Fractionalized HubSpot Marketing & Revenue Operations
Cut Onboarding Time By 49% And Drive Higher Customer Lifetime Value
Accelerate onboarding and boost engagement with collaborative plans that align your teams and customers, seamlessly integrated with HubSpot deals, tickets, and custom objects for streamlined success.
Trusted By Leading SaaS & Tech Teams Globally
Manual Customer Onboarding Is Costing You Lifetime Value (LTV)
Next Steps Emails
Customers often lose interest when follow-up emails are cluttered with too many links and attachments, making your message confusing and overwhelming.
Centralized Informaiton
There's no centralized platform for teams to track customer onboarding milestones, making it difficult to monitor progress and ensure a seamless customer experience.
Missing Pieces
Customers often lack access to key onboarding resources, making it harder for them to advocate for your product internally and realize its full value. Proactively provide tailored materials and support to empower new users from day one.
Integrating HubSpot + Arrows Onboarding Plans
Our goal when working with you to integrate your HubSpot instance with Arrows is to streamline this process as much as possible. We'll have a handful of conversations with whoever leads your sales department and then your customer success, so we understand the current situation, and then we'll set up the following:
Data Sync Between HubSpot + Arrows
Utilizing the Arrows Form task action is an effective method for gathering information from your customers during onboarding or implementation.
All Arrow forms can be configured to sync directly with a HubSpot property, guaranteeing that all crucial information is seamlessly integrated into your CRM.
Syncing Sales Pipeline With Onboarding
Streamlining the transition from sales to onboarding is crucial for efficient customer management. The key lies in the backend transfer of data, particularly the Arrows Plan URL, from the sales deal (Deal A) to the onboarding deal (Deal B).
This process is typically automated through a HubSpot workflow, triggered when a sales deal reaches a specific milestone, such as "closed-won" status. The workflow's "critical action" is the creation of Deal B, which should include copying the Arrows Plan URL from Deal A.
Setup Customer Pipeline For Onboarding
The Arrows integration with HubSpot streamlines customer onboarding by seamlessly syncing data between customer-facing plans and HubSpot properties. This powerful connection enables the automatic progression of customers through onboarding stages in your pipelines, eliminating manual updates.
The integration also provides valuable insights through reports that track the duration of each onboarding phase, allowing you to optimize your processes. By leveraging this data, you can identify bottlenecks, measure onboarding efficiency, and make data-driven decisions to improve your customer experience.
Arrow Automations & Workflows
Enhance your onboarding process by setting up automations within Arrows that seamlessly transition your onboarding records through HubSpot pipeline stages as customers progress. You can configure these automations based on completed tasks, finished phases (the most common approach), or changes in plan status.
This not only minimizes manual effort for your team but also ensures that onboarding progress is accurately reflected in your HubSpot pipelines. Experience a more efficient onboarding journey and keep your teams focused on what truly matters.
Creating HubSpot Fields For Arrows
To fully leverage the capabilities of Arrows, it's essential to synchronize your Arrows plan data with HubSpot properties. This integration allows you to enhance your HubSpot pipelines by incorporating valuable insights from your Arrows plans.
Moreover, the enriched data can be utilized to power your HubSpot workflows and create customized reports. This means you can automate processes more effectively and generate reports that reflect real-time progress, enabling data-driven decision-making.
Drive Better Platform Adoption & Feature Usage
Reduce your time-to-value to minutes (not hours or days) of signing up.
Increase your customer NPS, CSAT, & CES Scores and meet customer expectations.
More customers become raving fans resulting in higher LTV and less churn.
HubSpot+Arrows Customer Onboarding Experience
Let's build a better customer onboarding experience and drive faster platform adoption and higher retention.
Customer Experience Strategy
$3,500
Hubspot + Arrows
Accept This Offer
Brainstorming
- Miro Session
- Meeting Recordings + Notes
Visualization
- Figma Board
- Handoffs + Triggers
- Meeting Recordings + Notes
Google Docs
- Documentation For Implementation
Help When You Need It
- Meetings & Slack
HubSpot+Arrows Implementation
$6,000/mo
Hubspot + Arrows
Accept This Offer
HubSpot
- HubSpot+Arrows Integration Setup
- Deal Flow Setup
- Arrows Custom Fields
- Contact Record Customer View
- Automated Workflows*
- Meeting Bookers
- Next Steps Emails
- Feedback Surveys*
- Customer Success Workspace*
- Onboarding Progress Reporting
- CSM Task Assignments
- Customer Update Notifcations
Arrows
- Guided Task Progression
- Personalized Task Paths
- Customized Email Reminders
- Branded Onboarding Portal
Google Docs
- Documentation For Execution
- Loom Video Process Documentation
Coaching
- Change & Adoption Management
- Meeting Recordings + Notes
Help When You Need It
- Meetings & Slack
Get Everything You Need To Create Great Customer Experiences
1. Miro brainstorming session plan and audio recording of strategy and outcomes.
2. Figma journey map of the customer onboarding plan with contact handoffs and triggers.
3. Implementation of the customer onboarding plan in HubSpot+Arrows.
People Have A Lot To Say About Contineofy
Who Is Josh Hines?
And why should you work with him to build marketing, sales, and customer success systems within HubSpot?
Josh Hines
Founder @Contineofy
Hello motivated professional! 👋
I'm Josh Hines, the founder of Contineofy.
For the last 15 years, I've worked with numerous SaaS brands and Big Tech, like IBM and Red Hat, being a one-man show to managing global marketing teams.
As an INTJ personality type, I'm in the search of building the perfect marketing, sales, and customer success systems, leveraging HubSpot and their integrated marketplace apps.
As a Certified Hubspot Partner, and many other platforms to name, my purpose is to come alongside SaaS brands to build amazing customer experiences regardless where the contact is in the customer lifecycle.
On a personal note, I live in Raleigh, North Carolina, with my little pug Luna.
How To Get Started With Contineofy's HubSpot Fractional Marketing & RevOps
Book A 30-Minute Call
Schedule a call to talk through the proposed plan, who would be involved, timeline to completion, metrics for success, and milestones.
Determine Your Timeline
After the call, deliberate internally with your team to determine when you want to start the project and organize anyone for the kickoff meeting.
Kickoff Meeting
Rally the troops, assign next steps and get the machine warmed up to ensure the timeline is met, milestones are reached, and the project is within budget.
You'll Know We're A Great Fit
After Just One Call
* Customer Success Workspace, Workflows, & Feedback Surveys require HubSpot Professional Platform.