💡 Arrows deep-dive: Customize your plans without manual effort

Join us to learn how to customize your onboarding plans for the unique needs of each customer

In this 30-minute session, we'll dive into Arrows' dynamic branching feature, which allows you to automatically tailor each onboarding plan based on your HubSpot data. Here's what you'll learn:

• Automate plan customization: Include or exclude tasks, phases, or form fields based on HubSpot data
• See real-world examples:
• Show add-on service phases only to customers who purchased them
• Create targeted tasks based on specific customer needs (e.g., integration requirements)
• Boost engagement: Eliminate irrelevant content to keep customers focused
• Save time: Let automation handle plan customization for you

We'll wrap up with a live Q&A, so bring your questions!

While dynamic branching is currently part of our Pro tier, all Arrows users are welcome to join and learn about this feature.

Come see how you can make your onboarding process more relevant and efficient for each customer. We're looking forward to seeing you there!