Case Study

Unlocking the revenue potential of Netflix Bundles

I introduced a plan selection screen into the bundle sign-up flow on all platforms, improving upgrade rates, revenue, and the experience for millions of global bundle members.

Role
Design Lead
Company
Netflix
Scope
Strategy, UX, Research, A/B Testing
Context

Bundles were Netflix's fastest-growing acquisition channel, but something wasn't adding up

Netflix partners with ISPs and telecom providers around the world (Comcast, T-Mobile, Movistar, and others) to bundle Netflix into their service packages. For customers, bundles solved three major barriers to enjoying Netflix: access to the service, awareness that it was part of their plan, and payment, since billing was handled through the partner.

Millions of customers activated Netflix through these bundles, making them a massive growth lever. But while acquisition numbers looked strong, there was a problem in the data: the plan mix was off.

Netflix offered three plans: Basic (SD, 1 stream), Standard (HD, 2 streams), and Premium (4K, 4 streams). In most direct-to-consumer markets, the plan mix was healthy, with a significant share of customers on Standard and Premium. Bundle members, however, were overwhelmingly stuck on Basic, the plan included free with their bundle. Almost none were upgrading.

Netflix bundle landing page showing 'Great news! Netflix is included in your Partner offer.'
The bundle entry point. Customers landed here and were fast-tracked into Basic with no plan context.
The Gap

Bundle members weren't making informed plan choices because they never had the chance to. The activation flow had no plan selection step. It dropped users onto whatever plan the bundle included.

My Role

First designer dedicated to the bundle experience

I was the first designer assigned full-time to the Netflix bundle user experience, a product area that had been operating without dedicated design leadership. I worked across a cross-functional team that included product management, engineering, data science, business development, a UX researcher, a visual designer, and a content designer.

I defined the user experience strategy, shaped the product roadmap alongside PM, led individual design projects from concept through A/B testing, and advocated for the customer perspective in a space where business revenue goals tended to dominate the conversation.


Discovery

Starting by asking why

Before jumping into solutions, I studied the existing bundle user research and data. The goals: synthesize and socialize what we already knew, identify the right questions for future research, and start defining a user experience strategy.

Mapping the journey

I audited the full bundle user journey to understand where the experience broke down and where intervention would have the most impact.

Awareness

Purchase

Activate

Watch

The activation step was where the plan decision should have happened, but for bundle members it was entirely absent. They confirmed their email, set a password, and went straight to watching. No plan information. No choice. The business framed this as a "plan mix gap." From the customer's perspective, the questions were more basic:

"Netflix has different plans?"

"How would other plans benefit me?"

"Where and how do I upgrade?"

This reframing mattered. The business saw a revenue optimization problem. I saw an informed-choice problem, and that distinction shaped the design decisions that followed.


Reframing

From "close the plan mix gap" to "help members get the best experience"

The business problem was clear: How do we close the plan mix gap? I advocated for reframing it as a customer problem: How do we help bundle members get the best Netflix experience? Framing it around customer benefit (HD quality, multiple screens for the household, 4K on their new TV) rather than revenue extraction changed the types of solutions we'd explore and the principles we'd design by.

It was also a retention play. Customers on a single Basic stream couldn't watch on multiple devices, which meant lower household engagement and higher churn risk. Improving plan mix served long-term retention as much as short-term revenue.


Hypotheses

Three bets, one qualitative study

From the research synthesis, I developed several hypotheses about why bundle members weren't upgrading and what interventions might help. We narrowed these into three design directions, arranged along a spectrum of complexity, to test in a qualitative study:

Less complex

Drop-in Upsell Screen

A post-activation screen surfacing the next plan up with a simple upgrade prompt. Minimal disruption to the existing flow.

Winner
Moderate

Plan Comparison

A plan selection step inserted into the activation flow, allowing members to compare all plans side-by-side before they start watching.

More complex

Personalized Recommendation

A guided experience that asked about household size, devices, and viewing preferences to recommend a tailored plan.

I also took the opportunity to improve the visual design of the activation flow, which had legibility issues on TV and was overloaded with text. Here's what each concept looked like on TV:

Concept 1: Drop-in upsell

Drop-in upsell screen showing 'There's a better plan for you' with Standard and Premium options
A simple upsell prompt surfaced after activation: "There's a better plan for you."

Concept 2: Plan comparison during activation

TV landing: Netflix is included in your cable package
Landing
Create account step with email confirmation
Create account
Plan comparison showing Basic, Standard, Premium with pricing
Choose plan

Concept 3: Personalized plan recommendation

Welcome to Netflix - Let's personalize your account
Welcome
What do you like to watch? Genre selection with Drama, Adventure, Family
Genre preferences
Which devices will you be watching on? PS4, Xbox, Roku
Device selection
Who will be watching? Just me, Me + someone else, Me + three people
Household size

Navigating Tension

The pre-selection debate

There was real tension with cross-functional partners.

As we explored solutions, product, marketing, and business development pushed for pre-selecting the more expensive plans, essentially defaulting users into a paid upgrade unless they actively opted out. They argued we were leaving money on the table.

The design team felt strongly about this, but we needed a case that resonated with stakeholders who thought primarily in revenue terms. Two arguments landed:

The trust argument: Pre-selecting higher plans might juice short-term revenue, but it would erode customer trust over time. If we wanted long-term retention, customers needed to feel they'd made a real choice.

The partner argument: If customers saw an unexpected charge on their bill and called the partner's customer service, it would increase the partner's support costs and damage Netflix's relationship with the partner. The bundles business depended on these partnerships.

Both arguments landed. We aligned around opt-in as a design principle, and it held through the rest of the project.

Experience Principle

We should find ways of helping customers make an informed decision, not relying on UI tactics or dark patterns to maximize short-term revenue.

Plan selection with Basic highlighted at $0, no plan pre-selected
Basic selected: $0/month extra
Plan selection with Standard highlighted at $3/month extra
Standard selected: $3/month extra
Plan selection with Premium highlighted at $6/month extra
Premium selected: $6/month extra

Research

Testing in Munich and Palm Springs

We conducted a qualitative study with 8 participants in Munich and 8 in Palm Springs, two markets with very different bundle landscapes, to validate our hypotheses and test the three design directions.

The results were clear: nearly all participants preferred the plan comparison approach. It allowed customers to compare options and make an informed decision, and it concisely explained the benefits of each plan without overwhelming them. The personalized recommendation was interesting but felt like too much friction before they could start watching. The drop-in upsell felt like an afterthought.


Solution

A plan selection step in the bundle activation flow

Based on the qualitative findings, we designed a plan comparison screen inserted as step 2 of the 3-step bundle activation flow: Confirm email → Choose plan → Start watching.

The TV activation flow

TV landing: Netflix is included in your cable package
Landing
Create account with email confirmation
Create account
Plan comparison showing Basic, Standard, Premium
Choose plan
Confirmation screen: You're ready to start watching
Start watching

The design was deliberately simple. All three plans appeared side-by-side with their key benefits (picture quality and number of simultaneous streams) and the additional monthly cost above what the bundle included. The included plan was clearly marked, and no plan was pre-selected. The customer had to actively choose.

Results

The A/B test validated the customer problem

We ran a global A/B experiment on web and mobile. The results confirmed the customer hypothesis and the business case:

+5%
Increase in upgrade rate among bundle members
−0.7%
Decrease in activation rate, a manageable trade-off
+7%
Upgrade rate for Free (French ISP), highest of all partners

The 0.7% activation rate decrease was expected; adding a step to any funnel introduces friction. But the 5% upgrade rate increase more than compensated in revenue terms. The 7% result from Free, the French ISP partner, was the strongest validation: when given a clear, informed choice, customers wanted to upgrade. They just hadn't had the chance.


Reflection

What I took away from this work

This project reinforced something I keep coming back to: the way you frame the problem determines the quality of the solution. If we'd stayed in the "close the plan mix gap" framing, we would have likely shipped a dark pattern, a pre-selected premium plan designed to extract revenue. Reframing it as an informed-choice problem led us to a solution that was better for customers, better for partner relationships, and better for revenue.

I also learned how much it matters to build persuasive cases in the language your stakeholders speak. The design team knew opt-in was the right principle. But "it's the right thing to do" doesn't move a business development team. "It protects partner relationships and long-term retention" does.

Being the first dedicated designer on a product area taught me how much of design leadership happens before you ever open a design tool: defining a strategy, building shared understanding of the user journey, and creating the conditions for good design decisions down the line.