TalentBridge

TalentBridge aimed to create a hiring platform for startups scaling from 5 to 50 employees. I designed a solution to simplify recruitment while ensuring quality hires, addressing the unique needs of fast-growing teams.

Visual Design

My Role

Product Designer- Interaction Design, Visual Design, User Flows, Prototyping, Usability Testing,

Team

Me (Product Designer), Emanuel Mota (Product Manager), Solution architect & Engineers

Timeline

3 weeks | Design sprint | Nov 2024

My Role

Product Designer- Interaction Design, Visual Design, User Flows, Prototyping, Usability Testing,

Team

Me (Product Designer), Emanuel Mota (Product Manager), Solution architect & Engineers

Timeline

3 weeks | Design sprint | Nov 2024

Okay! Let's first understand the problem of Mr. Terry...

Mr. Terry run a coffee subscription business. His customers love his product.

But every week, some of them hit "Cancel Subscription."

Mr. Terry wants to understand WHY they're leaving

He wants to save them—offer a pause, a skip, a different product, a discount. But the setup is so confusing, he can't make sense of it.

So he loops in his dev team—just to get it built and capture the data.

But it takes too long. And by the time it's ready, he's already watching them churn without understanding why

"Why should merchants need developers every time just to craft personalized retention flows? We should be able to offer alternatives based on why subscribers cancel—and make customer retention as easy as winning them over in person." — Mr. Terry The Merchant

That's where YariFlow comes in! 🌟 Our subscription engine empowers merchants with bundles, analytics, vouchers, and more—today, we're diving into Cancellation Funnel Builder. Merchants customize retention flows in real time, intelligently offering alternatives to subscribers.

PROBLEM SPACE SUMMARY

The Gap Between Potential and Reality

Merchants had the cancellation flow tool—but couldn't unlock its value. They wanted to save customers with smart, personalized offers, but the setup was too complex and time-consuming. Result: 40% of saveable customers were slipping away, costing merchants real revenue every month.

Hidden Complexity Kills Usability

Everything buried in modals and accordions. Merchants can't see the whole picture at once—they either give up or set it once and forget it.

No way to target specific customer segments

All customers get the same offer. A subscriber who’s been with you for over 8 months and has spent $500 sees the same discount as a first-timer. One-size-fits-all = low save rates.

Setup Takes 45–120 Minutes

Too slow to configure. Too slow to iterate. Result: Only 41% of merchants who started actually launched it live.

Flat, One-Step Cancel Experiences

Merchants can’t adapt to each choice during cancellation, so if a customer declines one offer there’s no smart follow-up—making the flow feel flat and costing save opportunities.

Hidden Complexity Kills Usability

Everything buried in modals and accordions. Merchants can't see the whole picture at once—they either give up or set it once and forget it.

Setup Takes 45–120 Minutes

Too slow to configure. Too slow to iterate. Result: Only 41% of merchants who started actually launched it live.

No way to target specific customer segments

All customers get the same offer. A subscriber who’s been with you for over 8 months and has spent $500 sees the same discount as a first-timer. One-size-fits-all = low save rates.

Flat, One-Step Cancel Experiences

Merchants can’t adapt to each choice during cancellation, so if a customer declines one offer there’s no smart follow-up—making the flow feel flat and costing save opportunities.

Short on time? Let's Jump straight to the solution. 🤓👇

DEFINE : HOW WE FOUND OUT

What problems merchants & customers are facing?

We conducted video interviews with merchants and their customers to understand both sides of the cancellation experience.

Merchants: Pact Coffee, Pasta Evangelists (fresh pasta), Pinter (beer kits), and Free Soul (women's supplements).

Customers: Subscribers who recently attempted to cancel or paused their subscriptions.

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Merchants

Goal: Understand how they currently use the cancellation flow and where they get stuck.

Key Takeaways:

  • Think in customer journeys, not nested lists

  • Need visual confirmation before launching

  • Want personalization by customer segment

  • Speed matters more than perfection

Customers

Goal: Understand what they want when they hit "Cancel Subscription."

Key Takeaways:

  • Most don't want to cancel permanently—they need flexibility

  • Want relevant alternatives based on their actual reason

  • Prefer self-service over contacting support

Competitor Analysis

We analyzed Skio and Rechargemarket leaders with comprehensive features that still failed our clients Free Soul and Pact Coffee—so we could fix the serious complexity and experience issues that pushed them to Yariflow, not just compare competitors in theory.

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What's Working Well

Conditional logic exists (Skio) — Different offers for different customer segments

Reason-based targeting (Recharge) — Match solutions to cancellation reasons

Gaming prevention (Recharge) — Discount cooldowns prevent customers from abusing the system by repeatedly canceling to get discounts

Action variety (Both) — Pause, skip, discount, swap options available

What's Missing

Still too technical — Conditional setup requires understanding platform logic

No visual flow representation — Can't see the customer journey at a glance //confusion between connections like reasons offers and conditions//

Modal-heavy or list-based UIs — Everything buried in nested views

No multi-step escalation — Can't show "if declined, then offer this"//

Slow iteration — Changes take time; no quick testing

What's Working Well

Conditional logic exists (Skio) — Different offers for different customer segments

Reason-based targeting (Recharge) — Match solutions to cancellation reasons

Gaming prevention (Recharge) — Discount cooldowns prevent customers from abusing the system by repeatedly canceling to get discounts

Action variety (Both) — Pause, skip, discount, swap options available

What's Missing

Still too technical — Conditional setup requires understanding platform logic

No visual flow representation — Can't see the customer journey at a glance //confusion between connections like reasons offers and conditions//

Modal-heavy or list-based UIs — Everything buried in nested views

No multi-step escalation — Can't show "if declined, then offer this"//

Slow iteration — Changes take time; no quick testing

THE OPPORTUNITY

Make enterprise-grade retention visually intuitive, fast, and accessible.

Skio's conditional logic showed us personalization is powerful. But both platforms lacked a visual representation for seeing customer journeys at a glance, multi-step treatment escalation for sophisticated retention strategies, and speed and simplicity for non-technical merchants.

DESIGN EXPLORATION

Brainstorming with the team

Before touching any design tools, we gathered as a team and discussed what the solution needed to solve: show the entire cancellation journey at once (no hidden logic), make conditional logic visual and understandable, let merchants preview what customers would experience, and enable fast editing without context switching. We sketched rough concepts and landed on three directions worth exploring.

Low-fidelity first

We took those ideas into Figma Make to quickly visualize each approach—testing different structural concepts without getting caught in visual details. Three concepts were explored: a wizard-based setup (step-by-step, like Typeform), an enhanced modal system (improved version of the old design), and a visual flowchart builder (node-based, see-everything-at-once).

❌ Wizard-based setup

Merchant feedback: "Feels hand-holdy. I want to see everything at once, not click through 10 steps." Doesn't match the mental model—merchants think in full journeys, not isolated steps. Hard to show relationships between conditions and solutions.

❌ Enhanced modal system

Merchant feedback: "Still too nested. I can't visualize the customer journey."
Engineering: "We'd still be building complex state management for nested modals."
CXM team: "This won't reduce support tickets—merchants will still be confused."

✅ Visual flowchart builder

Merchant feedback: "This. I can finally see what I'm building." Team: "Matches how merchants describe their flows. Feasible with React Flow library." CXM: "Self-explanatory. Way fewer support tickets."

Project Overview

Client: TalentBridge, an early-stage HR tech startup
Industry: SaaS, Fintech
Timeline: 8 weeks (2024)
My Role: Lead Product Designer

TalentBridge aimed to create a hiring platform for startups scaling from 5 to 50 employees. I designed a solution to simplify recruitment while ensuring quality hires, addressing the unique needs of fast-growing teams.



Design Solution