Allow customers to pay to get started with onboarding

Steal this Arrows task example to get customers to pay for your tool as the first step in your onboarding process

Use this template in Arrows

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Allow customers to pay to get started with onboarding
Made by
Arrows
Category
Onboarding
Sales
Type
Arrows Tasks
Tools used
Arrows
Stripe

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Similar to signing a quote or agreement, we often recommend adding the final customer-facing steps of your sales process to your Arrows onboarding plans to start customers on the right path and facilitate a smooth sales-to-onboarding handoff.

Here's an example of a task where we're using linking to a Stripe payment page where customers can pay to officially get started with our tool.

Steal this Arrows task setup:

Task type: Button

Task title: Pay for [YOUR TOOL NAME]

Task description:

Click the link below to pay for Arrows and get started!

🌟 Bonus tip: Automatically complete an Arrows task when a customer pays theis invoice

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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