Overview

In a 3-week sprint, I collaborated with a lead UX Designer to design CoreCoach's client management process. Our solution simplifies the processes of sending proposals, processing payments, and managing subscriptions, all without requiring external tools. This integrated approach significantly boosts coaches' efficiency, allowing them to focus more on client care and less on administrative tasks.

Context

CoreCoach is a comprehensive fitness app that streamlines client management and program creation. With access to an extensive library of pre-built workouts and meal plans, coaches can efficiently develop customised programs while saving time on repetitive tasks. The app also offers real-time analytics, enabling coaches to make data-driven decisions about client progress and enhance their training strategies.

Problem

Online fitness coaches struggle to manage their clients and businesses efficiently due to reliance on a variety of tools for payment processing and subscription management. This disjointed approach not only consumes valuable time but also diverts coaches' focus from their core responsibility - providing quality fitness guidance. As a result, coaches experience decreased productivity and potentially miss opportunities for business growth.

Solution

We collaborated with the CoreCoach team to design this streamlined client management flow by combining payment processing and subscription management with existing functionality of managing day to day tasks. With the addition of this feature, the app now replaces the need for external tools, allowing fitness professionals to dedicate more time to their clients and expand their client base.

Challenge 1

How might we empower coaches to monetise their initial consultations through the app while maintaining a frictionless experience for potential clients who are not yet ready to commit to a full program? Our solution: When a coach sends a consultation proposal to a prospect, the prospect receives an email with a Stripe payment link, allowing them to pay without downloading the app, while the coach is notified within the app once the payment is completed.

Challenge 2

A significant challenge was balancing the need to meet tight deadlines while developing a comprehensive design system to provide developers with high-quality designs for handover. This approach initially led to inconsistencies, resulting in extensive QA work on the app later in the process. Key learning: to establish and follow a robust design system early on, even under time constraints, to streamline development and reduce rework.

Challenge 3

As the launch of the CoreCoach MVP approached, we faced the challenge of simplifying the client payments and onboarding process to meet tight deadlines. Our solution: To streamline the user flow while ensuring it catered to the majority of users in the initial release. This required prioritising essential features that would deliver immediate value to coaches and their clients, balancing functionality with simplicity for quick market entry.

Final Solution

Key Learnings

Cross-functional collaboration: Working closely with developers and stakeholders throughout the sprint ensured that the designed solutions were technically feasible and aligned with business goals.

Scalability considerations: Designing with future enhancements in mind, even while focusing on core MVP features, proved to be a valuable long-term strategy.

Clear communication: Effectively conveying design decisions and our rationale to stakeholders was crucial for maintaining project momentum and alignment.