Hacking retention

TrustedHousesitters

See it in the app store

App screen design
App screen design
App screen design

Introduction

TrustedHousesitters is a house and pet sitting platform for people to look after pets in exchange for a place to stay.

My role

Involved throughout the design sprint process focusing on:

  • Ideation
  • Prototype design
  • Usability testing
  • User interviews

Problem

30% of new sitters don't succeed in getting a housesit in their first three months of becoming a member leading to refunds or discontinued memberships.

Goal

Increase pet sitter success and ensure new members get a house sit in their first three months of signing up to the service.

Success metrics

  • Increase new pet sitter success over the next six months
  • Reduce pet sitter monthly churn

Solution

Onboard new pet sitters helping them create quality profiles so they succeed in securing their first house sit.

Impact

  • 18% increase in pet sitters getting their first housesit
  • 11% decrease in monthly pet sitter churn
Prototype of the onboarding solution

Process

We ran a Google-style design sprint to come up with and validate solutions.

The Design Sprint is a process for solving problems through research, designing, prototyping and testing ideas with users.

The process follows six phases: Understand, Define, Sketch, Decide, Prototype, and Validate.

Google Sprint Framework
Design sprint framework

The sprint

We met in a space for 5 consecutive days from Monday to Friday to carry out the workshop.

Our sprint team

The Design Sprint involved eight members from across the company with different expertise:

  1. Ed - facilitator
  2. Lisa - decider
  3. Tjasa - design expert
  4. Ken - design expert
  5. Lewis - customer champion
  6. Lucy - customer champion
  7. Will - technical expert
  8. Catherine - marketing expert

Monday: Understand & Define

Monday:
Understand & Define

Long term goal
Long-term goal

Long-term goal

We started by determining the long-term goal of the product - where we wanted to be in the next six months.

We wanted to increase pet sitter success ensuring new members get a house sit in their first three months of signing up to the service.

Map

Focusing on the end goal of increasing pet sitter success, we drew out a customer map involving customers and key players. The flow chart shows how users interact with the product to reach the end goal.

New users to our service would complete a profile, search for house sits and apply. One of the deciding factors of their success was understanding what homeowners looked for in prospective pet sitters.

Ask the experts

We interviewed experts on the sprint team and from other areas of the business - asking about anything related to the journey map: the vision, how things work, and previous efforts. This information continued to inform the map and the goals.

An interesting insight we heard from a customer champion informed us that new pet sitters weren't adding enough information to their profiles to be appealing to homeowners.

Take How Might We notes

While experts were interviewed, each sprint member took notes on any paint points or insights they heard and positively reframed them as open-ended questions. "The How Might We" method ensures teams look for opportunities rather than jumping to solutions or get bogged down by problems.

Affinity mapping
Affinity mapping

Organise How Might We Notes

Once we finished the expert interviews, all How Might We notes were gathered and stuck onto a wall where we physically grouped them into similar themes. Each group was labelled, and notes were sorted enough to move on to prioritisation. This exercise followed Affinity Mapping.

We had 14 total groups after sorting the notes, where many opportunities were labelled under the themes of Education, Matchmaking, and Completing Profiles.

Vote on How Might We Notes

To highlight areas of emphasis to consider for the rest of the sprint, we voted on which How Might We opportunities we felt were most important. Each sprint member made two votes represented by dots they added to the sticky notes they liked.

User journey map
User journey map

Pick a target

After the voting was over, we took the How Might We notes with the most votes and placed them on our map. The notes corresponded with specific areas on the map narrowing down areas of focus for the sprint. Lisa, our decider then circled the most important customer and one target moment on our map.

Pet sitters and user onboarding were chosen as the targets for our sprint.

End of day outcomes

At the end of the day we had determined our:

Goals

  • Reduce refunds
  • Increase member retention
  • Long term goal: increase new sitter success within their first three months of becoming a member

Questions

  • How might we ensure users fill in their profiles to an adequate level?
  • How might we ensure users get verified?
  • How might we break up onboarding into clear steps?

Target

  • Pet sitters
  • User onboarding

Tuesday: Sketch

Tuesday:
Sketch

Lightning Demos

To jump-start our inspiration we spent some time looking at solutions from other products, from different domains. Each member spent 3 minutes demoing what they liked from their favourite product while the rest of the team took notes and sketched ideas.

Some products we looked at for inspiration:

  1. Bumble
  2. Headspace
  3. 8fit
  4. Monzo
User journey map
User journey map

Divide or swarm

Before jumping into sketching out ideas, we took some time to look at the map and decide if the target was focused enough for the team to work together on the same part of the problem or if we needed to divide the team and work of different areas.

We decided that the target was focused enough for the entire team to work together on the onboarding area.

Crazy 8 sketches
Crazy 8 sketch - onboarding ideas

The Four-Step Sketch

We used a four-step sketching exercise to quickly come up with ideas for our target opportunity:

How might we ensure users fill in their profiles to an adequate level so that owners find them appealing?

Step 1: Notes

We spent 20 minutes silently walking around the room and gathering notes. Note taking allowed the team to review the goals, opportunities, and inspiration collected and prepared us to translate our ideas into visual sketches.

Step 2: Ideas

Once everyone had reviewed all of the information and made notes, each member jotted down rough ideas on a sheet of paper. The ideas can take any shape such as doodles, headlines, sketches - anything which enables thoughts to form into ideas.

Step 3: Crazy 8s

Crazy 8s allowed us to take our strongest ideas and sketch them into eight variations in just eight minutes. We started by folding a piece of paper into eight sections then sketched one idea in each panel every minute.

Step 4: Solution sketch

Finally, we each took our best idea for the solution and sketched it out in a three-panel storyboard format because "products and services are more like movies than snapshots."

End of day outcomes

At the end of the day we had:

  • Assigned the team to focus on a specific problem
  • Recruited users to test our prototype on Friday
  • Solutions!

Wednesday: Decide

Wednesday:
Decide

Art museum
Art museum

Sticky decision

We couldn't prototype and test all of our solutions - we needed one combined plan, so we followed a five-step process for deciding on the best idea.

Step 1: Art museum

We hung all the solution sketches on a wall so everyone could take a look at them.

Step 2: Heat map

Silently, we looked at a solution sketch and used sticky dots to vote on features we thought were worth prototyping.

Step 3: Speed critique

We then spent 3 minutes per sketch discussing the highlights of each solution, taking notes on standout ideas.

Step 4: Straw poll

To collect the group's opinions, we each silently voted on ideas we liked the most using large sticky dots.

Step 5: Supervote

With all the votes in place, Lisa our decider voted on three final solutions we continued to prototype and test.

Rumble or all-in-one

As we had more than one winning solution sketch from the supervote, the whole team discussed whether to create multiple prototypes or combine them into one solution.

We decided to combine all ideas into an all-in-one solution.

Storyboard
Storyboard

Make a storyboard

Taking the winning sketches, we strung them together into a storyboard that narrowed in on five key moments used to illustrate the solution. The flow informed the prototype and user-interview script.

The storyboard opens with a welcome screen then guides the user through the onboarding steps involving verification, filling out personal information, pet preferences, and a profile preview.

End of day outcomes

At the end of the day we had:

  • Chosen the strongest solutions
  • Combined the winning solutions into one idea
  • Created a storyboard to inform the prototype

Thursday: Prototype

Thursday:
Prototype

Picking the right tools

We made use of:

  • Our design system & UI kit
  • Sketch
  • inVision
Sketching details
Sketching details

Divide and conquer

To speed things up, we assigned different tasks to each team member.

  • Makers: Ken & Tjasa - built the prototype screens
  • Stitcher: Ed - linked up the screens in inVision
  • Writer: Sophie - wrote the copy
  • Asset collector: Lisa - collected images

As the makers, myself and Tjasa sketched out specific details to help us prototype the storyboard.

Initial prototype

Prototype

Using our Design System and pattern library we rapidly created the screens in Sketch then turned them into an interactive prototype using inVision.

Trial run

Ed, our stitcher, ran through the prototype narrating the journey as we checked against the storyboard to ensure we hadn't missed anything. This allowed us to iron out any issues before putting the prototype in front of our users the next day.

End of day outcomes

At the end of the day we had:

  • Built a prototype
  • Pilot tested the prototype
  • Written the interview test script
  • Sourced free membership codes for our test participants

Friday: Validate

Friday:
Validate

Makeshift research lab

We set up two rooms, one for the usability testing/interviews and one for note-taking.

Set up hardware

As the inVision prototype was designed for iPhone, we set up mobile device screen sharing and a webcam to view the users' reactions when running through the test script.

The interviews

We hosted six users to test the prototype. The format looked something like this:

  1. Friendly welcome
  2. Small talk
  3. Introducing the prototype
  4. Present the user with tasks
  5. Ask open-ended questions
  6. Debrief

Note taking

In the other room, team members wrote notes on observations, quotes, and interpretations of what happened. These were taken on sticky notes and distributed to a whiteboard.

Observed patterns
Observed patterns

Learn

After completing the interviews, the entire team silently reviewed the sticky notes then made notes on observed patterns.

Noted patterns

😄

  • Liked the pet experience tick box style for its simplicity
  • Liked the option to request references on multiple channels
  • Majority described the prototype as:
    • "Simple"
    • "Easy to navigate"
    • "Worked as expected"

😕

  • Copy too ‘marketing orientated’ - need more direction on the action required
  • Expected tailored search results based on profile information provided
  • Skimmed over search suggestions & wanted to search by location
  • The progress bar was not noticed
  • Verification caused confusion:
    • "How do I get the other two?"
    • "Do owners get verified too?"
    • "What does this badge represent?"

🙁

  • Too many free text boxes
    • Could examples be given?
    • Caused anxiety about having to be a writer
    • Worried it won’t be easily edited
    • Asked for more multiple choice instead
  • 'About me' section should be at the beginning

App screen design
App screen design
App screen design
Final designs

Outcome

We continued to iterate the designs based on the observed patterns and validated new ideas using remote user testing. Results have been very positive with users so far as we have ironed out most issues highlighted form the sprint testing phase.

Overall, pet sitter success and retention have increased.

Learnings

  • Retain insights to inform new sprints (pet sitter profile page designs)
  • Try shorter sprint method (3 days)

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