case study

Transforming a Sales Blocker into a Scalable Growth Feature

Delivered a new conference builder in 90 days to unlock stalled enterprise deals
Reduced multi-session event creation time by 160%
Converted a recurring sales blocker into a revenue-driving product expansion
Client Localist
Industry Event Management
Timeline 3 months
Role Head of Product Design

Overview: New Feature Leads Strategic Product Expansion

Localist had long been trusted by colleges and universities as a white-label events calendar platform, but as competition in event management software intensified, growth depended on moving beyond single-event listings into higher-value use cases—specifically, full-scale conference websites. What started as a sales blocker became an opportunity to reposition the product for institutional growth.

The Challenge: How to Turn a Sales Blocker into a Strategic  Opportunity, within legacy system constraints

The Sales team surfaced a recurring obstacle: prospective clients wanted to use Localist for academic conferences, symposiums, and multi-day events but the platform wasn’t built for it. Existing customers were forced to use manual workarounds to stitch together session pages. The friction-heavy experience frustrated existing customers and became a deal breaker for prospective buyers.

Understanding the Problem: Design Debt at Scale

Localist’s product had evolved incrementally over the years—features layered on top of features without systemic re-evaluation. The interface had become bloated and rigid. The core event creation flow was optimized for standalone events, required excessive data entry and didn’t scale to multi-session programming.

For conference organizers, the cognitive load was too high and the workflow too fragmented. The platform had a reputation for being “fine for events, but not built for conferences.” Without intervention, Localist would continue losing higher-value contracts to competitors offering dedicated conference tools.

Key Insight

The problem wasn’t just usability—it was revenue. By reframing the issue as a product design challenge rather than a sales limitation, we uncovered an opportunity to remove friction, improve customer satisfaction, and unlock new deals.

Our Approach: Rapid Design-Led Intervention

1. Cross-Functional Alignment

We initiated rapid stakeholder workshops with Sales, Customer Success, and Engineering to define:

  • Revenue impact
  • Technical constraints
  • Must-have vs. nice-to-have functionality

2. Usability Audit

A heuristic review of the event creation workflow revealed:

  • Redundant form fields
  • Excessive navigation depth
  • Lack of hierarchy between parent events and sessions

3. Rapid Prototyping

Using low-fidelity wireframes and interactive prototypes, we tested streamlined flows early, validated session nestin structures and reduced unnecessary configuration steps.

Design decisions were grounded in reducing friction, not adding surface-level features.

The Solution: Designed for Competition, Clarity and Conversion

Key Insight

Thoughtful design balances innovation with stability—protecting what works while unlocking new value.

The Product: What We Built

The new design delivered:

  • 1 centralized dashboard for managing multi-day events
  • Drag-and-drop session structuring
  • Shared registration settings across sessions
  • Automated agenda page generation
  • White-label conference microsites
A Flexible Event Hub for Conferences

Large conferences require more than a simple event listing. This new conference experience allows organizers to create a centralized hub for schedules, speakers, and updates—turning Localist into a platform capable of supporting an organization’s most important events.

The landing page for a conference event
Conference website home page design
Custom calendars and event pages

With new support for multi-day events, institutions can now accurately represent conferences, festivals, and extended programs while aggregating events from across departments into one searchable, social-ready calendar.

An event page from a multi-day conference A calendar page showing single and multi-day events
Admin Experience

A streamlined admin interface allows organizers to create and manage multi-day event structures on any device, making complex setup feel intuitive and efficient.

Desktop version of the admin UI, showing the beginning of Create a Conference workflowDesktop version of the admin UI, showing the beginning of Create a Conference workflow

Impact: Sales Expansion

Strategically, this expansion enabled Localist to support enterprise-level conference clients, grow average contract value, and enter new institutional markets.

160%

faster conference setup time

3

new previously stalled deals closed within first quarter post launch

Key Learnings: Design Doesn't End When The Product Ships

While the feature shipped in under 90 days—a major cross-functional win!—post-launch analytics revealed an important gap. A segment of users continued using the old workflow. The issue wasn’t usability—it was discoverability. This reinforced a critical lesson: Shipping a feature isn’t enough. It's critical to continue to monitor user behavior. Adoption requires ongoing iteration, onboarding design, and product storytelling.

A critical factor in our success was close collaboration with engineering to architect a solution that leveraged existing system components. Given resource constraints and the absence of a mandate for full-scale refactoring, we focused on extending the current framework rather than overhauling the core architecture. This approach allowed us to introduce new functionality without destabilizing dependent workflows or creating regression risks within the broader product ecosystem.

We introduced important new functionality and utilized best  practices to make the user experience feel as intuitive as possible, including: parent-child conference framework, nested session builder, progressive disclosure UI and conference website templates.

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