Arrows

Learn the essentials of setting up your onboarding plans in Arrows. We’ll cover basic settings, how to structure your plan, writing effective tasks, customizing welcome emails, and everything you need to get up and running smoothly.


Getting started with onboarding plans

Many of Arrow's powerful features fly under the radar, but they can make a big difference in how you and your team work. In this session, we’ll take a guided tour through the different areas of your Arrows account, highlighting tips and tricks that help you navigate with confidence and efficiency. Whether it’s reordering and adding plan view columns, streamlining your task view, or discovering hidden gems in Settings, you’ll leave knowing how to unlock more value from Arrows.


Navigating your Arrows dashboards and account

Through the connection with HubSpot, you can use AI to personalize content inside your sales rooms tailored to each customer. In this session, we’ll walk you through how to use it, save time with block updates, and how to keep your sales rooms fresh and engaging for every prospect.


Getting the most from AI in sales rooms

This session is to help you you get the most out of Arrows’ onboarding templates. We’ll walk through how to structure your onboarding template, write clear phases, and effective tasks, and answer all of your technical questions so new customers feel supported from day one.

You’ll leave with practical strategies to streamline your setup and ensure every onboarding experience is smooth, consistent, and scalable.


Onboarding template optimization

In this session, we’ll walk through the Sales Room impact reports and dashboard so you can clearly see how Sales Rooms affect your deals. You’ll learn how to view which deals have a room, how those deals move through the pipeline, and where prospects are spending their time. We’ll also cover how to use these reports to spot slowdowns, understand engagement, and make informed decisions about next steps with your customers.


Build sales room reports in HubSpot

In this session, we’ll show you how to build reports in HubSpot that give you visibility into customer progress, task completion, and overall onboarding effectiveness. You’ll learn how to track the right metrics, identify where customers may be getting stuck, and use data to continuously improve your onboarding process.


Build onboarding plan reports in HubSpot

Learn how to structure your sales room, add the right mix of content, and configure AI-powered suggestions so your rooms update automatically and help deals move forward.
