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Richie logo
Richie logo

Revenue Cards

Revenue leaders struggle with insights in prioritizing their time

Client

Card

Timeline

Spring 2024

Services

Product Design

Website

Prototype

More Details

Calendar based Card UX

Calendar based Card UX

Calendar based Card UX

Audience

Revenue Leaders

Revenue Leaders

Revenue Leaders

Challenge

Problem Statement:

Revenue leaders struggle with insights in prioritizing their time

Launch MVP for first product to come to be known as Revenue Calendar

As product design, produce Product story, brand system, UI Design System, reusable marketing components, and fundraising pitch template doc

My Role:

Launch company with founders in 30+ days for funding from friends and family and possible seed round

Three core problems of a revenue leader:

1. Their job is very Reactive, less proactive — Their job is reactive with little proactive insights.

2. Chasing for updates — A lot of their job is chasing updates from various levels of their organization that generally doesn’t have consistent data hygiene.

3. Highest impact of Time — They are the highest impact possible person in a meeting, yet they unlikely to know where best to put their time.

Our client was struggling to attract and retain customers due to an outdated and non-responsive website that didn't align with their brand identity.

Goal

Strategy

Start with Revenue Calendar:

Unlocks insight and transparent of the data

1. Any meeting on the calendar

2. Situational awareness of everything

3. More quickly prepare for meeting

UX Notes:

• Visualize Momentum

• Emphasize High-impact meeting

• Cards metaphor

• Best merge Calendar

• Y axis for less priority meetings rather than time


Strategy

Start with Revenue Calendar:

Unlocks insight and transparent of the data

1. Any meeting on the calendar

2. Situational awareness of everything

3. More quickly prepare for meeting

UX Notes:

• Visualize Momentum

• Emphasize High-impact meeting

• Cards metaphor

• Best merge Calendar

• Y axis for less priority meetings rather than time


Our goal was to create a modern and visually appealing website that reflected the client's brand and delivered a seamless user experience. The website needed to be responsive, easy to navigate, and optimized for search engines to improve their online visibility.

Result

Leads as note cards, a card is knowable and sharable

Established the Card Metaphor

Workflow:

1. Juggling too many calendars and too many sales force leads

2. Combine and visualized by priority

3. Sort and filter by your own needs

4. Instantly take action

5. Share the card, or meeting data

Reception

Year one after 2024:

  • $872k in June and $300k in December

  • Public Launch in December

  • First paying customer in February closing deals +15 new customers

By end-of-year 2025

  • 50 paying customers by end-of-year

  • Startup credit $25k from Google

  • Building a great team with full-time people

Our team developed a custom website design that was not only visually stunning but also user-friendly and optimized for search engines. The client's website now showcases their products and services in a professional and engaging manner, and has seen a significant increase in organic traffic and customer engagement. The client is thrilled with the final result and has received positive feedback from their customers.

Previews

Card Discovery

Card Discovery

Cards Mobile

Cards Mobile

Cards Desktop

Cards Desktop

Card Expanded

Card Expanded

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Looking to hear from inspiring people that think big to solve the worlds product problems. 

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Looking to hear from inspiring people that think big to solve the worlds product problems. 

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Looking to hear from inspiring people that think big to solve the worlds product problems. 

Online

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