“This will help me spend less time managing clients and more time coaching them.” — Golf Pro, User Testing
Design Process
Discover & Define → Frame the Challenge → Design & Deliver
1. Discover & Define
Research
Interviewed instructors across private clubs, public courses, and indoor studios to map complete workflows from video upload to lesson delivery. Identified critical bottlenecks: client videos stacking up without prioritization systems, unintuitive scheduling disconnected from lesson history, and missed revenue opportunities from poorly surfaced premium features.
2. Frame the Challenge
The core challenge wasn’t feature availability but workflow fragmentation. Pros needed a system that would serve all tech comfort levels while reducing administrative overhead, enabling them to spend more time coaching and less time managing clients.
3. Design & Deliver
Strategy & Ideation
Reorganized information architecture by task priority and frequency, creating role-based views for different user types. Designed flexible flows that connected previously isolated functions - video reviews, scheduling, analytics, and business growth tools.
Execution & Build
Created inbox-style video management with prioritization and batch tools, visual calendar editor with conflict detection, business metrics dashboard with KPIs, and contextual upsell moments built into daily workflows. Developed responsive interface ensuring continuity across devices from range to shop.
Launch & Iterate
Delivered unified platform projecting to reduce video turnaround time by 60%, scheduling conflicts by 70%, while increasing feature adoption by 45%. Sales team successfully used tablet tool to accelerate pricing tier migrations at conferences and clinics.
Reflection
What I learned: Administrative efficiency directly drives revenue; context trumps feature count; business dashboards increase both engagement and retention; cross-device workflows demand tight continuity.
What’s next: This foundation informed how unified experiences can transform professional workflows, emphasizing the importance of business intelligence integration in B2B tools.
