ResearchGrowthWebB2B SaaS

Redesigning Attest's core product flow — and building the team to own it.

Attest survey builder UI

Attest was building traction as a B2B consumer research platform when design debt caught up with its core product. The survvey creation flow had been extended month by month – each new capability had been grafted on, and the result was a flow that was disjointed and difficult to learn.

I joined as a freelance Product Design Lead with two mandates: rebuild the survey creation experience from the research up, and build the design function from scratch alongside it. Over six months I hired three designers, established working processes, and delivered a redesigned core flow — one that could accommodate new capabilities far more gracefully.

3 Designers hired
and onboarded
6 mo Freelance
engagement

Understanding the problem.

I started with data. Session recordings from FullStory and activity data from Mixpanel showed a friction point just as people started to create a survey. Out top users were markting (49%) and founders (28%) – people without deep fluency in survey methodology or the tooling itself.

However the most revealing insight didn't come from the analytics at all. It came from people's own survey drafts — I sourced these from clients directly. What emerged was a picture of three genuinely different cognitive approaches to the same task.

Anatomy of a typical survey draft
Mapping how people actually draft surveys revealed three distinct mental models.
Common survey draft patterns
The variety of draft patterns in the system — each a window into a different way of thinking about the task.

That shifted the design question entirely. This wasn't a UI cleanup problem — it was a mental model problem. How do you design a single interface that works for people who are conceptualising the same task in fundamentally different ways?

Designing for different mental models.

I prototyped in Origami Studio — Facebook's recently released interaction design tool. The survey creation flow was complex and multimodal enough that static screens simply couldn't test it — users needed to actually move through the states, switch between modes, and experience the branching logic responding to their input.

Attest routing view wireframe
The Route view — each question could trigger a different path based on the respondent's answer, all configurable within a single diagram. Managing logic of this complexity made high-fidelity prototyping a necessity, not a choice.
Prototype built in Origami Studio — high enough fidelity to test conditional routing with real users. The outcome was a flexible interface flow that accommodated different mental models. Users could switch between two views depending on whether they wanted to build structurally or linearly.
Attest survey creation flow redesign
The redesigned survey creation flow — questions, answer logic, audience targeting, and conditional routing, reconsidered as a coherent whole.

The redesign gave the product team something they hadn't had before: a core flow they could build on rather than around. New features could be introduced without structural compromise, and the design function I'd built alongside the work meant there was now a team in place to own that standard going forward.

Copied — vickyloufox@gmail.com