The Vault 🔐

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

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Type

Email Templates

Category

Customer Success

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Submit any ideas you have to vault@arrows.to and we'll pick one to add each month!

Onboarding

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Onboarding

Prompt customers to schedule kickoff calls during onboarding

Onboarding

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Onboarding

Identify and support customers stuck in onboarding

Customer Success

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Customer Success

Configure HubSpot company records for customer success

Customer Success

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Customer Success

Set up an automation to celebrate your long-term customers

Onboarding

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Onboarding

Get kickoff calls scheduled quickly with Arrows and HubSpot

Onboarding

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Onboarding

Automatically move customers through your onboarding pipeline in HubSpot

Customer Success

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Customer Success

Show your customer's health score trends with emojis

Onboarding

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Onboarding

Track time to onboarding kickoff call booked

Operations

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Operations

Integrate product data with HubSpot using Hightouch

Onboarding

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Onboarding

Share training or how-to videos during your onboarding process

Onboarding

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Onboarding

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

Onboarding

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Onboarding

Automate your internal onboarding kickoff process

Operations

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Operations

Keep data in sync between associated objects in HubSpot

Onboarding

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Onboarding

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

Onboarding

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Onboarding

Stay on top of customers with overdue onboarding tasks

Onboarding

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Onboarding

Track the status of your Arrows onboarding plans

Onboarding

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Onboarding

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

Onboarding

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Onboarding

Request access to your customer's accounts during onboarding

Onboarding

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Onboarding

Collect your customer's brand guidelines during onboarding

Onboarding

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Onboarding

Confirm your customer's goals during onboarding

Onboarding

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Onboarding

Invite your customers to a Slack Connect channel during onboarding

Customer Success

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Customer Success

Automate your renewals process in HubSpot

Sales

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Sales

Proactively notify your sales team and drive renewals

Operations

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Operations

Make specific people "marketing contacts" before sending automated emails

Operations

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Operations

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

Onboarding

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Onboarding

Build momentum in your kickoff call follow up emails

Customer Success

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Customer Success

Quickly identify “customer health” with emojis

Sales

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Sales

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

Sales

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Sales

Get visibility into onboarding activity with a HubSpot custom report

Onboarding

New!

Onboarding

Keep your kickoff calls focused on strategy, not information gathering

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