Kit improved intake efficiency by 10% for creator onboarding

Why they needed Arrows

Kit's onboarding specialists were drowning in disconnected systems

Kit's implementation team manages a high-volume migration process, helping around 90 creators per month move from competitor email platforms. With each migration requiring careful coordination of data transfer, account setup, and creator education, the team needed reliable systems to deliver consistent experiences at scale.

But their previous onboarding tool was completely disconnected from HubSpot, Kit's core CRM, forcing the team to manage creator information across separate systems with no integration between them.

Inconsistent creator experiences. The old system was clunky and hard to navigate, creating wildly different onboarding experiences depending on which specialist creators worked with. "Some of the feedback that we were getting was that the system was hard to navigate," explains Karen Howell, Kit's implementation specialist. "They didn't know where to click to find information or even know how to communicate within the tool."

No visibility into migration progress. Without integration to their CRM, specialists had no centralized way to track where creators stood in their migration journey or share progress with other teams like creator growth management who support customers post-migration.

Complete data blindness. Most critically, Kit had zero visibility into their onboarding performance. "With our previous tool, we had no metrics at all," says Karen. Without data, the team couldn't optimize their process, identify bottlenecks, or prove the value of improvements to leadership.

For a company focused on reducing migration timelines and improving time to value—key metrics that leadership tracked closely—this lack of insight was a major roadblock to growth.

Why they chose Arrows

Arrows automated workflows and delivered real-time data visibility

Kit replaced their disconnected system with Arrows, choosing it specifically for its deep HubSpot integration and intuitive user experience that would work for both their team and the creators they serve.

Automated workflows replaced manual tasks. Arrows' HubSpot integration automatically syncs task completions and status updates between systems, eliminating the manual data entry that slowed down the team and created opportunities for errors.

Real-time visibility into creator progress. Specialists can now track exactly when creators complete tasks, where they might be stalling, and easily share progress updates with other internal teams through their centralized HubSpot dashboard.

Customizable, up-to-date onboarding plans. The team deployed customized onboarding templates for creators migrating from different competitor platforms, with branded experiences that feel native to Kit rather than a separate tool.

Creator-driven progress. The platform is designed to let creators move through migration tasks independently while maintaining clear communication channels when they need support.

Implementation delivered immediate efficiency gains

The results were immediate and measurable across Kit's key metrics:

• 10% improvement in intake efficiency through task automation
• Gained full data visibility after having no metrics previously
• Faster creator confidence and migration timelines through improved user experience
• Streamlined team collaboration with centralized communication

KC Procter, Kit's implementation lead, credits the HubSpot integration: "The ability to sync task statuses to HubSpot properties inside of our deals and contacts... we've improved our intake process and efficiency by 10%."

Even more significant was gaining access to data for the first time. "So I would say that's the biggest winner—we have access to data that we can push through HubSpot and help us make smarter decisions," explains Karen.

"We recently onboarded a creator who actually sent our CEO a voice message that said the migration process was so easy, I'm so thankful, your team is fantastic. A significant part of that was our ability to use Arrows to make that a smooth user experience." - KC Procter, Implementation Lead at Kit

Data visibility freed specialists to focus on creator success

For Kit's team, Arrows solved the immediate problem of disconnected systems while giving them the foundation to continuously improve their migration process.

Specialists no longer juggle multiple tools to manage creator migrations. "Arrows makes my life better because it allows me to easily communicate with various creators that I'm working with and their teams," says Karen. "It saves me a lot of time every day and I really, really love it."

"When I have the right tools for the job, I can focus on solving the problem instead of fiddling with the tool and getting frustrated," adds KC. "Being able to use a platform like Arrows to facilitate onboarding our customers onto Kit just makes it so easy and gives me joy in coming to work."

The cleaner, more modern experience also resonated with creators. Those who experienced both systems praised the intuitive interface and easier navigation, leading to faster completion times and higher confidence in Kit as a migration partner.

Kit now has a scalable onboarding system that grows with their business while providing the data visibility needed to optimize performance and demonstrate value to leadership.