Vamsi Gadey

Onboarding To Build A Stronger Client-Coach Relationship

Two months after Vida's launch, we realized we had a big problem: brand new users did not understand what Vida is, what health coaching does, and how they could benefit. 

A redesigned on-boarding flow helped setup clients and coaches for a successful relationship. After the redesign, Vida's clients understood Vida's value proposition upfront, and coaches got more committed clients. 

There was a 35% reduction in coach change requests, and the average call duration for the first consultation went down by 25%.


  • Frame the problem - and prioritize it on the product roadmap

  • Form hypothesis from user interviews and analytics

  • Come up with a strategy to test the hypothesis

  • Iterate and get user validation on the designs

  • Incrementally roll out the changes to iOS and Android apps


  • PM (me)

  • 1 iOS developer + 1 Android developer

  • Designer (visual)



Business: The on-boarding funnel was very leaky: with 60% of app downloads resulting in sign-ups and only 5% scheduling a call. Even with minimum marketing spend, acquisition cost of a new client was very high due to extensive chat sessions and long initial consultation calls.

Client:  New Vida clients didn't completely understand how Vida can help and why they should schedule a video consultation.

Coach: Vida coaches spent way too much time on chat sessions being a sales rep than a coach, sometimes explaining users that they are not chatbots. During initial video consultations, they spent too much time asking basic health questions/stats than on goal setting and planning.


New Vida users breezed through the on-boarding screens without really understanding Vida's value proposition fully. After signing up, they were dropped into a chat interface with instant messages asking them for available times for a video chat. Many found the experience to be too sudden and some didn't thought this was a chatbot. On the other hand, Vida coaches were frustrated to waste their valuable time on clients who were simply not "ready" for coaching.

We had the following hypothesis to redesign Vida's on-boarding flow:

  • Communicating Vida's value proposition better will help make coaches time more efficient

  • Asking questions upfront will not only help better match coaches to the client's goals and availability, but also help coaches get clients who are more "ready" for coaching



Many clients don’t understand what Vida does. So, we have to explain a lot
— A Vida Coach, before redesign


Understand and Define: I triangulated data from multiple sources (qualitative and quantitative) to understand the problem better. I interviewed 12 coaches to understand what's working and what's not working before, during and after the initial coaching consultation. I also interviewed a few friends and family who tried Vida recently. I also pulled in the funnel metrics from MixPanel.

Diverge & Decide: I moderated a "design studio" session with colleagues from business, coaching, design and engineering. I gave each team a few anonymized chat transcriptions to build empathy with users and coaches. Each cross-functional team was given a research theme topic with the goal of generating as many ideas as possible related to their theme. The group sketched ideas individually and reviewed them together. The design team synthesized the ideas and worked on wireframes.

Prototype & Validate: We built three prototypes in Invision and iterated over them with feedback from users I recruited from Craigslist. We wanted to validate if we should start the on-boarding by asking about goals, which type of coach they wanted or which program they wanted to join. We also wanted to understand how to best ask the questions that will help us match the best coaches. 


I get fewer clients now, but they seem to be significantly more motivated to begin with. That makes my job easy as I can now focus on what I do best: coaching
— A Vida Coach, after redesign