Resources

Strategies, tools, and workflows that help sales and onboarding teams thrive. Learn how to keep deals moving, create a smooth handoff, and set customers up for success.
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Blog
Choosing the Right HubSpot Object for Customer Onboarding

Understand which HubSpot object is the best fit for you, whether it's deals, tickets, or custom objects. We'll help you make the right choice to streamline your onboarding process.

Kim Hacker
•
3 minutes
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Blog
HubSpot chooses Arrows to power its global customer onboarding program

Daniel Zarick
•
4 minutes
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Blog
Nobody Told You? Project Management Tools Aren't For Customer Onboarding

We'll explore why the same tool that works so well to move projects along internally becomes a disaster when you start inviting your customers to it. Project management tools are not built for customer onboarding.

Shareil Nariman
•
6 minutes
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Resources

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Newsletter
How to Improve Customer Outcomes at Scale 🚀
Stuart Balcombe
•
4 minutes
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Product Updates
Sequential phases: show the right tasks at the right time
Shareil Nariman
•
2 minutes
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Product Updates
A fresh UI: reimagined customer action plans
Shareil Nariman
•
2 minutes
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Product Updates
Custom domains: your onboarding plans should feel like they're coming from you
Shareil Nariman
•
3 minutes
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Product Updates
Instant updates: Slack notifications for plan activity
Shareil Nariman
•
1 minute
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Product Updates
Task actions: form fields, file uploads, embeds, and more!
Shareil Nariman
•
2 minutes
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Newsletter
3 Ways To Do More With What You Have
Stuart Balcombe
•
1 minute
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Newsletter
Why Your Dashboard Doesn't Tell The Whole Story
Stuart Balcombe
•
1 minute
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Newsletter
How To Encourage More Investment In Onboarding
Stuart Balcombe
•
2 minutes
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Newsletter
Why The Best Customer Onboarding is Prescriptive
Stuart Balcombe
•
3 minutes
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Newsletter
How to Avoid Killing Onboarding Momentum
Stuart Balcombe
•
2 minutes
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Product Updates
Prebuilt tasks: easily build new plans and templates
Shareil Nariman
•
1 minute
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