Glencoco
Designing structure in an early-stage marketplace
Role: Founding Product Designer
Duration: November 2022 - August 2023 (9 months)
Tl;dr:
I joined as the founding designer during Glencoco's MVP-to-platform transition. I conducted consultant research to validate the roadmap, designed the calling, training, and analytics experiences, and shipped the platform in 4 months to 500+ active users.
About Glencoco
Glencoco is a sales marketplace that connects businesses with on-demand consultants. By integrating calling, training, and performance tracking in one platform, Glencoco enables companies to scale outbound efforts efficiently while empowering consultants to build sales skills and earn flexible income.
Problem & Pain Points
Glencoco's MVP relied on disconnected third-party tools that needed consolidation into one platform.
I designed for both sides of the marketplace - consultants and the businesses managing campaigns - but focused on consultants first, since their daily workflow drove the marketplace.
Interviews with 12 consultants revealed this transition had to address three recurring issues with the third-party MVP:
Unreliable tech breaking trust
Poor lead data wasting effort
Missing feedback loops preventing growth
The opportunity: deliver accurate information at the right moment while ensuring platform reliability.
Framing the Solution
To consolidate these fragmented tools, the engineering team had already defined the core feature set before I joined. My role was translating these into an interface that addressed the pain points surfaced in research.
Mapping the workflow helped me see how each feature supported different moments in the consultant's day - from training to calling to reflection
Designing the Interface
Mapping the full flow revealed where users needed guidance and where early designs created friction. 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.
Training Center - Fit criteria surfaced upfront so consultants self-select before investing in training.
Analytics - Shared framework for consultants and businesses - relevant metrics without building two systems.
Impact & Takeaways
We shipped the core platform in 4 months. A dedicated Slack channel with consultants became ongoing research, driving features like self-sourced leads and refined call flows. Support requests dropped, and the platform scaled to 500+ active users - validation that surfacing the right information at the right moment made a difference.
Dashboard Redesign
Revisiting this design two years later, the original dashboard tried to do too much. Tasks and schedules were combined per stakeholder preference, stats didn't motivate progress, and it wasn't clear what required immediate action.
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
Stats at the top provided quick daily reference, while simple chronological order with optional campaign filters eliminated unnecessary categorization.
A critical decision: remove meeting management entirely. Meetings are booked between leads and AEs - consultants shouldn't remind AEs. This freed the dashboard to focus purely on scheduled calls.
Redesigned dashboard
The redesign highlights actionable statistics while focusing on scheduled calls. Supplementary tasks move off the homepage - alerts into a dedicated inbox, meeting reminders delegated - enabling consultants to start each day knowing exactly what to do next.
Original + redesigned dashboard