COMPANY
Found Health
IMPACT
Refill completion +25 % · M2 retention +14 % · Time-to-refill −22 h
DOMAIN
Healthcare / Operations / AI / Service Design
SCOPE & INFLUENCE
Product × Clinical Ops × Data Science · Defined retention model beyond M1.
MY ROLE
Led competitive + behavioral research; unified teams to redesign refills.
METHODOLOGY
Market Research · Competitive Intelligence · AI Sentiment Mining · Regulatory Scenario Analysis · Voice of the Customer
XFN PARTNERS
Marketing, Legal, Finance, Clinical Operations, Product, Leadership, Design
TIMELINE
4 weeks
Tools
N8N, Qualtrics, Supabase, SQL, AI, NLP
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Work

Building the Retention Engine: Faster Refills, Ongoing Trust

Building the Retention Engine: Faster Refills, Ongoing Trust

Overview

After improving the first-consult experience, retention still dropped at month 2.
To reach profitability, Found needed users to complete the second consult and remain active through month 6.
I led a second phase of competitive and behavioral research focused on refill journeys, re-consult triggers, and engagement design beyond the first 30 days.

The study uncovered structural friction in refill UX and ownership gaps between Product and Clinical Ops — and resulted in a redesigned refill flow that raised refill completion 25 % and month-2 retention 14 %.

Business Challenge

  • Refill completion rates stagnated (< 60 %), directly hurting retention and LTV.
  • Multiple teams owned pieces of the process — no unified view or metrics.
  • Users felt “dropped” after the first consult — no reminders, no visible progress, unclear next step.
  • Needed a way to re-engage users quickly and make ongoing care feel continuous and valuable.
Found ranked lowest in usability across key post-consult touchpoints — subscription, medication tracking, and order visibility.

Approach

  • Audited 6 competitors’ refill flows and provider re-engagement models.
Competitor analysis showed that easier provider access correlated with higher refill completion and trust.
  • Benchmarked refill UX (steps, effort, support) and communication cadence.
Behavioral research revealed that simple, low-effort logging kept users consistently engaged beyond Day 90.
  • Mapped Found’s process in comparison → identified > 2× the friction steps of leaders.
  • Ran quick usability tests and stakeholder workshops to co-design a leaner flow.

Insights

  • Found’s refill questionnaire contained 17 questions; top competitors averaged 10.
  • Lack of visible order tracking and delayed provider follow-ups caused confusion.
  • Competitors “dangled the carrot” — showing progress metrics or discounts to prompt re-engagement.
  • Simplifying logistics + adding progress visibility = trust + repeat usage.

Insights → Action

  • Reduced refill flow from 17 → 10 questions and removed duplicate verification steps.
  • Introduced automated reminders and visible status tracking in the app.
  • Clarified team ownership (Product vs. Ops) and added cross-team SLA dashboard.
  • Established ongoing quarterly benchmark reviews for continuous improvement.

Impact

Refill completion +25 % · M2 retention +14 % · Time-to-refill −22 h
Defined the six-month engagement blueprint now used across all care verticals.

Leadership & Influence

Principal–Director (L8–L9) scope · Cross-org initiative shaping retention strategy.
Unified Product, Clinical Ops, and Data around a single post-purchase dashboard.
Mentored PMs + Designers on competitive-analysis → roadmap translation.

Organizational Impact

Together, the two research phases transformed Found’s post-purchase journey from reactive to proactive — setting a new bar for speed, transparency, and value communication.
The framework is now embedded in Product Ops and used to assess every new experience launch.

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