Enhancing Product Engagement through Proactive Support

Enhancing Product Engagement through Proactive Support

How might we increase user engagement with McAfee's product features by leveraging our customer support channels, ultimately driving retention and revenue?

How might we increase user engagement with McAfee's product features by leveraging our customer support channels, ultimately driving retention and revenue?

17% cart attachment rate

17% cart attachment rate

CSAT 82

CSAT 82

Addressed 8% of total call volume

Addressed 8% of overall call volume

McAfee.com

2023

Service Design

Iterative Testing

User acquisition

Service Design, Iterative Testing, User acquisition

1.5 months (MVP)

Designer (Me)

PM

Service Delivery Lead

Dir. Business Ops

6+months (Expansion)

Product team

Marketing

2 designers (Me + 1)

Cart, Pricing Team

MyAccounts Team

The characters in our story

The characters in our story

Neha

Neha

Leading the design

"Customers aren't going to be interested in that feature. We should understand what THEY want."

"Customers aren't going to be interested in that feature. We should understand what THEY want."

PM

Availability

Bringing his customer service background

Availability

"We're trying to make this experience feel premium"

"We're trying to make this experience feel premium"

Director

Compatibility

Leading the vision for the business

Compatibility

"The goal is to get users to appreciate how feature rich the product is."

"The goal is to get users to appreciate how feature rich the product is."

Problem Statement

Problem Statement

How might we get our users to engage better with the
product by leveraging support channels?

How might we get our users to engage better with the
product by leveraging support channels?

Hypothesis

Hypothesis

Proactively engaging our users during the product lifecycle will make them more likely to renew their subscription.

Proactively engaging our users during the product lifecycle will make them more likely to renew their subscription.

Solution

Solution

"McAfee Assist," a premium, concierge-like support service.

"McAfee Assist," a premium, concierge-like support service.

Personalized 1:1 sessions with security experts to guide them through installation and onboarding.

Personalized 1:1 sessions with security experts to guide them through installation and onboarding.

Method

Method

Iterative testing and expansion into multiple acquisition channels.

Iterative testing and expansion into multiple acquisition channels.

Picking the right friction point:

Picking the right friction point:

What guided us to opt for onboarding despite all the hurdles faced by the user?

What guided us to opt for onboarding despite all the hurdles faced by the user?

I mapped out the end-to-end user journey and the points at which we could potentially intervene. This coincided with our call driver data that showed our users struggled with installation. We decided this would be perfect for the pilot with other opportunity areas available to tackle with future iterations.

I mapped out the end-to-end user journey and the points at which we could potentially intervene. This coincided with our call driver data that showed our users struggled with installation. We decided this would be perfect for the pilot with other opportunity areas available to tackle with future iterations.

"I'm going to check the UX Research repository and customer feedback to build out a map to see all the pain points we have across the lifecycle."

"I'm going to check the UX Research repository and customer feedback to build out a map to see all the pain points we have across the lifecycle."

"I'll pull up the call data for our biggest call drivers"

"I'll pull up the call data for our biggest call drivers"

Users were paying for the product but not installing it

Users were paying for the product but not installing it

The research team conducted diary studies and found that users assumed that paying for a subscription = installing/activating it.

The research team conducted diary studies and found that users assumed that paying for a subscription = installing/activating it.

A large segment* of users reach out for Download & Install

Availability

We see a spike in users on the support portal at specific points during the lifecycle. We focussed on this as an opportunity for the service.

We see a spike in users on the support portal at specific points during the lifecycle. We focussed on this as an opportunity for the service.

Older customers prefer calls over self-service

Compatibility

Less tech savvy users actively sought help in setting up their software/app.

Less tech savvy users actively sought help in setting up their software/app.

"The earliest point we can intervene as Customer Support is to help them install their product"

"The earliest point we can intervene as Customer Support is to help them install their product"

"There's a huge opportunity here.
A concierge-like service"

"There's a huge opportunity here.
A concierge-like service"

Business Goals

Business Goals

Revenue Growth + Education

Revenue Growth + Education

  • To generate a new revenue stream within customer support, contributing to overall business growth.

  • Educate users about the full benefits of their subscription.

Product Goals

Product Goals

Feature adoption + Retention

Feature adoption + Retention

  • Increase awareness and adoption of new product features among existing users.

  • Improve overall customer satisfaction and perception of the McAfee brand leading to retention.

Pre Pilot

Pre Pilot

"Let's target our Ultimate subscribers. They're more likely to buy this add-on."

"Let's target our Ultimate subscribers. They're more likely to buy this add-on."

"We can keep the price low if we cap each call at 20mins."

"We can keep the price low if we cap each call at 20mins."

Target Demographic - Higher tier subscribers

We strategically decided to pilot McAfee Assist with a segment of users who purchased premium McAfee packages. This allowed us to test the service with users who had already demonstrated a willingness to invest in higher-tier offerings.

Target Demographic - Higher tier subscribers

We strategically decided to pilot McAfee Assist with a segment of users who purchased premium McAfee packages. This allowed us to test the service with users who had already demonstrated a willingness to invest in higher-tier offerings.

"In order for them to see value, we want to educate and onboard them to at least 2 features."

"In order for them to see value, we want to educate and onboard them to at least 2 features."

"That's a significant ask. A lot of time is lost because our older users struggle with tech"

"That's a significant ask. A lot of time is lost because our older users struggle with tech"

Entitlement Education

Entitlement Education

Key business requirement was to ensure agents dedicated time to walk customers through.

Key business requirement was to ensure agents dedicated time to walk customers through.

Onboard 2 features

Availability

The business sought to have at least 2 features onboarded from the suite.

The business sought to have at least 2 features onboarded from the suite.

20 mins per call

Compatibility

The initial ask was to limit each call to 20 minutes to manage operational costs and justify the price point.

The initial ask was to limit each call to 20 minutes to manage operational costs and justify the price point.

Iteration 1: Help a user enroll into 2 features in 20 minutes

I broke down the script into 1-minute intervals to map the ideal call.

  • Intro/ice-breaker 2 min

  • Gain remote access 1 min

  • Feature set-up 8 min

  • Feature set-up 8 min

  • Summary/Follow up 1 min

Iteration 1: Help a user enroll into 2 features in 20 minutes

I broke down the script into 1-minute intervals to map the ideal call.

  • Intro/ice-breaker 2 min

  • Gain remote access 1 min

  • Feature set-up 8 min

  • Feature set-up 8 min

  • Summary/Follow up 1 min

"I'd had great success presenting maps to the team so I outlined the ideal 20min call and documented what I anticipated as problem areas."

"I'd had great success presenting maps to the team so I outlined the ideal 20min call and documented what I anticipated as problem areas."

Potential Obstacles

Potential Obstacles

User doesn't have the device ready.

From listening to calls the agent always had to wait till the user had their device ready and open.

Multiple devices + platforms.

Availability

Users would call from a phone and then have to explain what was happening on their iPad or laptop or vice-versa.

Call drop/connection lag

Compatibility

If a call dropped the user would need to dial back in and it disrupted the flow.

Cyberscammers using remote share

Scammers used the exact same remote-sharing technique.
This posed a security risk.

User isn't engaged in the conversation.

Availability

The user would feel distracted and overwhelmed with the amount of information.

Cuts convo after primary need/task.

Compatibility

Users might drop the call after a feature is explained.

No interest in follow-ups.

Availability

Users might not want to enagage with the service again.

From listening to calls the agent always had to wait till the user had their device ready and open.

User just wants to complete 1 task.

Compatibility

If a call dropped the user would need to dial back in and it disrupted the flow.

Role-play: Testing iteration 1

Role-play: Testing iteration 1

"I played the role of a customer."

"I played the role of a customer."

"I used my background in call centres to play the role of the agent."

"I used my background in call centres to play the role of the agent."


We failed to complete the tasks within 20 mins. The call crossed well over 40 mins.


Takeaways

Takeaways

More buffer time neeeded

Even testing internally with people who knew the product we failed to get within 20mins.

2 features too many

Availability

Even just 2 features took too long to explain/demo.

Hard to keep attention

Compatibility

It was hard to stay engaged in the conversation with the agent going on about features.

Iteration 2 - Increasing the call time to 30 mins

Iteration 2 - Increasing the call time to 30 mins

We tested internally but outside of the core team


The PM and I decided to educate the customer on 1 feature and increase the time of the session to 30 mins. We couldn't increase the duration without the cost of the service going up significantly for the customer.

“I think the first call should be included.”

“I think the first call should be included.”

“I think the time commitment might be an issue.”

Iteration 3 - Real-life customers + Support Agents

Iteration 3 - Real-life customers + Support Agents

The core team felt confident with the service and decided to test it within real-world settings.

Pilot

Small pool of customer service reps were trained for the pilot

20 calls

Availability

20 calls were analyzed and insights were gleaned

35-40 min

Compatibility

Despite the requested half-hour, agents’ average call lengths were observed to stretch to 40 minutes.

Observations

Observations

Failed goal of introducing features

The users interpreted the service to be an installation guide

Customers just wanted to install the software

Availability

Customers were happy with just installing. They'd cut the agent off when asked to enroll into new features

Extra conversation had to be cut

Compatibility

Calls averaged around 40 minutes. The user had to get their device ready and spent the initial part of the call getting acquainted.

Time to pivot "Premium setup + installation"

Time to pivot "Premium setup + installation"

The PM and I decided to revisit educating the customer about new features at a later stage.

We received buy-in from stakeholders and the core team pivoted strategy and pitched McAfee Assist as 'Help with installation & setup'

Candy-rack modal

Candy-rack modal

I designed the candy rack design and handed it over to the cart payments team that helped implement it out of cycle.

Expansion to other acquisition channels

Expansion to other acquisition channels

Phase I of the project was a success. We worked with cross-functional verticals to design and execute McAfee Assist promotional assets.

NGM Channel

NGM Channel

In-product

In-product

Working with a senior designer from the product design team, we were able to implement a pencil banner within the product and post-purchase screen to encourage users to try the service.

Currently looking for my next challenge!

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