SmartBDM AI Sales Co-Pilot
My Role
Team Members
Tools Used
Timeline
Background
The Challenge
Information Architecture
SmartBDM.AI is an AI-powered sales co-pilot that streamlines CRM operations and boosts sales team productivity. From automating lead distribution to updating communication notes and scheduling follow-ups, it removes repetitive tasks. The platform enables sales professionals to focus on what matters most, building relationships and closing deals.
For this project, I redesigned the SmartBDM.AI landing page, giving it a sleek, conversion-focused layout. The goal was to improve clarity, highlight product value, and drive sign-ups with a modern interface. This redesign was delivered as part of an assignment, showcasing my ability to create sharp, business-oriented design solutions.
Research & Exploring the Structure
User interviews were conducted by the core team in Tennessee. While I wasn't present for the sessions, I synthesised the findings with the team to align on which workflows were essential for mobile and which were better suited to remain on desktop. This conversation became the foundation for every structural decision that followed.
With the scope defined, three structural approaches were explored:
Assessments, sessions, and goals as separate destinations linked by session IDs. Familiar, but required jumping across sections to complete one task.
Navigation simplified, bottom nav removed, but the three still lived independently. Less clutter, same fragmentation.
Everything was organised within the session itself. One entry point, one context, no jumping between sections.
Option 3 was chosen because it matched how patients naturally think about their care: in terms of sessions, not categories. If a patient wants to do anything related to one session, they go there and nowhere else. It also clarified the mobile scope — the session was the sole task we wanted to support on mobile. Everything else that felt too complex was intentionally left on desktop.
Interactive Prototype
SmartBDM AI Sales Co-Pilot
My Role
Team Members
Tools Used
Timeline
Background
The Challenge
Information Architecture
SmartBDM.AI is an AI-powered sales co-pilot that streamlines CRM operations and boosts sales team productivity. From automating lead distribution to updating communication notes and scheduling follow-ups, it removes repetitive tasks. The platform enables sales professionals to focus on what matters most, building relationships and closing deals.
For this project, I redesigned the SmartBDM.AI landing page, giving it a sleek, conversion-focused layout. The goal was to improve clarity, highlight product value, and drive sign-ups with a modern interface. This redesign was delivered as part of an assignment, showcasing my ability to create sharp, business-oriented design solutions.
Research & Exploring the Structure
User interviews were conducted by the core team in Tennessee. While I wasn't present for the sessions, I synthesised the findings with the team to align on which workflows were essential for mobile and which were better suited to remain on desktop. This conversation became the foundation for every structural decision that followed.
With the scope defined, three structural approaches were explored:
Assessments, sessions, and goals as separate destinations linked by session IDs. Familiar, but required jumping across sections to complete one task.
Navigation simplified, bottom nav removed, but the three still lived independently. Less clutter, same fragmentation.
Everything was organised within the session itself. One entry point, one context, no jumping between sections.
Option 3 was chosen because it matched how patients naturally think about their care: in terms of sessions, not categories. If a patient wants to do anything related to one session, they go there and nowhere else. It also clarified the mobile scope — the session was the sole task we wanted to support on mobile. Everything else that felt too complex was intentionally left on desktop.
Interactive Prototype