Pricing card journey

Pricing card journey

Introduction

Improving conversion and customer confidence across the QuickBooks sign-up experience.


Tested with over 500,000 users and reaching 99% statistical significance across every primary metric.

Improving conversion and customer confidence across the QuickBooks sign-up experience.


Tested with over 500,000 users and reaching 99% statistical significance across every primary metric.

Introduction

Improving conversion and customer confidence across the QuickBooks sign-up experience.


Tested with over 500,000 users and reaching 99% statistical significance across every primary metric.

0%

increase in gross new subscribers

0%

increase in gross new subscribers

0%

increase in gross new subscribers

0%

increase in sign-ups

0%

increase in sign-ups

0%

increase in sign-ups

0%

increase in on-site purchases

0%

increase in on-site purchases

0%

increase in on-site purchases

0%

increase in trial sign-ups

0%

increase in trial sign-ups

0%

increase in trial sign-ups

0%

reduction in mid-flow abandonment

0%

reduction in mid-flow abandonment

0%

reduction in mid-flow abandonment


Client:

Intuit, QuickBooks



Timeline:

6 weeks



Role:

Lead Designer / Design Manager



Skillsets:

Design leadership, UX strategy, systems design, user research, cross-functional delivery



Partner teams:

Product Development, CRO, SEO, Data, Shared Capabilities Engineering


The problem

The problem

When we looked at our pricing funnel data, one number stood out: nearly 30% of users who entered the sign-up flow were leaving before completing it.

When we looked at our pricing funnel data, one number stood out: nearly 30% of users who entered the sign-up flow were leaving before completing it.

When we looked at our pricing funnel data, one number stood out: nearly 30% of users who entered the sign-up flow were leaving before completing it.

That's a significant leak, and for a global product operating across 200+ markets it compounded quickly. When we dug into the qualitative data, two things kept surfacing. First, the experience sent users from a marketing page to a separate hosted sign-up environment which was a jarring visual break that eroded the trust we'd just spent the whole page building. Second, international users were encountering pricing in currencies they didn't recognise, with taxes and payment terms that weren't clear until it was too late in the flow.

The opportunity was obvious. The question was what to fix first - and how to fix it in a way that would scale.

The opportunity was obvious. The question was what to fix first - and how to fix it in a way that would scale.

My role

My role

I led the design on this project as part of a three-person team.

One designer supported with exploration and research; the other joined primarily as a development opportunity - I brought them into the process deliberately, using the project as a coaching context while keeping delivery on track.

In practice that meant I was setting direction, reviewing and shaping the work of others, making the calls on what shipped, and ensuring every decision was grounded in both user need and business intent. I was in the room - and often running the room - for every meaningful decision this project involved.

How we approached it

How we approached it

My role & scope

The early phase wasn't about generating solutions. If anything, the challenge was the opposite, we had too many ideas we were excited about…

and subsequently, not enough clarity on which ones would actually move the needle in a measurable way. A significant part of my job in those first few weeks was keeping the team focused, managing scope creep, and pushing us toward a short list of changes we could ship, test, and learn from with confidence.

We landed on two priorities: give users confidence to proceed, and give them transparency on value. Everything else was either deferred or folded into one of those two buckets.

A few decisions shaped the final direction more than any others.

We embedded the sign-up experience directly into the marketing page

We embedded the sign-up experience directly into the marketing page

Removing the jarring transition to a hosted environment entirely. Users stayed in the same visual context from first impression to completed purchase - a change that sounds simple but had meaningful implications for both engineering and brand consistency.

Removing the jarring transition to a hosted environment entirely. Users stayed in the same visual context from first impression to completed purchase - a change that sounds simple but had meaningful implications for both engineering and brand consistency.

Removing the jarring transition to a hosted environment entirely. Users stayed in the same visual context from first impression to completed purchase - a change that sounds simple but had meaningful implications for both engineering and brand consistency.

We localised by default

We localised by default

Which meant detecting currency and country via IP and displaying the right pricing from the moment a user landed. No toggle, no manual selection required. We added a mid-flow country confirmation control to handle VPN users and international businesses, but the baseline experience assumed local context rather than forcing the user to establish it.

Which meant detecting currency and country via IP and displaying the right pricing from the moment a user landed. No toggle, no manual selection required. We added a mid-flow country confirmation control to handle VPN users and international businesses, but the baseline experience assumed local context rather than forcing the user to establish it.

We restructured the decision flow

We restructured the decision flow

Separated plan selection from billing frequency - two decisions that had previously been presented simultaneously. Breaking them into sequential steps reduced cognitive load at the moment users were most likely to hesitate.

Separated plan selection from billing frequency - two decisions that had previously been presented simultaneously. Breaking them into sequential steps reduced cognitive load at the moment users were most likely to hesitate.

Separated plan selection from billing frequency - two decisions that had previously been presented simultaneously. Breaking them into sequential steps reduced cognitive load at the moment users were most likely to hesitate.

Changing "Buy Now" to "Select Plan"

Changing "Buy Now" to "Select Plan"

This was actually a suggestion from one of our developers. When I heard it I immediately understood why it was right - the original CTA carried a weight and finality that didn't match where users were in their thinking. We put together a short narrative around purchase psychology, presented it to the group, and got immediate alignment.

This was actually a suggestion from one of our developers. When I heard it I immediately understood why it was right - the original CTA carried a weight and finality that didn't match where users were in their thinking. We put together a short narrative around purchase psychology, presented it to the group, and got immediate alignment.

The final system supported 11 languages and 7 currencies within a single codebase - designed to be extended by engineering without requiring design involvement every time a new market needed to be added.

What shipped

What shipped

The starting point: localised pricing displayed, but within an experience that still carried the friction of a disconnected sign-up flow.

A 30% abandonment rate wasn't just a metric — it was a signal that users were losing confidence somewhere in the journey.

A 30% abandonment rate wasn't just a metric — it was a signal that users were losing confidence somewhere in the journey.

Early in the process we narrowed the solution space to two modules: simple plan customisation and a clear feature summary. This framing kept the team aligned and gave engineering a clear scope to work within.

The redesigned pricing page with local currency defaulted via IP detection, and the plan summary screen showing transparent feature lists and pricing at a glance.

The embedded sign-up module no redirect, no visual break. Location confirmation, subscription choice, and billing period presented as three sequential decisions rather than one overwhelming form.

The embedded sign-up module - no redirect, no visual break. Location confirmation, subscription choice, and billing period presented as three sequential decisions rather than one overwhelming form.

The plan summary persists through account creation, keeping users anchored to their choice and reinforcing the value of what they're signing up for.

The final experience across desktop and mobile - a clean, consistent, globally-scalable sign-up journey built to extend without accumulating design or engineering debt.

The final experience across desktop and mobile — built once, designed to scale across markets without engineering rework.

The final experience across desktop and mobile — built once, designed to scale across markets without engineering rework.

The result

The results

When the data team shared the results, the reaction in the room was genuine disbelief

not because we didn't expect improvement, but because the scale of it was unlike anything people with ten-plus years at Intuit had seen on a single project. I put together a deck and shared it in our global design Slack channel - not just to celebrate the win, but because results like these are most valuable when other teams can learn from them and replicate the approach in their own markets.

The project confirmed something I'd suspected but now had evidence for: trust is a design outcome. Clarity, continuity, and localisation aren't nice-to-haves in a global acquisition experience, they're directly correlated with whether someone hands over their credit card.

The project confirmed something I'd suspected but now had evidence for: trust is a design outcome. Clarity, continuity, and localisation aren't nice-to-haves in a global acquisition experience, they're directly correlated with whether someone hands over their credit card.

The project confirmed something I'd suspected but now had evidence for: trust is a design outcome. Clarity, continuity, and localisation aren't nice-to-haves in a global acquisition experience, they're directly correlated with whether someone hands over their credit card.