
From “clients are confused” to better questions at onboarding
Clients of this medical device consultancy didn't consistently understand what it could do, and often trusted its advice only after a misstep had cost them. I interviewed 12 people across the firm and found six kinds of client confusion. The team now uses those areas to guide its questions when onboarding new clients.
- Role
- UX research, strategy, interaction design
- When
- Internship · June to August 2026
- Tools
- Figma, FigJam, PowerPoint, AI-assisted prototyping
- 16+ interviews with 12 people synthesized into a six-part taxonomy of client confusion
- A nine-stage client journey tool, a working prototype with device-class and plain-English toggles
- A usability plan with five participant segments and ten tasks, ready to run





