Case Study: Rheaply achieves a single source of truth for onboarding and faster activation with Arrows

How Rheaply built their onboarding source of truth

Rheaply, a Chicago-based B2B SaaS company that builds software for resource management and exchange, struggled with a fragmented onboarding process managed in Google Sheets and Docs. Customers were often unsure what to do next, Asana proved too complex, and Director of Customer Success Hardik Patel needed a single source of truth for implementation, onboarding, and activation — which led them to Arrows.

After switching to Arrows, Rheaply implemented a clean, customer-facing onboarding plan with automatic weekly digests that remind customers of plan progress and remove the need for continuous CSM follow-ups. Arrows’ solution made requirements clearer for customers, reduced manual outreach by the Customer Success team, and supported scaling efforts (Rheaply uses Arrows across 3+ seats) to accelerate onboarding and activation.

Rheaply

Hardik Patel

Director of Customer Success