Ok, 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!
Simply update the suggested information in the brackets, link your respective Arrows plan (don’t forget to invite your participants!) and give yourself a pat on the back. Oh, and feel free to edit or update any of the copy you want, we won’t be offended.
Once your customer has accepted their invite, Arrows can do its job to move your customers through these critical steps of your process.
Template 1 – onboarding
Hello [customer name]!
I’m [your 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 every step of the way so I’ve created a plan for us to follow. You can access it here: [onboarding plan for ABC]
In this plan, you’ll find due dates for upcoming tasks, the ability to mark tasks as completed, 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!
Thanks and let me know if you get stuck along the way.
[your name]
Template 2 – onboarding
Hello [customer name]!
I’m [your 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: [onboarding plan for ABC]. I want to make sure you get the most value from [insert your product or company name here] 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. and 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!
Thanks and let me know if you have any immediate questions.
[your name]
Template 3 – onboarding (task introduction)
Hello [customer name]!
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, Ive 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:
[first task name with link to first task on plan]
Accessing the plan should only take a few seconds and does not require an account or password, simple confirm your email address as prompted and you’re in.
If you have questions that come up immediately, do not hesitate to let me know, I’m here to help!
Talk soon,
[your name]