When it comes to customer onboarding, one size does not fit all. ❌
You've likely created a more comprehensive, white-glove experience for your enterprise clients, while your SMB customers might receive more of a quick, self-guided approach.
With Arrows templates, you can easily create unique onboarding journeys for each of your customer segments.
Take it a step further and use your CRM data to organize your new customers into segments. Pop that data into a HubSpot workflow, and then you can automatically trigger the right Arrows plan for each new client.
In this example, we're segmenting by Enterprise and SMB customer types.
🌟 Make sure you choose the right Arrows workflow action based on the HubSpot object (deals, tickets, or custom objects) you're using to run onboarding.
🌟 Note: you can customize the invite email content inside your Arrows account!
Not sure where to start? Download the 7 playbooks you need to scale across the customer journey.