The operating challenge
Applications, partnership requests, and incomplete forms came through separate paths. The coach needed to see who required a reply and understand where an interested visitor stopped in the application journey.
An operating view of coaching demand, application progress, traffic sources, and the follow-up that needs attention.
Connect the website journey with application handling and follow-up, while using analytics to inspect sources, page performance, campaigns, and conversion stages.

Applications, partnership requests, and incomplete forms came through separate paths. The coach needed to see who required a reply and understand where an interested visitor stopped in the application journey.
Connect the website journey with application handling and follow-up, while using analytics to inspect sources, page performance, campaigns, and conversion stages.
The public coaching website provides the brand and application paths that connect to the coaching command center.

The key handoffs, responsibilities, and next steps.
Record the source and the visitor’s journey through the website.
Relate submitted contact information to the relevant journey.
Bring coaching and partnership applications into a working queue.
Surface pending replies and the next follow-up action.
Inspect the pages and funnel stages that lead to applications.
The command center brings pending work and application activity into one place.

Source reporting helps connect discovery channels with the application journey.

Funnel and drop-off views help explain progression from the website into a completed application.

Focused workspaces around the people using the system.
Applications, pending responses, partnership inquiries, and follow-up priorities.
Traffic sources, campaigns, page performance, and application-stage reporting.
Open any screenshot to inspect the original published view.
Presented from the company portfolios, with credit to the project and delivery teams. Screens show published system views, including redacted and demonstration content.
View the Bayou Thread Systems case study
View the Leads To Sales website case study
Screenshots retain the original publisher’s redactions and demonstration content.
Bring the business challenge, the partnership idea, or the next possibility.