Confirm your customer's goals during onboarding

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.

Steal this Arrows task setup:

Task type: Form

Task title: Confirm your goals

Task description:

Use the form below to tell us your goals!

This will ensure we stay aligned on those outcomes throughout your onboarding process.