CASE 02, RECURRING BUY · GEMINI · 2025

From 0.2%
to 10% of MAUs.

THE MOVE

I bet that recurring investing wasn’t a feature problem, it was a narrative problem. Education-first, incentive-second, ROI-positive by construction.

RESULT · NORTH-STAR LIFT
10%

Of monthly transacting users on a recurring buy, 60 days post-launch. Up from 0.2% baseline. 50× lift.

USERS ENROLLED
+30,000

Net new users on a recurring buy · base: 300,000 MTU

EDU PHASE
conversion lift
REWARD PHASE
conversion lift
INCENTIVE CAP
$150
over 12 mo · ROI+
ROLE
ASSOC. DIRECTOR, GROWTH
TEAM
1 PM · 1 DESIGN · 6 ENG · 1 DATA · 1 MKTG
DURATION
Q3 ’25
NORTH STAR
MONTHLY TRANSACTING USERS (MTU)
STATUS
SHIPPED · MEASURED
THE GAP

The North-Star at Gemini was Monthly Transacting Users, and the team had been pushing on the top of the funnel for a year. The numbers crept up. The shape of the line stayed the same.

I’d been watching a different number. Of all monthly transacting users, only 0.2% had a recurring buy active. The product existed: well-built, well-priced, and almost no one was using it. That was the gap.

“Recurring buy isn’t a feature.
It’s a habit, and habits don’t respond to ads.”
, SPEC DOC, DAY ONE
THE BET

I made the call to treat Recurring Buy not as a feature but as a multi-week growth experience. Education first, incentive second.

The hypothesis, written down: replace the conversion-first surface with an education-first one, back it with an ROI-positive incentive, and we move from 0.2% to 10% of MAUs within two quarters. A 50× bet.

EXPERIENCE STRUCTURE
PHASE 013 weeks

Education

Slider-driven simulator. Pick an amount, pick an asset, see what the same plan would have returned over 5 years on real historical prices. CTA pressure deliberately undersold.

conversion vs. legacy
PHASE 02up to 12 mo

Reward

If user hadn’t committed, they entered the reward track: payouts at 3-, 6-, and 12-month milestones. Capped at $150. Tuned with finance until provably ROI+.

conversion lift
THE EXPERIENCE

The simulator was the soul of the thing. We tuned its physics and copy across 11 internal builds before it shipped. The slider had to feel like a tool you’d use to think, not a step in a funnel.

The reward design was the discipline of the thing. Every payout band was modeled against retention curves and per-user revenue share. We refused to ship anything that wasn’t ROI-positive on its own.

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