CASE STUDY
IBC Roofing Boosts Performance +28% and Onboards 77% Faster with DIGIDECK
The Challenge
As IBC Roofing expanded, it needed a sales process that could scale with the business
As IBC Roofing entered new markets, leadership recognized the business needed a more repeatable way to sell. There was no consistent sales workflow across the organization, and with seven locations at the time, each rep communicated IBC Roofing’s value differently. That made it difficult to deliver a standardized, high-quality customer experience and harder to scale a winning process across the business.
Static materials couldn’t support a modern buying experience
In roofing, many companies still rely on basic PDFs or price sheets. But IBC Roofing wanted to deliver a more professional, educational, and brand-aligned customer experience. The team needed more than better-looking materials. They needed a modern sales process that could help reps personalize conversations, reinforce trust, and win more business in the field.
The solution had to fit the way reps actually sell
Any solution had to work naturally within IBC Roofing’s day-to-day sales motion. Reps needed to move quickly during in-home visits without adding manual work or creating presentations from scratch. At the same time, leadership needed a process that was scalable, easy to train, and aligned with the systems and workflows already driving the business.
“We had seven IBC Roofing locations with no standard sales process across them until we had DIGIDECK."
—Director of Operations
The Solution
DIGIDECK became a foundational part of IBC Roofing’s revenue workflow
IBC Roofing implemented DIGIDECK to standardize its sales story while giving reps the flexibility to personalize each homeowner conversation. More than a presentation tool, DIGIDECK became part of the company’s revenue infrastructure: a foundational system for how reps create, deliver, and manage sales presentations inside a repeatable process.
The platform gave IBC Roofing a modern framework for guided selling in the field, helping every rep follow a stronger sales motion while keeping each presentation relevant to the customer.
Personalization at revenue scale
DIGIDECK allows IBC Roofing to tailor presentations without forcing reps to start from scratch. During the inspection process, reps capture photos and gather home-specific details, then use pre-approved content and templates to generate a personalized presentation for that homeowner.
This gives the team the best of both worlds: the efficiency of a repeatable system and the impact of a more relevant, customer-specific experience.
Enterprise brand governance built into every presentation
Even with personalization, brand integrity remains protected. IBC Roofing uses a centralized Master Deck Library so messaging, visuals, and value propositions stay consistent across the organization. Reps can add custom photos from each home, but the structure, design system, and core narrative stay controlled within an approved framework.
That means IBC Roofing can scale personalization across locations without sacrificing consistency, compliance, or brand quality.
Built for real revenue workflows
DIGIDECK fits directly into IBC Roofing’s field sales process rather than operating as a disconnected content tool. Reps use it as part of a guided workflow that supports how they inspect, educate, present, and close. Leadership benefits from a repeatable system that is easier to train, easier to govern, and easier to scale across a growing team.
Take a look at the simple, scalable workflow built just for them:
1.) Capture property photos and key details during their on-site inspection
2.) Generate a personalized DIGIDECK using on-brand templates
3.) Present, educate, & confidently guide toward a purchase decision
Supporting multiple sales motions
IBC Roofing uses DIGIDECK across several critical presentation types, including:
- Post-inspection presentations to encourage homeowners to file an insurance claim
- Scope presentations for approved claims with upgrade opportunities
- Retail or one-sit-close presentations designed to close on the same day Because the process is standardized, reps know how to guide each conversation while still delivering a tailored experience that reflects the homeowner’s situation.
The Results
Improved sales performance: +28%
IBC Roofing reports a 28% increase in close rate since implementing DIGIDECK. By giving reps a more consistent, repeatable, and personalized way to sell, the platform has helped position the team to convert more opportunities and drive stronger revenue outcomes.
Proven adoption at scale
In the last 30 days alone, the team generated 302 presentations through DIGIDECK. That level of usage shows the platform is deeply embedded in IBC Roofing’s day-to-day workflow and has become foundational to how the revenue team operates.
77% faster onboarding & rep readiness
New hires now ramp significantly faster. Previously, reps needed about 60 days before presenting to customers. Today, many are ready by the end of their second week, thanks to a clear, structured sales process supported by DIGIDECK.
Stronger consistency across locations
DIGIDECK has helped IBC Roofing unify its sales process across a growing footprint. Leadership now has greater confidence that every rep is delivering the same core message and brand experience, regardless of market or experience level
A more professional and personalized customer experience
Homeowners consistently notice the difference. Presentations feel polished, branded, and tailored, especially when reps include real photos from the customer’s home. This creates a more modern buying experience and helps IBC Roofing stand apart from competitors still relying on generic, static sales materials.
Better visibility into what resonates
As presentations became a core part of the sales process, DIGIDECK also gave IBC Roofing a stronger system for managing and refining how its story is delivered. The result is a more disciplined, scalable approach to customer engagement—one that helps the team improve execution over time and close business more effectively.
“DIGIDECK has transformed our sales process into a scalable system that drives revenue."
-Director of Operations
