Case Study: Hint Health achieves 26% self-service activation and 10% increase in sales engagements with Autopilot

A Saas Startup Rocking Self-Service Onboarding

Hint Health is a San Francisco–based medical SaaS that helps providers move from fee‑for‑service to direct‑pay care by managing billing, enrollments, and communications. CEO Zak Holdsworth faced a common startup challenge: getting new customers to complete key onboarding steps without relying on costly support calls, so more users would self‑activate and see value faster.

They implemented Autopilot-driven journeys that use contextual in‑app Headsup messages first, follow up by email only when needed, and skip completed steps with a “Check Field” condition; the platform is integrated via API with Salesforce, Stripe, and UserVoice to power behavior-based automation. The program increased proactive automated outreach, helped 26% of slow‑starting customers self‑activate, and drove a 10% lift in account configuration reviews and sales engagements.

Hint Health

Zak Holdsworth

Co-founder & CEO