2020-2021
UX, UI, Product Design
UX/UI Lead
Scopify.ai is an innovative platform designed to empower sales teams, marketing teams, and executives by helping them secure more qualified meetings with potential clients. Leveraging the power of AI and machine learning, Scopify.ai streamlines the process of lead generation and prospecting by curating, personalizing, and presenting high-quality leads tailored to each team’s unique goals.
Wasted productivity and budgets in B2B sales and marketing.
An AI powered automation platform that aligns demand and inside sales to close more deals in the B2B space.
UX research
UI/UX design
User testing
Initial research focused on better understanding users' needs related to acquiring B2B customers and lead generation practices.
What current solutions exist that serve the top of funnel in the sales pipeline?
How much productivity and money is wasted on inefficient sales processes?
What are the pain-points that marketing teams face?
What are the pain-points that sales teams face?
A positioning matrix was constructed to identify our competitors' strengths and weaknesses to inform Scopify's design that will provide a superior experience for the users in this product landscape.
A series of in-depth interviews were conducted with 10 participants to further identify pain points, frustrations, and needs with existing methods to determine how Scopify could improve this experience.
Traditional lead scoring often overlooks the complexity of B2B sales, relying on surface-level metrics instead of deeper factors like deal size or buyer intent. This misalignment wastes time on low-priority leads instead of high-value opportunities.
Despite tailoring campaigns for specific accounts, much of the content goes unused or unnoticed. This disconnect means marketing efforts aren’t translating into engagement, leaving sales teams with fewer warm leads.
Closing B2B deals requires buy-in from multiple stakeholders, but sales specialists often lack visibility into all decision-makers. This limits their ability to build relationships and close deals efficiently.
Leads often lose context during handoffs between Marketing, BDRs, and SDRs. Sales teams spend too much time searching for information or requalifying leads, slowing the sales cycle and risking lost opportunities.
Sales teams are spending more time qualifying leads than closing deals due to low MQL-to-SQL conversion rates. This slows down revenue growth and drains resources on less promising leads.
Sales teams need clear visibility into how leads are sourced and scored. Without transparency, reps may distrust the system, leading to inconsistent follow-up and missed opportunities.
A journey map was created to place some market research into context. Real numbers and percentages are shown to reflect pain points at every stage of the sales pipeline.
After conducting research, all the findings were synthesized to identity themes, opportunities, and features that Scopify could focus and improve upon.
A series of 3 personas were defined based on the data collected to help drive design decisions and keep the product focused on solving users pain points, frustrations, and their goals.
Insights from the discovery stage are reframed into opportunities in the sales and marketing problem space through HMW statements. These were then mapped to a user journey to draw connections.
Structuring ideas through prototyping and mock-ups based on the feedback and insights gained from research and analysis.
The primary user flow is the process of prospecting, intelligent messaging, and booking a meeting. The information architecture was informed by multiple card-sorting sessions with prospective users.
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A few rounds of solution sketching followed by a low-fidelity prototype was created to iterate upon. Using the feedback and insights gained from these iterations, the prototype is continuously improved upon.
A style guide was built to serve as the one source of truth for all design and creative initiatives. They are categorized into Primitives, Iconography, and Components.
Scopify assists users in identifying and engaging with their ideal customers using proven lead generation strategies and criteria to close more deals.
Browse leads based on your company's ideal customer profile. Pre-qualification is done by Scopify's data intelligence such that the user only sees the most relevant leads.
View a lead's information of their Budget, Authority, Needs and Timeline to determine if they are a good fit for collaboration.
Kickstart the outreach process! Authority Intel provides detailed information for each decision-maker so you can plan your approach.
Send your outreach message through the Scopify platform to book an initial meeting with your Decision Maker. Close the sale!
Provide feedback on the decision maker and the lead information. Through machine learning, the quality of the data provided will be improved.
50 sign-ups in 3 months after launch
Higher rate of closed deals for sales teams that use the Scopify platform
Users found a higher degree of project alignment with their companies
When introducing a new product to the market, the strategy was to launch and bring the product to the market as early as possible. By getting the product in the users hands, initial assumptions can be validated, and the user feedback loop can be started. Launching the Scopify.ai platform with this strategy allowed for immediate adjustments and optimizations to the product - such that more value can be brought to the users.
A 'lite' version of the Scopify.ai platform is currently in development to cater to the unique use cases and needs of mobile users.
