2025

wellhub

SELF SIGN-UP

Product design

user research

user testing

responsive design

metric analysis

strategy

SITUATION

For over a decade, Wellhub relied on a sales executive team as its main channel for acquiring new partners. The model worked, but it didn't scale.

The existing experience was half-baked by design. A prospect would fill out a form, wait for a seller to reach out, go through profile verification, negotiate a tailored contract, and finally receive an email just to create an account. Days of back and forth for something that should take minutes.

TASK

Design a self-service path that let a partner go from discovery to fully onboarded on their own, without adding headcount to the sales team.

ACTION

The redesign replaced all of that with a single, fully automated flow. We introduced plan selection, terms and conditions, contract signing, and account creation in one continuous journey.

The guiding principle was low friction at every step: lean interfaces, fast decision points, and no dead ends that needed a human to resolve. For the first time, a prospect could go from discovery to fully onboarded without ever speaking to anyone at Wellhub.
Leading this also meant driving alignment across teams and stakeholders throughout, keeping the project moving through a lean, iterative process while managing dependencies across product, legal, and operations.

The Concept

The existing experience was half-baked by design: a prospect partner would fill out a form, wait for a seller to reach out, go through profile verification, negotiate a tailored contract, and eventually receive an email just to create their account. Days of back-and-forth for something that should take minutes.


The redesign replaced all of that with a single, fully automated flow. We introduced plan selection, terms and conditions, contract signing, and account creation — all in one continuous journey. The guiding principle was low friction at every step: lean interfaces, fast decision-making moments, and no dead ends that required human intervention to resolve. For the first time, a prospect partner could go from discovery to fully onboarded without ever speaking to anyone at Wellhub.


Leading this also meant driving alignment across teams and stakeholders throughout, keeping the project moving through a lean, iterative process while managing dependencies across product, legal, and operations.

Results

00%
Automated onboarding
0
Human touchpoints required
00
Prospect partner onboarding time
00%
Automated onboarding
0
Human touchpoints required
00
Prospect partner onboarding time

OTHER WORKS

+55 53 9999 78899

LINKEDIN

email

+55 53 9999 78899

LINKEDIN

email

+55 53 9999 78899

LINKEDIN

email

+55 53 9999 78899

LINKEDIN

email

DIEGO

OTHER WORKS

OTHER WORKS

OTHER WORKS