How great sales teams work every deal.

Claude Cowork for sales: the setup that runs your morning for you

Cowork is where Claude goes from a chat window to a sales assistant that works on a schedule. Here's why we tell every rep to use Cowork, how scheduled skills work, and the 8am daily brief setup that does your admin before your first coffee.

Claude sales skills: what they are and the 7 we give away for free

Claude sales skills are repeatable workflows you install once and run every day: daily briefs, meeting prep, follow-ups, pipeline reviews. Here's what they are, why they beat saved prompts, and how to install the seven free Arrows skills in two minutes.

Claude connectors for sales: every tool that connects to Claude (2026)

What Claude connectors are, plus a full list of sales tools that connect to Claude: CRMs, call recorders, email, prospecting tools, and more. Each entry links directly to the setup page.

How to turn sales discovery into buyer-facing content (automatically)

Most reps do great discovery. Then it dies in the CRM. Here's how to turn one call into a buyer-ready case to buy, automatically, using AI agent blocks in Arrows.

How to use AI to write the best sales follow-up email in seconds

Everything you need to know about HubSpot’s new Projects object for project management (2025)

HubSpot’s new Projects object adds project management capabilities to the CRM. See what’s live now and what’s coming soon, including subtasks, dependencies, and templates.

HubSpot chooses Arrows to power its global customer onboarding program

How to Get Prospects to Actually Use Your Sales Room

Learn how to make your sales rooms more engaging, actionable, and buyer-friendly. These practical tips help you drive return visits, keep momentum, and ultimately close more deals.

What Makes a High-Performing Digital Sales Room

Want to build sales rooms that actually help close deals? This post breaks down the key traits of high-performing Arrows sales rooms—based on real customer usage and data.

Manage All Your Onboarding Tasks in One Place with the New Task Page

The Task page gives you and your team a centralized view of every task across your onboarding plans—making it easier to track progress, identify blockers, and take action.

How to Use AI to Keep Your Sales Rooms Updated

With Arrows Intelligence, you can keep your Arrows sales rooms up to date without spending extra time on manual admin. The AI reads context from your connected HubSpot deal—like calls, notes, and emails—and suggests smart updates to your sales room content.

New Navigation Experience for Sales Rooms, Onboarding Plans, and Client Portals

We just rolled out a new navigation experience for Arrows sales rooms, onboarding plans, and client portals—bringing even more clarity, flexibility, and visibility for both your team and your customers. Here’s what’s new, and how to turn on the new banner.

How to Automatically Add Call Recordings to Your Digital Sales Rooms

Arrows sales rooms now automatically suggest adding any call recordings synced to your HubSpot deal from tools like Grain, Fathom, Gong, and more.

4 Simple Steps to Build an Effective Digital Sales Room

Learn how to build effective, repeatable sales rooms in Arrows—using templates, the block library, and AI suggestions—all fully integrated inside HubSpot.

New Redesigned Dashboard for Rooms and Plans

The new dashboards for Arrows onboarding plans and sales rooms make it way easier to see what’s going on with your prospects and customers—without leaving Arrows—and give you a clearer picture of progress, engagement, HubSpot associations, and more.

What Makes a Good vs. Bad Onboarding Task

What makes a good onboarding task? Clarity, action, and context. This post (and video) shows how to clean up confusing tasks and help customers move forward faster.

How to Create a Digital Sales Room Template in Arrows for Your HubSpot Deals

Learn how to build a digital sales room template for your HubSpot deals using Arrows, complete with sections for next steps, meeting links, call recordings, and essential buyer resources.

Introducing One Click Sales Follow-Ups

Learn how to use Arrows sales rooms to create personalized, one click follow-up emails without the manual busywork.

New Activity Levels for Sales Rooms

Activity levels gives your sales team visibility into which rooms are hot, engaged, stalled, or unopened to prioritize follow-ups and take action exactly when needed.

Arrows named one of HubSpot's essential apps for Service Hub in 2025

Arrows was just named an essential app for Service Hub for the second year in a row. Proof that building deep on HubSpot pays off!

Connect Arrows to HubSpot’s service object for customer onboarding

Arrows now connects to the Service object in HubSpot, making it easier to run structured onboarding without relying on deals or tickets!

Why HubSpot’s new service object is the best way to manage customer onboarding

HubSpot’s new Service object gives onboarding teams a purpose-built space to manage delivery, track customer progress, and stay organized.

Task completion actions: connect customer activity in Arrows to internal action in HubSpot

Automatically update HubSpot properties or trigger internal tasks based on the work your customers complete in Arrows.

Introducing Arrows AI-Powered Digital Sales Rooms

See how Arrows Intelligence analyzes call recordings, emails, and deal notes to automatically suggest updates for your digital sales rooms, turning every interaction into an opportunity to move deals forward.

Introducing the Task Library: Quickly Add Tasks to Onboarding Plans

Save your most-used tasks and phases in a library, then add them to any customer's onboarding plan in seconds. No more recreating tasks from scratch–just pick what you need from your library and keep moving.

Best 10 Rocketlane Alternatives & Competitors In 2025 [Reviewed]

Looking for alternatives to Rocketlane to seamlessly onboard new clients and manage projects, resources, and increase your team’s capacity?

Rocketlane Pricing: Is It Worth It In 2025? [Reviewed]

Wondering whether Rocketlane’s pricing works for your organization’s budget and onboarding needs?

Best 10 Customer Onboarding Software for B2B Companies in 2025

If you’re looking for the best customer onboarding software to improve your new client onboarding process in 2025, this guide is for you.

GUIDEcx Pricing: Is It Worth It In 2025? [Reviewed]

Wondering whether GUIDEcx’s pricing works for your company’s budget and onboarding needs?

Best 10 GUIDEcx Alternatives & Competitors in 2025

Shopping for alternatives to GUIDEcx to seamlessly onboard new clients, reduce early churn and increase your team’s capacity?

B2B Prospecting: How To Do It In 2025?

Wondering what B2B prospecting is and how you can do it the right way to secure more deals for your organization?

OnRamp Pricing: Is It Worth It In 2025? [Reviewed]

Are you wondering whether OnRamp’s pricing works for your organization’s budget and onboarding needs?

Best 10 OnRamp Alternatives & Competitors In 2025 [Reviewed]

Looking for alternatives to OnRamp to onboard new customers and manage projects, resources, and increase your team’s capacity?

Onboarding Therapy #8: Why Blaming Sales Doesn't Work (A Candid Chat with Arrows' Head of Sales)

12 of the Best Sales Tactics to Close More Deals in 2025

Wondering what sales tactics you can use to close more deals in 2025?

Onboarding Therapy #7: Stop Worrying About Overwhelming Customers with Matthew Ruxton

Drawing from his journey from implementation specialist to RevOps leader, Matthew Ruxton challenges common onboarding fears, explains why process beats pure personalization, and shows how bringing implementation processes into your CRM can transform customer success.

Top 16 Sales Objections & How to Overcome Them?

Wondering about the different sales objections salespeople face in their day-to-day work and how you can overcome them?

Beyond the Funnel: Delivering Customer Value to Build Lasting Customer Relationships

From Handoffs to Happy Customers: The Playbook for Success and Onboarding in HubSpot

Free Mutual Action Plan Template for Onboarding New Clients In 2025

Align with your customers on what’s next in onboarding with this free Mutual Action Plan template (available as Excel and Google Sheets).

Net Dollar Retention (NDR): Everything You Need To Know [2025]

Understand net dollar retention (a key customer success metric), how to calculate it, and what it says about the health of your business.

B2B Sales Funnel: Everything You Need to Know

Are you wondering about the B2B sales funnel and how your organization can attract, nurture, and convert more leads?

The Complete Guide to Customer Enablement [2025]

Find out what customer enablement is and how you can build a successful customer enablement strategy.

A Guide to Running Customer Success in HubSpot: Insights from Our Webinar with Fathom

Let's dive into how Arrows and Fathom streamline Customer Success in HubSpot with automation, AI, and seamless workflows to improve onboarding, health scoring, renewals, and handoffs.

How To Create a Winning Sales Proposal? [2025]

Wondering how you can create a sales proposal that will close that prospect you’ve been nurturing for so long?

Onboarding Therapy #6: The AI Wake-Up Call for Customer Success Teams with Daphne Costa Lopes

Daphne Costa Lopes, HubSpot's Global Director of Strategic Accounts, shares why AI adoption is becoming critical for customer success teams, how to start implementing it effectively, and why CSMs should reconsider working at companies resistant to AI innovation.

Customer Success Roles: In Depth Guide for 2025

Review our guide to the different types of customer success roles getting the job done and team segmentation methods used by companies.

B2B Sales Pipeline: Guide for Closing More Deals

Wondering about the B2B sales pipeline, its stages, and how your company can secure more deals?

How to Create a Winning B2B Sales Strategy?

Wondering how you can create a winning B2B strategy for your business from scratch that helps you close high-value deals?

Internal Alignment and Revenue Growth in Customer Success: Insights from the LA Executive Roundtable

Onboarding Therapy #5: Rethinking the Customer Success Function

B2B Sales Enablement: How To Do It Right?

Wondering what is B2B sales enablement and how you can do it right to secure more deals for your business?

B2B Sales Process: Everything You Need to Know

Are you wondering about the B2B sales process and how your organization can build one that attracts and closes leads?

Sales Tech Stack: 11 Best Tools for Sales Teams in 2025

Looking for the best sales tools to build your sales tech stack for 2025 so you can close more deals and enable your sales team to be more productive?

High Ticket Closing: How to Close More Deals in 2025?

Are you wondering how you can get better at high ticket closing?

10 B2B Sales Tips To Close Deals Faster

Are you wondering how you can close more B2B sales for your product or service?

High Ticket Sales: How To Close More?

Does your business rather have 10 clients pay you $1,000 per month or 100 clients pay you $100 per month? If you answered the former, then you and your sales team are most likely dealing with high ticket sales.

We Reviewed 10 Best Sales Productivity Tools In 2025 [Reviewed]

Are you looking for the best sales productivity tools in 2025 to secure more deals and free up some of your team’s time?

10 Best SDR Tools & Software in 2025 [Reviewed]

If you are looking for the best tools for sales development representatives (SDRs) in 2025 to improve their performance, this guide is for you.

10 Best Presale Tools for Sales Teams in 2025 [Reviewed]

If you are looking for the best presales software in 2025 to close more deals and shorten the deal cycle, this guide is for you.

Onboarding Therapy #4: How to Reduce Friction in Customer Onboarding with Ramli John

Product Led Onboarding author Ramli John joins us to discuss why the biggest friction in customer onboarding often starts with internal alignment, not product challenges.

10 Best Sales Proposal Software in 2025 [Reviewed]

Looking for the best sales proposal software in 2025 to close more deals and reduce early churn?

10 Best B2B Sales Tools & Software in 2025 [Reviewed]

Looking for the best B2B sales tools in 2025 to capture more leads, manage the sales pipeline and close more deals? This buyer guide is for you.

8 Best Sales Pipeline Management Tools in 2025 [Reviewed]

Looking for the best sales pipeline management tools in 2025 to shorten your deal cycles and nurture new clients through their onboarding journey?

7 Best Digital Sales Room Software in 2025 [Reviewed]

Looking for the best digital sales room software in 2025 to shorten the deal cycle and increase your sales reps’ close rate?

We Reviewed 10 Best Sales Planning Tools & Software In 2025

Are you looking for the best sales planning management tools in 2025 to win more deals and better prepare your sales team?

10 Best B2B Sales Enablement Tools & Software for 2025

If you are looking for the best B2B sales enablement tools in 2025, this buyer guide is for you.

Onboarding Therapy #3: Balancing Human-Led vs. In-App Customer Onboarding

B2B SaaS onboarding teams face a constant dilemma: automate everything in-app or maintain human-led processes? Discover how to leverage both approaches for a winning strategy that drives adoption and long-term success.

Walk the Talk #1: Increasing Win Rates With Arrows Sales Rooms

Arrows’ Head of Sales, Grant Jones, shares how using Arrows sales rooms has helped him control the narrative, empower champions, and accelerate deals—without overhauling his entire approach.

7 Best Sales Management Software in 2025 [Reviewed]

Looking for the best sales management software in 2025 to close more deals and increase your sales reps’ efficiency?

7 Best Aligned Alternatives & Competitors in 2025

Are you looking for alternatives to Aligned to help your sales team convert more leads?

GetAccept Pricing: Is it Worth It in 2025?

If you're wondering if GetAccept's pricing model works for your team, this pricing guide is for you.

New Arrows App Cards in HubSpot: Get a Clear View of Customer Progress

8 Best GetAccept Alternatives & Competitors in 2025

Looking for GetAccept alternatives to build customizable proposals and help your sales team close more deals?

Little Big Things #4: Streamline Notifications and Lock in Progress

7 Best Dock Alternatives & Competitors in 2025

Looking for alternatives to Dock to onboard new customers and help your sales team convert more leads?

10 Best Sales Enablement Software in 2025 [Reviewed]

If you are looking for the best sales enablement software in 2025, this guide is for you.

Introducing Arrows Sales Rooms: Allow Your Team To Control The Narrative

Arrows sales rooms give each of your deals a dynamic page that keeps prospects engaged and helps your team sell—even when they're not in the room.

The 7 Best Highspot Alternatives & Competitors in 2025

Looking for alternatives to Highspot to streamline revenue operations and help your sales team convert more leads?

Improving Real Estate and PropTech Operations with HubSpot

Highspot Pricing: How Much Does It Cost & Is it Worth It in 2025?

If you're deciding if Highspot's pricing model works for your team, this pricing guide is for you.

Onboarding Therapy #2: Securing Leadership Buy-In for Customer Onboarding

Learn how to get your company leaders to support and value customer onboarding efforts. We'll share practical ways to start showing how onboarding helps to retain customers and increase revenue.

Onboarding Therapy #1: Improving Customer Onboarding Through Sales Alignment

Discover how to bridge the gap between sales and onboarding teams in B2B SaaS companies. Learn practical strategies to improve collaboration, align incentives, and create a seamless customer journey that drives long-term success and retention.

Qwilr Pricing: Is it Worth It in 2025?

If you're wondering if Qwilr's pricing works for your team, this pricing guide is for you.

Top Customer Success Sessions at INBOUND 2024

INBOUND 2024 is finally giving customer success the attention it deserves. Check out these top CS sessions to see how HubSpot is stepping up its game for CS teams.

7 Best Qwilr Alternatives & Competitors in 2025

Looking for alternatives to Qwilr to build better proposals and close more deals?

Little Big Things #3: Small changes, big impact on your onboarding process

Leveraging HubSpot Integrations to Succeed in Modern-Day Sales

Streamlined Customer Success with HubSpot Integrations

What We Lose When Marketing Data Is Siloed (and What We Gain by Integrating)

The Happy Customers Festival and The Connected Platform

Connecting Go-to-Market Strategies with HubSpot: Insights from the Happy Customers Festival

The Happy Customers Festival showcased how HubSpot's connected platform and best-in-class apps are reshaping go-to-market strategies. We explored how connecting marketing, sales, and customer success in one system can help teams work more efficiently and deliver better experiences throughout the entire customer journey.

Master Client Onboarding: Using HubSpot Service Hub & Arrows for a Seamless Customer Experience

Effective customer onboarding is critical to a company's success. In this article, we'll explore the key insights from a recent Arrows and BridgeRev webinar, demonstrating how combining Arrows with HubSpot Service Hub can transform your client onboarding process.

Introducing Gates: Show the right tasks at the right time

Guide your customers through a clear, focused onboarding journey with Gates, our latest feature designed to streamline the onboarding process.

Seamless Onboarding Experiences: Upgraded Arrows Forms

Upgraded forms in Arrows are the most effective way to collect information and files during onboarding without a disjointed customer experience or disconnected data.

Little Big Things #2: More Customization, More Engagement

Discover the big impact changes shipped recently in Arrows giving you more control and customization.

Arrows Named HubSpot's Top Customer Service App In 2024

Arrows collaborative onboarding plans has been named HubSpot's Top App for Customer Service and is the most installed customer success app in the HubSpot marketplace.

Announcing The New Customer Success Workspace in HubSpot Service Hub

Learn how the new customer success workspace in HubSpot Service Hub provides a dedicated space for customer success teams to proactively support customers and increase retention.

How to Choose the Best HubSpot Solutions Partner For Service Hub

Everything you need to know about finding and hiring a solutions partner to help your business with HubSpot Service Hub.

Simple HubSpot Pipeline Automation In Arrows

Pipeline automation in Arrows is the fastest way to keep your HubSpot pipeline up to date without any hacky workflows or complex logic 🤖

Streamlined Onboarding Template Management

We’ve redesigned how plan templates are managed inside Arrows to make it easier to keep track of which templates are in use, need updates, or are used for specific purposes 📂

How To Build A HubSpot Dashboard for Customer Onboarding

How long does it take to build a dashboard for customer onboarding in HubSpot? We decided to find out.

Little Big Things #1: Fewer Clicks, More Progress

Discover the big impact changes shipped recently that are making it easier to deliver engaging onboarding experiences.

Navigation Redesign: Discover the Hidden Power of Arrows

We’ve redesigned how teams navigate Arrows to make it possible to find + access all the powerful tools you need in your onboarding plans with just one click ⚡️

Bridging Worlds with Words: Localized Onboarding in Arrows 🌎

Customer-facing localization in Arrows is the fastest way to display onboarding plan details in Spanish, German, French, or Portuguese without any manual translation 🎉

3 Basic Principles for Sales Handoffs in HubSpot

Arrows is enterprise ready!

Arrows is SOC 2 Type II Certified and GDPR Compliant 🥳

Which HubSpot Hubs should you use for Customer Success?

Drive engagement by customizing invite emails

Here’s a fun fact—did you know that sending your customers an invite to their Arrows plan means they are >60% more likely to open the plan? Today we're launching three ways make your Arrows plans even more engaging.

Dynamic role assignment: auto-sync internal team roles from HubSpot user properties

Choosing the Right HubSpot Object for Customer Onboarding

Understand which HubSpot object is the best fit for you, whether it's deals, tickets, or custom objects. We'll help you make the right choice to streamline your onboarding process.

Gain insight into your onboarding template performance

Automatically transfer Arrows plans between HubSpot objects

E-signature task action: automate your document signing process

Bulk copy new task updates to active Arrows plans

Sync Arrows plans to HubSpot custom objects

Create a HubSpot attachment when a file is uploaded in Arrows

Custom roles: streamline task assignment

Easily sync plan data from Arrows to HubSpot

Enable your new customers with collaborative onboarding plans

Sync Arrows forms directly to HubSpot properties

Conditional task visibility: show or hide Arrows tasks based on HubSpot property values

Automatically complete Arrows tasks based on HubSpot properties

Catch Up: An interactive home page to manage your onboarding plans

Plan activity: View engagement insights at a glance

Optional tasks

View Arrows plan activity in your HubSpot timeline

Easier document and file uploads

Our strategic partnership with HubSpot, plus funding from Gradient Ventures

Today we’re announcing a strategic partnership with HubSpot, which includes an investment from HubSpot Ventures, just 11 months after launching Arrows in the HubSpot App Marketplace and quickly becoming one of their fastest growing apps.

Prebuilt tasks: easily build new plans and templates

3 Ways To Do More With What You Have

How To Encourage More Investment In Onboarding

Why Your Dashboard Doesn't Tell The Whole Story

How to Avoid Killing Onboarding Momentum

Why The Best Customer Onboarding is Prescriptive

How To Audit Your Onboarding Experience

Why Most Teams Can Reduce Onboarding Time By At Least 50%

How To Reduce Time-To-Value When You're Not In The Room Where It Happens

Reminder: most onboarding happens when you’re not in the room. It doesn’t matter if you have an onboarding CSM or a PLG experience…

Is there closed revenue stuck in your pipeline?

If I had to bet (or ask the hundreds of teams I’ve talked to) … it’s in the handoff from “closed won” to “actively onboarding”.

How To Prevent Missing Data Derailing Your Onboarding Process

Stop scrambling to keep your process running smoothly and do this instead: Define your process with a pipeline + properties in HubSpot.

Custom domains: your onboarding plans should feel like they're coming from you

10 Onboarding Task Examples You Should Steal To Drive Customer Action

One thing I see all the time is onboarding tasks assigned to excited customers, that aren’t optimized to drive action. And when onboarding tasks aren’t designed to drive action it’s all too easy for customers to get stuck and lose their excitement for your product.

3 Common Onboarding Mistakes to Avoid in 2023

Look at onboarding as a bridge between a customers present pain and future success. Its an opportunity to validate your customers investment of time, attention, (and money) in your product.

How To Drive Adoption With a Customer-Facing Onboarding Plan in 5 Quick Steps

Enable your customers when you’re not in the room and increase your existing team’s capacity to be proactive by giving your customers a roadmap for successful adoption.

How to Avoid Tripping Customers Up In Onboarding

How to Increase Team Efficiency & Drive Retention in a Downturn By Optimizing Your Onboarding Plan

It’s no secret the economy is slowing down, and today more than ever companies are looking to improve team efficiency while at the same time increasing retention. The good news, the fastest way to improve retention likely isn’t to increase headcount but instead, to be more intentional about your plan for onboarding customers.

How to Manage The Renewals Process in HubSpot

Investing in a robust process for driving revenue after the initial sale will help reduce churn, increase expansion and as a result lead to ever-increasing net revenue retention.

Participant panel: a better way to invite participants to your Arrows plan

Your HubSpot command center: quickly reference the associated HubSpot information from Arrows

A Tactical Framework For Putting Customer Outcomes at the Center

Most teams know they should be focused on making customers successful. But…how often do they explicitly document desired outcomes in a shared place, frame their success plan in the context of those desired outcomes, or revisit and update the plan for reaching those outcomes in every interaction?

Are you onboarding active users or successful customers?

When you optimize onboarding for success, it doesn’t matter how many people come in through the top of the funnel. Successful outcomes make the difference between users and customers—and between churn and revenue growth.

A roadmap for building a connected customer journey in HubSpot

Your customers don’t care what tools you use to help them be successful. They do care their experience is connected and consistent no matter who they’re interacting with at your company. Running customer success in HubSpot can give them that.

Why you don't need a complex health score to identify churn risks & upsell opportunities.

Paying customers who don’t receive value are the ultimate churn risk. Especially as companies tighten their software budgets in uncertain markets. The good news…there’s a simple way to proactively identify those “ghost accounts”.

Task actions: form fields, file uploads, embeds, and more!

5 ways churn is killing your company—and how good onboarding can fix it

It’s much harder—and more expensive—to make up churn than it is to create good onboarding. Rather than looking at it as a reactionary cost center, consider your onboarding process an investment. When done well, it will more than pay for itself.

Why onboarding isn’t about your product

Misalignment between company outputs and customer outcomes usually rears its head during onboarding. Effective onboarding is more about building a bridge to your customers desired outcomes than your product.

Why most companies miss the mark with their onboarding experience

Brands that get sticky customers that stay and upgrade are winning. That stickiness all starts with customer onboarding (and there are a lot of gaps in how it’s currently done).

Sequential phases: show the right tasks at the right time

How To Avoid Onboarding Overwhelm And Drive Customer Action Instead

5 tactics you can use to avoid customer overwhelm and drive action during onboarding

Instant updates: Slack notifications for plan activity

Why Project Management Tools Are Terrible For Onboarding + 2 Tactics To Try Instead

Customer onboarding is all about momentum. You’re either trying to build it or figuring out how to maintain it. One thing that stops that momentum dead in its tracks? Customers having 17 tasks assigned to them and not knowing which one is the highest priority.

3 Reasons Why Spreadsheets Are Hurting Your Handoffs (w/ Hannah Rubin from RevPartners) + What You Should Do Instead

Handoffs might be the most make or break moment in the customer journey. But so often they leave customers (and our internal teams) wondering what's next. The most common cause of this confusion? The humble spreadsheet.

3 Steps To Better Handoffs: Sales → Onboarding and Beyond

A customer shouldn’t be waiting on you to make progress, and your team shouldn’t be spending time trying to figure out what they need to communicate and when.

A fresh UI: reimagined customer action plans

Nobody Told You? Project Management Tools Aren't For Customer Onboarding

We'll explore why the same tool that works so well to move projects along internally becomes a disaster when you start inviting your customers to it. Project management tools are not built for customer onboarding.

Customer Onboarding: The Sales Problem You Didn't Know You Had

Is a deal really closed if a customer doesn’t onboard? Customers leaving after 3 months is often labelled a churn problem. But it's not. Discover why customer onboarding is the key to creating happy, successful customers.

5 Laws of Highly Effective Onboarding Plans

Here’s your checklist to help drive happy customers with your onboarding plan.

Demystifying data onboarding with Osmos Head of Customer Success, Sandy Daniels

This week we’re breaking down 3 tactics to improve your data onboarding with Sandy Daniels, Head of Customer Success at Osmos.

Advanced HubSpot Automation Tips

Hidden tips and workflows for HubSpot CRM. Unlock the full value of HubSpot for customer onboarding.

Playbook: Create a seamless onboarding experience for customers from your CRM

A team building their onboarding and ongoing customer success process in a CRM tends to have less gaps in the experience for customers and maintains better visibility into performance.

8 tactics from top CS leaders to help you get closer to your customers

We all spend so much time focusing on internal measures of success and shipping things that we care about, that it’s easy forget to bring the most important voices to the table— the voice of our customers.

Creating happy, successful customers is a shared responsibility

Customer-facing teams are not just responsible for customers themselves, but also for ensuring every other team understands the goals your customers have, the challenges they are looking to solve, and the road-blocks they encounter along the way.

3 signs your buying journey is more about you than your customers (and how to fix it)

Customer success no longer starts (or ends) at the point of sale. Here are three ways you could be preventing customers from making progress by focusing more on your company than your customers.

Automatically create Arrows plans via HubSpot workflow

Enabling your team IS enabling your customers

Here are 2 principles and 3 tactical ways to enable your customers AND make your team happier.

10 Best Practices for Client Onboarding

Discover the top 10 best practices for client onboarding in this comprehensive article.

Are The Tasks You Ask Of Customers During Onboarding Actually Tasks?

We ask a lot of our customers during the early phases of their journey with us, especially during the customer onboarding portion. Here are a few tips to make sure the tasks you're asking of your customers are actually tasks.

8 Ways To Build A Customer-Centric Culture

Observations we’ve made about how teams can build and scale customer onboarding in their CRM to improve performance over time.

Optimize Your Customer Onboarding Process

As a business owner, you likely understand just how important customer retention is for your bottom line. In this article, we’ll explore how to do just that by understanding the importance of customer onboarding, analyzing your current process, developing a comprehensive strategy, and implementing best practices.

How to Automate Customer Onboarding for Maximum Efficiency

Learn how to streamline your customer onboarding process and save time with automation.

The Case For Running Customer Onboarding In Your CRM

Observations we’ve made about how teams can build and scale customer onboarding in their CRM to improve performance over time.

Onboarding Accountability + 10 Strategies for Driving Action

This is the final edition in the 3-part series on onboarding metrics and experiments. So far we’ve discussed why using average metrics like “time to value” can be deadly and introduced a new metric for understanding onboarding performance.

Products are vehicles to successful outcomes

How To Optimize & Scale Your High-Touch Onboarding

Onboarding Pipeline Velocity: A New Definition for Success

The problem with using any simple measure of time to value, onboarding completion percentage or time to adoption is your onboarding might fail before customers reach the average for any of those metrics.

How to Improve Customer Outcomes at Scale 🚀

Why Time To Value Can Be a Deadly Onboarding Metric

The problem with using any simple measure of time to value, onboarding completion percentage or time to adoption is your onboarding might fail before customers reach the average for any of those metrics.

How Customer Onboarding Helps You Earn The Right To Grow

3 customer success leaders weigh in on how they are building onboarding and product adoption programs to provide a tactical path to sustainable growth.

Producing Successful Customers at Scale with Dan Ennis from Monday.com

Dan Ennis is the Scale Team Manager on the customer success team at monday.com. One of Dan’s favorite things about monday.com is the data-driven culture. But we know that data is not equal to people. Learn how Dan produces successful customers at scale.

Happy Customers vs Making Customers Happy 😀

Here's how HubSpot made a big bet in 2011 to make producing happy customers the responsibility of everyone within the company all the way from marketing to success.

Putting Customers at the Center with Maranda Dziekonski

In today’s world of commoditized software and infinite choice, the company that can become its customer’s trusted advisor is the company that wins. Maranda Dziekonski, Chief Customer Officer at Swiftly shares how she puts customers at the center.

Why Use Mutual Action Plans For Customer Onboarding

I sat down with Shareil who runs Customer Success at Arrows to hear his case for mutual action plans as a core component of any high-touch customer onboarding playbook.

Why Customer Success Is Defined By The Customer

Lots of teams talk about being “close to the customer” or “customer-obsessed” but how many actually are when it comes to making an impact on things customers (vs the business) care about?

How To Scale Your Onboarding Program With Webinars

Learn how webinars can help you scale your onboarding program, then see best practices and real-world examples of companies with great onboarding webinars.

SaaS Customer Success: A Guide To Getting It Right

Learn everything you need to know about customer success as it pertains to SaaS, including common challenges, best practices, tools, and metrics to watch.

The Optimal Customer Success Team Structure [+ Org Chart]

Explore the most common ways that companies organize their customer success teams and use our helpful org chart to get started quickly.

How Mo McKibben Built One Big Team In Service Of Customers

I asked Head of Customer Support and Success at Moxion, Mo McKibben, how she ensures her team collaborates effectively with product and closes the loop to delight their customers.

How To Document Your Process For Customer Onboarding

In researching Arrows we've spoken with dozens of success teams and gotten insight into their onboarding process. Many of these teams use success plans to aid the onboarding flow, keep everyone aligned, and get customers to value faster and more cleanly.

12 Meaningful Metrics to Measure Sales Performance [Through a Customer Success Lens]

Review popular sales metrics and our recommendations for a few more that will tie your sales team to the overall performance of the business (including customer success).

Customer Success vs. Sales: Differences, Similarities, and Collaboration

More and more companies are having their customer success and sales teams come together to collaborate. Learn what these teams have in common and why their teamwork is key.

The Differences Between Customer Success and Customer Support

Review some of the key differences between customer support and customer success teams and how they can work together.

Customer Acquisition vs. Retention Costs: Where Should Your Company Focus?

Learn why your company should be investing in both customer acquisition and customer retention.

Hiring Your First Customer Success Manager

Hiring your first customer success manager is a great investment for your customers and for your company. However, hiring in general is tricky, let alone when you are looking for the “first of” for any role.

27 Customer Success Software Tools That Teams Are ACTUALLY Using [2021]

Discover the customer success tools that CS teams are really utilizing, why they work, and how to choose the right tools. No fluff.

Understanding User Onboarding Flows [+ 6 Great Examples]

Getting onboarding flows right is the key to making sure users smoothly transition between onboarding milestones and into satisfied customers. Here’s how.

The Sales-to-Customer Success Handoff: What It Is and How to Create One That Works

Getting the sales-to-customer success transition right can make your customers’ and your teams’ experiences way better. Here’s how.

Client Onboarding Checklist: Get Your Onboarding Program Started

Review our comprehensive checklist for onboarding new clients into your software tools or services.

Churn Analysis: Unpacking Which Customers Are Leaving

Here’s why performing a customer churn analysis is so important and how to plan and execute your own.

Knowing when to use "How To"​ versus "Why To"​ content

To make sure you help your customers in all situations, you should create your content with this framework.

How To Build a Map of Your Customer Success Journey (Step-by-Step)

Follow along with our step-by-step guide to map out your customer journey and create a hugely impactful resource for your whole company.

The Art of Great Customer Onboarding Emails (+ 7 Templates and Examples)

Review our handy list of emails and templates that will help your customers experience a successful onboarding.

5 Simple Ways to Improve Your Blog in 2023

Prevent These Top 7 Reasons That Customers Churn

Review our helpful guide on common causes for customer churn and tips to avoid them.

High-Touch vs. Low-Touch Onboarding: Choose both for the best customer experience

It’s time to put the high-touch vs. low-touch onboarding debate to rest. Learn when it makes sense to use each model — and why companies should try both.

16 Customer Onboarding Metrics That Measure the Effectiveness of Your Program

Check out this list of insightful onboarding metrics and discover the different KPIs, tips, and tools to measure onboarding program success.

Measuring Time to Value (TTV) to Improve The Customer Onboarding Experience

Learn the fundamentals of creating a measurable onboarding program that helps customers realize the shortest time to value.

We raised a $2.75 million seed round to build Arrows

We’re announcing we’ve raised $2.75 million in seed funding from Gradient Ventures, Google’s AI-focused venture firm, and 47 angel investors. We couldn’t be more excited about having all of these amazing friends of ours make a bet on us, and we’re excited to show them what we have in mind.

Working In Bets

Iterating through doubt and uncertainty on your startup

What to do during your first 100 days as a CSM

A new customer success manager on Reddit was unsure how to spend their first 100 days in the role. This is such a common concern we've seen when talking to customer success folks and is a challenge for many CSMs. Benedict, co-founder of Arrows, decided to answer it.

The 5 Key Ingredients of a Success Plan

In researching Arrows we've spoken with dozens of success teams and gotten insight into their onboarding process. Many of these teams use success plans to aid the onboarding flow, keep everyone aligned, and get customers to value faster and more cleanly.