Single Report to Shortlist Workflow

Single Report to Shortlist Workflow

Single Report to Shortlist Workflow

Single Report to Shortlist Workflow

The problem

At ThoughtLeaders, I spearheaded a project to improve platform stickiness. Initially, the platform provided single-page reports, which users primarily utilized as a lead generation tool. User research revealed that after exporting lead lists, users shifted to tools like Google Sheets for further workflow management, resulting in infrequent platform use.

The solution

To address this, I proposed transforming the platform into a comprehensive workflow tool. The solution involved developing a custom, multi-stage shortlist workflow system with collaborative features, enabling users to manage their entire A-Z process within the platform, eliminating reliance on external tools.

The results

The implementation was highly successful. The new workflow tool was intuitive and could be demonstrated quickly, allowing the sales team to showcase custom workflows during calls. Post-launch, platform stickiness significantly increased, transforming ThoughtLeaders from a lead generation source into an essential work tool for users.

Contents

Let's connect

Let's disrupt an industry together.

Let's disrupt an industry together.

I’m ready to shake things up. Let’s team up and make an impact. Contact me!

Think I got what it takes? hit me up and let's see what we can do!

Phone Number

+351 920-196-689

+351 920-196-689

+351 920-196-689

Email

dahan.ch@gmail.com

dahan.ch@gmail.com

dahan.ch@gmail.com

Current Residence

Lisbon, Portugal

Made by

Chen Dahan

email

dahan.ch@gmail.com

Last updated

2025

Made by

Chen Dahan

email

dahan.ch@gmail.com

Last updated

2025

Made by

Chen Dahan

email

dahan.ch@gmail.com

Last updated

2025