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The Vault 🔐

Steal all our templates, playbooks, and resources for making happy customers at scale with HubSpot + Arrows.

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Tools used
HubSpot
Arrows
Type
Arrows Tasks
Email Templates
Workflows
Reports
Tips
Category
Marketing
Operations
Customer Success
Onboarding
Sales
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Steal this cheat sheet to run CS in HubSpot

Not sure where to start? Download the 7 playbooks you need to scale across the customer journey.


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Onboarding

New!

Onboarding

Get kickoff calls scheduled quickly with Arrows and HubSpot
Made by
Arrows

Onboarding

New!

Onboarding

Track time to onboarding kickoff call booked
Made by
Arrows

Customer Success

New!

Customer Success

Configure HubSpot company records for customer success
Made by
Arrows

Onboarding

New!

Onboarding

Identify and support customers stuck in onboarding
Made by
Arrows

Customer Success

New!

Customer Success

Set up an automation to celebrate your long-term customers
Made by
Ryan Gunn

Customer Success

New!

Customer Success

Show your customer's health score trends with emojis
Made by
Arrows

Onboarding

New!

Onboarding

Automatically move customers through your onboarding pipeline in HubSpot
Made by
Arrows

Onboarding

New!

Onboarding

Create the right Arrows plan for each customer segment
Made by
Arrows

Onboarding

New!

Onboarding

Prompt customers to schedule kickoff calls during onboarding
Made by
Arrows

Sales

New!

Sales

Get visibility into onboarding activity with a HubSpot custom report
Made by
Arrows

Sales

New!

Sales

Report On Revenue Breakdown in HubSpot Deals
Made by
Arrows

Customer Success

New!

Customer Success

Build a customer health score in HubSpot
Made by
Arrows

Onboarding

New!

Onboarding

Build momentum in your kickoff call follow up emails
Made by
Arrows

Onboarding

New!

Onboarding

Allow customers to pay to get started with onboarding
Made by
Arrows

Sales

New!

Sales

Automatically complete an Arrows task when a customer signs their PandaDoc agreement
Made by
Arrows

Customer Success

New!

Customer Success

Automatically send AI meeting summaries to HubSpot
Made by
Grain

Onboarding

New!

Onboarding

Request access to your customer's accounts during onboarding
Made by
Arrows

Onboarding

New!

Onboarding

Show a pipeline tag when customers haven't viewed your onboarding plan
Made by
Arrows

Onboarding

New!

Onboarding

Share training or how-to videos during your onboarding process
Made by
Arrows

Onboarding

New!

Onboarding

Understand CSMs capacity for onboarding customers
Made by
Arrows

Customer Success

New!

Customer Success

Send AI-meeting summaries to a Slack channel
Made by
Grain

Sales

New!

Sales

Automatically complete an Arrows task when a customer pays their invoice
Made by
Arrows

Customer Success

New!

Customer Success

Move renewal deals through your pipeline based on their upcoming renewal date
Made by
Arrows

Customer Success

New!

Customer Success

Create subsequent renewal deals in your HubSpot renewal pipeline
Made by
Arrows

Onboarding

New!

Onboarding

Introduce your onboarding plan to customers
Made by
Arrows

Customer Success

New!

Customer Success

Quickly identify “customer health” with emojis
Made by
Arrows

Onboarding

New!

Onboarding

Show a pipeline tag when a customer's onboarding task is overdue
Made by
Arrows

Operations

New!

Operations

Integrate product data with HubSpot using Hightouch
Made by
Arrows

Onboarding

New!

Onboarding

Track the status of your Arrows onboarding plans
Made by
Arrows

Onboarding

New!

Onboarding

Create contacts in HubSpot based on Arrows form field responses
Made by
Arrows

Onboarding

New!

Onboarding

Prompt your customers to sign an agreement to kick off the onboarding process
Made by
Arrows

Operations

New!

Operations

Create a “Today’s Date” property for time-based reporting
Made by
Arrows

Customer Success

New!

Customer Success

Create a renewal pipeline using HubSpot deals
Made by
Arrows

Onboarding

New!

Onboarding

Collect customer feedback at the end of your onboarding process
Made by
Arrows

Onboarding

New!

Onboarding

Stay on top of customers with overdue onboarding tasks
Made by
Arrows

Onboarding

New!

Onboarding

Automatically escalate "at risk" accounts in HubSpot
Made by
Arrows

Onboarding

New!

Onboarding

Keep your kickoff calls focused on strategy, not information gathering
Made by
Arrows

Sales

New!

Sales

Proactively notify your sales team and drive renewals
Made by
Arrows

Customer Success

New!

Customer Success

Report on renewal revenue by type and year in HubSpot
Made by
Arrows

Onboarding

New!

Onboarding

Ask customers to leave a review at the end of your onboarding process
Made by
Arrows

Onboarding

New!

Onboarding

Automatically populate your HubSpot meeting links in Arrows tasks
Made by
Arrows

Customer Success

New!

Customer Success

Calculate an average customer satisfaction rating
Made by
Arrows

Onboarding

New!

Onboarding

Show a pipeline tag when customers are stuck on a task in onboarding
Made by
Arrows

Onboarding

New!

Onboarding

Get visibility into customers that are set to go live this month
Made by
Arrows

Onboarding

New!

Onboarding

Track time in stage for your onboarding pipeline
Made by
Arrows

Onboarding

New!

Onboarding

Kick off a successful sales-to-onboarding handoff in HubSpot
Made by
Arrows

Customer Success

New!

Customer Success

Create HubSpot properties to track renewal data and automate workflows
Made by
Arrows

Customer Success

New!

Customer Success

Educate and activate your new signups
Made by
Arrows

Operations

New!

Operations

Create HubSpot pipelines for each customer lifecycle stage
Made by
Arrows

Onboarding

New!

Onboarding

Invite your customers to a Slack Connect channel during onboarding
Made by
Arrows

Operations

New!

Operations

Keep data in sync between associated objects in HubSpot
Made by
Arrows

Onboarding

New!

Onboarding

Automate your internal onboarding kickoff process
Made by
Arrows

Operations

New!

Operations

Calculate an account utilization metric in HubSpot
Made by
Arrows

Customer Success

New!

Customer Success

Automatically create a renewal deal in HubSpot
Made by
Arrows

Onboarding

New!

Onboarding

Show a pipeline tag when a customer's onboarding target date is coming up
Made by
Arrows

Customer Success

New!

Customer Success

Automatically share customer insights with product teams in Slack
Made by
Grain

Sales

New!

Sales

Keep your customer's goals at the forefront of your onboarding strategy
Made by
Arrows

Operations

New!

Operations

Make specific people "marketing contacts" before sending automated emails
Made by
Arrows

Onboarding

New!

Onboarding

Set up Slack alerts to notify teams about customer progress
Made by
HungryHungry

Sales

New!

Sales

Automatically populate HubSpot Quote links in your Arrows tasks
Made by
Arrows

Sales

New!

Sales

Automatically Identify At-Risk Deals in HubSpot Using Grain Call Recordings
Made by
Grain

Marketing

New!

Marketing

Build a High-Intent Lead List with Wistia and HubSpot
Made by
Wistia

Sales

New!

Sales

Sign Agreements and Kick Off Onboarding With HubSpot, Arrows, and PandaDoc
Made by
PandaDoc

Customer Success

New!

Customer Success

Nurture your new customers through the first critical weeks post go-live
Made by
HungryHungry

Customer Success

New!

Customer Success

Configure HubSpot deal and ticket records for customer success
Made by
Arrows

Sales

New!

Sales

Streamline Lead Follow-Up Calling By Integrating Aircall and HubSpot
Made by
Aircall

Onboarding

New!

Onboarding

Confirm your customer's goals during onboarding
Made by
Arrows

Onboarding

New!

Onboarding

Collect your customer's brand guidelines during onboarding
Made by
Arrows

Operations

New!

Operations

Require critical properties to be filled out between pipeline stages
Made by
Arrows

Onboarding

New!

Onboarding

Ask customers for a referral at the end of onboarding
Made by
Arrows

Steal this cheat sheet for running customer success in HubSpot

Not sure where to start? Download the 7 playbooks you need to scale across the customer journey.

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