DESIGN AND OUTCOME
Prototyped a MVP for the first version
The prototype became the primary artifact used during a live trade show to support sales conversations and early fundraising discussions. It reduced confusion during demos, improved product storytelling, and gave non-design stakeholders a clear, interactive way to communicate Sunrun’s value.
POST PROJECT
RESULTS
Combining all the implementation and design we delivered, we managed to:
Improved clarity and consistency across key responsive flows
Reduced friction during live demos and stakeholder walkthrough
Supported increased engagement during a trade show, contributing to a ~17% lift in waitlist sign-ups
Helped guide internal teams toward clearer design direction for future iterations
WHAT I LEARN
Not every element needs to look identical across breakpoints—prioritize clarity and function over visual consistency.
Speaking up about hidden interests opens doors. Sharing my passion for prototyping led to a valuable new opportunity.
Strong guides and systems save time. Clear frameworks accelerate better decisions and execution.
ZOLLAR STARTUP APP
ZOLLAR STARTUP APP
A product concept focused on reducing time-to-insight and validating monetization potential.
ROLE
ROLE
GROWTH DESIGNER
GROWTH DESIGNER
CLIENT
CLIENT
ZOLLAR
ZOLLAR
DATE
DATE
2024 Q3 - Q4
2024 Q3 - Q4
OVERVIEW
OVERVIEW
OVERVIEW
Zollar was an early-stage financial coaching SaaS preparing for an angel round. With limited runway and an incomplete product, the team needed to prove the coach experience could drive engagement and reduce drop-off.
I led product design to simplify coach navigation, validate the Budget Playground within real workflows, and reduce onboarding friction—supporting waitlist growth and boosting investor confidence.
Zollar was an early-stage financial coaching SaaS preparing for an angel round. With limited runway and an incomplete product, the team needed to prove the coach experience could drive engagement and reduce drop-off.
I led product design to simplify coach navigation, validate the Budget Playground within real workflows, and reduce onboarding friction—supporting waitlist growth and boosting investor confidence.
PRODUCT CONTEXT
PRODUCT CONTEXT
PRODUCT CONTEXT
Zollar served two distinct user groups:
1. Clients seeking financial coaching
2. Coaches using the platform as a digital workspace
Zollar served two distinct user groups:
1. Clients seeking financial coaching
2. Coaches using the platform as a digital workspace
This project focused exclusively on the Coach-facing experience, where the majority of drop-off and confusion occurred.
This project focused exclusively on the Coach-facing experience, where the majority of drop-off and confusion occurred.
BUSINESS PROBLEM
BUSINESS PROBLEM
BUSINESS PROBLEM
A product concept focused on reducing time-to-insight and validating monetization potential.
A product concept focused on reducing time-to-insight and validating monetization potential.
RESEARCH
RESEARCH
I interviewed founders, stakeholders, and 13 financial coach, then ran the app end-to-end myself. Findings revealed misalignment in page structure, unclear coach workflows, and UX copy that didn’t support coaching tasks.
I interviewed founders, stakeholders, and 13 financial coach, then ran the app end-to-end myself. Findings revealed misalignment in page structure, unclear coach workflows, and UX copy that didn’t support coaching tasks.
A. Simplified Architecture:
I consolidated overlapping features into fewer, goal-driven pages to reduce cognitive load and clarify the coach experience.
B. Budget Playground Repositioning:
After testing three variations, I embedded the Budget Playground directly into the coach workflow, rather than isolating it, reducing friction and improving discoverability.
A. Simplified Architecture:
I consolidated overlapping features into fewer, goal-driven pages to reduce cognitive load and clarify the coach experience.
B. Budget Playground Repositioning:
After testing three variations, I embedded the Budget Playground directly into the coach workflow, rather than isolating it, reducing friction and improving discoverability.
PROCESS OVERVIEW
PROCESS OVERVIEW
FEATURES TEST
FEATURES TEST
After analyzing internal data and user insights, I identified over-segmented features that were increasing complexity. I consolidated related functionality into fewer pages to simplify navigation and reduce cognitive load. I designed and tested three iterations of the Budget Playground, with the final version reducing bounce rates from 35% to 11%.
After analyzing internal data and user insights, I identified over-segmented features that were increasing complexity. I consolidated related functionality into fewer pages to simplify navigation and reduce cognitive load. I designed and tested three iterations of the Budget Playground, with the final version reducing bounce rates from 35% to 11%.
Key Responsibilities
1. Define clear navigation and feature hierarchy
2. Lead UX for core features
3. Push back on scope to protect quality and delivery
Key Responsibilities
1. Define clear navigation and feature hierarchy
2. Lead UX for core features
3. Push back on scope to protect quality and delivery
DESIGN OUTCOMES
DESIGN OUTCOMES
DESIGN OUTCOMES
I designed the MVP as a functional product experiment. While delivered as a prototype, it was used to validate onboarding strategy, assess trust-related risk, and inform future roadmap decisions.
Early validation revealed the problem was a lower priority than initially assumed, so the product did not move forward to build. The work successfully reduced product risk by surfacing key trust and onboarding issues early, enabling the team to reallocate resources with clarity and confidence.
I designed the MVP as a functional product experiment. While delivered as a prototype, it was used to validate onboarding strategy, assess trust-related risk, and inform future roadmap decisions.
Early validation revealed the problem was a lower priority than initially assumed, so the product did not move forward to build. The work successfully reduced product risk by surfacing key trust and onboarding issues early, enabling the team to reallocate resources with clarity and confidence.
USER INTERVIEWS
USER INTERVIEWS
Interviews and user pool synthesis
Interviews and user pool synthesis
I interviewed Zollar’s founders to align on vision and priorities using a Figma alignment exercise, surfacing gaps in coach pages, app flow, and feature focus. I then interviewed coaches to understand their workflows, uncovering early drop-off driven by fragmented flows and unclear copy.
A second round of interviews validated these findings and guided navigation and feature restructuring.
I interviewed Zollar’s founders to align on vision and priorities using a Figma alignment exercise, surfacing gaps in coach pages, app flow, and feature focus. I then interviewed coaches to understand their workflows, uncovering early drop-off driven by fragmented flows and unclear copy.
A second round of interviews validated these findings and guided navigation and feature restructuring.
ZOLLAR STARTUP APP
A product concept focused on reducing time-to-insight and validating monetization potential.
ROLE
GROWTH DESIGNER
CLIENT
ZOLLAR
DATE
2024 Q3 - Q4
OUTCOMES
OUTCOMES
Feedback from Audience
Feedback from Audience
User feedback was mixed. While some features resonated, the majority of new engagement came from coaches, creating a mismatch with client onboarding expectations.
Despite this, the coach waitlist grew 10×, from 200 → 2,000 users, validating design decisions and reducing early product risk.
User feedback was mixed. While some features resonated, the majority of new engagement came from coaches, creating a mismatch with client onboarding expectations.
Despite this, the coach waitlist grew 10×, from 200 → 2,000 users, validating design decisions and reducing early product risk.
POST PROJECT
RESULTS
RESULTS
Through the design and validation work, we achieved:
Bounce rate (coach onboarding): 35% → 11%
Coach waitlist: grew 10×, from 200 → 2,000 users
Coach workflow MVP: fully developed in 2 months
Through the design and validation work, we achieved:
Bounce rate (coach onboarding): 35% → 11%
Coach waitlist: grew 10×, from 200 → 2,000 users
Coach workflow MVP: fully developed in 2 months
WHAT I LEARN
WHAT I LEARN
Having an involved CEO is gold for good direction
Trusting your own design insticts is why your hired
Understanding and then teach the clients is the process saves confusion
Good work teamwork leads to more work, not just good work
Having an involved CEO is gold for good direction
Trusting your own design insticts is why your hired
Understanding and then teach the clients is the process saves confusion
Good work teamwork leads to more work, not just good work
MOTHERSHIP
MOTHERSHIP
MOTHERSHIP
Led the development of a brand and growth foundation, resulting in 23% revenue increase.
GROWTH DESIGN
5 MINS
CASE STUDY
5 MINS
A product concept focused on reducing time-to-insight and validating monetization potential.
UP NEXT…
UP NEXT…
UP NEXT…
ZOLLAR
A product concept focused on reducing time-to-insight and validating monetization potential.
APP DESIGN
5 MINS
CASE STUDY
UP NEXT…
TESTING
TESTING
Running the app myself
Running the app myself
Ran the app myself to fully understand the coach experience. The UI was underwhelming, key workflow pages were missing, and navigation was confusing.
Key Objectives:
1. Define clear navigation and feature hierarchy
2. Lead UX for core features
3. Push back on scope to protect quality and delivery
Ran the app myself to fully understand the coach experience. The UI was underwhelming, key workflow pages were missing, and navigation was confusing.
Key Objectives:
1. Define clear navigation and feature hierarchy
2. Lead UX for core features
3. Push back on scope to protect quality and delivery
FEATURE DEVELOPMENT
FEATURE DEVELOPMENT
Pages Identification
Pages Identification
I consolidated over-segmented features to simplify the coach workflow. I designed and tested three iterations of the Budget Playground within the coach workflow. This reduced early bounce from 35% → 11% and clarified the path to the platform’s core value.
Key pages developed:
1. Scheduling
2. Events
3. Clients (Coach management view)
4. Budget Playground (embedded in coach workflow)
Ran the app myself to fully understand the coach experience. The UI was underwhelming, key workflow pages were missing, and navigation was confusing.
Key Objectives:
1. Define clear navigation and feature hierarchy
2. Lead UX for core features
3. Push back on scope to protect quality and delivery
Budget Playground Feature
Budget Playground Feature
For the Budget Playground, I made the strategic decision to embed it within the clients pages rather than as a standalone page, reducing friction and improving flow. After testing with a small group of users, the simplified flow changes reduced bounce rate from 35% → 11% and clarified the path to the product’s key value.
Starting Budget Playground
Starting Budget Playground
Starting Budget Playground
Starting Budget Playground
Starting Budget Playground
Starting Budget Playground
FINAL DESIGN
FINAL DESIGN
Creating and prototyping the final MVP
Creating and prototyping the final MVP
After refining key pages and the Budget Playground, I built a full MVP prototype. This prototype was shared with coaches from the waitlist and a select group of financial firms to observe real-world workflow interactions and gather actionable feedback.
After refining key pages and the Budget Playground, I built a full MVP prototype. This prototype was shared with coaches from the waitlist and a select group of financial firms to observe real-world workflow interactions and gather actionable feedback.
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