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Prebuilt tasks: easily build new plans and templates

Shareil Nariman
February 15, 2023
1 minute

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Every company has unique, customer-specific tasks in their onboarding process. But there are also many commonly used ones like “schedule your kickoff call” or “upload your documents”.

You can now draw inspiration from a list of prebuilt, commonly used onboarding tasks, and spend less time thinking about how to craft them.

When you are editing a plan or template, Simply drag them into your plan, and put the finishing touches on to make them your own!

Deliver a white-glove experience for every buyer with Arrows.

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Deliver a white-glove experience for every buyer with Arrows.

Within minutes of receiving their first Arrows sales room, a prospect responded: 'Love the shared workspace format. Very efficient for storing all relevant info specifically for us.'

Evan Friedkin

Head of Business Development, Roobrik