OPTAVIA is a company that helps people create healthy habits and maintain their optimal weight. Traditionally, OPTAVIA would send out "Coaches" to find new "Clients" in the wild, but because we live in a digital age, digital acquisition and onboarding are a must.
I designed an easy and step-by-step guide for new Clients who found OPTAVIA online to get started all on their own. This increased aquisition of new customers by 12% in just six months.
Step 1:
Connect with a Coach, or find one you already know. Both are common methods of getting started.
Get to know your Coach a bit before step two.
Step 2:
Make a plan. It's important to find out the Client's primary motivation before selecting the best solution for them.
Make a plan. It's important to find out the Client's primary motivation before selecting the best solution for them.
Based on the Client's goals, the top two plans are recommended for them. They can have the flexibility to choose between a more popular, more budget-friendly, or more flexible plan.
Step 3:
Typically the most important, but most complicated step. This is where the commitment and payment happens. This is where Clients select their customized meal kits.
This is also when the most drop-off happens. To prevent that, I had to design a Cart experience that was as simple and frictionless as possible.
Typically the most important, but most complicated step. This is where the commitment and payment happens. This is where Clients select their customized meal kits.
This is also when the most drop-off happens. To prevent that, I had to design a Cart experience that was as simple and frictionless as possible.
Step 4: Checkout. It's important to let the user know what step they are at every stage of their journey so they don't get overwhelmed. Now that they know all they have to do is fill out the final payment and shipping form, retention and conversion are much more likely.
