Caro Torres

Payment Flow Optimization

Increase amount of Aquisition Users

— PROJECT TYPE

Feature Enhancement


— ROLE

UX Researcher

UX Designer

As part of the Acquisition team, my goal was to improve the onboarding journey and increase the number of users who successfully completed their first paid interaction on the platform.

01.

Context

OVERVIEW

Optimized the payment flow for Keen, a wellness platform that connects users with psychics and spiritual advisors for live consultations such as tarot readings, astrology sessions, and mediumship.


The platform operates on a pay-per-minute model, where new users are offered promotional minutes to encourage their first interaction with a psychic.

PROBLEM IDENTIFIACION

Using Mixpanel analytics, we analyzed the onboarding funnel to understand where new users were abandoning the process.

The data revealed a clear drop-off point:

The payment flow.


A large percentage of users reached the moment of adding payment information but did not complete the transaction.

This indicated a friction point that was preventing users from reaching the moment where the product delivers its core value — connecting with a psychic.

02.

Strategic Approach

2.1

Research

To understand the reasons behind the drop-off, I conducted a focused research initiative combining analytics insights with qualitative user research.


User Interviews

I recruited two groups of participants:

Recent platform users (within their first month of joining)


External participants unfamiliar with Keen

This allowed us to compare:

  • expectations from new users
  • usability perceptions from completely fresh users encountering the product for the first time.

The interviews focused on:

  • clarity of the payment process
  • perceived trust and transparency
  • emotional reactions during the onboarding flow.

2.2

Key Findings

Three main friction points emerged:


1 — Payment flow complexity

The checkout process contained multiple steps that felt excessive for users eager to begin a live session.


2 — Lack of transparency in payment mechanics

Users were uncertain about:

  • how billing worked
  • how minutes were charged
  • how payment would continue once their initial minutes expired.

3 — Conversation disruption anxiety

Because sessions are charged per minute, users expressed concern about their conversation being abruptly interrupted once prepaid minutes ran out.

This created hesitation at the moment of committing to the first payment.

2.3

Design Strategy

Based on these findings, the goal became clear: Reduce friction while increasing transparency and user confidence.


The design strategy focused on three principles.


Simplify the flow

Reduce the number of steps required to add payment information and begin a session.


Improve clarity and transparency

Provide clearer explanations regarding:

  • - billing mechanics
  • - minute usage
  • - payment processing.

Maintain conversation continuity

Ensure that users understood how sessions would continue once initial minutes were used.

This reduced anxiety around losing connection mid-conversation.

2.4

Design Execution

This redesign focused primarily on the mobile experience, since most Keen users access the platform through mobile browsers or the mobile app.


Key improvements included:

- streamlined payment steps

- clearer visual hierarchy for payment information

- simplified form structure

- clearer messaging explaining billing behavior.



Collaborations

Marketing team

To ensure copy and micro-copy aligned with brand voice and maintained emotional clarity.


Legal and compliance requirements

Since payment flows must maintain precise language regarding billing and financial processing.

The goal was to balance:

  • - brand tone
  • - legal accuracy
  • - user clarity.

03.

Impact & Results

3.1

Outcome & Impact

After implementing the redesigned payment flow:

- User retention during the payment stage increased by ~15%

- More users successfully completed their first paid interaction

- The improvement contributed directly to revenue growth within the acquisition funnel.


Even modest improvements in this stage had a meaningful business impact because it sits at the critical moment where users transition from exploration to paid engagement.

3.2

What This Project Reinforced

This project reinforced a key product design principle:

Small friction points in critical flows can have a disproportionate impact on user conversion and business outcomes.


By combining analytics insights with targeted user research, we were able to identify and address the exact moment where users lost confidence in the experience.


The result was a simpler, clearer, and more trustworthy onboarding flow.