Take a tour of the Arrows customer-facing plan + the HubSpot integration

Arrows – plan walkthrough (main)

Onboarding Plan for Acme Co – Kim Test Account

In this interactive guide, we'll focus on the two main reasons why teams love Arrows:

The customer-facing plan is designed to drive customer action.

The HubSpot integration allows your team to track and measure your onboarding process inside your CRM.

Welcome

Enable your customers to make progress on their own time

Your customers should never have to wonder what they need to do next. 

With Arrows, the next step in the plan is always clear and obvious.

Onboarding Plan for Acme Co

To help your customers take action inline, you can embed over 1,500 tools directly into Arrows tasks. 

In this example, we've embedded a HubSpot meeting link so our customer can schedule their kickoff call right from the Arrows plan.

Here's an example of a form field task type where you can collect information from your customers.

All the data you collect here can be synced back

into HubSpot properties on the connected deal or ticket.

Now let's go back to the plan overview so we can see our progress.

Now that we've completed a couple of tasks, we can easily visualize the progress we're making.

Next, let's take a look at the HubSpot side of things where your team will be managing their day-to-day.

Acme Co

Arrows plans connect directly to HubSpot deals or tickets. 

The plan we were just working on is connected to this deal in our HubSpot pipeline. 

With the Arrows integration inside HubSpot, everyone on your team can see all the relevant information about your customer's progress right inside of the deal record.

It gets even better - you can view and edit your Arrows plans right inside HubSpot, so your team doesn't have to jump between multiple tools.

Deals | All deals

Let's say you want to get an overall view into the progress your customers are making during your onboarding process.

Since Arrows plan connect to HubSpot deals or tickets, you'll be able to track customer progress within HubSpot's pipeline view.

By syncing over 30 data points about each Arrows plan into HubSpot, you can quickly get an at-a-glance view into whatever data points you care about most.

In this example, we're showing the next step, a plan summary, and the total task completion percentage for each deal.

Reports dashboard

Build reports and automation to optimize your process

As you get further into HubSpot, you'll be able to use Arrows plan data to power workflows, email automation, and custom reporting to give you insight into how your process is performing.