Arrows

Onboarding is actually an extension of the sales process—if a customer is never onboarded, were they ever really a customer in the first place? It doesn't matter whether you sell SaaS, services, payroll systems, a private community, or something else... you have an onboarding "process" whether or not you think of it that way. Plus, odds are your customers mostly find it a painful process. Arrows can help, but it's not magic. Arrows helps put guardrails on a process for your team and your customer to follow for the best odds of a successful outcome. Hear more of my conversation with Dillon Young, Jean-Pierre Frost, and Rob Zambito on The Lifetime Value Show 🙌 https://lnkd.in/g6bwJKMg

The customer experience is everything. That’s why we’re hosting an entire event about it on November 14th at the New York Customer Experience Summit! At #NYCX, you’ll learn how leading SaaS companies are redefining the customer journey with real strategies and real-world insights. We’ve built sessions that break down each stage—from finding your ideal audience to sealing the deal and beyond. One session you won’t want to miss is Igniting Growth: Top-of-Funnel Leadership Unplugged with Clay's Jess Bergson and PandaDoc's Ariana Tiwari! This session will explore actionable leadership insights on driving demand, nurturing leads, and converting opportunities with efficiency and precision. If you’re looking to refine your approach to top-of-funnel strategies, this session will provide the tools you need to drive real growth. But this event isn’t just about the sessions—it's a great opportunity to network! Attending in person will allow you to engage with SaaS industry executives and other thought leaders. Spots are limited, so apply now to join us in person and take your customer experience to the next level! Virtual attendance is also available! Link here: https://lnkd.in/e2RyWb3y

🔄 The Underrated Power of Customer Onboarding: It’s More Than Just a Checklist 🚀 Let’s talk about something that often gets overlooked: onboarding. We all know it’s important, but how often do we treat it as a strategic, revenue-driving phase rather than just a step to get through? Here’s the truth: Onboarding is where the first real value is delivered, and it sets the tone for the entire customer journey. Get it wrong, and you’re scrambling to catch up for the rest of the relationship. Get it right, and you’re setting the stage for long-term success. Here’s why investing in a strong onboarding experience is a game-changer: 1️⃣ First Impressions Matter: The first few weeks are when your customers decide if they made the right choice. A smooth, value-driven onboarding process can reinforce their decision and lay the foundation for trust and satisfaction. 2️⃣ Proactive Problem Solving: A robust onboarding process anticipates customer needs and potential roadblocks before they even arise. It’s not just about teaching your product—it’s about setting customers up for success from day one, minimizing churn down the line. 3️⃣ Driving Engagement Early: Engaged customers are happy customers. Onboarding is your chance to connect, educate, and empower them to use your product fully. The goal isn’t just adoption; it’s creating champions who see your solution as essential. Let’s stop thinking of onboarding as a box to check and start treating it as the critical, strategic initiative it is. Because when onboarding goes well, everything else flows more smoothly—from renewals to upsells to advocacy. 💪 If your CS team is working in HubSpot and you want to take onboarding seriously - take a look at what our friends at Arrows are doing! ------- I'm building a solution for teams managing existing business, equipping them with the data and tools they need to maximize revenue from their customer base directly within HubSpot. Follow me for insights on Customer Success and to stay updated on our product journey! #CustomerSuccess #Onboarding #CustomerJourney #CustomerExperience #RetentionStrategy

Last week HubSpot announced their new app cards powered by UI extensions at INBOUND, and Arrows was front and center! 🥰 A couple highlights that still have us buzzing: 👉 Karen Ng calling out Arrows during her keynote at partner day (+ Max Cohen 🧔🏻's cheer from the crowd!) 👉 HubSpot showcasing Arrows at their developer demo station, featuring our implementation of the new app cards So what are these app cards anyway? They're a new HubSpot feature that lets apps customize and display key info right in HubSpot records. For Arrows, this means: 🍕 Visually tracking customer onboarding progress inside HubSpot (like the Domino's pizza tracker) 📂 Seeing files submitted by customers during onboarding ✅ Viewing all customer-submitted intake data We've even got an app card to track engagement for our new digital sales room product that just launched a couple weeks ago! Curious? Check out the video below 👇 to see the new Arrows cards in action. Massive thanks to HubSpot for the feature last week. We're pumped to keep making customer onboarding smoother for everyone, right inside HubSpot. 💘