Introduce your onboarding plan to customers

Steal these email templates to send to customers when introducing their onboarding plan

Use this template in Arrows
Introduce your onboarding plan to customers
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Made by
Arrows
Category
Onboarding
Sales
Customer Success
Type
Email Templates
Tools used
Arrows
HubSpot

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Okay, you’ve created your first template, you’ve added your first customer and you are ready to send your first Arrows’ plan out into the world.

Now what?

Here are a few different templates you can use to introduce your plan and get your customers set up for success!

Once your customer has accepted their invite, Arrows can do its job to move your customers through these critical steps of your process.

Onboarding email template #1

Copy and paste:

Hello {{ contact.firstname }}!  

I’m {{ ticket.ticket_owner_name }} and I’ll be here to help you get set up to use [insert your product or company name here].  

I want to make sure you are set up for success and have visibility into the process every step of the way so I’ve created a plan for us to follow.

You can access our onboarding plan here: {{ ticket.arrows_plan_url }}​

In this plan, you’ll find due dates for upcoming tasks, the ability to mark tasks as complete, and a comments section in case we need to communicate any additional information.

Don’t worry, we’ll also send friendly reminders in case anything gets missed along the way.

To get started, simply:

  1. click into the plan linked above
  2. enter your email address
  3. and follow the “magic link” you receive shortly after you enter your email address  

Once you are in, let’s get started!

Let me know if you get stuck along the way.

Onboarding email template #2

Copy and paste:

Hello {{ contact.firstname }}!  

I’m {{ ticket.ticket_owner_name }} and I’ll be here to help you get started with [insert your product or company name here].  

I’ve created a plan for us to follow and you can access it here: {{ ticket.arrows_plan_url }}​

I want to make sure you get the most value from [Your Company or Product Name] and completing the steps in our plan will allow you to do just that!  

In this plan, you’ll find:

  1. due dates for upcoming tasks
  2. the ability to communicate the status of your tasks
  3. a comments section in case we need to communicate any additional information
  4. friendly reminders in case any steps get missed along the way  

To get started, simply click into the plan above, enter your email, and look out for an email to grant you access.

Once you are in, let’s get started!  

Onboarding email template #3

Copy and paste:

Hello {{ contact.firstname }}!  

Great to meet you!  

I can’t wait to officially kick off your onboarding with [Your Company Name] and help you you get going.  

In order to get the most out of our time and help you make faster progress towards your goals, I've put together a shared onboarding plan for us to work through together.  

This plan will give you visibility into our path to success and make sure you and your team always knows what needs to happen next.  

To get started, take your first step here: {{ deal.arrows_current_task_url }}​

Accessing the plan should only take a few seconds and does not require an account or password. Simply confirm your email address as prompted and you’re in.

If you have questions that come up, don't hesitate to let me know - I’m here to help!

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.

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