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

Speaker

Shareil Nariman

Head of Customer Experience at Arrows

Replays

Getting started with onboarding plans

Navigating your Arrows dashboards and account