Case Study

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• Conducted shadowing sessions with Advisors to identify pain points and needs for clearer lead status and better filtering.
• Recorded Advisor's screens and analyzed videos to understand their workflows
• There are 5+ different advisor roles that the experience and design needed to be tailored to

• Streamlined lead prioritization system with clearer visual cues.
• Real-time engagement signals (email opens, clicks, partner notifications).
• Enhanced filtering system aligned with Advisors' follow-up practices.
• Iterated with user feedback to refine the design.analyzed videos to understand their workflows
• There are 5+ different advisor roles that the experience and design needed to be tailored to

The Lead Dashboard table provides Senior Living Advisors with all essential lead data at a glance, empowering them to make informed decisions and prioritize effectively. Key features include:

• Lead Name for easy identification
• Lead Status for real-time visibility on lead progress
• Priority Level to quickly assess urgency
• Lead Source to track origin and context
• Referral Age to help Advisors gauge follow-up timing
• Last Contacted Date for visibility on recent interactions
• Lead Activity Notifications showing real-time indicators (e.g., email opens, clicks)
• Next Follow-Up Date to ensure timely follow-ups
• Lead Type for easy categorization
• Lead Activity Summary to track engagement
• Conversion Potential to prioritize high-potential leads
• Notes section to provide context and insights for personalized outreach

This structure ensures that Advisors can quickly assess and act on leads, improving overall workflow and conversion rates.

The My Performance Tab is designed to engage and motivate Senior Living Advisors by providing a clear view of their progress and performance. It combines goal tracking with gamification elements to make performance both measurable and rewarding.

Key features include:

• Personal Goal Tracking: Advisors can track their progress toward individual goals, helping them stay focused and motivated.
• Team Performance Comparison: Compare personal performance with the team average, fostering healthy competition and collaboration.
• Badges & Achievements: Advisors earn badges for reaching milestones, encouraging consistent effort, and recognizing achievements.
• Leaderboard: Top-performing Advisors are featured on the Leaderboard, providing visibility and motivation to rise to the top.
• Guidance & Recommendations: Personalized tips and insights are provided to help Advisors reach their targets and continually improve.
• Engagement Metrics: Real-time tracking of lead interactions and conversion rates to fine-tune strategies and increase engagement.

By incorporating gamification, the My Performance Tab turns performance tracking into an interactive, motivating experience, driving Advisors to meet and exceed their goals while celebrating their success.

Customizable Dashboards

• Allow advisors to personalize their dashboards with widgets that reflect their priorities, such as a quick view of their highest-value leads, recent activity, or follow-up tasks.

Manager Access & Collaboration

• Provide Advisor Managers with the ability to view individual SLAs' dashboards and add notes on specific tactics or problem-solving solutions, enabling better performance tracking, feedback, and coaching.