So much about onboarding and customer success is based on setting expectations and next steps. With Arrows, anyone can build a great customer onboarding template that should apply to the bulk of your customer base and offload a lot of repeated CSM work. You can focus on making the customer experience unique to their needs instead of repeating yourself all day. That same template communicates an expectation to the customer of your entire onboarding process, when each step should take place and, ideally, how long things should take.

We had serious problems onboarding our mid size and enterprise clients, we had no way to align our clients with our onboarding plan until we found Arrows. Arrows helped us create a mutual action plan between us and our customers key stakeholders to ensure a smooth onboarding. They automate all our communication, gives us a 360 view of our customers' onboarding experience and fight churn. Ohh... and their design is gorgeous, super user friendly and my clients love it!

Arrows is an excellent program that has completely streamlined our workflow. We use it for onboarding as new clients arrive into our systems. It allows us to assign tasks, create deadlines, and manage onboarding flow all while taking the headaches out of the process. We can watch customer success in real-time as tasks are completed. Missed steps, edits, and process improvements are all easily adjusted within Arrows to make a simple yet effective experience.