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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Blog
How To Document Your Process For Customer Onboarding
Stuart Balcombe
•
3 minutes
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Blog
12 Meaningful Metrics to Measure Sales Performance [Through a Customer Success Lens]
Shareil Nariman
•
14 minutes
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Blog
Customer Success Roles: In Depth Guide for 2025
Shareil Nariman
•
9 minutes
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Blog
Customer Success vs. Sales: Differences, Similarities, and Collaboration
Shareil Nariman
•
12 minutes
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Blog
The Differences Between Customer Success and Customer Support
Shareil Nariman
•
9 minutes
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Blog
Customer Acquisition vs. Retention Costs: Where Should Your Company Focus?
Shareil Nariman
•
11 minutes
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Blog
Hiring Your First Customer Success Manager
Shareil Nariman
•
7 minutes
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Blog
27 Customer Success Software Tools That Teams Are ACTUALLY Using [2021]
Kim Hacker
•
34 minutes
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Blog
Understanding User Onboarding Flows [+ 6 Great Examples]
Daniel Zarick
•
13 minutes
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Blog
The Sales-to-Customer Success Handoff: What It Is and How to Create One That Works
Shareil Nariman
•
13 minutes
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Blog
Client Onboarding Checklist: Get Your Onboarding Program Started
Shareil Nariman
•
10 minutes
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Blog
Churn Analysis: Unpacking Which Customers Are Leaving
Daniel Zarick
•
11 minutes
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