How Did We Help Our Client Simplify Cold Email Campaigns With One Connected View?

A Fragmented Workflow That Needed Structure

Our client had a solid product with strong features but users found the experience scattered.
Writing campaigns, checking replies, and tracking results were all happening in different parts of the tool. There was no sense of flow.

We were brought in to redesign the core experience and help the product feel like one connected system.

Listening First: What Users Actually Said

Before jumping into design, we gathered feedback from real users through surveys and short interviews.
What we heard was consistent:

• “I don’t know what’s working and what’s not.”
• “Every part of the tool feels separate.”
• “Even after sending, I have no idea where to look.”

These insights helped us shape the structure from what goes on the first screen to how users move from one step to another.

Showing What Matters, First

We designed the dashboard to give users a quick view of their outreach efforts.
Instead of complex charts, we focused on clarity: total sends, opens, clicks, replies even device-level and geographic stats.

It’s the kind of screen where users don’t have to think they just understand what’s going on.

Helping Users Plan, Not Just Send

We redesigned the sequence builder to make it feel like a timeline, not a setup screen.
Each email step appears side-by-side with its delay, content, and results. Users can edit, pause, or reorder messages as needed.

The layout gives visibility and control so campaigns are easy to understand and improve without restarting from scratch.

Keeping Replies Simple and Searchable

We created a clean reply table where users can track responses, see message previews, and follow up directly.
Leads are shown with status, sequence names, and filters so the entire inbox stays organized and in context.

No need to export anything or jump to other tools the whole reply journey happens right here.

Bringing It All Together

The product also supports other workflows like scheduling, lead management, and email performance but we designed them all with the same structure and logic.

Every screen feels connected, so users aren’t re-learning the system each time they switch sections.

What Changed

After launch, the client’s team saw immediate improvement in user feedback and product clarity.

• Users no longer felt the need to switch tabs or export data
• Sequences became easier to build and edit, leading to faster iteration
• The inbox gave teams a better grip on responses and lead tracking
• The product demo became clearer and more focused which helped with both onboarding and sales

Most importantly, the redesign solved the exact gaps that came up during early user research and that’s what made it work.