October 10, 2023
One of the biggest challenges we've seen onboarding teams face is not knowing where their customers are getting stuck.
That's why we're excited to announce the launch of Template Insights, a game-changing feature that gives you the data you need to optimize your onboarding process quickly and effectively.
Tracking plan performance over time provides insights into the effectiveness of your onboarding process, helping you identify trends and measure improvements.
Knowing the duration of each plan helps you manage resources, set realistic expectations, and identify areas for streamlining the onboarding process.
Monitoring momentum from the start of each plan indicates early customer engagement levels, ensuring a strong beginning for successful onboarding.
🌟 Pro tip: make the first task in your Arrows plan something that's quick and simple for your customer to complete. This will make it easier to build early momentum for those more lengthy tasks that come later.
Identifying lengthy phases pinpoints potential bottlenecks, allowing you to focus on optimizing specific stages and improving efficiency.
Understanding where customers encounter difficulties helps you know where to refine your plans and templates for a smoother onboarding experience.
If most of your tasks are assigned to your internal team, there might be an opportunity to create a few more customer-facing tasks. Sending a mutual action plan is all about enabling your customers, so don't be shy about giving them some tasks to complete along the way!
Join 6,000+ subscribers who read the Happy Customers newsletter—it's jam-packed with tips-and-tricks about onboarding, HubSpot, and making happy customers at scale.
Learn how other companies have scaled with Arrows, so their teams can help customers be successful at every stage of their journey.Read customer stories