Arrows

When's the last time someone on your executive team sat in on an onboarding call? 🤔 Having leadership join an onboarding call, from start to finish, can be a game-changer. Here's why: 🔍 Understand the day-to-day: Leadership is often in the dark when it comes to the daily grind of onboarding reps. Sitting in on calls reveals some of the true challenges and opportunities. 💼 Appreciate the effort: A 30-minute onboarding call isn't just 30 minutes—it involves prep, note-taking, follow-ups, and product feedback collection. Seeing this firsthand can help leadership see all that goes into "just one onboarding call". 🤝 Bridge the gap: Getting leaders on calls helps align their expectations with reality, creating a better understanding of what’s truly possible with onboarding teams. 💡Learn from your customers: The best part? Leadership can hear the real customer questions that come up during the most critical phase of their journey. So... encourage your executives to join some onboarding calls in the next few weeks. Hearing directly from reps and customers can provide invaluable insights and help strengthen the leadership buy-in you're looking for. 🤝 Watch the full episode of Onboarding Therapy here: https://lnkd.in/g_KxY9wy

Onboarding leaders: we need to take the lead in showing executives the true value of customer onboarding. Why? Because many still don't fully grasp its impact. Here's the reality: 💡 Customer onboarding is still a relatively new focus, and many companies are just starting to recognize how valuable it can be. 💡 Sales and marketing have been around longer, with established metrics and clear business outcomes, making it easier for them to justify their value. 💡 Executives are typically focused on new revenue and churn rates. They often overlook where onboarding fits into these priorities beyond just preventing early churn. So, what can onboarding teams do? ✅ Demonstrate the business impact beyond just churn prevention (expansion, referrals, etc.) ✅ Connect your team's efforts directly to key revenue metrics that you know your company cares about ✅ Consistently communicate results with your leadership teams Don't wait for recognition—take action to prove the value of customer onboarding. 💪 P.S. Our newest episode of Onboarding Therapy is live! This one is all about getting leadership buy-in for customer onboarding 👀 Check it out: https://lnkd.in/g_KxY9wy

Sales and onboarding teams: Can't we all just get along? It's a tale as old as time. Sales is pushing to close deals, onboarding is frustrated with the handoff. But here's the truth: You need each other. If you're leading an onboarding team, here are 4 ways to start to bridge this gap: ☎️ Join sales calls. Understand their world. What questions are they fielding? What does their process look like? 🎯 Get clear on their goals. Yes, they're pushing to close deals - that's always going to be their primary focus. But guess what? Without your sales team, you have no new customers to onboard 😲. 🤝 Find your champion. Identify a sales rep willing to pilot your new processes. They become your internal advocate, helping other sales reps get on board. 🎉 Celebrate wins together. Document and share your collaborative successes. It's not us vs. them. Remember: Happy customers start with a united front. Sales sets the stage, onboarding brings it home. So... onboarding leaders: Take the first step. Reach out to your sales reps today. Ask to join a few calls. Start building that bridge. Your customers (and your sanity) will thank you.

Struggling to onboard your clients in the real estate industry? You've closed the deal, but now comes the real test: turning your new customers into power users. Steal this tactical playbook packed with step-by-step instructions to set up a complete customer onboarding process in HubSpot. Learn to build: 🏢 Onboarding pipelines tailored for the real estate industry 🤝 Automated sales-to-success handoffs 📋 Customer-facing action plans that drive engagement 👀 Real-time visibility without constant check-ins 📊 Onboarding dashboards that highlight what matters All within HubSpot. 🧡 If you're in the real estate space and are currently using spreadsheets, project management tools, or emails to onboard your customers, this guide is for you. 👉 Get the step-by-step playbook: https://lnkd.in/gkuxfZ55 (Yes, the guide really is that long. We weren't kidding when we said it was tactical! 😅) #proptech #realestate #customeronboarding #hubspot #hubspottipsandtricks

Are your sales and onboarding goals truly aligned? Let's talk incentives. 💰 We all want happy, successful customers. But too often, our incentive structures tell a different story. Traditional sales metrics often focus solely on closing deals. But what if we expanded that view? Imagine sales incentives that reward: ✅ Customer fit and long-term potential ✅ Successful customer onboarding completion ✅ 6-month and 1-year customer retention rates When we align incentives across the entire customer journey, sales becomes a key player in building lasting, successful relationships, not just initiating them. Any great examples out there of sales orgs that are already doing this well?

INBOUND 2024 is just 5 weeks away! 🚀 The Arrows team is headed to Boston again this year and we can't wait to see everybody! Kick off INBOUND with us: 🍻 Steal This Beer! 📆 Tuesday, Sept 17th ⏰ 5-8pm 📍 Westin lobby bar (next to the convention center) 🎟️ RSVP: arrows.to/inbound See you there! 👋 #INBOUND2024

The silent killer of great customer experiences? Your internal team dynamics 😱 Introducing "Onboarding Therapy" – a new video series tackling your toughest customer onboarding challenges head-on. In our first episode, Shareil Nariman and Kim Hacker dive into a topic that's critical for your customer experience, but often brushed aside: ✨ Bridging the gap between sales and onboarding teams ✨ Here's what we cover: 👉 The true cost of the "us vs. them" mindset on your customer experience 👉 Practical strategies to align your teams and create seamless handoffs 👉 How to transform sales team members into onboarding champions (and why it matters) Ready for some candid (and sometimes spicy 🌶️) conversations about customer onboarding? Check out the full episode in the comments. 📢 We want to hear from you: what onboarding challenges are keeping you up at night? Share below and you might see them tackled in future episodes!

Ever feel like you're stuck in an endless loop of "refresh, check, repeat" during customer onboarding? 😅 The Arrows <> Slack integration gives your team real-time updates into customer activity, so you always know when they're making progress. Here's why our customers love it: 🔔 Real-time alerts: Plan creation, task completion, file uploads, comments – all Arrows plan activity shows up in in your Slack channels almost instantly. 👥 Keep everyone informed: Your entire team can stay up-to-date on customer progress without cluttering inboxes or constantly checking dashboards. 👀 Insight at a glance: For managers, it's an easy way to monitor engagement and progress across all accounts. High activity in Slack often correlates with successful onboarding. 🎛️ Notification control: Our latest trick? Customizable alerts. Because sometimes you need to know everything, and sometimes... you just want to focus on a few key actions. Your customer's onboarding progress shows up right where you're already chatting about project updates (and occasionally sharing cat gifs). Plus, it's just fun to see all that activity! There's nothing quite like watching your Slack light up with notifications of customers progressing through their onboarding. Engaged, happy customers are always the goal, and now you can see it happening in real-time. 🎉

INBOUND 2024 is finally putting customer success in the spotlight! 🎉 With just 8 weeks until HubSpot's big event, we've rounded up the top CS sessions you won't want to miss. From our CEO Daniel Zarick's panel on HubSpot's post-sale evolution to deep dives on their new customer success and AI tools, this year's lineup is CS gold. 🏅 Heading to Boston? Let's kick things off together: 🍻 Arrows "Steal This Beer" Happy Hour 📅 Tuesday, September 17th, 5-8pm 📍 Westin Lobby Bar (right next to the convention center) 🎟️ Save your spot at arrows.to/inbound Which sessions are you eyeing?? 👇 Check the comments for links to the full CS-session breakdown and happy hour RSVP. #INBOUND2024 #CustomerSuccess #HubSpot #INBOUND

Anybody recognize this guy? 👇 If you're an Arrows customer, check your email for an invitation to our new weekly office hours series hosted by Shareil Nariman! We're kicking things off THIS WEEK with two new topics: 1️⃣ Arrows deep-dive: Customize your plans without manual effort 📆 Tomorrow, July 16th @ 11:30am EST We'll dive into Arrows' dynamic branching feature, which allows you to automatically tailor each onboarding plan based on your HubSpot data. 2️⃣ Open office hours: Your onboarding questions answered 📆 This Thursday, July 18th @ 11:30am EST This is more of an AMA format - bring your onboarding questions, and we'll share tips and best practices for building out your process in Arrows and HubSpot! Want to join but didn't see the email? Add a comment here and we'll DM you with a link to join us! 🙏