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Onboarding Plans
Drive action and scale customer onboarding with collaborative plans that keep customers engaged and your teams aligned, all seamlessly integrated with HubSpot deals, tickets, and custom objects.
Give your customers a clear path to success with an organized, step-by-step, and easy-to-follow onboarding plan.
We've been able to increase the number of onboardings that each team member is doing. At the same time, reduce the failures to launch, and increase the speed through the pipeline. You don't often get all of those wins.
Scott Fox
Head of Operations at HungryHungry
See how
reduced early churn by 90%
Deliver perfectly tailored onboarding experiences that adapt to each customer's needs, products, and progress.
Guided task progression
Ensure key steps are completed before moving forward. Gates allow you to unlock the next task only when the necessary steps are done, helping keep everyone on track and aligned.
Personalized task paths
Automatically show or hide tasks based on customer responses and HubSpot properties, creating personalized paths that match each customer's unique journey.
Customized email reminders
Trigger customized email reminders and updates based on customer actions, progress, and plan-specific conditions.
Create, customize, and manage plans in HubSpot. See other HubSpot features.
Accelerate your onboarding by empowering customers to take action independently and reach their goals faster.
Simple, bite-sized steps
Break down complex processes into achievable tasks that don't overwhelm customers.
Clear visibility on what's next
Help customers understand exactly where they are and what's coming next on their journey with your solution.
Task ownership and accountability
Drive progress with clear ownership, defined due dates, and structured accountability for every task.
All plan activity is automatically logged in the HubSpot timeline. See other HubSpot features.
Onboard more customers with less effort by replicating your winning process, automating repetitive tasks, and eliminating manual follow-ups.
Templates for every customer journey
Create and optimize templates for different customer segments, products, and use cases while tracking performance to refine your playbook.
Automated workflows
Automatically create and send tailored onboarding plans using HubSpot workflows.
Stay on top of every plan
Get notified whenever a customer is stuck, takes action, or needs your input, so you know exactly where to focus without the guesswork.
Create plans from workflows based on deal or ticket properties. See other HubSpot features.
Make onboarding faster and easier by gathering all customer information through a single, organized process that syncs directly with HubSpot.
Easy customer submissions
Give customers a simple way to fill out forms and upload files in one place, avoiding the hassle of email attachments and scattered responses.
All documents in one organized location
Keep every document, form response, and file together, so you never have to search multiple channels for the information you need.
Real-time access in HubSpot
View all customer-provided details directly in HubSpot, enabling you to monitor progress and take action without delays.
Sync all submissions and files directly to HubSpot properties. See other HubSpot features.
Create a seamless extension of your brand with customizable plans that feel native.
Custom domains and white-labeled emails
Host your onboarding plans on your own domain (e.g., onboarding.acme.com) and send automated reminder emails from your domain for a consistent, professional touch.
Branded look and feel
Incorporate your logo and brand colors across customer interactions for a seamless, branded experience.
Emails that reflect your brand
Automated emails match your brand settings, ensuring every message feels aligned with your company’s image.
Maintain brand consistency between HubSpot and Arrows emails. See other HubSpot features.
Stay ahead of bottlenecks and identify at-risk customers with real-time visibility into customer progress.
Progress tracking
Monitor completion rates and identify stuck customers proactively.
Automated reminders
Keep customers moving with automatic weekly digests and task notifications.
Team collaboration
Enable your whole team to quickly understand customer status and history.
View real-time plan progress and activity in your HubSpot timeline. See other HubSpot features.
How
and Arrows work together
From progress tracking to automated workflows, give your onboarding team everything they need to succeed—right where they already work.
It’s actually unbelievable how much of a difference this has made for us and how quickly we were able to get our customers up and running.
See how →
Allison Howe
Co-CEO at RBP
80% of our clients don't complain about their onboarding anymore because they don't see a confusing spreadsheet filled with tasks. Now their Arrows plan guides them through the process.
Sandra Stout
Onboarding Manager at Place
We are seeing the time to value decrease significantly, getting more brands to where they want to go faster.
See how →
Con Cirillo
Head of Customer Experience
Can’t find the answer you're looking for? Email us any time: help@arrows.to.
2 minute demo
Watch a quick tour of Arrows to see how it can streamline your onboarding process and connect to HubSpot.
Average review on G2, an independent review site
App installs
On the HubSpot App Marketplace
