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Case Study: PLG Product Acceleration

How Arise GTM Reduced Time-to-Value by 77% for a PLG Fintech.

By redesigning onboarding from 27 steps to 6, we removed activation friction and accelerated user adoption.

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Overview

Hi-Books is an AI-powered accounting platform built for finance teams and accountants who demand speed, accuracy, and automation. The product capability was strong, but onboarding complexity was slowing activation and delaying value realisation.

New users were required to complete 27 steps before experiencing meaningful product value. In a product-led growth motion, that friction represented a material risk to activation, retention, and downstream expansion.

Arise GTM was engaged to redesign Hi-Books’ onboarding through a PLG lens, compressing time-to-value while preserving the depth of the platform.

The result was a 77% reduction in time-to-value, achieved by simplifying onboarding from 27 steps to 6.

The Challenge

For PLG products, onboarding is the growth engine.
In Hi-Books’ case, the engine was misfiring.

The core challenges were:

  • Too many required actions before users experienced value
  • Early onboarding focused on configuration instead of outcomes
  • Critical “aha” moments arrived late in the journey
  • Friction was front-loaded at the point where momentum matters most
  • The experience conflicted with PLG activation principles

Each additional step before the value increased the probability of drop-off. The product wasn’t failing — the path to value was.

HiBooks Case Study

The Strategic Insight

"Users don’t need full setup to see value. They need value to justify full setup."
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The turning point was reframing onboarding as a revenue and activation problem, not a UX one.

By separating value-critical steps from configuration-heavy steps, it became clear that the majority of onboarding actions could, and should be deferred.

Only 6 steps were required for users to:

  • Engage with real data
  • Experience AI-driven accuracy
  • See immediate operational benefit

Everything else could wait.

Our Approach

1. PLG-Led Onboarding Deconstruction

We audited the entire onboarding flow and categorised each step into:

  • Value-critical
  • Value-adjacent
  • Non-critical at activation

This exposed how much friction was being imposed before users reached their first meaningful outcome.

Office Work

2. Value-First Flow Redesign

The onboarding was rebuilt to prioritise:

  1. Account creation
  2. Data ingestion
  3. Immediate AI-driven insight
  4. Proof of accuracy and automation

Steps that did not directly contribute to early value were moved out of the critical path.

3. Choice-Based Engagement, Not Forced Completion

Instead of locking users into a linear checklist:

  • Onboarding introduced controlled choice
  • Users could progress without being blocked by low-impact tasks
  • Interactive cues guided action without slowing momentum

This aligned onboarding to how users actually explore products — not how internal teams assume they should.

4. PLG-Ready Architecture for Scale

The redesigned onboarding:

  • Reduced early churn risk
  • Improved activation efficiency
  • Created a clearer foundation for lifecycle engagement
  • Supported future experimentation, optimisation, and expansion

The system now works with user intent, not against it. Which is a common mistake among early-stage platforms.

Results

  • 77% reduction in time-to-value
  • Onboarding simplified from 27 steps to 6
  • Activation friction materially reduced
  • Product value surfaced earlier in the journey
  • Stronger alignment with PLG benchmarks

Hi-Books now delivers value before complexity — a prerequisite for sustainable PLG growth.

Why This Matters to PLG & Growth Leaders

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If you’re a:

  • CPO responsible for activation and retention
  • PLG leader optimising time-to-value
  • Growth leader or CMO accountable for conversion and expansion

This case study demonstrates how small architectural decisions in onboarding create outsized impact on growth metrics.

Onboarding isn’t a UX flow.
It’s your first revenue lever.

Fix Time-to-Value Before You Scale

If your onboarding slows activation or hides value behind configuration, Arise GTM will help you redesign the path to value — not just the interface.