Explainer Video for UpSend's B2B SaaS Growth

We turned UpSend's market friction into a massive success with a targeted video that drove wild B2B SaaS growth.

You will find the raw source files embedded throughout this case study. We are opening up our entire playbook so you can finally understand our true process for creating highly successful videos. Most agencies hide their workflow because it is a chaotic mess, but we prefer total transparency.

Achraf had a massive vision and needed a killer video to properly enunciate his core brand messaging. We took that challenge head-on and delivered real heat for his growing business. He ended up getting one of the most successful explainer videos we have ever produced.

Early in 2020, Achraf reached out to our agency in hopes of attracting serious B2B companies. He aggressively wanted them to adopt UpSend directly into their core sales strategies. The product was incredibly solid, but it was suffering from some serious market friction.

The platform was brand new and simply not popular yet in the corporate space. He had a bunch of aggressive competitors offering very similar services in his niche. He desperately needed a sharp wedge to make his SaaS completely stand out from the boring crowd.

For that exact reason, he hired our squad to build him a highly custom visual asset. After making the initial contact, our team quickly pulled him onto a call for a proper briefing. We absolutely do not believe in wasting precious time with endless corporate workshops.

Within exactly forty-five minutes, he explained the technical nuances of his business to us. He also filled out our detailed creative brief questionnaire right on the spot. We quickly gathered the raw data we needed to start moving absolute mountains.

upsend case study creative brief

We did not just read the brief and randomly guess what to do next. We thoroughly studied his entire platform and conducted deep UX research to find the golden angles. This intensive legwork allowed us to create a video watched by over twenty thousand business owners worldwide.

Most agencies will string you along for weeks while they pretend to brainstorm ideas. It took us exactly two business days to fully understand his complex business model. We confidently locked down his ideal customers and the exact style of video needed for a serious market headstart.

We gave our client a rock-solid timeline estimation of six weeks for the total build. No fake milestones and absolutely no moving goalposts during the production cycle. We simply gathered our core artist team and began the relentless process we are sharing with you today.

The entire build started right in the trenches with heavy scriptwriting. A good script acts as the absolute bedrock foundation for a great video asset.

You simply cannot animate your way out of a terrible story.

Our lead Creative Director sat down alongside the head writer to craft the narrative. They came up with a sharp script driving toward one singular objective. They needed to highlight the UpSend customer engagement platform perfectly without losing the viewer.

More importantly, they had to absolutely nail the biggest unique selling proposition of the tool. The platform's supreme affordability was the real hook for corporate buyers. In a bloated tech market full of overpriced tools, UpSend was a total breath of fresh air.

Upsend case study script

We proudly fired the final draft over to Achraf for his review. The client absolutely loved it on the very first read through. It effectively hit every major talking point without ever sounding like a dry manual.

The total time taken for laying this crucial foundation was exactly five days. After a couple of very fast, highly targeted iterations, the precise words were locked in. We were finally fully prepared to move into the visual stage of the build.

There are countless different ways for an agency to design a working storyboard. Some use simple sticky notes, while others use overly complex mapping software. The specific tool really does not matter as much as the end result.

The primary goal is always to efficiently transfer the director's clear vision directly to the client. This critical stage helps the client perfectly sync up with the intended project flow. It practically allows everyone to single out the narrative points that carry more weight than the others.

Our director, alongside an insanely skilled illustrator, painstakingly defined every single frame of the storyboard. They brilliantly mapped out the entire visual journey so there would be absolutely no blind spots. Time taken for this comprehensive map was a lightning-fast two days.

storyboard for upsend explainer video

After the client gave the final green light on the vision, we kept our foot firmly on the gas. We quickly took this approved blueprint straight over to our elite design department. Together, the dedicated artists created a few gorgeous stylescapes for the client to choose from.

If you are totally unfamiliar with the term, let us break it down very simply. A stylescape securely lets the client choose their exact desired illustration and design style from various curated options. It is basically a highly polished mood board that permanently sets the final aesthetic tone.

This smart process is an absolute lifesaver for all of our professional client relationships. It completely saves them from receiving unpleasant surprises from some rogue, amateur designers. It powerfully acts as an unbreakable insurance policy for the visual identity of their brand.

stylescapes for upsend explainer video

The exact time taken to develop these distinct visual flavors was precisely three days. Once the absolute winning stylescape was officially selected, our designers went directly to war. They began meticulously shaping the actual digital assets that would eventually populate the video.

This is the beautiful moment when the client finally starts seeing the actual formation of their video. The abstract ideation part of the entire job is officially dead and gone. We are now dealing entirely with real, tangible, high-resolution art.

Most inexperienced people completely confuse design with simple outward appearance. They wrongly think it is just about picking nice colors and making things look mildly pretty. That is complete bullshit because good design is entirely about making consumers deeply understand a complex product better.

When you work with a truly skilled designer, you literally never have to worry about what will look good. With our dedicated artists, the client did not have to stress about drop shadows, UI elements, or intricate tints. We aggressively shoulder that massive burden completely so the client can relax.

Clients just tell us the hard operational facts about their business model. We immediately take those facts and forge exactly what their target customers will absolutely love to watch. The entire UpSend crew completely adored our final designs and customized illustrations.

We are not even trying to brag here, but the visual world we built was completely badass. It perfectly captured the sleek, modern corporate feel their software fundamentally required.

design frames for upsend explainer video

The total time taken for this incredibly heavy pixel-pushing phase was exactly ten days. Ten rigorous days to build out every single digital prop and background environment flawlessly. After the designers submitted their final locked files, we eagerly put our hungry animators to work.

Before you can actually make things move gracefully, you desperately need the perfect pacing track. We always let our clients organically choose the voice-over tone they genuinely like. We exclusively pull these premium options directly from our private pool of highly reliable voice actors.

While the UpSend team was having serious fun choosing their absolute favorite artist, we did not pause. We were incredibly busy finalizing the backend layout design work for them. We constantly love to aggressively overlap our workflows to save our clients precious time.

The exact time taken for this audio phase was essentially zero days on the client side. It was done perfectly side-by-side with the heavy design phase to maximize output. Generally, officially tracking a professional voice takes about two to three full days in total.

Our top Creative Directors obsessively study highly successful explainer videos a lot. They practically break down the core mechanics of motion to see exactly what keeps viewers glued to a screen. With a ridiculously keen eye for motion, our lead director helped the animators sculpt the final video.

We rapidly brought the static art to life with incredible kinetic energy and perfectly smooth transitions. We built highly dynamic scenes ranging from flying dollar signs to beautifully floating UI dashboards. The entire core animation process was ruthlessly executed within exactly ten days.

It subsequently took us exactly three more days of collecting internal feedback and implementing slight revisions. Those tiny, calculated tweaks are exactly what elevate a good video into a truly great piece of machinery. The final total time taken for the entire animation sprint was a highly impressive thirteen days.

Now there was absolutely only one critical thing left on the immediate agenda. We deeply needed to handle the final sound mixing and the customized audio effects.

Watching a slick video with terrible sound is literally like driving a sports car with a broken engine. Our dedicated sound designers make entirely sure that every single on-screen motion is intensely impactful. This massive UpSend project was certainly no different in that exact regard.

We strategically layered in beautifully crisp sound effects that gave massive weight to every animated movement. We then perfectly mixed those rich effects alongside the background music and the final voice-over track. This deep auditory polish officially marked our entire video as completely finished.

The specific time taken for this final auditory mastering step was exactly one day. One single, highly productive day to completely tie a bow around a massive operational effort.

When the digital dust settled, we actually still had one full day left before the expected delivery date. On that exact day, we proudly popped open a bottle of cold champagne inside the office. We happily raised our glasses and toasted to our amazing client's impending market success.

Working with this specific client was an absolute dream from the very start to the absolute finish. He was incredibly understanding, provided highly actionable feedback, and deeply believed in our hard work. That rare, authentic level of trust is exactly what made this video such a massive operational hit.

This particular project was so smooth it permanently became an internal inspiration for our team. It actively pushed us to powerfully produce over one hundred high-tier videos within the next two years. The bottom line results for UpSend were absolutely staggering across the board.

The client secured an insane two hundred thousand dollars in hard sales within one single month. They confidently released the video across their website and social channels, and the market immediately reacted. We completely destroyed the heavy market friction they were previously facing as a new player.

Do you aggressively want a totally great agency experience exactly like the rest of our elite clients? Do you desperately want to possess the ultimate explainer video for your growing tech product? Do you truly want to build a brilliant, highly sustainable MRR for your custom SaaS tool?

How about actually securing a ridiculously impressive ROI that makes your competitors profusely sweat? You obviously already know exactly where to click to make it happen right now.

Please note that the various source files shown here are strictly and heavily copyright protected (Upsend allowed us to use these files in our case study).

Reusing any single element of this project is against the law, so do not even think about ripping it off.

If you have actually read this far down the page, let us introduce the real team behind the scenes. Or at least the tired people sitting behind the computer tables making the digital magic happen.

Whatever you want to call it, these folks are the real heroes.

Vicasso confidently sat in the primary seat as the lead Director for the massive build. Shailendra was our absolute powerhouse Animator who made the UI fly across the screen.

Yogendra was the brilliant visual Designer who painted the entire digital world from scratch.

The incredibly crisp Voice Over was flawlessly delivered by our talented guy Bill M. You can actually go hear a lot more of his premium audio work right here: https://soundcloud.com/bill. Ritesh stepped up big and professionally co-directed the entire video alongside Vicasso.

Finally, Aniket was the raw genius writer who originally created the rock-solid script. We simply do not use fluff, and we absolutely do not use bloated corporate structures. We just deploy elite talent to rapidly build things that actually generate massive revenue.