Features you need,without complexity you hate
Sure, you could hack together an onboarding process by combining a bunch of tools or even building your own! But we really care about onboarding. Below is everything Arrows offers.
“Arrows helped us get a handle on our customer success processes and has been critical for our team to stay on top of retention.”
Personalize every customer's plan
Every customer has different needs and goals. So why send them the same onboarding plan? Arrows allows you to edit, reorder, add/remove tasks from your templates for each customer. Each plan can be unique.
Assign tasksto anybody
Easily assign tasks to anybody on your customer's team or your own team. Everybody will know who's in charge of delivering the work.
Remind about due dates automatically
Don't nag your customers about overdue work. Let Arrows handle all task reminders so your team can be the strategic partner your customers need.
Track progresson the dashboard
Replace your messy spreadsheets with a simple internal dashboard. Always see customers with overdue or due today tasks at the top, and every other active customer below.
Integrate with Zapier,or the API
Want to create an onboarding plan for each customer automatically? Or maybe update the CRM opportunity when onboarding reaches a certain stage? No problem!
Help your success team be awesome at onboarding...
...so they can help your customers be awesome too.
One customer "point person"
Onboarding is smoother when there's a single person in charge of making it happen. We call this the "point person". Assign one for each customer.
Customers receive a weekly status email
Keep everybody moving forward with the Monday morning heartbeat email, which includes a status update about current phase of work goes out every Monday.
Your team gets daily account updates
Stop guessing about when changes happen... let Arrows update your team in the daily digest email about any progress across all your customer onboarding plans.
Due dates keep things moving
Make sure everything stays on schedule by using due dates on tasks. Even better—due dates trigger reminder emails so nobody misses an important deadline.
Let your customers take action
Add an action button to send customers to a scheduling tool, your app's dashboard, documentation, or any place they need to take an action.
Comments keep things focused
Get rid of those long email threads where everything gets lost. Comment notifications include the complete task information to keep people focused.
Invite all the key participants
Make sure the whole team gets involved, from the buyer to the point person to the developers. You can even see when they last viewed the plan.
Share a URL for easy participation
You can also share any onboarding plan via a short URL. Replace those bulleted todo items in emails with a living document of the onboarding process.
Templates help you create a consistent process for your entire team. Re-use existing plans, tasks, and phases across multiple customers.
Clean design makes you look good
Don't let your onboarding plan steal the show, whether it's a spreadsheet or a tool like Arrows. Its only job is to make your team look great.
...and this is just the stuff we remembered!
Your product solves a problem. Let Arrows solve onboarding.
Make sure your customers never send an email asking “Where are we on this?” ever again.