People.ai / 2019 / Product design
Coach
Helping sales managers turn overwhelming data into better coaching.
The problem
Sales managers were overwhelmed by data in the app and had no idea what to do with it. Many were first-time managers and not great coaches. They lacked visibility into their team and business.
The question
How might we help managers leverage data to be better coaches?
And: how do great managers coach?
Approach
I created a coaching framework that mapped the coaching conversation to leading indicators, then charted the user journey across four stages.
Create / Hustle / Progress / Close
The in-app module brought together a quick team overview, targets for indicators, and data-backed talking points to guide 1:1s. Managers could drill down into granular detail without juggling dashboards.
Design process
From sketches to high-fidelity designs, I iterated on early feedback. The work included a flexible indicators framework and scannable list components, making the coaching module easier to navigate from a team-level view to the details of an individual conversation.
Outcome
A beta goal of 5 customers. Deployed to 7.
The oversubscribed beta proved demand. Early data showed managers using the app more, with the coaching module driving weekly active usage up.