Onboarding Call Automation

Onboarding Call Automation

Visualizing Next-Gen Server Architecture

Timeline

Timeline

Dec 2025 - Apr 2026

Role

Role

Sole Product Designer

Platform

Platform

Web + Mobile

Rebuilding a 1:1 onboarding call into a self-serve enrollment flow for a year-long health program, so members start on their own without losing anything the call used to do for them.


Scope of Work

Scope of Work

Research Synthesis
UX Design
Problem Solving
Usability Testing

Overview

Transform is a year-long health program from Personify Health. Members join to manage their weight, prediabetes, or blood pressure, and each track comes with a connected device and a dedicated coach for the full twelve months.

Before a member could begin, a support agent called every enrollee by phone to explain the program and set up their start date and first coach call. That call was a cost that grew with every sign-up; it added days between enrolling and starting, and it was a single point of failure for whether a member ever activated. The business decided to remove it. The design problem was to remove the call without removing the work it quietly did for the member.

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And this one is using a 4:3 ratio.

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Onboarding Call Automation

Onboarding Call Automation

Visualizing Next-Gen Server Architecture

Timeline

Timeline

Dec 2025 - Apr 2026

Role

Role

Sole Product Designer

Platform

Platform

Web + Mobile

Rebuilding a 1:1 onboarding call into a self-serve enrollment flow for a year-long health program, so members start on their own without losing anything the call used to do for them.


Scope of Work

Scope of Work

Research Synthesis
UX Design
Problem Solving
Usability Testing