SalesTank | Lead Generation

I joined SalesTank during the discovery phase, initially working as a business analyst before transitioning into a product management role after launch. The platform provides AI-driven lead management, automated dialing, and compliance-focused sales tools.

Challenges We Faced

• Navigating compliance regulations for call recordings, insurance sales, do-not-call lists, and consent tracking across different US states.
• Working with budget-sensitive clients who required a high-quality product built to exact specifications.
• Managing a large-scale feature set, balancing dense business logic while keeping the system intuitive for users.

My Role

• Worked with the UI designer early on before taking over design responsibilities.
• Developed enhancement concepts based on feedback from test users and the development team.
• Fleshed out feature ideas, estimated effort vs. value, and defined priorities.
• Wrote user stories, requirements, and designed interactions for over 250 unique screens.

Core Product Features

• AI-driven campaign management system that serves as the brain of the platform, optimizing lead allocation to maximize conversion rates and improve lead purchasing efficiency.
• Integrations with lead vendors, Twilio, Stripe, and an autodialer that allocates leads to agents.
• Lead disposition flows to track progress and automate follow-ups.
• CMS for lead management to store, segment, and assign leads.
• AI-driven tools for call transcription, summaries, and scoring.
• Advanced reporting to provide insights into agent performance and lead conversion.

Go-to-Market and Adoption

• The founders led sales and marketing, leveraging their network to drive adoption.
• We conducted closed testing with users in a live environment, gathering insights to refine the MVP.

Results

• The product recently launched, and data on outcomes is still being gathered.
• The biggest achievement was delivering a feature-dense web application with over 250 unique screens and complex business logic for the MVP release.

Takeaways

• Managing compliance-heavy sales workflows in a way that remains user-friendly.
• Balancing feature complexity with usability in a large-scale web application.
• Owning product design, prioritization, and execution to deliver a high-impact MVP.

This project was a deep dive into building intricate, AI-powered sales systems at scale while keeping compliance and user experience at the forefront.

Challenges We Faced

• Navigating compliance regulations for call recordings, insurance sales, do-not-call lists, and consent tracking across different US states.
• Working with budget-sensitive clients who required a high-quality product built to exact specifications.
• Managing a large-scale feature set, balancing dense business logic while keeping the system intuitive for users.

My Role

• Worked with the UI designer early on before taking over design responsibilities.
• Developed enhancement concepts based on feedback from test users and the development team.
• Fleshed out feature ideas, estimated effort vs. value, and defined priorities.
• Wrote user stories, requirements, and designed interactions for over 250 unique screens.

Core Product Features

• Integrations with lead vendors, Twilio, Stripe, and an autodialer that allocates leads to agents.
• Lead disposition flows to track progress and automate follow-ups.
• CMS for lead management to store, segment, and assign leads.
• AI-driven tools for call transcription, summaries, and scoring.
• Advanced reporting to provide insights into agent performance and lead conversion.

Go-to-Market and Adoption

• The founders led sales and marketing, leveraging their network to drive adoption.
• We conducted closed testing with users in a live environment, gathering insights to refine the MVP.

Results

• The product recently launched, and data on outcomes is still being gathered.
• The biggest achievement was delivering a feature-dense web application with over 250 unique screens and complex business logic for the MVP release.

Takeaways

• Managing compliance-heavy sales workflows in a way that remains user-friendly.
• Balancing feature complexity with usability in a large-scale web application.
• Owning product design, prioritization, and execution to deliver a high-impact MVP.

This project was a deep dive into building intricate, AI-powered sales systems at scale while keeping compliance and user experience at the forefront.