Creating Effective Onboarding Wizards in 4 Simple Steps

In fast-moving sales orgs, getting new hires up to speed quickly isn't optional — it's survival. But creating documentation and onboarding materials is tedious, time-consuming, and often out of date before the quarter ends.

That's where Wizardly comes in: an AI-powered Chrome extension that lets you record onboarding workflows, generate step-by-step guides and videos with narration, and edit everything in minutes — not hours.

But even with smart tools, there's an art to making onboarding content that actually sticks. Here's a simple 4-step process to create onboarding wizards that are clear, engaging, and scalable.

Step 1: Start With a Clear Goal and a Strong Hook

Before you hit record, clarify what outcome this wizard is supposed to drive.

For example:

• "Show new AEs how to submit pricing requests in Salesforce."
• "Train support reps on how to issue refunds using Stripe."

Wizardly will automatically generate a polished intro script and voice-over, but it's worth reviewing — AI isn't always perfect. Ask yourself:

• Is the goal obvious?
• Does the intro give people a reason to care?
• Is there context missing?

If needed, tweak or rewrite the generated intro so it matches your team's tone of voice and gets viewers nodding from the first sentence.

Step 2: Rehearse the Steps Before You Record

Wizardly makes it easy to record a task in real-time, but to avoid clumsy navigation or missed clicks, do a dry run first.

• ✅ Walk through the process like a new hire would
• ✅ Take note of any UI quirks or slow-loading pages
• ✅ Trim unnecessary steps or paths that add confusion

For example, if you're demoing how to create a new lead in HubSpot, rehearse how to:

1. Navigate to the "Contacts" tab
2. Click "Create Contact"
3. Fill in required fields
4. Assign ownership

Smooth recordings = less editing later, and a much more professional end result.

Step 3: Record the Walkthrough — Just Click

Once you're confident, launch the Wizardly extension and click through the process step by step.

Wizardly automatically:

• Captures your screen and mouse actions
• Adds callouts and visual highlights
• Generates an interactive guide with screenshots

There's no need to speak or narrate live — that part is handled by AI. Just focus on pacing your clicks, making sure each step is clearly visible and easy to follow.

Pro tip: Pause slightly between steps so the guide has clean transitions.

Step 4: Polish the Script and Voiceover

After you hit stop, Wizardly stitches together a video, generates a voiceover, and creates a step-by-step interactive walkthrough.

Now it's time to review and refine:

• Update any awkward phrasing in the script
• Regenerate the audio if needed (Wizardly handles this instantly)
• Check that the visuals match each step's description
• Ensure language aligns with your team's tone and SOPs

You can also swap the AI voice, adjust the intro/outro, or add branding — whatever you need to match your org's style.

Bonus Step 5: Share and Scale

Once you're done editing, you can instantly share the wizard via a link or embed it into your internal wiki, LMS, or onboarding portal.

Sales enablement, RevOps, and support teams are using Wizardly to:

• Reduce ramp time by up to 50%
• Keep documentation fresh with almost no effort
• Create onboarding assets on the fly whenever new workflows pop up

Wrapping Up

Creating onboarding materials no longer has to be a painful, week-long process. With Wizardly, you can turn any workflow into a polished video + interactive guide in minutes — and keep your growing team aligned without slowing down.

Whether you're training new SDRs, onboarding CS reps, or documenting support workflows, Wizardly gives you the fastest way to turn tribal knowledge into reusable knowledge.