Integrated Sales Marketplace
Glencoco connects businesses with on-demand sales consultants, integrating calling, training, and performance tracking in one place. Companies scale outbound efforts efficiently; consultants build skills and earn flexible income.
Company: Glencoco
Role: Founding Product Designer
Duration: 9 months
Tl;dr:
I joined as the founding designer during Glencoco's MVP-to-platform transition. I researched, designed, and shipped the calling, training, and analytics experiences in 4 months to 500+ active consultants, 2,100+ booked meetings, and a $6M revenue pipeline. While I designed the full dual-sided marketplace (including confidential business-side tools), this study focuses on the sales consultant experience.
Problem & Pain Points
Glencoco's MVP relied on disconnected third-party tools that needed consolidation into one platform.
I interviewed 12 "extreme users" to identify the efficiency gaps slowing down pros and the friction points causing new users to churn. These sessions revealed three critical failures in the MVP:
Unreliable tech breaking trust
Poor lead data wasted effort
Missing feedback loops prevented growth
The opportunity: deliver accurate information at the right moment while ensuring platform reliability.
The Approach
The engineering team had already outlined the core features for the integrated sales marketplace before I joined. My role was to translate these into an interface guided by insights from consultant research.
To understand how these features would connect, I mapped the consultant's full journey, from sign-up and training through live calls and post-call reflection.
Mapping the full journey revealed where consultants were most likely to get stuck and where the right information at the right moment could keep them moving. That became the design criteria for every feature that followed.
Call Center
Consultants needed access to lead info, notes, scripts, and call controls all at once - but couldn't easily find what they needed in the moment.
PROBLEM
Designed three distinct states - pre-call, active call, and post-call - each surfacing only what the consultant needed at that moment.
DESIGN DECISION
Dashboard
Consultants juggled multiple campaigns with competing demands and no clear priority.
PROBLEM
Stats up top answered "how am I doing?"
Tasks below answered, "what's next?"
DESIGN DECISION
Training Center
Poor campaign fit was driving churn - consultants joined, struggled, then quit.
PROBLEM
Surfacing payout, industry, and campaign type upfront lets consultants decide fit in seconds.
DESIGN DECISION
Final Designs
After testing wireframes with consultants and iterating through multiple rounds, I refined each screen around three questions: what information needs to surface here, how do I minimize steps, and where can I reduce cognitive load.
Call Center (Pre-call) - A 10-second checkpoint to verify settings before dialing - addressing common support requests before they happen.
Call Center (During call) - Lead info and resources embedded in the call view so consultants stay present instead of switching tabs.
Call Center (Post-call) - Disposition options grouped by outcome type - letting consultants move fast or add detail when needed.
Dashboard - Consolidated reminders, callbacks, and alerts into one view so consultants can open the platform and immediately know what to do.
Training Center - Fit criteria surfaced upfront so consultants self-select before investing in training.
Analytics - Shared framework for consultants and businesses surfacing relevant metrics so both sides can adapt their approach based on data.
Impact & Takeaways
We shipped the core platform in 4 months. Consultants went from reporting broken tools and dead-end leads to actually being able to do their jobs - the Slack channel shifted from troubleshooting to feature requests. That translated to 500+ active consultants, 2,100+ booked meetings, and a $6M revenue pipeline. From there, I applied the same research-driven approach to the business side, designing campaign management and reporting tools that gave clients visibility into pipeline health and consultant performance.
Dashboard Redesign
After the initial platform launch, I conducted an independent audit of the live experience to identify where the "all-in-one" dashboard was failing the user. While the MVP successfully consolidated tools, it introduced new cognitive clutter by attempting to surface all data at once.
The Challenge: The original "consolidated" dashboard (v1) was a successful proof of concept but lacked the hierarchy needed for high-velocity work.
Original dashboard
I focused on one question: what does the consultant need right now?
I explored two key decisions:
How to organize and surface the most important tasks
Which stats to surface and where to drive action
Actionable Hierarchy: I kept daily progress stats to the top for quick reference and used a chronological call list with simple filters to eliminate unnecessary categorization.
Strategic Deletion: I made the critical decision to remove meeting management entirely. Since meetings are between leads and AEs, consultants shouldn't be responsible for reminders. This cleared the path for a dashboard focused purely on active calls.
Redesigned dashboard
The Result: The redesign highlights actionable statistics while focusing on scheduled calls. By moving supplementary tasks like alerts and meeting reminders off the homepage, consultants can now start each day knowing exactly what to do next.
Original + redesigned dashboard