The Amba Wellness Coach app on a phone — the digital coach introducing itself to a patient at the start of the onboarding flow

Driving Patient Adoption

Diagnosing why patients abandoned Pfizer’s support app before it could help them

Pfizer  ·  via HawkPartners  ·  2022

Summary

Pfizer built the Amba app to support people through treatment for metastatic breast cancer — yet after its pilot, patients were dropping off before they ever reached its value. I led the research to diagnose why, designing a study that recreated the full adoption journey — the pharmacy call that first offered the app, account set-up, and a week of real use — rather than testing screens in isolation. Patients, it turned out, weren’t rejecting Amba; the experience was asking for their trust before it had earned any. Repositioning the value and clearing the onboarding friction reversed the trend, lifting account creation, active use, and session length.

30%
New account creation
12%
Active user rate
28%
Avg. session length
Role
Research Manager & Project Lead (HawkPartners, consulting for Pfizer)
Collaborators
Product · CX & engagement · Engineering · Marketing · Agency design partners · VP-level stakeholders
Deliverables
Research strategy · Study design & moderation · Synthesis · Product recommendations · Implementation roadmap

01 Context

Develop
Research plan
Aug 2022
Recruit
mBC patients
Aug 2022
Interview
15 moderated sessions
Sept 2022
Survey
Unmoderated activities
Sept 2022
Synthesize
Qual & quant data
Sept 2022
Share & plan
Strategy with Pfizer execs
Oct 2022

How patients got the app. Amba was offered to patients starting IBRANCE, a treatment for metastatic breast cancer. Eligible patients received the app through their specialty pharmacy: if they opted in during a phone call with a pharmacist, they were given an invite code to download it and set up an account.

Inside, the product was strong. Amba offered reminders for a medication with a demanding 28-day dosing cycle, lab appointment reminders, disease and treatment education, symptom and side-effect tracking, wellness goals, and a digital coach to tie it together. It was designed to be the one place a patient could manage a treatment that had just become a significant part of their daily life.

Three Amba onboarding screens in sequence: the account set-up confirmation, an App Overview screen introducing what the app can do, and the digital coach's welcome message over the home screen

The end of onboarding — set-up confirmed, a brief app overview, then the digital coach introduces itself. How early that overview appeared turned out to matter a great deal.

Everything a patient might need was in there. Whether they got far enough to find that out was another question.

02 Problem

Engagement fell short at every stage. After the pilot it came in well below expectations. Downloads missed targets. Of the patients who downloaded, fewer created accounts than expected. Of those who created accounts, in-app activity was limited and ongoing use thinner still. With a national rollout ahead, Pfizer needed to know what was actually wrong.

The hard part was that the drop-off pattern was consistent with almost any explanation, and each one implied a completely different fix:

  • Was it the value proposition? Maybe patients didn’t understand or want what Amba offered.
  • Was it the channel and timing? Maybe a pharmacy phone call was the wrong moment to make the offer.
  • Was it trust? Maybe a pharma-sponsored app asking for health data raised questions patients weren’t comfortable with.
  • Was it onboarding friction? Maybe patients wanted it and simply couldn’t get through set-up.
  • Or was it the features themselves? Maybe the product needed to be rebuilt.

Analytics could not say why. They showed where patients stopped, but not the reason — and the difference mattered enormously. Rebuilding features is a very different investment than rewriting a pharmacist’s script.

The team had been trying to drive engagement through the existing flow. The real question was whether patients were rejecting the product — or never reaching it.

03 Solution

The core research decision was to study the journey, not just the interface. Testing screens would only have answered whether the app was usable — a question that couldn’t distinguish between “this product has no value” and “patients never get far enough to see its value.” So I designed a study that recreated the whole adoption path, in order, as a patient would actually live it.

Fifteen metastatic breast cancer patients taking IBRANCE — recruited through a screener I built for treatment stage, time since starting IBRANCE, and specialty pharmacy relationship — each went through a 45-minute session that I moderated, then a week of independent use:

  • A simulated pharmacy offer call, using the real script patients would hear, so I could watch the decision to opt in as it actually happens.
  • A live account set-up walkthrough — invite code, date-of-birth validation, consents, legal agreements, account creation — observed in real time rather than recalled afterward.
  • Five in-app activities over the following week — unmoderated, completed on their own time after the session — covering the coach conversation, IBRANCE education, the homepage, a symptom check-in, and wellness goals, then a 14-question follow-up survey.
The study design, mapped onto the real adoption path Each stage of the study recreated a stage of the real adoption path in order: a simulated pharmacy offer call and a live account set-up walkthrough, both moderated inside one 45-minute session, then five in-app activities completed unmoderated over the following week. Each stage answered a different question — 13 of 15 patients were interested from the pharmacist's description alone, date-of-birth validation was costing accounts, and 12 of 15 would download and use the app after a week of living with it. REAL PATH THE STUDY WHAT IT ANSWERED The pharmacy offer Account set-up The first week Simulated offer call Live set-up walkthrough Five in-app activities The real pharmacist script, played as patients would hear it Invite code, date-of-birth check, consents, account creation Coach, education, homepage, symptom check-in, wellness goals MODERATED MODERATED UNMODERATED · ONE WEEK ONE 45-MINUTE SESSION, IN ORDER THEN A WEEK ON THEIR OWN TIME 13 of 15 were interested from the pharmacist’s description alone Date-of-birth validation cost accounts — some would abandon or delete the app 12 of 15 would download and use it, after a week of living with it Letting patients live with the app after the first impression is what separated a bad onboarding from a bad product. N=15 METASTATIC BREAST CANCER PATIENTS TAKING IBRANCE SCREENED ON TREATMENT STAGE, TIME SINCE STARTING IBRANCE, AND SPECIALTY PHARMACY RELATIONSHIP

Each stage of the study recreated a stage of the real path — so a drop-off could be traced rather than guessed at

The unmoderated week broke it open. That last stage was the one that mattered most. By letting patients live with the app after the first impression, I could separate a bad onboarding experience from a bad product.

Patients weren’t rejecting Amba — most valued it once they got to it. The product was asking for trust before it had earned any.

The evidence started early. It was consistent throughout: 13 of 15 were interested from the pharmacist’s description alone. Medication and lab reminders were the standout draw, made genuinely useful rather than nice to have by the demands of a 28-day dosing cycle. After a week of real use, 12 of 15 said they would be somewhat or very likely to download and use Amba if it were offered to them. The majority of patients who said they would use it would keep going for as long as they were on IBRANCE. The product didn’t need to be reinvented. Patients needed to reach its value faster, and with fewer reasons to doubt it.

“There are too many hoops for Amba upfront, and I don’t even know what it offers.”— study participant

Mapping feedback across the journey, five barriers stood between the offer and that value:

What I foundWhat it meant for the product
Patients were overwhelmed before the app entered the picture. The first-prescription call is a moment of cognitive and emotional overload — even a helpful app can land as one more thing.Stop treating the first call as the only ask. Reintroduce Amba on later calls and offer lower-pressure entry points.
“Wellness coach” didn’t explain anything. Patients were intrigued but couldn’t say what Amba actually was, and the strongest features weren’t mentioned early. “What’s a wellness coach? I’m not well.”Lead with the concrete: medication and lab reminders, education, resources, symptom tracking.
“Not a live person” triggered skepticism. Framing a chatbot as the headline feature raised flags for patients who wanted human support.Reposition the coach as one layer of a support hub — and clarify when a real person is reachable.
Trust questions arrived before value did. Pfizer sponsorship, data sharing, legal agreements, and a 12-month program window prompted patients to ask who the product was really for. “Are we helping the patient or are we helping Pfizer?”Explain Pfizer’s role plainly, show value before asks, and give patients visible control.
One screen was quietly costing accounts. Date-of-birth validation required scrolling to a birth year with no clear completion state — enough friction that some would abandon or delete the app. “There’s no ‘done’ button. Very complicated — would not even bother doing this and would delete the app.”Replace it with standard mm/dd/yyyy entry and an unmistakable completion state.

Five barriers between the offer and the value — and what each one implied

The three-step birthday validation flow: a Birthday Validation screen with a Date of Birth dropdown, then a month-and-year scroller, then a calendar grid with a small Done link — no obvious way to confirm and continue

The clearest example: confirming a birthday took three screens, required scrolling to a birth year, and left patients unsure how to finish — some said they’d have deleted the app rather than persist

Turning that into direction. The recommendations I brought to Pfizer’s product, CX, and marketing stakeholders worked on three levels — because fixing only the screens would have left the real problem untouched. Where the fix was language, I wrote it: the report delivered a full replacement script for the pharmacy call, annotated against each barrier it was built to remove.

LayerRecommendations
Adoption context:
the offer outside the app
Reintroduce on second and third pharmacy calls; add lower-pressure materials; rewrite the value proposition around concrete treatment support
Trust & motivation:
earning the right to ask
Move the app overview before the legal asks; explain Pfizer’s role and data use in plain language; clarify SMS purpose, frequency, and opt-out; address the 12-month question
UX execution:
clearing what gets in the way
Rebuild date-of-birth entry; resequence onboarding screens; humanize consent copy where compliant; surface reminders and education earlier

Recommendations spanned the journey — timing and messaging, trust, then interface

The Amba App Overview screen — the app's logo above the line “Take a look at what you can do with Amba” and a row of page dots
Lead with the app overview.Move it ahead of the consent screens, so patients know what Amba does before they’re asked to hand anything over.
The Birthday Validation screen — a Date of Birth dropdown above a greyed-out “This is my Birthday” button
Rebuild date-of-birth entry.Standard mm/dd/yyyy and an unmistakable completion state, in place of a year scroller with no clear way to finish.
The Text Message Opt-In screen — a checkbox to receive text messages above Continue and “Not right now”
Say what the texts actually are.Medication and lab reminders, and how often they arrive. The worry patients raised was sales promotion, not notifications.
The Consent screen — dense legal paragraphs on expiration and copy of consent, with an acknowledgement checkbox above Continue
Humanize the consent copy.Plain language wherever legal and regulatory review allows — the patients who read this page closely came away asking who their data was for.

What that meant screen by screen — the account set-up recommendations as delivered to the product team

Working inside real constraints. Not every patient-friendly idea survives contact with pharma legal and regulatory review, and some of the clearest language we could write simply wasn’t permissible. I framed recommendations as directions to evaluate with legal and regulatory partners rather than finished copy — which is what made them usable to the team instead of aspirational.

04 Outcome

Pfizer implemented UX and positioning changes based on the study ahead of the wider rollout. Following implementation, the team reported improvement across all three engagement metrics that had prompted the research:

Engagement metricReported change
New account creation+30%
Active user rate+12%
Average session length+28%

Figures as reported by the client team following implementation of the study’s recommendations. An observational before/after comparison, not a controlled experiment — the research informed the changes associated with these lifts rather than being their sole cause.

Where the lift landed. It matters as much as its size. Account creation moved most, which is exactly what the diagnosis predicted: the biggest barriers sat before patients ever reached the product. Session length rising alongside it supported the core finding — patients who got in were engaging more deeply, because the value had been there all along.

What it led to. The engagement earned continued trust with Pfizer’s digital product teams, leading to further research and strategy work.

What I took from it. In healthcare, adoption depends as much on trust, timing, and context as on usability. The most valuable work I did on this project wasn’t evaluating an interface — it was insisting that we study the moments around the screen, because that’s where the product was actually losing people. If I ran it again today, I’d push to prototype the revised onboarding sequence and test it head-to-head against the original, so we could prove the trust and completion gains before full implementation rather than after.

The Pfizer team was asking how to drive more engagement through the flow they built. My research reframed the question: clarify the value, earn the trust, and clear the path — then patients arrive on their own.