Browse all templates

Ask customers for a referral at the end of onboarding

You'll also be subscribed to the Happy Customers newsletter.
Made by
Arrows
Category
Onboarding
Type
Onboarding Tasks
,
Tools used
Arrows
,

Deliver a white-glove experience for every buyer with Arrows.

Schedule a demo

By end of your onboarding process, your customers have gotten up and running with your product or service, are well on their way to seeing success, and they're thrilled with the momentum they've built!

Now is the perfect time to ask if they know of anyone else who might be a good fit.

🌟 Bonus tip: Since you're setting these forms up in Arrows, you can automatically sync the responses to HubSpot and easily route the information back to your sales team!

Steal this Arrows task setup:

Task type: Form

Task title: Send us a referral

Task description:

We'll give you a discount on your active subscription for each successful referral!

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.

Deliver a white-glove experience for every buyer with Arrows.

Within minutes of receiving their first Arrows sales room, a prospect responded: 'Love the shared workspace format. Very efficient for storing all relevant info specifically for us.'

Evan Friedkin

Head of Business Development, Roobrik