Customer Story

PATHWAYos Uses Arrows to Reduce Manual Work



Results with Arrows

Improved customer experience + enhanced team coordination with real-time pipeline visibility and clearer process management

How do they use HubSpot?

Service Hub + ticket pipeline for onboarding

Key Arrows features

🔐 Steal their templates

Check out these guides showing how they got these results:

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What I love about Arrows is it gives the entire customer journey upfront, so I no longer have to create all of these email templates and worry about when to send them. Arrows takes all the properties from HubSpot and inserts them seamlessly into the client's onboarding plan.

Lauren and her team have a thorough onboarding process that involves several training sessions for their feature-reach EdTech product. Before Arrows, they were spending too much time sending manual emails to their customers to let them know about each unique step in their onboarding and training processes.

Sending Arrows plans to customers enables their team to focus on being strategic during their kickoff and training calls instead of spending valuable time on things like gathering information that could have been filled out ahead of time.

What we love about their onboarding plan

  • Introduce their team members and put their customers at ease with a personalized note in the Arrows welcome card
  • List clear, distinct phases that make it easy for customers to understand where they're at in the onboarding process
  • Use Arrows forms to collect critical information like key contacts, goals, and preferred launch date, plus sync all this data back to HubSpot automatically

What they love about Arrows

  • They're able to share the entire customer journey upfront - no more manual emails or keeping customers guessing about what's happening next in the process
  • Their customers can fill out questionnaires in Arrows and all the key data syncs seamlessly back into HubSpot
  • Arrows plan data connects with their onboarding ticket pipeline in HubSpot, so they can see real-time updates as their customers make progress in their onboarding plans

Meet our happy customers

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