Marketing Automation Mockup

THE CHALLENGE
Design a user profile interface for a marketing automation platform.

THE SOLUTION
Using a clean card style layout based on an 8pt grid, this mobile-first design will easily break down into any viewport.
In the top left is a quick glance display of user information and status. Underneath that is company information including editable notes and the ability to add company logo. To the right of that is the customer journey, sorted chronologically with the most recent at the top.
Both versions also feature a 5 star ranking system that is paired with the number. This introduces a level of familiarity and visual reinforcement.

THE RESULTS
The user is able to immediately determine the value of the contact by the information presented in the top left. The contact number value is displayed prominently and is color coded. For instance, one comp version shows a very high score of 89 and is green. This green matches the user journey notification of "form submitted/conversion" which in this case is valued at 50pts. When added up with the other user interactions this creates a very valuable contact which the user is able to immediately see.