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A few email templates you can use to send your onboarding plan to customers to kick things off.
A comprehensive guide to connecting and using Arrows with HubSpot
Instructions to set up the data sync between Arrows plans and HubSpot custom properties
A walk-through for locating, reading, and taking action on your customer-facing plans without having to leave HubSpot
A walk-through for creating, editing, and sharing an Arrows plan through the Arrows card inside of HubSpot Deals and Tickets
A guide for setting up a HubSpot workflow to create an Arrows plan based on the deal stage a customer is in and then create an HubSpot task to notify your team a customer is ready for follow-up
A walk-through for setting up an onboarding pipeline that can be used to visualize and report on your onboarding program