Turning fleeting moments into Purposeful contacts

OVERVIEW —

Business executives often struggle to make meaningful connections during brief breaks between meetings, as the process of deciding whom to call and navigating availability can feel overwhelming. The client sought a solution to transform these fleeting moments into opportunities for impactful conversations—both personal and professional.

CHALLENGE —

Our mission was to design a seamless experience that empowers users to prioritize their connections effortlessly. The product allows users to set a list of people they’d like to catch up with, ranked by priority. When a free moment arises, the system initiates outreach to their top priority. If that person is unavailable, it moves down the list automatically, ensuring users make the most of their time with minimal effort.

User Journeys

In-depth user interviews provided valuable insights into user needs, behaviors, and pain points, which were then translated into detailed user flows. These flows mapped out the decisions and pathways users might take within the app, ensuring each interaction aligned with their goals and addressed potential challenges. Visualizing these flows revealed opportunities to streamline the experience, reduce friction, and design an intuitive journey tailored to user priorities.

Low Fidelity

Building on the insights from the user flows, the process transitioned into Figma to craft high-fidelity mockups, focusing on the core interaction where Chaz reaches out to Shawn to schedule a meeting. This step involved exploring various design solutions to ensure the interface not only felt intuitive but also facilitated a seamless and engaging experience for both users. By iterating on layouts, visual hierarchy, and interaction patterns, the goal was to balance functionality with usability, creating a design that aligned with the overall product vision while addressing the nuanced needs of the target audience. Collaboration with stakeholders was integral during this phase, refining the concept and validating the approach to ensure the final mockups were ready for further prototyping and user testing.

High Fidelity

During the transition from low to mid-fidelity designs, client feedback was implemented to refine functionality and enhance the user experience. This phase focused on developing the screens Shawn would interact with, including the Wellony homepage and the interface displayed during calls with Chaz. Key features were introduced, such as the ability for Shawn to set specific hours for Wellony to reach out and an in-call note-taking tool for capturing meeting details in real time. These additions ensured the platform was both intuitive and tailored to the user’s needs while aligning with the overall product vision.

This project focused on designing a seamless app experience that transforms brief moments into meaningful connections by allowing users to prioritize and schedule calls effortlessly. Through user interviews and detailed user flows, key interactions were mapped out and high-fidelity mockups were created, incorporating features such as customizable availability settings and in-call note-taking. The process reinforced the importance of user-centered design, continuous iteration, and balancing functionality with simplicity. It also highlighted the value of integrating client feedback early to refine the experience and designing features that offer users flexibility and control over their interactions.