Co-Pilot

Your first officer in the meeting. Building a product ecosystem that lives where our users work, our next product needed to live and serve insights in the virtual meeting rooms we have all come to know.

This project was a timeboxed four-week labs project. The CEO wanted to quickly materialize what a product might look like if we surfaced useful customer intelligence insights within online meetings. To ensure we moved forward quickly but informed, I built my approach around that direction.

In the end, we wanted a small functional prototype that would articulate the story of using Introhive within online meetings. This prototype would be used to validate the market, determine potential technology, support engineering POC’s and make larger organizational decisions.

“Be smart, be digestible and be gone.”

Account Executive on surfacing insights during a call

Approach

Discovery (1 week)

During the discovery phase, I:

  • Worked with our competitive intel team to understand the existing competitive landscape.

  • Explored various technical approaches with engineering and third-party consultants.

  • Interviewed internal team members to understand the problems sales reps have when selling online, today.

Conceptualize and Iterate (2 weeks)

During the conceptualize and iterate phase, I:

  • Explored 3 design approaches (mobile, desktop, and 3rd party integration). Through this exploration, we determined that integrating into an existing platform would enable us to get to market quickly and have less underlying infrastructure to build.

  • Reviewed each concept with users from the discovery phase, technical partners, and key stakeholders including the CEO.

  • Mapped personas to the touchpoints we would need to consider when implementing a product of this magnitude. This illustrated the need for a larger scope when considering if the project would get the green light or not.

Validate and Iterate (1 week)

In the final week of the project, I met with five sales reps, sales leaders, and business development reps to validate the conceptual direction. After the session, we amalgamated the feedback and actioned the items that made sense from a product perspective.

The key takeaways were:

  • All interviewed made similar comments about being distracted during calls.

    • “Be smart, be digestible, and be gone. “

    • “I already have so many distractions during a call, if you’re going to be there, make sure you are easy to read and do not overwhelm me with insights.“

    • “If you can automate tasks for me, that is a big win, I’m already feverishly tracking notes and actions.”

  • All interviewed wanted follow-up emails to summarize the meeting with activities and tasks that could be synced up to the CRM, easily.

Final concept

In the end, we had a fully functional prototype that is now being used to investigate the feasibility and validate with some of our larger customers.