Helping Sales People Send Highly Personalized Emails at Scale
I was connected with the CEO of Nova, William Dinkel and CTO Bryan Pirtle, through some close friends at YCombinator while I was freelancing. They shared their passion to empower sales people by sending highly personalized emails at scale and monitor the effectiveness of each outreach over time using simplified tools.
The company was at a very early stage and with very little time it was going to require some serious work: from defining the form that the service takes (from desktop to mobile) to how we communicate the value of a new type of service altogether.
With 2 engineers and a short timeline, I led the product design and worked closely with the CEO to identify opportunities, scope solutions, and shipped them out.
Redesign the User Interface screen that quickly shows current status, notifications, 1st, 2nd, 3rd actions.
The design should address the primary objective at first glance. Problem On the right panel it is too difficult to distinguish between primary(active/inactive, secondary and disruptive actions).
What information is valuable? How do we define relevance? Which action routes do we surface? Is the primary action visible? How can we improve engagement?
Domain research Define problem Define product purpose Prioritize strongest to least important Simplify roadmap Increase impact
Lead Designer Product Strategy User Experience User Interface
Increased interaction flow as well as speed delivery performance.
1 Designer 2 Engineers
Actual screenshots of the live product from the CEO before any changes were made..
From screenshot to domain research. I quickly start getting familiar with the User Interface, I try to define the clients intent and I start drawing as many ideas down as possible. I spend about a solid half hour illustrating anything and everything that could be useful and then I transfer those ideas to wireframes. The same process follows and I share my ideas with the stake holder or whomever is in charge of making design decisions.
You don't always have to apply every skill set when you work with a small team, or, fully understand every moving part of the product; progress will flow as you iterate but it is key to communicate effectively with your team and push as many versions as possible. Contract work is always unpredictable and expect last minute changes when you least expect it. And always speak up if you cant commit to the time line or if you have any blockers from the start. Expect to work on weekends so its good to prepare all your projects in advance.