Browse all templates
Allow customers to pay to get started with onboarding

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.
You'll also be subscribed to the Happy Customers newsletter.

