Shaping the two year product strategy for a $4.8B startup

Shaping the two year product strategy for a $4.8B startup

Goal Uncover experience gaps to inform the 2-year roadmap
Responsibilities Research leadership, Ethnographic research, Product strategy
Duration 1 month

Summary

Cerebral is a $4.8B mental health startup focused on accessible, affordable therapy and medication. I led their first comprehensive research initiative to understand how customers experienced the product and what they needed most.

I interviewed active customers, mapped their journeys, and delivered insights that shaped the next two years of product development. The recommendations led to a 26% increase in customer satisfaction and convinced leadership to build an internal research team.

+26%
increase in customer satisfaction
Drove hiring of Cerebral’s first research team

Background

The challenge

Cerebral had grown rapidly to a $4.8B valuation, but product decisions were being made without systematic customer understanding. Leadership was estimating priorities for the roadmap, and there was no internal research function to validate assumptions.

My role

I was brought in as a consultant to lead Cerebral’s first comprehensive research initiative. Working with the Head of Design, I scoped the study, brought in a second researcher to partner with, and managed our team through interviews, synthesis, and final presentations to leadership and cross-functional teams.

Approach

Our team interviewed seven active Cerebral customers who had renewed their subscriptions and recently engaged with clinicians. Starting with stakeholder interviews and customer service data, I identified the most critical questions to explore. The 45-minute sessions used participatory techniques to understand not just what customers did, but why they made those choices.

Key insights

I can't do this alone anymore

Portrait of Bethany

Bethany

Wanted to speak to someone, preferably a woman she identified with, because she felt she could no longer handle her situation alone.

Portrait of Lindsey

Lindsey

Wanted to get access to medication as quickly as possible to treat her already diagnosed condition.

Cerebral customers are looking for someone to trust.

This vulnerable moment requires empathy and support. Customers arrive with deeply personal goals that go beyond simple healthcare transactions.

Extend a helping hand

Build trust from the first interaction. Show empathetic communication, introduce clinicians personally, and clearly explain how Cerebral can help with individual goals.

Is this really working for me?

Portrait of Jasmyn

Jasmyn

Wanted therapy, but is now getting medication she doesn't REALLY want to be on (though it's working).

Portrait of Callie

Callie

Wanted medication, but is also getting (and paying for) counseling she doesn't REALLY want.

There is no 'one size fits all'

Customers want control over their treatment. They're open to recommendations but may look elsewhere if forced into services they don't value.

Bespoke treatment plans

Create collaborative planning that lets customers shape their care. Explain service benefits clearly and offer flexible options so customers only pay for what they need.

Finally, someone gets me

Portrait of Dawn

Dawn

Wanted to talk to someone who understands her situation -- a fellow mother and person of color.

Portrait of Tony

Tony

Wanted "answers" and to understand experiences he's had his entire life.

Connection gives customers hope for the future.

When customers connect with the right clinician or receive a diagnosis that explains their experiences, they gain hope. Both empathy and understanding help people accept themselves and envision improvement.

Facilitate a 'sigh of relief'

Train clinicians to deliver personalized, empathetic responses. Create accessible resources that explain diagnoses in relatable terms and highlight paths to improvement.

Results and impact

Research synthesis

I led the synthesis of our findings into a comprehensive journey map documenting customer emotions, actions, touchpoints, and opportunities throughout their Cerebral experience. This became a reference tool for product and design decisions.

Customer journey map showing emotions, actions, and touchpoints throughout the Cerebral experience

Company-wide influence

The insights directly shaped Cerebral’s 2-year product roadmap. Rather than estimating what features to build next, teams across product, design, and customer success could now point to specific customer needs to guide their decisions.

Establishing a research practice

This research convinced leadership to hire Cerebral’s first dedicated research team. They recognized that understanding their customers wasn’t a one-time project but an ongoing necessity for a company serving vulnerable moments in people’s lives.

Outcomes

+26%
increase in customer satisfaction
Drove hiring of Cerebral’s first research team