Automating outbound prospecting with AI-driven workflows
Lead Generation Automation Platform
COMPANY
Social Point of View, LLC
ROLE
UI/UX Designer
EXPERTISE
Product Design, UX/UI
YEAR
2024
Project description
Six Sigma Funnels is a web-based SaaS platform that combines Six Sigma principles with AI to automate outbound lead generation. It enables users to find prospects, personalize outreach, and track engagement through a structured funnel experience.
Timeline
Delivered end-to-end product design, from research to final UI, within 16 weeks.
Background
Outbound prospecting workflows are often manual, time-consuming, and inconsistent. Users struggle to manage multiple steps such as finding prospects, sending messages, and tracking responses.
The goal was to simplify this process into a structured and automated funnel, improving efficiency while maintaining clarity and control for users.
Process
Focused on reducing friction across the funnel by simplifying flows, improving clarity, and introducing automation.
Research & Planning
Analyzed existing lead generation tools and identified gaps in onboarding, message creation, and workflow clarity. Defined key funnel stages to streamline the user journey.
Design & Prototyping
Created user flows for onboarding, prospect management, and campaign execution. Designed wireframes and high-fidelity UI with a focus on reducing steps and improving usability.
Development & Implementation
Built scalable UI components and structured dashboards to support analytics, referrals, and campaign tracking across the platform.
Solution
A streamlined funnel-based system that automates prospect discovery, messaging, and tracking, helping users manage outreach efficiently.
Prospect Discovery
Scrapes and saves potential leads using a Chrome extension, making prospect collection faster and more structured.
AI Message Templates
Automatically generates personalized outreach messages based on selected inputs, reducing manual effort.
Funnel Workflow
Guides users through a step-by-step process from prospect selection to message execution and tracking.
Analytics Dashboard
Provides insights such as requests sent, accepted, and engagement metrics to monitor performance.
Onboarding & Payments
Simplified onboarding flow with clear steps and integrated subscription after trial completion.
Results
Improved usability by simplifying complex workflows into clear, structured steps. Reduced friction in onboarding and increased clarity across the funnel process.
Improved Clarity
Clear navigation and structured flows helped users understand each step of the funnel.
Reduced Friction
Simplified onboarding and automation reduced manual effort and improved usability.
Better Engagement
AI-driven messaging and streamlined workflows improved consistency in user actions.