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Abbott · FreeStyle Libre

UX Audit & Lifecycle Experience Design

Reducing early adoption risk by identifying UX friction and redesigning the full patient lifecycle experience — from first touch through confident device use.

UX Audit Experience Design CRM Architecture Patient Lifecycle Medical Device Health Canada
Abbott · Health Canada · CGM Onboarding
The content was right.
The timing was wrong.
↓ 20% drop-off · 12 friction points identified
Challenge
Problem reframe
UX approach
Decision log
Research → insight
Deliverables
Hindsight
The challenge

FreeStyle Libre was expanding CGM access into a mainstream healthcare audience — but the onboarding experience was built for early adopters. Drop-off during the critical first-use period was the measurable consequence. Patients received the right content at the wrong time, without a lifecycle experience model that understood where they were in the adoption journey.

My role: I owned end-to-end UX strategy and experience design for the FreeStyle Libre patient lifecycle — defining the lifecycle experience framework, CRM communication architecture, behavioral sequencing model, and service blueprint that aligned clinical, regulatory, and digital delivery teams.

Working across teams

Led agency-side, coordinating across UX, strategy, and account before engaging Abbott's clinical, regulatory, and digital teams. Every structural decision was stress-tested internally first — so what reached Abbott arrived as a recommendation, not an open question. Deliverables were built to be actionable across both organizations — no translation layer required.

From brief to reframed problem

The brief came in as a content and communications problem. The diagnosis revealed something structurally different.

Client brief

"Improve the onboarding communications program — patients aren't engaging with the content we're sending them during device activation."

Reframed UX problem

This isn't a content engagement problem — it's a sequencing alignment failure. The communication architecture was built around a content calendar, not a patient readiness model. Patients were receiving advanced CGM management content before they'd established basic device confidence. The content was correct. The timing was wrong. The fix isn't better content — it's a lifecycle UX model built around behavioral readiness stages.

This reframe drove the entire service blueprint approach — moving from a calendar-driven CRM model to a readiness-staged behavioral sequencing system across 10 phases and 88 days.

Transferable to

Connected health device onboarding & wellness app retention. Identifying readiness-stage transition points and designing proactively around predicted drop-off moments applies to any connected health or wellness platform managing a critical first-use period — CGM, insulin pumps, remote monitoring, mental health apps, and fitness platforms all face the same lifecycle UX challenge.

UX approach

I approached this as a lifecycle UX alignment problem — not a content or campaign problem. I mapped the behavioral and emotional arc across the full first-use period — from device activation through sustained engagement — and used that model to redesign the communication sequence, content prioritization, and channel timing.

Early communications established device confidence. Mid-arc introduced lifestyle integration. Later-stage shifted toward habit reinforcement and long-term self-management behaviors. Ten distinct phases across 88 days, each with a defined behavioral objective and content design logic.

Key design decisions
Decision point Alternatives considered What we chose & why
Program structure — calendar-based vs. behavior-triggered
Maintain the existing Day 1 / Day 3 / Day 7 calendar model with improved content.
Behavior-staged sequencing across 10 phases. The calendar model was the root cause of drop-off — timing didn't reflect patient readiness.
Drop-off intervention — reactive vs. proactive
Reactive: detect inactivity, send re-engagement email after 7 days of non-use.
Proactive: Phases 4 and 7 designed specifically around known drop-off risk points before inactivity occurred. Prevention at the predicted failure point outperformed reactive reengagement.
CRM as broadcast vs. two-way feedback instrument
Treat all emails as one-directional communications. Simpler to build and easier to get through MLR without interactive elements.
Embedded in-email surveys at two critical transition points — E4 (insurance coverage status, four options) and E6 (sensor replacement readiness). Engagement signals used as lifecycle stage indicators, not just opens and clicks. The CRM became a listening channel as well as a delivery mechanism.
Research → insight → recommendation
Research input
Drop-off data + CGM adoption literature + competitive audit

Quantitative analysis of where patients disengaged across the 88-day program. AI-augmented review of CGM adoption research. Competitive audit of 6 CGM and chronic condition onboarding experiences.

Key insight
Drop-off clustered at two specific transitions, not randomly distributed

Drop-off spiked at week 1 post-activation (device confidence gap) and weeks 4–5 (lifestyle integration demand before habit was established). The calendar crossed both transitions without acknowledging them.

UX recommendation
Design Phases 4 and 7 as drop-off mitigation phases

Phase 4 addressed the device confidence gap before advancing to lifestyle content. Phase 7 front-loaded behavioral reinforcement before introducing self-management complexity. Both designed around the known failure mode.

Transferable to

Connected health device onboarding & wellness app retention. Identifying readiness-stage transition points and designing proactively around predicted drop-off moments applies to any connected health or wellness platform managing a critical first-use period — CGM, insulin pumps, remote monitoring, mental health apps, and fitness platforms all face the same lifecycle UX challenge.

Figure 01 · Audit DeliverablePatient readiness vs. content timing
Readiness stage Window Why it matters
Anxious Day 0–1 Device just received. Patient needs confidence, not feature education — highest-risk moment if activation stalls.
Uncertain Day 1–3 Building habits but not yet confident. Device errors or unresolved HCP connection can derail progress here.
Forming Day 3–40 The behavioral loop forms or fails here. Average churn point falls within this window — intervention timing is critical.
Building Day 40–60 Consistent scan frequency by this point predicts retention. Community and social proof become relevant for the first time.
Confident Day 60–88 Patient is self-managing. Focus shifts to insurance, community, and programme graduation.
Reframe
Assumed: the content wasn't engaging enough. Found: the content was clinically accurate — the sequencing was wrong. Patients received the right information at the wrong point in their adoption stage.
↓20%
Patient drop-off reduction
12
Friction points identified
5
Readiness stages mapped
3
CRM streams resequenced

UX audit — patient readiness vs. content timing analysis. The foundational audit deliverable identifying the sequential gap that produced the 20% drop-off. Five patient readiness stages mapped against actual CRM content delivery timing, with a 12-point friction inventory across sequencing, content architecture, CTA logic, and support visibility.

This deliverable reframed the project scope — moving the client from 'improve content' to 'rebuild the sequence,' unlocking a full service blueprint engagement rather than a copy refresh.

Figure 02 · Deliverable
Full CRM Wireframe Suite

Full CRM wireframe suite — 14 email frames across the 88-day lifecycle arc, including A/B subject line variants and paired desktop/mobile layouts. Mid-fidelity delivery designed for MLR review alignment and development handoff. The wireframe canvas covers the complete programme sequence from device activation through graduation, with consistent type styles, color tokens, and component states applied across all frames.

Delivered directly into MLR submission, eliminating a second design pass and compressing the Health Canada review timeline.

Figure 03 · DeliverableService blueprint — 10-phase lifecycle arc
# Phase Window Risk
Batch 1 — Early activation & first-use confidence
01ActivationDay 0–1
02First ScanDay 1–3
03Habit BuildingDay 3–8
04Sensor ExpiryDay 11–13Critical
Batch 2 — Habit formation, retention & long-term engagement
05Getting StartedDay 15–25
06Churn DecisionDay 25–40Critical
07Habit Lock-InDay 40–60High
08Social & ProofDay 45–60
09ContinuityDay 60–86
10GraduationDay 80–88High
10
Phases
88
Days
6
Risk moments
2
Batches
↓20%
Patient drop-off — audit-driven intervention

Service blueprint — UX lifecycle architecture. The FreeStyle Libre CRM onboarding service blueprint defined the full patient lifecycle UX arc — establishing the phase structure, behavioral sequencing, and experience design logic across an 88-day engagement program.

Became the exec-ready brief that held the room without a UX translator — clinical, regulatory, and brand stakeholders could read and act from it directly.

Figure 04 · DeliverableThree-stream CRM architecture audit
Stream Scope Key finding
Onboarding Day 1–88 · 23 emails · 3 batches Primary audit focus — activation through programme graduation. See Figures 01–03.
Getting Started Pre-activation No readiness-staged sequencing and no HCP-led content before activation — reduces confidence and clinical credibility at first use.
Prospect Pre-subscription CGM category awareness thin and FSL2 differentiation underdeveloped — no introduction layer for BGC-only patients.
Root cause
The experience gap was sequential, not informational. Across all three streams, patients received clinically accurate content at the wrong point in the adoption arc. Resequencing to patient readiness — not new content — directly addressed the Week 1–2 drop-off.
↓20%
Retention target
3
CRM streams audited
23
Onboarding emails
88
Day programme arc

Lifecycle communication experience design — translated the service blueprint into a complete experience design architecture spanning the full onboarding arc. Early communications established device confidence; mid-arc introduced lifestyle integration; later-stage shifted toward habit reinforcement and long-term self-management behaviors.

Translated the service blueprint into an actionable delivery sequence the CRM team could execute without UX present in every sprint.

Figure 05 · MLR-approved artifact
Email Experience Design

MLR submission artifacts — final Health Canada approved email experience design, carried through full visual production within the MyFreeStyle brand system: typography hierarchy, color-blocked CTAs, and lifestyle photography selected to match each phase's behavioral tone. Three emails represent distinct UX phases: device orientation, clinical understanding, and behavioral reinforcement at a known UX drop-off risk point.

Three representative emails used as proof of concept for the behavioral sequencing model during Health Canada MLR review — approved without revision.

Figure 06 · Content ArchitectureEmail arc — behavioral sequencing logic
Touchpoint Subject / Content objective Behavioral phase
Phase I — Device confidence
E1 · Day 0
Your journey starts todayWelcome + app setup + sensor application video. Establish immediate device confidence before any clinical content.
Orientation
E2 · Day 3
Get to know your flash glucose monitorCGM vs. BGM device education. Trend arrow explained. Addresses the comprehension gap before lifestyle content is introduced.
Device literacy
Phase II — Coverage & community scaffolding
E3 · Day 6
Managing your diabetes is a team effortCoverage options (public + private), sensor support resources, community links. Provincial eligibility complexity handled via tiered footnote structure across 5 jurisdictions.
Support infrastructure
E4 · Day 10
Triangle of Diabetes CareThree-goal clinical framework for diabetes management. Includes in-email insurance coverage survey (4-option). First feedback collection point — signals whether patient has resolved coverage friction.
Clinical framing + feedback signal
Phase III — Behavioral reinforcement
E5 · Day 7
After a week, you must be getting attached to your sensorSensor adhesion and wear tips. Milestone acknowledgment at the known Week 1 drop-off risk point. Designed to reduce premature discontinuation before habit is established.
Drop-off mitigation (Phase 4)
E6 · Day 13
You've worn your sensor for 13 straight days5-step sensor replacement instruction sequence. Milestone framing ("13 straight days"). In-email readiness survey: "Do you have everything you need for your first sensor replacement?" Second feedback signal.
Transition readiness (Phase 7)
Phase IV–X — Long-arc engagement
E7–E14 · Day 18–88
Lifestyle integration → habit reinforcement → self-managementLater-arc sequence covering lifestyle integration, advanced CGM feature adoption, and long-term self-management behaviors. A/B variants tested across subject lines and CTAs.
Integration & graduation

Email content arc mapped to behavioral phase — 14 touchpoints across the 88-day onboarding program. The sequencing logic shows the deliberate ordering: device confidence and literacy before clinical framing, coverage scaffolding before behavioral reinforcement, feedback collection placed at the two known drop-off risk transitions. The arc also ran alongside a companion pre-event Getting Started stream (separate cadence, practitioner-led session) — two distinct CRM architectures operating in parallel.

Role
UX strategy and experience design lead
Deliverables
UX audit, wireframe suite, service blueprint, CRM architecture, MLR-approved assets
Regulatory context
Health Canada
Industry
Medical devices · Continuous glucose monitoring
If I ran this again

The 10-phase behavioral model was the right architecture. Two things I'd add: a feedback loop that lets the phase sequence branch based on actual engagement signals — patients who demonstrate device confidence early advancing faster, patients showing inactivity signals getting a different intervention path before Phase 4. The data existed to support it; the CRM architecture didn't act on it. I'd also bring HCP-side journey design in earlier — the intersection between patient onboarding and prescriber communication is where the sharpest alignment gains are.