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Flip for about me 😳
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Flip back to work 🧠
Product designer with 5 years of experience, focused on visually compelling work that solves users' core problems. Much of my recent work is built around AI tools, agents, and skills.
Me outside of work: basketball lover (the Knicks are cool and all, but it's Bulls for life), video game enthusiast, part-time traveler and side-quester, extreme movie binge watcher, and an "I'll eat and try anything once" type of dude. I'm open to new opportunities and would love to chit-chat and connect!
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Inputs
200+
VoC tickets, requests and backlog items sifted
Analytics
Internal meeting dashboards reviewed
Interviews
Internal sellers on how they prepare and what is missing
The meeting page told sellers less than anywhere else they could have looked. Four gaps came up over and over.
01 · No fast answers
No way to quickly gather information
02 · No memory
No historical context of past meetings
03 · No search
No quick search for content
04 · No preparation
No way to prepare for what would come up
What sellers valued
“It's done a really good job of taking context in without me even having to feed it.”
Seller, POC feedback
“Prep agent is useful for refreshing context on accounts where there has been a long gap between calls.”
Seller, POC feedback
“The tool saves time and increases effectiveness, especially for prepping internal teams before meetings.”
Seller, POC feedback
Where it fell short
Context was account-level when it needed to be meeting-level.
The agent mixed business lines and pulled history from unrelated calls. Meeting-level context filtering became the team's top priority before full release.
Feedback questions
General experience
—Walk me through the last time you used the Prep Agent. What specific situations or tasks did you use Prep Agent for most frequently?
—How would you describe your overall experience using Prep Agent so far?
Value & impact
—How, if at all, has Prep Agent affected the time you spend preparing for meetings?
—What impact, if any, did Prep Agent have on your confidence or effectiveness during meetings?
Ease of use
—How easy or difficult was it to integrate Prep Agent into your workflow?
—Were there any points where you felt confused or unsure about how to use the tool
—What parts of your workflow would benefit most from the Prep Agent?
Content & guidance quality
—How relevant and actionable were the recommendations provided by Prep Agent?
—Did the timing of the guidance (before, during, or after meetings) feel appropriate? Why or why not?
Areas for improvement
—How would you feel if you could no longer use the prep agent?
—What features or capabilities do you wish Prep Agent had that it currently doesn't?
—If you could change one thing about Prep Agent to make it more useful, what would it be?
Pre meeting brief
—What do you like or dislike about the out of the box topics?
—Which quick links would be most valuable?
—What do you think about the in-line recommendations?
01 · Proof of concept
Validate the output before designing the layout
ChoseA POC on real meeting data, letting what the agent could reliably produce set the design constraints.
Gave upEarly wireframes and a polished prep UI. I would have been designing for a capability that didn't exist yet.
02 · Pilot
Hold the UI still, iterate on quality
ChoseKeep the interface unchanged through the pilot and put every cycle into the agent's output, to hit an early release.
Gave upFixing known discoverability gaps. Some sellers never found generate or agenda drafting.
03 · Placement
One rail on the meeting page, not a separate assistant
ChoseBrief, follow-ups and content in the same rail, then agent intelligence folded into the existing search engine.
Gave upA standalone assistant with its own surface, and the visibility that comes with a new destination.
+57%
Meeting page usage
Before agent
After agent
45 min
Saved per meeting, on average
SavedStill spent · ~1 hr of prep before
44M
Searches resolved. Sellers searched for and found information over 44 million times.
16M
Actions automated for users.
Recognition
Part of the platform's 2024 Aragon Research Innovation Award for Sales Enablement.
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Product overview
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UX read
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{{ meltName }}
Product designer with 5 years of experience, focused on visually compelling work that solves users' core problems. Much of my recent work is built around AI tools, agents, and skills.
Me outside of work: basketball lover (the Knicks are cool and all, but it's Bulls for life), video game enthusiast, part-time traveler and side-quester, extreme movie binge watcher, and an "I'll eat and try anything once" type of dude. I'm open to new opportunities and would love to chit-chat and connect!
Inputs
200+
VoC tickets, requests and backlog items sifted
Analytics
Internal meeting dashboards reviewed
Interviews
Internal sellers on how they prepare and what is missing
The meeting page told sellers less than anywhere else they could have looked. Four gaps came up over and over.
01 · No fast answers
No way to quickly gather information
02 · No memory
No historical context of past meetings
03 · No search
No quick search for content
04 · No preparation
No way to prepare for what would come up
What sellers valued
“It's done a really good job of taking context in without me even having to feed it.”
Seller, POC feedback
“Prep agent is useful for refreshing context on accounts where there has been a long gap between calls.”
Seller, POC feedback
“The tool saves time and increases effectiveness, especially for prepping internal teams before meetings.”
Seller, POC feedback
Where it fell short
Context was account-level when it needed to be meeting-level.
The agent mixed business lines and pulled history from unrelated calls. Meeting-level context filtering became the team's top priority before full release.
Feedback questions
General experience
—Walk me through the last time you used the Prep Agent. What specific situations or tasks did you use Prep Agent for most frequently?
—How would you describe your overall experience using Prep Agent so far?
Value & impact
—How, if at all, has Prep Agent affected the time you spend preparing for meetings?
—What impact, if any, did Prep Agent have on your confidence or effectiveness during meetings?
Ease of use
—How easy or difficult was it to integrate Prep Agent into your workflow?
—Were there any points where you felt confused or unsure about how to use the tool
—What parts of your workflow would benefit most from the Prep Agent?
Content & guidance quality
—How relevant and actionable were the recommendations provided by Prep Agent?
—Did the timing of the guidance (before, during, or after meetings) feel appropriate? Why or why not?
Areas for improvement
—How would you feel if you could no longer use the prep agent?
—What features or capabilities do you wish Prep Agent had that it currently doesn't?
—If you could change one thing about Prep Agent to make it more useful, what would it be?
Pre meeting brief
—What do you like or dislike about the out of the box topics?
—Which quick links would be most valuable?
—What do you think about the in-line recommendations?
01 · Proof of concept
Validate the output before designing the layout
ChoseA POC on real meeting data, letting what the agent could reliably produce set the design constraints.
Gave upEarly wireframes and a polished prep UI. I would have been designing for a capability that didn't exist yet.
02 · Pilot
Hold the UI still, iterate on quality
ChoseKeep the interface unchanged through the pilot and put every cycle into the agent's output, to hit an early release.
Gave upFixing known discoverability gaps. Some sellers never found generate or agenda drafting.
03 · Placement
One rail on the meeting page, not a separate assistant
ChoseBrief, follow-ups and content in the same rail, then agent intelligence folded into the existing search engine.
Gave upA standalone assistant with its own surface, and the visibility that comes with a new destination.
+57%
Meeting page usage
Before agent
After agent
45 min
Saved per meeting, on average
SavedStill spent · ~1 hr of prep before
44M
Searches resolved. Sellers searched for and found information over 44 million times.
16M
Actions automated for users.
Recognition
Part of the platform's 2024 Aragon Research Innovation Award for Sales Enablement.
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{{ c.big }}
{{ c.title }}
{{ c.body }}
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Capability
Stage
Tool call
Source
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{{ b.flow.q }}
Step
Writes back
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Product overview
Audience. {{ b.board.audience }}
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Integrations. {{ b.board.integrations }}
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UX read
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image or video
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