Ankit Raj
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Case study 03 / Lifecycle · Health tech

Retention is an adherence problem

Retention and LTV were Kapiva's biggest problems, and the usual commerce levers barely moved them. The real problems were adherence and expectations: people weren't sticking to the product, and expected results in weeks when it takes months. We rebuilt the post-purchase experience around doctors, diet plans and adherence journeys, on a platform built for it. LTV rose 30% and retention rates 20%.

Company
Kapiva
Role
VP and Head of Product
Period
Sep 2020 – Present
My part
Owned
Lifetime value
Baseline→+30%
Retention rates
Baseline→+20%
Consultations self-booked
0%→51%
01 / Problem

The usual levers barely moved retention

Retention and LTV were the biggest problems. We had already pulled the usual commerce levers, and they helped only a little.

01

Next-order coupons

02

Milestone journeys

03

Restocking offers

Personalised by cohort.

04

Restock nudges

On WhatsApp and the app.

05

Restock calls

From health coaches.

What we tried first. Each helped a little; none fixed retention.
02 / Insight

The real problems: adherence and expectations

The real problems were adherence and expectations. People weren't sticking to the product and the dosage, and they expected results in 2–3 weeks, when it takes 3–4 months.

What people expectedWhat it takes
Time to results
2–3 weeks
3–4 months
Deliver health outcomes by solving adherence.
03 / Who it's for

Three people guide every customer

01

The customer

On a guided 3-to-6-month journey after the order.

02

The doctor

Sets the right expectations and answers the small questions people won't take to their own doctor.

03

The health coach

Guides the customer, seeing the parts of the record the law allows.

04 / Solution

Guidance, not a sales pitch

We ran targeted lifecycle programmes: doctor consultations, diet plans and personalised adherence journeys with gamification. Doctor calls became guidance, not a sales pitch.

Built into the post-purchase experience, this became the health-tech charter: deliver health outcomes by solving adherence.

doctor

Doctor consultations

Expectations set, small questions answered.

plan

Diet plans

Part of the lifecycle programmes.

journey

Adherence journeys

Personalised, with gamification.

05 / Customer journey

The months after the order

The experience engine orchestrates each customer's 3-to-6-month journey across WhatsApp, CRM, app notifications, health coaches and doctors.

  1. Order

    The post-purchase experience starts here.

  2. Self-booked consultation

    The customer books a doctor when they want one, instead of getting a cold call.

  3. Expectations and a plan

    The doctor sets expectations and answers questions; the customer gets a diet plan.

  4. Adherence journey

    Personalised and gamified, across WhatsApp, CRM and app notifications.

  5. Coach and doctor follow-up

    The coach guides; the doctor sees the patient's history and next stage.

06 / How it works

The platform underneath

Doctors and coaches had to guide each customer for months, so they needed tools that work at that scale. I built the health-tech ecosystem behind the programme.

Channels

reach
WhatsAppCRMApp notificationsCoachesDoctors

Experience engine

orchestration

Orchestrates each customer's 3-to-6-month journey across every channel.

Care Studio and the health coach platform

tools

Care Studio gives doctors appointments, each patient's history and next stage, and prescriptions they can create and edit, with a link to a health coach. The coach platform supports the coaches.

Customer data platform

data

Gives every stakeholder the right data; a coach sees only the parts of the record the law allows.

07 / Rollout

From cold calls to customers asking

Consultations used to be driven by cold-call outreach. We shut that down and replaced it with pull-based self-booking, so the customer asks for the doctor.

BeforeAfter
Consultations self-booked
0%
51%
08 / Results

What changed

LTV improved 30% and retention rates rose 20%. Self-booking went from 0% to 51% of consultations once cold calls stopped.

BeforeAfter
Lifetime value
Baseline
+30%
Retention rates
Baseline
+20%
Consultations self-booked
0%
51%
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