Arrows

Arrows creates a shared deal page from a company’s CRM with milestones, resources, and next steps, which Arrows agents keep current.

The article outlines 10 practices for client onboarding.

The author says onboarding tasks assigned to customers may not be optimized to prompt action, causing customers to get stuck and lose enthusiasm for the product.

The page describes onboarding as a bridge between a customer’s current pain and future success, and as an opportunity to validate their investment of time, attention, and money in a product.

The page says handoffs can leave customers and internal teams unsure of next steps, often because of spreadsheets.

Arrows plans which deal work to handle, the number of active deals, and the systems supplying context, then provides a price.

The page concerns alternatives to Dock for customer onboarding and sales lead conversion.

The page concerns alternatives to GetAccept for customizable proposals and sales deal closing.

The page concerns alternatives to GUIDEcx for client onboarding, reducing early churn, and increasing team capacity.

Arrows is a small team building AI agents for sales teams and has worked together since 2018.

Arrows provides support through messages, email at help@arrows.to, and a knowledge base.

Arrows agents run a company’s playbook, build a game plan for each deal, and provide reps with a workspace to execute it across the pipeline.

The policy explains how Arrows collects, uses, discloses, and protects personal information across its website and services, including individual rights and regional disclosures.

The terms of service cover subscriptions to and use of Arrows products and services, including fees, warranties, liability, and data terms.