Shipping 20 new features with this AI sales intelligence SaaS
Executive summary
After TechCrunch recognition and a $4.5 million seed round led by Index Ventures, Tactic's AI sales intelligence platform was gaining traction. When their founding designer decided to leave, I stepped in to help maintain momentum and keep releasing features.
Role
They needed a design partner who could slot in quickly, someone who'd respect their existing design system while helping them keep pace with growth.
Outcome
Shipped over 20 features while working within their existing design system
Created a custom agile product workflow that streamlined handoffs
Introduced UX patterns (card stacks, visual relevancy signals, grouped searches) that improved core workflows without requiring major dev rebuilds
Scope
Prototyping
UI
Branding
Conversion optimisation
Strategy
Design systems
Product design
Evolving the UX within the existing design system
Working within their existing UI components wherever possible kept dev effort low while raising the experience.
Using visual metaphors to bring clarity
Users needed to filter large datasets without cluttering the interface. I designed a card stack pattern that lets people rapidly narrow down results. Each card represents a filter layer they can add or remove.
Grouping searches to speed up repeat tasks
With a cleaner keyword search, we grouped related searches together. This helped users scan their history and jump back into previous results without starting from scratch.
Surfacing prospect signals without the noise
Users needed to spot key moments (like new funding rounds) without wading through cluttered views. We added a simple badge and count within the results column, flagging signals on specific people without overwhelming the main interface.
Visuals over words
We added a faded bar chart showing relevancy at a glance. Users can hide or show it depending on whether they want a quick scan or deeper, more specific results.
Faster insight-to-design handoffs
One challenge for product teams: making sure designers have everything they need for each feature. We created a feature request format that covered all the essentials upfront, reducing back-and-forth and keeping releases on track.
Feedback on our approach
After 20+ feature releases, here's what Tom, Tactic's Product Manager, had to say:
