LeanData Product Design
LeanData is a B2B revenue operations platform that helps go-to-market teams route, match, and act on buyer signals with speed and precision. I led end-to-end product design across scheduling and routing for 200+ enterprise customers.
Visit LeanData ↗My Role
Product Designer 2, end-to-end: research, UX strategy, interaction design, visual design
Duration
4+ years
Goals
Designing scalable, admin-friendly systems that still feel fast and human for frontline users.
What is BookIt?
Visit BookIt ↗BookIt is LeanData's scheduling product suite, a scheduling layer built for B2B workflows where context, routing logic, and ownership matter. It is not just “pick a time.” It is “get the right meeting with the right person, under the right rules, with a trustworthy booking experience.”
BookIt for Forms (BFF)
Form submission → routed owner → instant scheduling
BookIt Links
Outbound, shareable scheduling pages, personalized, brandable
BookIt Handoff
In-app scheduling in Salesforce for internal handoffs
Our Customers
SMB & Mid-Market
“Set it up quickly, don't make me think, defaults should work.”
- —Speed and simplicity
- —Defaults that work out of the box
- —Minimal configuration overhead
- —Intuitive without documentation
Enterprise
“This must match our process, scale across teams, be explainable, and survive edge cases.”
- —Governance and auditability
- —Configuration needs guardrails, not just flexibility
- —Admin UX quality directly impacts adoption
- —Trust signals and clarity are product features, not polish
LeanData serves both. My work consistently requires designing for frontline users (SDRs/AEs) who need speed and clarity, and Ops/Admin users (RevOps, Sales Ops, Marketing Ops) who need governance, auditability, and safe configuration.
My Responsibilities
UX Researcher
Conducted discovery interviews, usability tests, and heuristic audits across the scheduling and routing surfaces. Synthesized findings into actionable design direction for both SMB and enterprise segments.
Product Designer
Owned end-to-end design for BookIt, from blank-page exploration through high-fidelity specs and developer handoff. Responsible for interaction patterns, visual design, and edge-case coverage.
Strategic Design Leader
Shaped product strategy by identifying gaps in the setup experience, proposing feature prioritization, and advocating for users in planning and roadmap conversations with PM and engineering.
Cross-Functional Collaborator
Worked directly with Sales, Customer Success, and engineering to translate customer pain points into shipped product. Maintained alignment across fast-moving cycles in a startup environment.
My Impact
A selection of projects shipped at LeanData.
Onboarding: From Handheld to Self-Serve
Redesigned the BookIt onboarding experience to reduce reliance on CSM-led setup.
Simplifying Scheduling Setup
Restructured the BookIt configuration flow to reduce time-to-live for new customers.
BookIt Scheduler
Core scheduling product powering form-to-meeting workflows for enterprise GTM teams.
BookIt Invite + Chrome Extension
In-inbox scheduling experience letting reps book meetings without leaving Gmail.
BookIt Links + Management
Outbound scheduling pages with branding controls and multi-link management.