One of the best ways to get your customer onboarding process started on the right foot is to utilize the momentum that gets built during your sales process.
A great way to keep that momentum going is to introduce your onboarding plan at the tail end of the sales cycle, creating a seamless customer handoff between your sales and onboarding teams.
In the example below, we're kicking off our Arrows onboarding plan with a task to "Pay your invoice" which links out to an invoice or payment link from Stripe. You can find the steps to create this task type in Arrows here.
Now, if you're already tracking the status of that payment in HubSpot with integrated tools like Zaybra or Hightouch, you can use that property value to automatically complete the task in Arrows when the invoice status changes.
If you haven't done this already, you can find inspiration here: Allow customers to pay to get started with onboarding
*Make sure your invoice status property is synced to your Deal record in HubSpot
In this example, our deal property to track the invoice status is called "Invoice Status", and the value we're using to show that the invoice has been paid is called "Paid"
This lets your customer focus on their next task right away and continue with the momentum they've built!
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