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Bookkeeping SaaS

Four days of onboarding, gone.

What it captured
11 MIN
Time to value — from 4 days

What we learned

Users weren't abandoning setup because it was long. They abandoned because they couldn't tell it was working.

The challenge

A bookkeeping SaaS was losing users during a multi-day onboarding flow. Users could not tell whether the setup was making progress, so they dropped off before ever reaching value.

Our approach

We rebuilt the onboarding as a guided, instrumented flow with visible progress signals and inline validation. Every step showed the user exactly what was happening and why it mattered.

The result

Time-to-value dropped from 4 days to 11 minutes. The same users who had been abandoning now completed setup in a single session.

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