Intuit · Sr. Content Designer · 2024

The friction wasn't working

Seven screens and a phone call to cancel a subscription. Leadership pulled the fire alarm over the compliance risk, and we had one week to fix it. The part nobody expected is what happened to the numbers afterwards.

Fintech · Regulated content

Seven screens, and then you still had to call someone

QuickBooks cancellation confirmation: plan canceled, access until the end of the billing period, and how to export your data

Where it ends now: one screen to cancel, then a plain account of what happens next.

To stop paying us, a customer went through seven screens and then picked up a phone. Every screen was a save attempt, and every save attempt had been fought for by somebody with a retention number attached to it.

I was angry about it on behalf of our customers, and I’ll say that plainly. Making leaving hard is not a growth strategy, it’s a way of taxing people who have already decided.

Marketing wasn't the villain. They were the ones holding the number.

What it sounded like

Content design wants to remove the retention saves. Marketing wants to keep them. Somebody has to win.

What was actually true

The saves were the only offer we had, and they were being delivered at the worst possible moment, to someone who had already decided. Same offer, made honestly, earlier, works better.

When the deadline landed, marketing panicked, and they were right to. They own cancel mechanics, they are measured on retention, and someone had just told them to delete the machinery that produces their number. In a week.

It would have been easy to treat them as the obstacle. That would also have been wrong. The useful move was to separate two things that had been fused together: the offer, and the friction. Customers leaving QuickBooks genuinely might want a lower tier, a pause, or help with the thing that made them want to go. That support is worth offering. It just isn’t worth trapping someone to deliver.

So we kept the support and the incentives, gave them to people plainly, and made the cancellation itself take one screen. Nobody had to lose an argument. The offer and the obstacle were never the same thing, they had just been shipped together for so long that the team had stopped seeing the seam.

Marketing forecast a twenty percent rise. It came in around one.

20%

Rise marketing forecast

~1%

Rise that happened

1 week

From brief to shipped

That gap is the whole case study. Marketing was defending seven screens against a twenty percent collapse in retention. We removed five screens and a phone call, made leaving genuinely easy, and roughly one percent more people left.

Which means the friction was never retaining anyone worth retaining. It was collecting a small tax in exasperation from people who were leaving regardless. Seven screens bought a percentage point and cost us the goodwill of every single person who went through them, including the ones who stayed.

I held the pen on what the screens said. Legal, marketing, product, and engineering moved just as fast, and a week is not a solo achievement.

Pull me into a conversation →

Project details

Company
Intuit, QuickBooks
Role
Sr. Content Designer
Timeline
2024, one week from brief to ship
Tools and methods
Regulated contentCancel and retention flowsCross-functional negotiationGenAI draftingFigma