Work

B2C Member Self-Service Platform

More self-service, fewer calls

Where: Client confidentialIndustry: Member servicesModel: B2C self-serviceSector: Client confidential

52,000+unique sessions in the first three months
Why this matters
Customer self-serviceBehavioral analyticsForms & registrationCall reductionMeasurable engagementAccess to information

The situation

A large client needed an accessible digital experience so members could find information and finish tasks without calling a service rep. Cutting avoidable calls was the business objective.

My role

I ran research, content organization, and stakeholder facilitation, then delivered the sitemap, user flows, wireframes, content sorting, and the form and confirmation experience.

Solution

  • Made the information people called about far easier to find on their own.
  • Added a registration form so members could sign up for information sessions right on the site.
  • Added clear post-submit confirmation, so nobody had to wonder whether it worked.

Outcome

The first three months brought 52,000+ unique sessions, 4+ minutes per session, 3+ pages per visit, and 58% returning visitors. People were finding what they needed without picking up the phone.

Let's talk

Get in touch

Open to Lead, Principal, and design leadership roles in retirement, financial services, and healthcare. Remote, hybrid, or in the Greater Hartford area. Email is the fastest way to reach me.