Case Study: Roofing Business Partner reduces onboarding time and scales customer onboarding with Arrows

Reducing time-to-value by enabling customers to make progress themselves

Roofing Business Partner (RBP), a provider of coaching and software for roofing companies, faced significant challenges with its customer onboarding process as it scaled. Co-CEOs Allison and Dave were spending excessive time tracking down information across disparate sources, leading to internal overwhelm and stress. They turned to Arrows, an onboarding plan tool, to create a more efficient and manageable process.

By implementing Arrows' onboarding plans, RBP enabled its customers to complete tasks asynchronously, which eliminated constant reminders and gave the internal team clear visibility into progress. This solution from Arrows dramatically reduced the average onboarding time from 30-45 days to under an hour for some customers. Furthermore, Arrows helped RBP increase its onboarding capacity from just 3 customers per month to over 40, significantly improving team efficiency and reducing time-to-value.

Roofing Business Partner

Allison Howe

Co-CEO