words, and it’s spot on when dealing with intricate processes.

Infographics and animations can break down complexities in a way that’s quick and engaging. Tools like Canva can help you create eye-catching visuals that speak louder than text-heavy explanations.

Tell a Story That Engages

Nobody likes a monotonous lecture. Instead, weave your technical content into a compelling narrative. Stories captivate us; they stir emotions and keep our attention right where you want it—on your product. Begin with a relatable problem, show the journey, and highlight how your SaaS solution saves the day. It’s storytelling with purpose.

Simplify Your Language

Jargon can be alienating. If you’re talking about ‘API integrations’ or ‘cloud-based architectures,’ pause for a moment—who are you losing along the way? Simplify your language to include everyone in the conversation. Drop unnecessary tech-speak for plain language that’s welcoming and inclusive.

Test for Understanding

You’ve nailed your script—or have you? Don’t assume clarity; gather feedback from test audiences.

Their insights can reveal gaps you hadn’t considered. Are they getting it? Adjust based on their responses until your message is crystal clear.

If you can simplify complex concepts without losing their essence, your SaaS explainer video will not only inform but also engage and convert viewers into believers—and customers.

Crafting a Compelling Call-to-Action: Guiding Viewer Decisions

Alright, you’ve got your SaaS explainer video rolling, and viewers are hooked. But then what? Well, that’s where a killer call-to-action (CTA) steps in. It’s all about transforming interest into action. Let’s dive into how you can craft CTAs that not only align with your marketing goals but also boost viewer engagement.

Define Your Desired Action

First things first, what do you want your viewers to do after watching your video? Are you aiming for them to sign up for a free trial, request a demo, or maybe even download a whitepaper?

Clearly defining this primary action gives direction to your CTA and ensures it’s aligned with your business objectives.

  • Identify the next step in the customer journey.
  • Keep it relevant to the content of the video.
  • Think from the viewer’s perspective: What entices them?

Create Clear and Concise CTAs

No one likes ambiguity, especially when it comes to taking action.

Your CTA should be as clear as daylight—easy to understand and impossible to ignore. Short, sweet, and to the point is the name of the game here.

  • Use direct language like “Sign Up Now” or “Get Your Free Trial.”
  • Avoid jargon; keep it simple.
  • Ensure it stands out visually in your video.

Align CTAs With Broader Marketing Objectives

Consistency is key! Aligning your CTA with your broader marketing strategy ensures cohesiveness across campaigns.

It reinforces your message and helps build a stronger brand narrative.

  • Ensure brand messaging is consistent across all platforms.
  • Tie the CTA back to overall marketing goals (e.g., lead generation).
  • Collaborate with your marketing team for a unified approach.

Incorporate Urgency

Add a dash of urgency to nudge viewers towards immediate action.

Whether it’s a limited-time offer or an exclusive deal, creating urgency can significantly boost response rates.

  • Use phrases like “Limited Time Offer” or “Act Now.”
  • Create scarcity with offers that aren’t always available.
  • Avoid being too pushy—keep it authentic and believable.

A/B Test for Optimal Results

You wouldn’t buy a car without a test drive, right?

The same goes for CTAs. A/B testing different versions can reveal which CTA truly resonates with your audience and drives results.

  • Create different CTA versions—vary wording or urgency levels.
  • Analyze which versions get the best engagement and conversion rates.
  • Use insights gained for future video campaigns and adjustments.

By following these steps, you’ll create CTAs that compel viewers to act—and ultimately drive success for your SaaS explainer video campaign. Want more tips on crafting the perfect SaaS video?

Check out our guide on SaaS explainer video tips.

Measuring Success: Metrics That Matter

Once your SaaS explainer video is live, it’s time to dive into the numbers. But, what should you be tracking? And why do certain metrics matter more than others? Let’s break it down and see how you can use this data to amp up your video strategy.

Key Performance Indicators (KPIs)

First off, you gotta know what you’re measuring.

Key Performance Indicators (KPIs) are your go-to metrics.

They tell you whether your video is hitting the mark or missing the boat. Here are a few KPIs to consider:

  • View Count: How many eyes are on your video? A high number means interest, but don’t stop there.
  • Engagement Rate: Are viewers interacting with your content? Likes, shares, and comments matter.
  • Conversion Metrics: Did viewers take the action you wanted after watching? This could be signing up for a trial or requesting a demo.

Every KPI should align with your video’s objectives. If your goal is brand awareness, focus on views and shares. For lead generation, keep an eye on conversions.

Utilize Robust Analytics Tools

You need the right tools to track these metrics. Platforms like YouTube, Vimeo, or Wistia offer detailed analytics that can help you see how your video is performing over time. Dive into these tools to get insights on viewer demographics and watch times too. And hey, don’t just gather data—analyze it. Use it.

Set Realistic Benchmarks

Aim high, but keep it real! Look at industry standards and your previous campaigns to set achievable benchmarks. This helps you understand where you stand and where you can go next. Maybe last campaign had a 2% conversion rate—aim for 3% this time around.

Gather Qualitative Insights

Numbers are great, but what’s the story behind them?

Check out comments, reviews, or even run surveys.

This feedback gives you qualitative insights that numbers alone can’t offer.

It’s about understanding the ‘why’ behind viewer reactions.

Regular Review and Adaptation

Your work isn’t done once the video is out there. Regularly review those metrics post-launch to tweak and refine your strategy. Analytics can show you patterns or unexpected trends that might inform your next move. Are people dropping off at a certain point? Maybe it’s time to switch up that section in future videos.

Success doesn’t just happen overnight—it’s about learning and adapting.

By focusing on these metrics, you’ll craft not just any explainer video, but one that truly resonates.

Tony Zayas, Author

Written by: Tony Zayas, Chief Revenue Officer

In my role as Chief Revenue Officer at Insivia, I am at the forefront of driving transformation and results for SaaS and technology companies. I lead strategic marketing and business development initiatives, helping businesses overcome plateaus and achieve significant growth. My journey has led me to collaborate with leading businesses and apply my knowledge to revolutionize industries.