Case Study: Sales Planning Tool

Company: Aptive Environmental

Role: Lead UX Designer (Sole Designer)

Duration: 1.5 months

Team: James Draper (PM), Jon McCutchan (Engineer)

Impact: +13% sales • 25,772 new accounts • $25.5M in Revenue

The Challenge

Aptive's door-to-door sales reps lacked the tools to plan their routes strategically. Managers were flying blind—territories were often oversaturated or inefficiently covered, and high-value areas were left untapped.

We needed a solution to help managers assign reps more strategically and maximize every knock.

The Opportunity

Feedback from our field managers revealed a need for smarter planning tools.With VP of Sales buy-in, we launched this as a hackathon initiative. The goal: build a fully functional tool that could assign the right reps to the right places—with real data to back it up.

The Solution

In just 1.5 months, our 3-person team shipped a powerful Sales Planning Tool.

Key Features:

  • 🔥 Affluence-Based Heatmaps
    Census data helped us score neighborhoods and visualize high-opportunity zones. We used a hexagon grid to avoid overlap and cleanly define boundaries.

  • 🧭 Rep Assignment Tool
    Managers could drag and drop reps into top-performing zones and plan routes with confidence.

  • Live Feedback Loop
    Because our team worked side by side, we moved fast, adjusted quickly, and kept shipping without red tape.

💬 “The hexagon grid was my favorite piece—it brought clarity to chaotic maps and helped reps visualize their goals clearly.”

The Impact

🚀 13% increase in total sales
📈 25,772 new accounts created
💰 $25.5M in additional revenue
📌 Contributed to 2% overall company sales growth (~$509K)

Managers gained confidence. Reps worked smarter. Everyone won.

Collaboration & Process

This project was a true lean team success story.

  • I handled all UX/UI design, including research, flows, and interface.

  • Worked daily with James (PM) and Jon (Engineer) in a highly iterative, collaborative environment.

  • No rigid sprint cycles—just speed, clarity, and shared vision.

🎯 What I’m Proud Of

✅ Building something high-impact in just 6 weeks
✅ Creating visual tools that made decision-making faster
✅ Designing a product that was immediately adopted and delivered measurable results
✅ Moving quickly under pressure—we had a tight deadline with sales season approaching fast, and we knew if we didn’t act fast, the opportunity would pass us by.