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," but because we live in a digital age, digital acquisition and onboarding are a must.
Here 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 retainment of new customers by 12%
Here 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 retainment of new customers by 12%
Click the expand button below to go through the four-step interactive prototype, or check out the screen shots further down the page:
Step 1: Connect with a Coach, or find one you already know. Both are common methods of getting started.
Step 2: 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: Arguably the most important and 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.
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.
