22%
50%
Coach-call conversion
2×
Activation increase
↓
30-40%
Onboarding drop-off
01
Business Context
02
Problem & Goals
product + ux Goals
Success Metrics
Activation: first-time users who schedule a coach call
Speed to value: time from registration to first scheduled session
Funnel health: onboarding drop-off and stage-by-stage progression
Engagement quality: first coaching milestone reached
03
Research & insights
Phase 1
Behavioral Analysis
phase 2
Landing Page Iteration
Phase 3
Monster Employee Interviews — Cohort 1
Monster was an existing Randstad affiliate whose employees had been onboarded differently: a coach was pre-assigned and reached out proactively to introduce themselves and schedule a first call. Their conversion rate was nearly double the baseline. Ten interviews from 16 outreaches told us why.
Enterprise Client Interviews — Cohort 2
Coach Interviews — Cohort 3
01
Clarity
Users didn't know what coaching was
02
Decision Fatigue
The flow asked users to make a high-effort decision before they had enough context to make it
03
Momentum
Scheduling dead ends destroyed momentum at the worst possible moment.
04
Trust
Enterprise users had specific trust concerns that weren't being addressed.
05
Systems Thinking
Internal messaging inconsistency was upstream of every UX problem.
04
Constraints
05
Strategic Decisions
Decision 01
Move coach selection out of the critical path
The first and cheapest intervention was a sequencing change: remove coach selection from the onboarding flow and drop users directly into the dashboard, with a prominent CTA banner as the single entry point to coaching. The hypothesis was that users were abandoning during coach selection because they lacked product context, not because they lacked intent.


Why this choice
Getting users into the product before asking for a high-trust decision would reduce selection friction and surface what actually mattered to them first.
System impact
More users made it through onboarding. But FullStory showed most went straight to "complete my profile" and ignored the coach banner entirely. The banner was visible. Users just had no reason to treat coaching as the priority. The problem wasn't sequencing — it was upstream. Users needed context before they ever touched the product.
Decision 02
Add a value-setting landing page
The dashboard-first test confirmed users weren't avoiding coach selection out of friction — they were deprioritizing it because nothing had explained why coaching was the point of the product. The next intervention moved upstream: a dedicated landing page before the flow began.

Why this choice
The funnel was asking for commitment before offering any reason to give it. Inserting a product-owned page at the top meant controlling the baseline rather than patching leaks downstream.
System impact
Decision 03
Auto-assign an initial coach rather than require active selection
The Monster cohort had nearly double the baseline conversion rate. Their coach reached out first — before users ever touched the product. FullStory had already shown that standard users browsed profiles and engaged with bios before leaving. Interest was present. A basis for choosing was not.

Why this choice
Auto-assignment reframed the experience from "choose the right coach" to "start coaching." Switching was surfaced as a natural option after a first session, making it feel like a next step rather than a correction.
System impact
When users lack context, reducing choice builds confidence faster than expanding it. Coaches also benefited — participants arrived with momentum rather than uncertainty, and first sessions were more goal-oriented as a result.
Decision 04
Make coaching legible before asking users to commit
The most consistent finding across all three interview cohorts and surveys was not just about cost or privacy. It was that users had no idea what they would talk to a coach about. Without a concrete sense of what a session looked like, scheduling felt abstract and low-priority.
Cost and confidentiality concerns compounded the hesitation as many users assumed the service cost their employer money, and many associated coaching with performance improvement plans. The deeper barrier was a knowledge gap, not a trust gap.

Rationale
Two categories of concern needed to be addressed simultaneously: the "what" (what does coaching actually look like) and the "whether" (is this free, is this appropriate for me). Product partnered with the coaching team to design a video library organized by coaching topics.
Each video was produced by a coach to explore a common topic and provide concrete examples. I designed the library UI and shaped the functionality, including topic bookmarking so users could flag areas to discuss before their first call. Explicit reassurance messaging in the flow handled the cost and confidentiality concerns directly, surfaced at the moment each concern was most likely to arise.
System impact
Coaches reported participants arriving to first sessions with more context and specific goals, anecdotally within weeks of launch. The library gave users a path into coaching through curiosity rather than commitment, and reduced inbound questions around cost, confidentiality, and what to expect.
Decision 05
Prevent scheduling dead ends at the infrastructure level
Users who completed onboarding and were ready to book frequently hit coaches with no available times. The flow surfaced coaches regardless of availability. With no recovery path, users left at the moment of highest intent.

Why this choice
A UI state that says "no times available" is the wrong answer. The right answer is that the condition should not exist. I worked with engineering to filter coach visibility by actual availability — a data layer change, not a new screen state.
System impact
This established a working principle for the rest of the project: if a UI error message is the answer, ask whether the error needs to exist at all. It also strengthened the design-engineering relationship — once we had collaborated at the infrastructure level, similar interventions moved faster.
06
Cross-Functional Collaboration
MARKETING
Product
Design
Sales
coaching
07
Outcomes
Quantitative
Call conversion: 22% → 51%
Time to first session:
13 min → 6 min
Drop-off reduced 30–40%
2× activation among new enterprise users
Qualitative
Users reported clearer understanding of coaching value before their first session
Coaches reported participants arriving more prepared and goal-oriented
Fewer inbound questions around cost, confidentiality, and how to choose a coach
Organizational
Introduced a quarterly cross-functional review process across Sales, Marketing, Product, and Coaching
Improved transparency across teams reduced enterprise rollout friction
08
Key Learnings
When users lack context, auto-assignment and simplified flows consistently outperformed approaches that asked users to decide first and understand later.
Users commit when they understand the value, not when the UI looks clean. The most impactful changes in this project were copy and sequencing decisions.
Auditing the UI first would have produced surface-level fixes. Mapping the full experience ecosystem identified where expectations were actually breaking.
For service-based products, inconsistent messaging across teams directly impacts activation. Aligning on a shared definition of the service was as impactful as any design change.
If a UI error message is the answer, ask whether the error needs to exist at all.




