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03 · B2B SaaS

Coach Hub

Problem —
On an aggressive deadline, coaches needed a way to record consultations and use member data to coach better.
Solved by —
A coach workspace built on the data coaches ranked most useful, with a dedicated, fast note-taking page.
Impact —
Coaches quickly capture notes and learn each member’s story from data, freeing more time to coach.
Role
User Experience Designer | Architect
Client
EXOS
Deliverables
Research, Information architecture, Interaction design, Wireframes, High-fidelity UI

Process

  1. 01Discover

    Surveyed 200+ coaches, with 85+ responses in five days, to rank which member and client data actually matters.

  2. 02Define

    Workshopped coaches’ jobs-to-be-done with the PM, UI designer, and Performance Innovation Lead, scoping a lean MVP.

  3. 03Design

    Sketched and prototyped multiple ways to organize member data and notes, testing how layout, IA, and interaction work together.

  4. 04Test

    Ran 10 unmoderated tests comparing two note-taking prototypes, then six coach sessions finding members, leaving notes, and reading their data.

Key decisions

Dashboard
Coach Hub dashboard: announcements, active members, program engagement, consultations, trending content, new members and livestream classes.
  1. AAnnouncements lead the dashboard because coaches ranked them their most useful client data
  2. BHeadline metrics show their change versus last period, so coaches spot trends without running reports
  3. CToday’s classes listed by time with the coach beside each, so the day’s plan is one glance away
  4. DTrending content shows what members actually use, guiding what coaches recommend next
Members
Coach Hub members grid: photo cards with name and email, search, sort, and grid and list toggle.
  1. ASearch and sort sit above the grid, so finding one member among hundreds takes seconds
  2. BDisabling an account is outlined and set apart from navigation, preventing costly mis-clicks
  3. CGrid view for recognizing faces, list view for scanning data; coaches pick what suits the task
  4. DPhoto-first cards match how coaches remember people: by face before name
Member profile
Coach Hub member profile tab: goals, pain, livestream and program stats, consults and recent activity.
  1. AProfile, notes, and schedule split into tabs, keeping each job focused instead of one crowded page
  2. BGoals and pain lead the profile, a top survey request, so coaches start every session informed
  3. CUpcoming and last consults sit side by side, making session prep a single glance
  4. DCurrent program and progress in one block show whether a member is on track or slipping
Member notes
Coach Hub notes tab: list of coach notes with flagged notes highlighted and a note composer with goals and pain fields.
  1. AFlagged notes stay highlighted in the history, so critical context like injuries never gets buried
  2. BTesting renamed “pin” to “flag” to match what coaches meant: this note needs attention
  3. CTags tie each note to goals, pain, or program, building a member’s story over time
  4. DNotes got their own page after testing, with the composer beside history so recording stays quick
Member schedule
Coach Hub schedule tab: upcoming activities by day with type filters, consults and classes color-coded.
  1. AThe schedule defaults to what’s next, with history one tab away for spotting attendance patterns
  2. BEmpty days stay visible with a clear message, so gaps in attendance read as signal, not missing data
  3. CConsults and classes get distinct color markers, so one-on-one time stands out in a busy week
  4. DType filters with counts show how a member engages: livestreams versus one-on-one consults

What research showed

  • 01

    Coaches ranked recent activity, the last three sessions with timestamps, and notes about pain as the most useful member data.

  • 02

    For the client dashboard, an announcements board ranked first, ahead of every attendance and engagement metric.

Outcomes

  • Faster notes

    A dedicated note page lets coaches capture consults quickly, so admin never crowds out coaching

  • Member stories

    Relevant data reveals each member’s story, making every session more personal and informed

  • Coach-ranked

    Every dashboard and profile data point traces to coaches’ own survey rankings