Discovery Demos - unifying two products into one buyer experience.

End-to-end UI & UX design process.

role

Lead UX Designer

company

Consensus

platform

Desktop / Mobile

timeline

2024 - 2026

overview

Consensus helps sales teams engage with the buying group through interactive product demos and engagement data. However, the app was limited to sending one demo link at a time and organize the data showing who watched what, and when, making it difficult to track engagement.

The goal of our solution was to give reps a way to bundle demos in a single sharable link that buyers could explore at their own pace, eventually sharing demos with others in the buying group. My role was to lead research and design the buyer-facing demo player experience.

highlights

Led research and discovery initiatives

Identified gaps between how sales teams worked and how the platform supported them.

Designed a cohesive buyer journey

Delivered a scalable demo experience adaptive to real-world sales conversations.

Balanced analytics with flexibility

Maintained engagement visibility while enabling multi-demo workflows. 

research & discovery

To understand the full scope of the problem, I collaborated with our CS and sales teams and examined how demos were created, shared, and experienced across three perspectives: the seller, the buyer and the data.

so, we asked ourselves…

Placeholder

design approach

I mapped out the parts of the app that the Playlist feature would affect—demo creation, email, analytics and the demo player. It had two distinct users: the seller creating, tracking and sharing the playlist, and the buyer watching and sharing content within the buying group.

The design solution had to support how sellers create and share a playlist, how engagement is tracked across multiple demos, and how buyers view and share the content

key decisions
final solution

The multi-demo playlist made it so sales teams could present multiple products within a single buyer experience, aligning the platform more closely with how buying groups actually evaluate software.

outcome

The Playlists feature shipped and adoption was strong, now with 87% of all DemoBoards sent using the multi-demo Playlist feature.

But post-release feedback showed view rates started dropping as new stakeholders brought into the buying group weren’t discovering the “Now Playing” and “All Demos” tab.

Visually, the tab didn’t stand out enough in the top right corner of the screen. This contradicted the insights we got from user tests ran through usertesting.com. As a result, stakeholders weren’t discovering all the content in the playlist.

following up

The PM and I followed up on the feedback and put together a low cost design solution to the discoverability issue. I removed the “Now Playing” and “All Demos” tab at the top right and added them as similarly organized sections in the playlist and maintained the visual focus with highlighted features. 

reflection