Leadoff.ai is an AI-driven platform that’s revolutionizing how sales teams operate by providing real-time coaching and detailed performance analytics. Its standout feature is the personalized, methodology-specific coaching. This enhances sales strategies and operational efficiency, distinguishing it from other market tools. Leadoff’s sales management technology integrates advanced tech with strategic sales approaches, powered by Dolphin Studios’ AI-enabled API backend. The software features the latest large language models (think GPT!), utilizing machine learning to analyze speaker identities, content, and sales challenges. Sales transcript data is stored in vector databases, which is the language of LLM’s. It forms part of the model’s extended memory, allowing the AI to access a wide variety of data at any time.
The Application
The recent UX/UI revamp was undertaken to make the platform more intuitive and feature-rich. The main goals were to streamline the onboarding process for a seamless user experience. Also the goals included simplifying the user interface and increase the accessibility of critical information. By focusing on product-led growth, we’ve made it effortless for users to sign up, quickly gain value, and easily share that value with their sales teams. This approach ensures that Leadoff.ai not only meets but exceeds the expectations of sales professionals. It drives engagement and growth through intuitive design and user empowerment. Building on this foundation, Leadoff.ai’s broader mission is to enhance sales closure rates through AI-powered coaching and task automation. It also aims to foster collaboration through timely insights. This includes analyzing deals to generate actionable items and automating communication. These processes are enriched with gamification and predictive analytics to keep users engaged and efficient. By providing personalized, actionable feedback tailored to sales reps, managers, and teams, Leadoff.ai ensures every user interaction is not only efficient but also engaging and effective.
While numerous frameworks are available, Sprintfolio employs the five-stage Design Thinking process developed by Stanford’s Hasso Plattner Institute of Design. This framework includes conducting research to understand our users; defining user needs and issues; brainstorming potential solutions; prototyping designs, testing, and refining the solution. We analyzed 100 interviews provided by the Leadoff team of industry professionals and conducted a competitive analysis of three companies. This method helped me identify user needs and opportunities that Leadoff could seize and utilize to differentiate itself.
For performance evaluations, the Leadoff sales evaluation process applies the MEDDPICC methodology. This enables the AI coach to assess sales call transcripts by integrating both external and internal data. The result is a detailed performance review provided by an AI coach, who offers actionable insights and preparation for future sales engagements. This allows teams to collaborate and leverage AI analysis for a whole new take on sales knowledge tools.
We learned from the research that scalable coaching solutions adaptable to the skill sets and learning curves of individual users were important. This would ensure that each user receives personalized coaching at critical moments in their sales cycles. Currently they don’t receive this due to relying on time-strapped managers. It also emphasized the importance of enabling managers to quickly identify individuals and teams that need additional support. This feedback significantly influenced the platform’s emphasis on in-the-moment feedback and deal-specific coaching prompts. These prompts guide users through action items and next steps, aiding managers in supporting their teams effectively.
User Journey Image
In tackling the user experience challenges at Leadoff.ai, I first created a user journey map. This helped me understand the paths and tasks users undertake within the app. This provided clarity on how to make the product more intuitive and when to present specific information. My goal was to enhance the platform’s core functionalities while maintaining a simple user interface, preserving essential features, and integrating gamification elements. To achieve this, I employed the KANO model to distinguish between essential, nice-to-have, and delightful features. Then, I applied the RICE scoring method, which helped me measure the potential impact of these features and the effort required for their implementation. This strategic approach allowed us to effectively prioritize and address the issues that most significantly affect user experience. It maintained a balance between functionality and simplicity, and weaving in gamification elements to keep the engagement levels high.
UX designers often need to balance client desires, user needs, and technological feasibility. For Leadoff, I identified four categories that aligned with the project’s goals, which helped guide my design solutions throughout the process:
- UI Simplification: I cleaned up the interface on all screens, ensuring that important information was easy to find. This decluttered the app and made it more user-friendly.
- Streamlined Onboarding: I simplified the onboarding process by breaking it down into small, manageable parts with a guided tutorial. Users can even upload their own deals to practice with, easing new users into the system without overwhelming them.
- Enhanced Feature Visibility: I made key features like pre-call prep and deal coaching easy to see and use by adding suggested prompts and pop-up tips. These changes help users complete tasks more effectively. They showcase the full potential of the platform, moving away from the previous, limited design.
- Dynamic Dashboard Updates: I enabled users to look back at past events. This ensured that the displayed information remains relevant regardless of the date or past meetings.
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Assessment
Has the redesign improved the user experience? Absolutely! The new design simplifies navigation across all features, ensures important information is readily available. It also enhances the onboarding process so new users can feel comfortable right away without being overwhelmed. These tweaks are all about getting users to click more, discover more, and really dig the cool AI tricks Leadoff packed in.
We put this new design under the microscope with 7 users, and boy, did we learn a lot! Also, we relocated the company documents page to the sidebar for better accessibility. We also introduced features allowing users to easily adjust and view the dashboard data dates. The page layout was enhanced to increase clarity and remove redundancies. Furthermore, we improved the landing page to better highlight key features and benefits, particularly app integrations, thus enhancing first impressions and usability.
Reflecting
Looking back at the Leadoff.ai redesign, I’m really thankful I got to work on this project. Each time I design AI tools, I learn something new, and it’s been awesome to see how my creativity influences how AI fits into our daily lives. This project was especially rewarding because it made me delve deeply into the needs of sales teams and their managers, a field new to me. Working with the Leadoff team was great—they were always there to answer my questions and provided the insights I needed. Thanks to their trust in my design skills, we were able to use our combined experience to meet deadlines and prepare for the platform’s launch. This whole experience showed me how teamwork and creative thinking can create tools that not only meet but exceed the expectations of users in the fast-moving tech world.
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