2023
How we enabled the Central Sales Team of cult.fit to efficiently manage, store and follow-up on leads resulting in increased lead conversion and overall revenue.
PRODUCT DESIGN
B2B
DASHBOARD
My role
Product Designer - User Research, Conceptualisation, UI/UX Design, Prototyping, Usability Testing, Developer-Handoff
Team
Anuj Jain (Product Manager)
Raunaq Shah (Guide)
Aditya Shah (Front-End Engineer)
Dwij Rathore (Backend Engineer)
Timeline
8 Weeks
INTRODUCTION
Overview
cult.fit↗ is a fitness company that offers a holistic wellness experience, operating fitness centers and gyms integrated with digital services. With over 500 locations across the country, effective lead management is crucial, and this responsibility lies with the In-Center Sales team.
Previously, lead management practices were disorganised and inconsistent, making it difficult for the team to efficiently track and manage leads. We addressed this by designing a new Lead Management System, transforming the process into a centralized, streamlined platform that enables better storage, management, and tracking of leads. This system also improves transparency and visibility for the entire team.
The new Lead Management System is now used by the In-Center Sales team nationwide and has become the primary tool for tracking leads.
CONTEXT
Setting the stage.
The Cultfit 'Partner Portal' has been the dashboard to view upcoming trials and bookings, track checked-in members, monitor operations, sell memberships, and handle many other tasks related to the center.
The targets for these operations are determined through a systematic target-setting process with the In-Center Sale.
dribbble.com/sashalazar
The 'Partner Portal'
The process of
target setting.
The In-center Sales team sets and communicates sale targets. This process ensures that targets are systematically cascaded from the Business Category teams down to the individual Center Managers, allowing for clear communication and specific goal setting at each level.
The Team Hierarchy:
Level 1: Central In-Center Sales Team
Oversees nationwide sales and performance, sets targets, tracks data, and provides guidance and training.
Level 2: Regional Managers
Manages a geographically region comprising of around ~15 centers, ensuring revenue targets and operational standards are met.
Level 3: Center Managers
Responsible for right functioning of center operations and revenue. They are assigned a home center but sometimes assist others if needed.
The Process:
Step 1:
The Central In-Center Sales Team gets a month target from Business Category team.
Step 2:
Central ICS Team then divides this target across all centers and share that with Regional Managers.
Step 3:
Regional Managers take these center-level targets and break them down further into targets for individual Center Managers.
The target setting process.
A critical observation.
However, in August 2022, the growth team observed that there was no direct system to monitor the performance of Center Managers. The In-Center Sales Team lacked direct visibility and tracking of leads.
Scattered data over whatsapp sent in different sales group.
This lack of a direct monitoring system revealed deeper issues within the process, highlighting several key problems that needed to be addressed.
Note: 📌
From now on we will use a few abbreviation to save space!
In-center Sales Team -> ICS Team
Regional Manager -> RM
Center Manager -> CM
PROBLEM BREAKDOWN
There was no platform to store lead details.
There was no specific platform for storing lead details. Different RMs and the CMs working under them used their own methods for communication and target setting.
No standard Template to Follow
With no dedicated space to store lead details, Whatsapp was used as the medium for communicating the data which lacked any structure.
Data was scattered and granular
Some CMs record granular data, while others don’t record any data at all, leading to inconsistencies that make analysis difficult.
We dived into the existing workflow of CMs.
To effectively implement a platform for storing lead details, we decided to study the existing workflow of CMs, who would be the primary users. We focused on understanding their pain points and conducted interviews with CMs from centers near our office.
Through direct 1-on-1 interviews, shadowing sessions, and observations, we gathered key insights and opportunities for Interventions.
Most CMs rely on Excel Sheets
Most CMs would rely on excel sheets or make their own notes to track leads.
Direct Calls/Chats are preferred
CMs prefer to call/chat with leads as it’s convenient and has better response.
Struggle with Lead Prioritisation
CMs struggle with lead prioritisation and follow-ups, resulting in missed opportunities.
An opportunity to make the process easier.
The problem was clear: there was no defined system/platform for storing lead details.
However, this challenge also presented an opportunity to not only develop a centralised platform to monitor the CMs but with our hypothesis being that it would streamline the entire process for the CMs.
Center
Manager
Store lead details and track them
Stored Lead Details and Targets
Monitor the CMs & Sale Targets
Regional
Managers
Having the problems identified in the existing workflow, we came up with the “How might we”.
'How might we' implement a system that allows Center Managers to effectively store, manage, and follow up on leads, while also enabling the Regional Managers to monitor the Center Manager's performance?
APPROACH
The JTBDs.
We delved into each touchpoint, understood the problems, and identified the 'jobs-to-be-done'.
For Business
Enable the ICS Team to monitor Center Manager's performance through the System.
Utilise the platform as a system for conducting In-center sales meetings.
Metrics
Increase in lead conversion rate, leading to an increase in overall company revenue.
Achieve an adherence rate of over 80% in regions: Bangalore, Delhi NCR, Mumbai, and Hyderabad.
For the users (CMs)
Enable CMs to store, manage, and update lead details efficiently.
Ensure CMs can record comments or notes for each lead when necessary.
Allow CMs to sort and filter leads based on various parameters.
Enable CMs to set follow-up times and implement reminders/alerts that prompt them to follow up with the right leads at the right time.
We studied the current dashboard.
The initial goal was to redesign the existing dashboard, to address the problem, reducing both time and effort.
To begin, we focused on understanding the current dashboard on the partner portal.
Default View - This is where leads are managed. CMs typically keep this open throughout the day.
dribbble.com/sashalazar
Displays the Gym Staff name and the checked-in time in the gym.
Count of the checked-in trials, new members and existing members.
This entire webpage/
dashboard is called
“Partner Portal”
The sale going on currently is at the top.
Shows the upcoming trials of the day.
Walk-in Dashboard - This is where CMs can record details of walk-in leads.
dribbble.com/sashalazar
When recording a lead, the CM inputs the phone number, name, and type of pack.
This is the only place in the dashboard where CMs can view records of walk-in leads; otherwise, they usually maintain separate records in Excel sheets.
The phone number is hidden, and there is no option to call the lead.
CTA to record a walk-in lead entry.
Button to cycle through records date-wise.
After our analysis, a key issue with the current interface became evident.
The current interface of the partner portal lacked a clear hierarchy for the CM's JTBDs.
To not disrupt the existing workflow of the CMs, we decided to create a separate, dedicated space. This new space can be integrated later if deemed appropriate.
PROCESS
The Design process timeline
We started by brainstorming and identifying problems, then continuously improved our design by gathering stakeholder feedback and testing. At the same time, we began development early as we finalised various design elements throughout the process.
Problem Identification
Research
Stakeholder Feedback
Ideation, Iteration & Explorations
Prototyping & Testing
Development
Final Design
Launch Phase
Measuring Success
My Role
The Dashboard Layout & Design.
To understand our design decisions, I've presented a few of the competing iteration alongside the selected design for the Lead Management Dashboard.
Iteration 1
Hide Analysis:
3
2
1
3
2
1
What's working
1
Considering Law of proximity, lead actions are grouped together and closer to the Lead name.
2
Each relevant column includes sort/filter options, similar to the Excel sheets used by CMs.
3
Table format to show leads works as CMs are used to similar tools already.
What's not working
1
Users tend to click on the profile picture or name to open the Lead’s Profile, so a separate CTA for the profile is unnecessary.
2
Comments by the CMs are currently hidden behind a CTA. These comments should be visible upfront to aid decision-making.
3
No need of performance bar as we already have a performance section in the dashboard.
A plot twist! We initially expected Center Managers (CMs) to filter the table by lead quality (Hot, Warm, Cold).
However, we discovered that CMs preferred filtering by lead type (Active, Lost, Converted).
As a result, we needed to implement a higher-level lead type hierarchy for filtering the table instead of relying on lead quality.
298
Total Leads
=
+
+
245
HOT
32
WARM
8
COLD
+
13
CLOSED
LEAD NAME
QUALITY
STATUS
Category
TYPE
Last interaction
next follow up
Achieved
₹7.45 L
Remaining
₹2 L
Target
₹9.45 L
₹7.5 L
Expected till date
Cult Gym HSR
Cult Gym HSR
Dashboard
Lead Management
Search member by mobile number
The Lead Type used as a drop-down must now be implemented as a higher level filtering parameter.
Iteration 2
Hide Analysis:
2
1
3
2
1
What's working
1
Search Icon acts as a signifier for search functionality in Lead Name.
2
Last comment is now upfront.
Not not working
1
The Lead Type master tab, which should also change the lead table, is unclear.
2
It's unclear that the drop-down will change the lead distribution equation.
3
Comment is upfront but last interaction date must also be linked with the comment.
To make the data easier and faster to interpret, we decided to have a modular layout.
The layout was divided into an 'Equation Module' and a 'Table Module', organised under the higher level tab - 'Lead Type'.
This approach aligned with the developers, as the existing design operates on a modular system, making it both easy to implement and scalable.
Iteration 3
Hide Analysis:
2
1
4
3
2
1
What's working
1
The Lead Type master tabs clearly indicate that they will change both the lead distribution equation and the lead table.
2
Comment History allows viewing all previous interactions with the leads.
3
Last Interaction date and time.
4
Modular layout makes it scalable and responsive.
What's not working
1
Grouping next Follow-up option with comments just adds to cognitive overload and losses focus on the actionable elements.
2
Large Follow-up module reduces real estate of the table.
Iteration 4 - Selected Design
Hide Analysis:
4
3
2
1
Why it worked?
1
In excel sheet the CM’s mark the rows by different colours to prioritise calling task. This validates the need for “Sort by” master filter for the table.
2
Search by phone number functionality as CMs use phone number to search leads.
3
One Edit CTA for all lead related actions.
4
Smaller Rows increases the real estate of the Table.
FINAL DESIGNS
The new Lead Management System
Below, I have presented how the final design works, showcasing all its functionalities and features.
Track, manage and follow-up with leads right from the partner portal.
1 Sept - 31 Sept
1-20 of 76
Sort by:
Next Follow-up
Sort:
Search by phone number
COMMENTS
Comment Tag
QUALITY
STATUS
Category
TYPE
Last interaction
NEXT FOLLOW-UP
OWNER
2023-08-06 • 7:34 AM
Anusha
***** **347
2 trials done. She stays in Indrager. She need few days time will let us know.
4:30 PM • SAT, 19 SEPT 2023
Booked from another number
HOT
PENDING follow-up
cultpass
Walk-in
4:30 PM • SAT, 19 SEPT 2023
4:30 PM • SAT, 19 SEPT 2023
Caleb
2023-08-06 • 8:20 AM
Kanica
***** **347
No incoming calls. Pre paid. Follow up later
4:30 PM • SAT, 19 SEPT 2023
Second Trial
HOT
PENDING follow-up
PT
Trial attended
4:00 PM • SAT, 21 SEPT 2023
4:00 PM • SAT, 21 SEPT 2023
Caleb
2023-08-05 • 9:30 PM
Numaan
***** **347
DNA Call back in 1-2 days
4:30 PM • SAT, 19 SEPT 2023
Come back later
Warm
PENDING follow-up
Renewal
Trial attended
4:30 PM • SAT, 22 SEPT 2023
4:30 PM • SAT, 22 SEPT 2023
Caleb
2023-08-05 • 10:44 AM
Harish
***** **347
He will come and join us in Sept 28th week. He is not in bLore.
4:30 PM • SAT, 19 SEPT 2023
Travelling
Warm
PENDING follow-up
cultpass
Walk-in
4:30 PM • SAT, 22 SEPT 2023
4:30 PM • SAT, 22 SEPT 2023
Caleb
2023-08-05 • 9:30 AM
Ritisha
***** **347
No comment
4:30 PM • MON, 22 SEPT 2023
Pricing Issue
HOT
PENDING
Bootcamp
trial booked
nOT INTERACTED
4:30 PM • SAT, 22 SEPT 2023
Caleb
Created 3 hours ago
Aditya
***** **347
Add comment
4:30 PM • MON, 22 SEPT 2023
Come back later
Cold
PENDING
cultpass
Walk-in
NOT INTERACTED
4:30 PM • SAT, 22 SEPT 2023
Caleb
78
ACTIVE
=
42
HOT
+
23
WARM
+
11
COLD
+
2
Pending
Total
Active
Expired
converted
Cult Gym HSR
Cult Gym HSR
Dashboard
Lead Management
Search member by mobile number
latif_pasha@curefit.com
CF453
T
Edit important lead details with one single button.
1 Sept - 31 Sept
1-20 of 76
Sort by:
Next Follow-up
Sort:
Search by phone number
COMMENTS
Comment Tag
QUALITY
STATUS
Category
TYPE
Last interaction
NEXT FOLLOW-UP
OWNER
2023-08-06 • 7:34 AM
Anusha
***** **347
2 trials done. She stays in Indrager. She need few days time will let us know.
4:30 PM • SAT, 19 SEPT 2023
Booked from another number
HOT
PENDING follow-up
cultpass
Walk-in
4:30 PM • SAT, 19 SEPT 2023
4:30 PM • SAT, 19 SEPT 2023
Caleb
2023-08-06 • 8:20 AM
Kanica
***** **347
No incoming calls. Pre paid. Follow up later
4:30 PM • SAT, 19 SEPT 2023
Second Trial
HOT
PENDING follow-up
PT
Trial attended
4:00 PM • SAT, 21 SEPT 2023
4:00 PM • SAT, 21 SEPT 2023
Caleb
2023-08-05 • 9:30 PM
Numaan
***** **347
DNA Call back in 1-2 days
4:30 PM • SAT, 19 SEPT 2023
Come back later
Warm
PENDING follow-up
Renewal
Trial attended
4:30 PM • SAT, 22 SEPT 2023
4:30 PM • SAT, 22 SEPT 2023
Caleb
2023-08-05 • 10:44 AM
Harish
***** **347
He will come and join us in Sept 28th week. He is not in bLore.
4:30 PM • SAT, 19 SEPT 2023
Travelling
Warm
PENDING follow-up
cultpass
Walk-in
4:30 PM • SAT, 22 SEPT 2023
4:30 PM • SAT, 22 SEPT 2023
Caleb
2023-08-05 • 9:30 AM
Ritisha
***** **347
No comment
4:30 PM • MON, 22 SEPT 2023
Pricing Issue
HOT
PENDING
Bootcamp
trial booked
nOT INTERACTED
4:30 PM • SAT, 22 SEPT 2023
Caleb
Created 3 hours ago
Aditya
***** **347
Add comment
4:30 PM • MON, 22 SEPT 2023
Come back later
Cold
PENDING
cultpass
Walk-in
NOT INTERACTED
4:30 PM • SAT, 22 SEPT 2023
Caleb
78
ACTIVE
=
42
HOT
+
23
WARM
+
11
COLD
+
2
Pending
Total
Active
Expired
converted
Cult Gym HSR
Cult Gym HSR
Dashboard
Lead Management
Search member by mobile number
latif_pasha@curefit.com
CF453
T
Add new comment
Anusha
She was not able to make last week. By this week she will sign up. (She need some time)
4:30 PM • SAT, 19 SEPT 2023
UPDATE lead
Sell pack
ADD Next Follow-up
MARK Lead Quality
HOT
COLD
WARM
Date
time
Add Comment Tag
See the lead distribution with different parameters.
1 Sept - 31 Sept
1-20 of 76
Sort by:
Next Follow-up
Sort:
Search by phone number
COMMENTS
Comment Tag
QUALITY
STATUS
Category
TYPE
Last interaction
NEXT FOLLOW-UP
OWNER
2023-08-06 • 7:34 AM
Anusha
***** **347
2 trials done. She stays in Indrager. She need few days time will let us know.
4:30 PM • SAT, 19 SEPT 2023
Booked from another number
HOT
PENDING follow-up
cultpass
Walk-in
4:30 PM • SAT, 19 SEPT 2023
4:30 PM • SAT, 19 SEPT 2023
Caleb
2023-08-06 • 8:20 AM
Kanica
***** **347
No incoming calls. Pre paid. Follow up later
4:30 PM • SAT, 19 SEPT 2023
Second Trial
HOT
PENDING follow-up
PT
Trial attended
4:00 PM • SAT, 21 SEPT 2023
4:00 PM • SAT, 21 SEPT 2023
Caleb
2023-08-05 • 9:30 PM
Numaan
***** **347
DNA Call back in 1-2 days
4:30 PM • SAT, 19 SEPT 2023
Come back later
Warm
PENDING follow-up
Renewal
Trial attended
4:30 PM • SAT, 22 SEPT 2023
4:30 PM • SAT, 22 SEPT 2023
Caleb
2023-08-05 • 10:44 AM
Harish
***** **347
He will come and join us in Sept 28th week. He is not in bLore.
4:30 PM • SAT, 19 SEPT 2023
Travelling
Warm
PENDING follow-up
cultpass
Walk-in
4:30 PM • SAT, 22 SEPT 2023
4:30 PM • SAT, 22 SEPT 2023
Caleb
2023-08-05 • 9:30 AM
Ritisha
***** **347
No comment
4:30 PM • MON, 22 SEPT 2023
Pricing Issue
HOT
PENDING
Bootcamp
trial booked
nOT INTERACTED
4:30 PM • SAT, 22 SEPT 2023
Caleb
Created 3 hours ago
Aditya
***** **347
Add comment
4:30 PM • MON, 22 SEPT 2023
Come back later
Cold
PENDING
cultpass
Walk-in
NOT INTERACTED
4:30 PM • SAT, 22 SEPT 2023
Caleb
78
ACTIVE
=
42
HOT
+
23
WARM
+
11
COLD
+
2
Pending
Total
Active
Expired
converted
Cult Gym HSR
Cult Gym HSR
Dashboard
Lead Management
Search member by mobile number
latif_pasha@curefit.com
CF453
T
Filter & sort out the lead table.
1 Sept - 31 Sept
1-20 of 76
Sort by:
Next Follow-up
Sort:
Search by phone number
COMMENTS
Comment Tag
QUALITY
STATUS
Category
TYPE
Last interaction
NEXT FOLLOW-UP
OWNER
2023-08-06 • 7:34 AM
Anusha
***** **347
2 trials done. She stays in Indrager. She need few days time will let us know.
4:30 PM • SAT, 19 SEPT 2023
Booked from another number
HOT
PENDING follow-up
cultpass
Walk-in
4:30 PM • SAT, 19 SEPT 2023
4:30 PM • SAT, 19 SEPT 2023
Caleb
2023-08-06 • 8:20 AM
Kanica
***** **347
No incoming calls. Pre paid. Follow up later
4:30 PM • SAT, 19 SEPT 2023
Second Trial
HOT
PENDING follow-up
PT
Trial attended
4:00 PM • SAT, 21 SEPT 2023
4:00 PM • SAT, 21 SEPT 2023
Caleb
2023-08-05 • 9:30 PM
Numaan
***** **347
DNA Call back in 1-2 days
4:30 PM • SAT, 19 SEPT 2023
Come back later
Warm
PENDING follow-up
Renewal
Trial attended
4:30 PM • SAT, 22 SEPT 2023
4:30 PM • SAT, 22 SEPT 2023
Caleb
2023-08-05 • 10:44 AM
Harish
***** **347
He will come and join us in Sept 28th week. He is not in bLore.
4:30 PM • SAT, 19 SEPT 2023
Travelling
Warm
PENDING follow-up
cultpass
Walk-in
4:30 PM • SAT, 22 SEPT 2023
4:30 PM • SAT, 22 SEPT 2023
Caleb
2023-08-05 • 9:30 AM
Ritisha
***** **347
No comment
4:30 PM • MON, 22 SEPT 2023
Pricing Issue
HOT
PENDING
Bootcamp
trial booked
nOT INTERACTED
4:30 PM • SAT, 22 SEPT 2023
Caleb
Created 3 hours ago
Aditya
***** **347
Add comment
4:30 PM • MON, 22 SEPT 2023
Come back later
Cold
PENDING
cultpass
Walk-in
NOT INTERACTED
4:30 PM • SAT, 22 SEPT 2023
Caleb
78
ACTIVE
=
42
HOT
+
23
WARM
+
11
COLD
+
2
Pending
Total
Active
Expired
converted
Cult Gym HSR
Cult Gym HSR
Dashboard
Lead Management
Search member by mobile number
latif_pasha@curefit.com
CF453
T
View interaction history with the leads.
1 Sept - 31 Sept
1-20 of 76
Sort by:
Next Follow-up
Sort:
Search by phone number
COMMENTS
Comment Tag
QUALITY
STATUS
Category
TYPE
Last interaction
NEXT FOLLOW-UP
OWNER
2023-08-06 • 7:34 AM
Anusha
***** **347
2 trials done. She stays in Indrager. She need few days time will let us know.
4:30 PM • SAT, 19 SEPT 2023
Booked from another number
HOT
PENDING follow-up
cultpass
Walk-in
4:30 PM • SAT, 19 SEPT 2023
4:30 PM • SAT, 19 SEPT 2023
Caleb
2023-08-06 • 8:20 AM
Kanica
***** **347
No incoming calls. Pre paid. Follow up later
4:30 PM • SAT, 19 SEPT 2023
Second Trial
HOT
PENDING follow-up
PT
Trial attended
4:00 PM • SAT, 21 SEPT 2023
4:00 PM • SAT, 21 SEPT 2023
Caleb
2023-08-05 • 9:30 PM
Numaan
***** **347
DNA Call back in 1-2 days
4:30 PM • SAT, 19 SEPT 2023
Come back later
Warm
PENDING follow-up
Renewal
Trial attended
4:30 PM • SAT, 22 SEPT 2023
4:30 PM • SAT, 22 SEPT 2023
Caleb
2023-08-05 • 10:44 AM
Harish
***** **347
He will come and join us in Sept 28th week. He is not in bLore.
4:30 PM • SAT, 19 SEPT 2023
Travelling
Warm
PENDING follow-up
cultpass
Walk-in
4:30 PM • SAT, 22 SEPT 2023
4:30 PM • SAT, 22 SEPT 2023
Caleb
2023-08-05 • 9:30 AM
Ritisha
***** **347
No comment
4:30 PM • MON, 22 SEPT 2023
Pricing Issue
HOT
PENDING
Bootcamp
trial booked
nOT INTERACTED
4:30 PM • SAT, 22 SEPT 2023
Caleb
Created 3 hours ago
Aditya
***** **347
Add comment
4:30 PM • MON, 22 SEPT 2023
Come back later
Cold
PENDING
cultpass
Walk-in
NOT INTERACTED
4:30 PM • SAT, 22 SEPT 2023
Caleb
78
ACTIVE
=
42
HOT
+
23
WARM
+
11
COLD
+
2
Pending
Total
Active
Expired
converted
Cult Gym HSR
Cult Gym HSR
Dashboard
Lead Management
Search member by mobile number
latif_pasha@curefit.com
CF453
T
Comment History
Anusha
2 trials done. She stays in Indrager. She need few days time will let us know.
She was not able to make last week. By this week she will sign up. (She need some time)
4:30 PM • SAT, 19 SEPT 2023
4:30 PM • SAT, 19 SEPT 2023
OTHER FEATURES
A reminder to follow-up
CMs struggled with lead prioritisation and follow-ups. To address this, we introduced a reminder modal that pops up at the follow-up time set by the CMs.
1 Sept - 31 Sept
1-20 of 76
Sort by:
Next Follow-up
Sort:
Search by phone number
COMMENTS
Comment Tag
QUALITY
STATUS
Category
TYPE
Last interaction
NEXT FOLLOW-UP
OWNER
2023-08-06 • 7:34 AM
Anusha
***** **347
2 trials done. She stays in Indrager. She need few days time will let us know.
4:30 PM • SAT, 19 SEPT 2023
Booked from another number
HOT
PENDING follow-up
cultpass
Walk-in
4:30 PM • SAT, 19 SEPT 2023
4:30 PM • SAT, 19 SEPT 2023
Caleb
2023-08-06 • 8:20 AM
Kanica
***** **347
No incoming calls. Pre paid. Follow up later
4:30 PM • SAT, 19 SEPT 2023
Second Trial
HOT
PENDING follow-up
PT
Trial attended
4:00 PM • SAT, 21 SEPT 2023
4:00 PM • SAT, 21 SEPT 2023
Caleb
2023-08-05 • 9:30 PM
Numaan
***** **347
DNA Call back in 1-2 days
4:30 PM • SAT, 19 SEPT 2023
Come back later
Warm
PENDING follow-up
Renewal
Trial attended
4:30 PM • SAT, 22 SEPT 2023
4:30 PM • SAT, 22 SEPT 2023
Caleb
2023-08-05 • 10:44 AM
Harish
***** **347
He will come and join us in Sept 28th week. He is not in bLore.
4:30 PM • SAT, 19 SEPT 2023
Travelling
Warm
PENDING follow-up
cultpass
Walk-in
4:30 PM • SAT, 22 SEPT 2023
4:30 PM • SAT, 22 SEPT 2023
Caleb
2023-08-05 • 9:30 AM
Ritisha
***** **347
No comment
4:30 PM • MON, 22 SEPT 2023
Pricing Issue
HOT
PENDING
Bootcamp
trial booked
nOT INTERACTED
4:30 PM • SAT, 22 SEPT 2023
Caleb
Created 3 hours ago
Aditya
***** **347
Add comment
4:30 PM • MON, 22 SEPT 2023
Come back later
Cold
PENDING
cultpass
Walk-in
NOT INTERACTED
4:30 PM • SAT, 22 SEPT 2023
Caleb
78
ACTIVE
=
42
HOT
+
23
WARM
+
11
COLD
+
2
Pending
Total
Active
Expired
converted
Cult Gym HSR
Cult Gym HSR
Dashboard
Lead Management
Search member by mobile number
latif_pasha@curefit.com
CF453
T
Follow-ups
Remind me in 15
Anusha Suresh
+91 99699 45890
10:20 AM • SAT, 15 SEPT 2023
WALK-IN
,
HOT
LAST COMMENT
4:30 PM • SAT, 19 SEPT 2023
She was not able to make last week. By this week she will sign up. (She need some time to decide)
Call
Remind later
Call
Remind later
Numaan K
+91 99699 45890
Call
Remind later
Aditya Shah
+91 99699 45890
Follow-up Reminder pop-up.
The difference in
the roles.
As outlined in the problem statement, we aimed to streamline the process for Centre Managers while allowing Regional Managers to monitor their teams effectively.
To achieve this, the dashboard was adjusted to include a drop-down menu for Regional Managers, enabling them to select specific Centre Managers or all managers when logged into the system.
1 Sept - 31 Sept
Center Manager:
Aryan Shah
Total
Active
Expired
converted
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NEXT FOLLOW-UP
OWNER
Created 2 days ago
Anusha
***** **347
2 trials done. She stays in Indrager. She need few days time will let us know.
4:30 PM • SAT, 19 SEPT 2023
Booked from another number
HOT
PENDING follow-up
cultpass
Walk-in
4:30 PM • SAT, 19 SEPT 2023
4:30 PM • SAT, 19 SEPT 2023
Caleb
Created yesterday
Kanica
***** **347
No incoming calls. Pre paid. Follow up later
4:30 PM • SAT, 19 SEPT 2023
Second Trial
HOT
PENDING follow-up
PT
Trial attended
4:00 PM • SAT, 21 SEPT 2023
4:00 PM • SAT, 21 SEPT 2023
Caleb
Created 3 hours ago
Numaan
***** **347
DNA Call back in 1-2 days
4:30 PM • SAT, 19 SEPT 2023
Come back later
Warm
PENDING follow-up
Renewal
Trial attended
4:30 PM • SAT, 22 SEPT 2023
4:30 PM • SAT, 22 SEPT 2023
Caleb
Created 1 day ago
Harish
***** **347
He will come and join us in Sept 28th week. He is not in bLore.
4:30 PM • SAT, 19 SEPT 2023
Travelling
Warm
PENDING follow-up
cultpass
Walk-in
4:30 PM • SAT, 22 SEPT 2023
4:30 PM • SAT, 22 SEPT 2023
Caleb
Created 3 hours ago
Ritisha
***** **347
No comment
4:30 PM • MON, 22 SEPT 2023
Pricing Issue
HOT
PENDING
Bootcamp
trial booked
nOT INTERACTED
4:30 PM • SAT, 22 SEPT 2023
Caleb
Created 3 hours ago
Aditya
***** **347
Add comment
4:30 PM • MON, 22 SEPT 2023
Come back later
Cold
PENDING
cultpass
Walk-in
NOT INTERACTED
4:30 PM • SAT, 22 SEPT 2023
Caleb
78
ACTIVE
=
42
HOT
+
23
WARM
+
11
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+
2
Pending
Cult Gym HSR
Cult Gym HSR
Dashboard
Lead Management
Search member by mobile number
latif_pasha@curefit.com
CF453
T
Drop-down menu to select specific Centre Managers or all managers.
The Regional Manager View
IMPACT
The system became the go-to tool for Sale Team's huddles and streamlined the process.
The new Lead Management System quickly became the talk of the sales team. It fulfilled our PM's visions and opened up opportunities for additional features in the partner portal.
“This is what I was looking for, this can replace the excel sheets.”
-Gauthaman, Product Owner - cult gyms
20% Increase
in Day-0 Lead Conversion.
5% Increase
in Overall Revenue
500+ Center Managers & 40+ Regional Managers
use the system everyday!
Data last updated on July, 2024.
RETROSPECTIVE
Some takeaways!
Aligning with the developers from the start is crucial
Some of my initial designs exceeded the developer's bandwidth, leading to a few revisions. Understanding technical constraints early on could have resulted in a smoother design process.
Working with multiple levels of stakeholders was fun!
Engaging with the Central In-Center Sales team helped me better understand their goals and aid my design decisions. Plus, understanding their workflow was a valuable experience for me as a product designer.
Continuous Feedback & Testing at every stage was game changing
Previously, I seek feedback after significant design iterations, but engaging with stakeholders throughout the process allowed me to explore each touchpoint more deeply leading to a more user-friendly design.
Desktop/laptop view only