Case study 1

Unpacking Costs, Unlocking Trust

Redesigned the entry experience to improve pricing clarity and reduce early churn by introducing real-time insurance verification and a consult-first model.

Project at a Glance

The challenge

40%

drop-off at pricing due to hidden costs & mistrust

The solutions

Insurance coverage & cost verification

Redesigned pricing screens

Consult-first pricing experiment

The results

2x

better Month 1 retention + 15% conversion lift

🚨 Challenge

  • 40% of prospects dropped at pricing.

  • Surprise costs drove many Month 1 cancellations.

  • Leadership feared transparency would depress conversions.
Timeline

6 weeks
‍
(Discovery β†’ Rollout)

validation

A/B tested
‍‍‍
~10k users

Business impact

~3k retained users
per 25k cohort

Project at a Glance

The challenge

40%

drop-off at pricing due to hidden costs & mistrust

The solutions
‍

Insurance coverage & cost verification

Redesigned pricing screens

Consult-first pricing experiment

The results

2x

better Month 1 retention + 15% conversion lift

🚨 Challenge

  • 40% of prospects dropped at pricing.

  • Surprise costs drove many Month 1 cancellations.

  • Leadership feared transparency would depress conversions.
Timeline

6 weeks
‍
(Discovery β†’ Rollout)

validation

A/B tested
‍‍‍
~10k users

Business impact

~3k retained users
per 25k cohort

Context & Problem Framing

In today's competitive market, businesses face numerous challenges that require innovative solutions. One such challenge is the significant drop-off at the pricing stage, primarily due to hidden costs and a lack of transparency. This issue not only affects customer trust but also impacts overall conversion rates.

business problem
40% drop-off at pricing

Pricing confusion dragged down LTV and raised CAC pressure. Leadership hesitated to surface costs transparently, fearing conversion losses.

user problem
Confusion β†’ Mistrust β†’ Churn

‍‍Confusion around insurance eligibility, billing cadence, and program scope created mistrust. Many subscribed without clarity and churned after the first billing.

The challenge wasn't just a funnel leakβ€”it was a trust gap. Transparency was required for sustainable growth.

Research & Insights

I paired funnel analytics with interviews and usability testing. AI-powered analysis helped synthesize messy survey and click-path data faster, pinpointing where expectations consistently broke down.

Pricing Confusion

Drop-off at pricing due to uncertainty around costs

Weak Insurance Checks

Insurance "soft checks" offered no meaningful clarity

Service Confusion

Users lacked understanding of consults, meds, and coaching

The research highlighted a critical issue: users were reluctant to commit due to ambiguous information, which often resulted in dissatisfaction post-signup.

This underscored the necessity of integrating transparency into the design to foster trust and improve the user experience.

Solutions

Insurance Hard Check + Redesigned PDPs

Replaced vague "soft checks" with real-time verification of coverage and out-of-pocket costs. Built individual, tailored pricing pages for insurance and self-pay flows, clarifying consult fees, membership, and medication expenses.