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
A walk-through for editing an existing connection between Arrows and HubSpot
A walk-through for locating, reading, and taking action on your customer-facing plans without having to leave HubSpot
A walk-through for setting up an onboarding pipeline that can be used to visualize and report on your onboarding program
A list of all available plan attributes that can be synced to properties inside of your HubSpot Deal or Ticket objects
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