This case study is a WIP. For now, here is a high level of what this project consisted of and some results.
Streamlining Learner Onboarding
Circuit Stream · 2024
My Role
Product Manager / Product Designer
Company
Circuit Stream
Date
2023
Overview
I led the end-to-end design and development of Circuit Stream’s first self-checkout system, streamlining the enrollment process for pre-university programs and shorter courses. Leveraging tools like Framer (UI design), Zapier (backend integrations), Stripe (payments), and HubSpot (CRM/reporting), I created a system that automated workflows, reduced friction for learners, and empowered teams to focus on high-value tasks. Through collaboration with sales, CX, and engineering teams, we rolled out the first iteration in January of 2024, followed by a second iteration anticipated for January of 2025. The initial roll out focused highly on optimizing for time-to-conversion, while the second iteration focuses on scaling our internal systems as we grew and expanded.
Results
Improved customer experience
Phase I: Eliminated the need for the sales team to manually create deals upon each sale, and the CX team to manually onboard learners.
Phase II: Simplified the enrollment process, resolving common edge cases (e.g., mismatched emails) and improving overall usability for parents and students.
Increased operational efficiency
Phase I: Empowered sales and CX teams to focus on high-value tasks by automating routine processes like deal creation, payment processing, and LMS enrollment.
Phase II: Cut backend setup tasks for new courses and partner launches by over 50%, enabling faster and more consistent scaling.
Decreased time to conversion
Improved conversion rates through streamlined touchpoints and clearer user flows.