Steal this Arrows task example to make sure you're understanding your customer's goals at the beginning of your onboarding process
The beginning of your onboarding process is an important opportunity for you to align around the reasons your customers chose to move forward with your product.
By asking about their primary goals early on, you can ensure that you start off on the right foot, with a clear understanding of exactly what they're aiming to achieve.
PS once you've got the answer to this question in Arrows, sync that response back to HubSpot to keep all your customer data in one place.
Task type: Form
Task title: Confirm your goals
Use the form below to tell us your goals!
This will ensure we stay aligned on those outcomes throughout your onboarding process.
Explore easy-to-setup templates to kickstart your onboarding process in no time.Browse templates