1Page
1Page
1Page
Overview
Overview
Overview
1Page is a B2B Sales Platform that helps sales professionals prepare and engage more effectively with their clients. They challenged Berkeley Innovation, a student-led design consultancy at UC Berkeley, to ideate product features for their platform with the goal of retaining current users of the site.
1Page is a B2B Sales Platform that helps sales professionals prepare and engage more effectively with clients. They challenged Berkeley Innovation, a student-led design consultancy at UC Berkeley, ideate product features for their platform with the goal of retaining current users of the site.
1Page is a B2B Sales Platform that helps sales professionals prepare and engage more effectively with their clients. They challenged Berkeley Innovation, a student-led design consultancy at UC Berkeley, to ideate product features for their platform with the goal of retaining current users of the site.
Role
Role
Product Designer
Role
Product Designer
Role
Product Designer
Timeline
14 Weeks
Timeline
14 Weeks
Timeline
14 Weeks
Team
4 Designers
1 Project Manager
Team
4 Designers
1 Project Manager
Team
4 Designers
1 Project Manager
Problem
Problem
Problem
How might we help salespeople feel best prepared for virtual meetings?
How might we help salespeople feel best prepared for virtual meetings?
How might we help salespeople feel best prepared for virtual meetings?
Impact
We increased platform engagement among 2,500+ companies by integrating 5 new key features.
We increased platform engagement among 2,500+ companies by integrating 5 new key features.
We increased platform engagement among 2,500+ companies by integrating 5 new key features.
Final Designs
Events Page
Discovers and manages upcoming events. It suggests relevant events and potential attendees using location data for a clear view of opportunities.
Events Page
Discovers and manages upcoming events. It suggests relevant events and potential attendees using location data for a clear view of opportunities.
AI Integration
Provides real-time support for meeting prep and call debriefs. By analyzing sales data, it offers actionable insights to enhance performance and drive success.
AI Integration
Provides real-time support for meeting prep and call debriefs. By analyzing sales data, it offers actionable insights to enhance performance and drive success.
Profile page
Centralizes contact information and insights from multiple platforms, providing an overview of each contact, including meeting details and key conversation takeaways to inform sales strategy.
Profile page
Centralizes contact information and insights from multiple platforms, providing an overview of each contact, including meeting details and key conversation takeaways to inform sales strategy.
Final Designs
Events Page
Discovers and manages upcoming events. It suggests relevant events and potential attendees using location data for a clear view of opportunities.
AI Integration
Provides real-time support for meeting prep and call debriefs. By analyzing sales data, it offers actionable insights to enhance performance and drive success.
Profile page
Centralizes contact information and insights from multiple platforms, providing an overview of each contact, including meeting details and key conversation takeaways to inform sales strategy.
User Insights
Outcomes & Analysis
User Insights
Outcomes & Analysis
User Insights
Outcomes & Analysis
We created an affinity map that organized key insights from 5 interviewees and 12 survey responses into critical areas for product strategy to access user needs and inform decision-making.
We created an affinity map that organized key insights from 5 interviewees and 12 survey responses into critical areas for product strategy to access user needs and inform decision-making.
We created an affinity map that organized key insights from 5 interviewees and 12 survey responses into critical areas for product strategy to access user needs and inform decision-making.
Streamlined Experience
Sales professionals prioritize ease of use for efficient meeting prep, as they have limited time for lengthy preparation.
Streamlined Experience
Sales professionals prioritize ease of use for efficient meeting prep, as they have limited time for lengthy preparation.
Streamlined Experience
Sales professionals prioritize ease of use for efficient meeting prep, as they have limited time for lengthy preparation
Real-Time Industry Insights
Salespeople often value high-level industry insights to understand client needs and identify alignment with company values
Real-Time Industry Insights
Salespeople often value high-level industry insights to understand client needs and identify alignment with company values
Real-Time Industry Insights
Salespeople often value high-level industry insights to understand client needs and identify alignment with company values
Generative AI
Generative AI is widely used by younger salespeople to draft emails, create client decks, form icebreakers, and gather context for sales meetings.
Generative AI
Generative AI is widely used by younger salespeople to draft emails, create client decks, form icebreakers, and gather context for sales meetings.
Generative AI
Generative AI is widely used by younger salespeople to draft emails, create client decks, form icebreakers, and gather context for sales meetings.
Meet Lena,
Startup Saleswoman
Meet Lena,
Startup Saleswoman
We created a persona to guide our design decisions and ensure we were focused on the right user needs. Lena, a salesperson, helped guide our design choices, ensuring we aligned the user experience with their specific needs.
We created a persona to guide our design decisions and ensure we were focused on the right user needs. Lena, a salesperson, helped guide our design choices, ensuring we aligned the user experience with their specific needs.
Frustrations
She struggles with a lack of structure when gathering feedback from clients on sales pitches. Her schedule is often very busy, and she has difficulty getting potential clients to attend meetings.
Frustrations
She struggles with a lack of structure when gathering feedback from clients on sales pitches. Her schedule is often very busy, and she has difficulty getting potential clients to attend meetings.
Desires
She wants to gain a deeper understanding of her clients' high-level goals to establish common ground between their company and the client. She also wants to streamline post-meeting follow-ups to improve client retention.
Desires
She wants to gain a deeper understanding of her clients' high-level goals to establish common ground between their company and the client. She also wants to streamline post-meeting follow-ups to improve client retention.
Meet Lena,
Startup Saleswoman
We created a persona to guide our design decisions and ensure we were focused on the right user needs. Lena, a salesperson, helped guide our design choices, ensuring we aligned the user experience with their specific needs.
Frustrations
She struggles with a lack of structure when gathering feedback from clients on sales pitches. Her schedule is often very busy, and she has difficulty getting potential clients to attend meetings.
Desires
She wants to gain a deeper understanding of her clients' high-level goals to establish common ground between their company and the client. She also wants to streamline post-meeting follow-ups to improve client retention.
End Goal
End Goal
End Goal
To enable salespeople to quickly access key information and resources, streamlining the preparation process for virtual meetings, boosting their confidence and efficiency.
To enable salespeople to quickly access key information and resources, streamlining the preparation process for virtual meetings, boosting their confidence and efficiency.
To enable salespeople to quickly access key information and resources, streamlining the preparation process for virtual meetings, boosting their confidence and efficiency.
Key Design Component Choices
Key Design Component Choices
Before
We were unsure how to address the need for personalized key insights for each important contact, which many salespeople could benefit from, and how AI could play a role in this integration.
After
We decided to implement an AI system that is localized to gather information only from meetings that salespeople have had with each individual, ensuring privacy is maintained while automatically consolidating key insights.
Before
We were unsure how to address the need for personalized key insights for each important contact, which many salespeople could benefit from, and how AI could play a role in this integration.
After
We decided to implement an AI system that is localized to gather information only from meetings that salespeople have had with each individual, ensuring privacy is maintained while automatically consolidating key insights.
Before
We were unsure how to create a space that prioritized the most relevant events and contact details, or how to separate meetings with different types of people for different occasions.
After
We focused on prioritizing only the most relevant contact details and events due to limited space. A dedicated tab for meeting management was implemented, along with color-coded sections to organize meetings by client for easier visualization.
Before
We were unsure how to create a space that prioritized the most relevant events and contact details, or how to separate meetings with different types of people for different occasions.
After
We focused on prioritizing only the most relevant contact details and events due to limited space. A dedicated tab for meeting management was implemented, along with color-coded sections to organize meetings by client for easier visualization.
Before
We began exploring different interfaces for the AI chatbot, something our client strongly wanted, along with its design and how generative AI has influenced design systems.
After
We decided to introduce this particular design of an AI chatbot as part of the product development phase to help salespeople consolidate and track the information they gather from client meetings.
Before
We began exploring different interfaces for the AI chatbot, something our client strongly wanted, along with its design and how generative AI has influenced design systems.
After
We decided to introduce this particular design of an AI chatbot as part of the product development phase to help salespeople consolidate and track the information they gather from client meetings.
Before
We were unsure which types of tags would be most helpful, such as tags for key locations, company agreements, and where they have their public contacts.
After
We designed the tags with the understanding that salespeople often search for information about potential clients before sales meetings. Having insights into their background, location, and other relevant details helps break the ice.
Before
We were unsure which types of tags would be most helpful, such as tags for key locations, company agreements, and where they have their public contacts.
After
We designed the tags with the understanding that salespeople often search for information about potential clients before sales meetings. Having insights into their background, location, and other relevant details helps break the ice.
Before
We had a general idea of what the integrated calendar should should like, but we were uncertain if it was the best place to also position the AI chatbot.
After
We finalized the design for our calendar and determined the visual color system for categorizing events by type—professional, internal, external, casual, etc.
Before
We had a general idea of what the integrated calendar should should like, but we were uncertain if it was the best place to also position the AI chatbot.
After
We finalized the design for our calendar and determined the visual color system for categorizing events by type—professional, internal, external, casual, etc.
Key Design Component Choices
Before
We were unsure how to address the need for personalized key insights for each important contact, which many salespeople could benefit from, and how AI could play a role in this integration.
After
We decided to implement an AI system that is localized to gather information only from meetings that salespeople have had with each individual, ensuring privacy is maintained while automatically consolidating key insights.
Before
We were unsure how to create a space that prioritized the most relevant events and contact details, or how to separate meetings with different types of people for different occasions.
After
We focused on prioritizing only the most relevant contact details and events due to limited space. A dedicated tab for meeting management was implemented, along with color-coded sections to organize meetings by client for easier visualization.
Before
We began exploring different interfaces for the AI chatbot, something our client strongly wanted, along with its design and how generative AI has influenced design systems.
After
We decided to introduce this particular design of an AI chatbot as part of the product development phase to help salespeople consolidate and track the information they gather from client meetings.
Before
We were unsure which types of tags would be most helpful, such as tags for key locations, company agreements, and where they have their public contacts.
After
We designed the tags with the understanding that salespeople often search for information about potential clients before sales meetings. Having insights into their background, location, and other relevant details helps break the ice.
Before
We had a general idea of what the integrated calendar should should like, but we were uncertain if it was the best place to also position the AI chatbot.
After
We finalized the design for our calendar and determined the visual color system for categorizing events by type—professional, internal, external, casual, etc.
Key Takeaways
& Conclusions
Key Takeaways
& Conclusions
Key Takeaways
& Conclusions
Given More Time
I would find a more efficient method for analyzing user feedback to inform our design decisions, as we spent weeks cold emailing salespeople. I could have used that time to ideate and visualize other product features that might be helpful to solving this problem.
Given More Time
I would find a more efficient method for analyzing user feedback to inform our design decisions, as we spent weeks cold emailing salespeople. I could have used that time to ideate and visualize other product features that might be helpful to solving this problem.
Given More Time
I would find a more efficient method for analyzing user feedback to inform our design decisions, as we spent weeks cold emailing salespeople. I could have used that time to ideate and visualize other product features that might be helpful to solving this problem.
73%
of respondents believe Medocity lacks credibility and needs to focus on building trust.
Skills
I learned a lot about the importance of effective communication, a shared product vision, and the value of an iterative approach to product development.
Given More time
In my own time, after the deliverable was handed, I decided to do user testing with a group of 6 random participants. I observed an 65% increase in engagement, satisfaction, and interaction through a guided user testing session that took place at my home.
Skills
I learned a lot about the importance of effective communication, a shared product vision, and the value of an iterative approach to product development.