01. discovery: four leading principles

Transparency drives loyalty when it's clear, honest, and leads with value. Testing across 990 participants allowed us to align on four leading experience principles.

02. develop a layered consent system

Layer 1. Activation & Registration Consent

Required checkboxes for mandatory, binding agreements (T&Cs, Privacy Policy) — cannot proceed without completion

‍Opt-in toggles for optional permissions (marketing, personalization, data sharing) — defaults to off, clearly labeled as changeable anytime

Layer 2. Re-Consent Guidelines

A tiered system for when existing permissions change or expire, considering how and when they show up during a user's app engagement.

Layer 3: Permission Settings

A consolidated Privacy & Communications page lets customers view and adjust all optional consents post-registration, giving them the flexibility and control they need as they engage with the app.

03. scale

The playbook covers the full consent taxonomy across every market variant:

‍Consent types documented: Explicit (mandatory), Explicit (optional), Implicit, Opt-in, Opt-out, Granular, and Consent Management/Preference Center

‍Global permission audit: Mapped 15+ consent categories across US, UK, Canada, Australia, Germany, and France—identifying which require checkboxes, which use toggles, and which are market-specific (e.g., California Privacy Notice, GDPR profiling opt-out)