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Creator Economy

Julius

Reimagining Influencer Discovery for Brands & Agencies

Turning influencer chaos into campaign clarity for brands and agencies.

RoleProduct Manager & UX Team Lead
Timeline1 year
TeamUX team (led), CTO, Engineering, Customer Success, Account Management
ToolsFigma, Miro, UserTesting
100% client retention at launch+33% lost sales recovered

Overview

Julius was one of the most data-rich influencer marketing platforms on the market – and one of the most frustrating to use. Brands and agencies came for the depth of creator intelligence but stayed frustrated by workflows that couldn't keep pace with the speed of modern campaigns. I joined as Lead Product Designer at a pivotal moment: the influencer marketing industry was maturing fast, social platforms were constantly shifting the rules, and competitors were multiplying. My role was to move the product from feature parity to market leadership – and to build the UX team capable of sustaining that ambition.

Problem Space

Understanding the challenge.

Business Challenge

Two years of CRM data told a clear story: deals were being lost and clients were churning not because Julius lacked capability, but because the product couldn't communicate its value at the speed agencies needed to work. Competitors were closing the data gap. The window to differentiate on experience – not just data – was narrowing. Leadership needed a product direction that could attract new enterprise accounts while protecting the client base that had been built over years.

User Pain Points

Agency users were managing dozens of influencer campaigns simultaneously, reporting to clients who expected polished, packaged performance data. The platform made them work for every insight. Finding creators, assembling campaign rosters, tracking live performance, and generating client reports each lived in disconnected parts of the experience. Power users had built workarounds. New users gave up. The product's depth was its selling point and its liability – it held more than anyone could easily reach.

Constraints

Confidential platform data and social API relationships created constraints on what could be surfaced and how. Unpredictable changes from social platforms – altered API access, shifting engagement metrics, new content formats – meant the design system needed to flex constantly. An acquisition integration was running in parallel, requiring the product to absorb a competitor's feature set without losing coherence.

Research

How we listened.

Product experience audit across all core workflows
Two years of CRM win/loss and churn data review
User testing sessions with 80 users across 25 accounts over 5 weeks
Affinity mapping of qualitative feedback
Sentiment classification (very positive → very negative)
Partnership with Customer Success and Account Management teams
Design thinking sprints: empathize, define, ideate, prototype, test

Key Insights

  • 1Agency users needed to package campaign performance for clients – the platform had the data but no clear path from raw metrics to presentable narrative
  • 2Lost deals clustered around two missing capabilities: influencer collaboration tools and first-party social data access
  • 3Churned clients cited workflow fragmentation – too many steps to accomplish tasks competitors handled in fewer clicks
  • 4Customer Success spent significant time bridging gaps the product should have closed – a signal that UX debt was being paid in headcount

I need to report on key performance metrics for my client in a packaged way that shows the value we added to the paid partnership influencer campaigns as an agency.

Agency user, moderated testing session

Strategy

How we framed the opportunity.

Research synthesis revealed a clear through-line: the core issue wasn't functional – it was relational. The product wasn't failing to provide information; it was failing to establish trust, set expectations, and create the conditions for confident action.

We organized the design work around three strategic bets: (1) progressive disclosure to reduce cognitive load at each step, (2) transparency as a feature – making the system's behavior predictable and legible, and (3) emotional tone calibration to match the level of stakes users brought to the experience.

Process

How we got there.

1

Audit & CRM Analysis

Started not with wireframes but with data – two years of win/loss records and churn feedback. Eliminated noise from generic competitive benchmarking and focused entirely on what Julius's actual users were asking for and walking away without.

CRM Win/Loss – 2-Year Audit

Root Causes of Lost Deals & Churn

n=340 accounts
Influencer collaboration tools missing38%
First-party social data gaps29%
Workflow fragmentation (too many steps)22%
Reporting & packaging limitations11%

33%

Lost Deals

feature gaps

22%

Churned Clients

workflow friction

$2.4M

ARR at Risk

recoverable

2

User Testing at Scale

Ran structured testing sessions with 80 users across 25 accounts over five weeks. Rather than controlled lab conditions, sessions were designed to surface real workflow friction – how users actually tried to get their job done, where they got stuck, and what they reached for when the product failed them.

Moderated Testing Sessions

80 Users · 25 Accounts · 5 Weeks

Completed
Very Positive16
Positive32
Neutral16
Negative8
Very Negative8
3

Affinity Mapping & Prioritisation

Grouped all qualitative feedback using affinity mapping and classified responses on a sentiment scale from very positive to very negative. This gave the team a shared, evidence-based view of where to invest first and how to sequence the roadmap for maximum impact.

Affinity Mapping Output

4 Clusters · 16 Themes · Ranked by Frequency

post-synthesis

Workflow Fragmentation

Too many stepsNo shared dashboardManual workaroundsDisconnected flowsCan't act fast

Missing Features

No collab toolsNo first-party dataCan't message influencersNo campaign hub

Reporting Gaps

No client reportsCan't package dataAttribution missingExport broken

Integration Needs

Need Shopify dataBitly trackingCRM sync missing
4

Influencer Hub: Zero to One

Designed and launched the Influencer Hub – a net-new collaboration space giving brands and agencies direct, structured communication channels with creators inside the platform. This was the feature that converted 18% of previously unreachable prospects and was central to the acquisition integration.

Net-New Feature – Zero to One

Influencer Hub · Direct Collaboration Workspace

+18% conversion
ER
Emma Rodriguez@emmarod
2m ago
Love it! I'll go live Thursday 9am EST 🌟Brief Approved
Summer Glow Collection
AP
Alex Park@alexpark
1h ago
Draft content attached – let me know your thoughtsAwaiting Review
MacBook Wave
LM
Luna Martinez@lunam
3h ago
On it! Shooting this weekendIn Progress
Style Your Way

24

Active Threads

across 12 campaigns

< 2h

Avg Response

brand ↔ creator

+18%

Prospects Converted

via hub feature

5

Integration Design: Bitly & Shopify

Designed the Bitly and Shopify integration experiences, closing the loop between influencer campaign activity and measurable business outcomes – link tracking, traffic attribution, and sales conversion. This directly addressed the root cause of 33% of churned business.

Integration Architecture

Julius → Bitly → Shopify Attribution Flow

Julius

Campaign created

🔗

Bitly API

Link generated & tracked

📣

Influencer

Shares tracked link

🛒

Shopify

Traffic + conversions

📊

Julius Reports

Full attribution closed

100%

Link Attribution

click-level tracking

End-to-end

Conversion Visibility

influencer → sale

33%

Churned Clients

recovered via integrations

6

Acquisition Integration

Led the UX work to absorb a competitor product's feature set into Julius post-acquisition. This required reconciling two design languages, two user mental models, and two sets of stakeholder expectations – without fracturing the experience for either user base.

Design System Merger

Two Products → One Unified Platform

post-acquisition

Julius (before)

Dashboard
Search
My Lists
Reports
Settings

Acquired product

Feed
Discover
Campaigns
Analytics
Help

Unified platform

Dashboard
Discovery
Campaigns
Influencers
Analytics
Reports
AI Insights
Settings

Solution

What we built.

The final design system addressed each insight directly – with structural changes to information architecture, updated interaction patterns, and a refined visual language calibrated to the emotional register of the problem.

Influencer Hub

3 active threads
E
I'm in! Can we finalize the brief?
Y
Brief attached. Go live Thursday 9am EST
E
Confirmed ✓ posting scheduled
Message Emma…

Influencer Hub

Direct collaboration channel – brief sharing, approvals, and campaign coordination between brands and creators in one place.

Creator Discovery

1,247 results
fitness · 100K–500K · US · Instagram

Olivia Chen

@oliviafit · 280K

4.2%97%

James Moore

@jamesactive · 145K

5.8%92%

Priya Singh

@priyawellness · 310K

3.9%88%

Redesigned Discovery

Unified search across 50+ data points – audience demographics, engagement rate, brand affinity, and AI match scoring.

Campaign Performance

Live

2.4M

Total Reach

+18%

5.6%

Engagement

+0.8%

1,247

Conversions

+33%

NovMay

Campaign Performance Dashboard

Real-time tracking with client-ready reporting – from raw metrics to a packaged performance narrative agencies can present directly.

Integrations

2 active
🔗

Bitly

Link tracking & click attribution

Connected

14.2K clicks tracked

🛒

Shopify

Sales conversion & revenue attribution

Connected

$48K revenue attributed

78% attribution coverage

Bitly & Shopify Integrations

Closed-loop attribution connecting influencer activity to link clicks, site traffic, and Shopify conversions – the feature that recovered 33% of churned clients.

Live Prototype

Explore the platform.

A fully interactive prototype of the redesigned Julius platform – 9 connected screens including Dashboard, Discovery, Campaigns, Analytics, and AI Insights.

app.julius.com

Launch Interactive Prototype

9 screens · Fully clickable · No login required

Impact

What changed.

Client Retention100%

Retained all existing clients through the Influencer Hub launch

Lost Sales Recovered+33%

Recovered through Bitly and Shopify integration experiences

Prospect Conversion+18%

Converted prospects dependent on influencer collaboration and first-party social data

Churned Clients Recovered+3%

Previously churned clients returned following product improvements

Reflection

What I learned.

This was the project that taught me what it means to lead design at the product strategy level – not just to design well, but to make the case for where design energy should go and why. The CRM audit was one of the most valuable research activities I've run: two years of business outcomes, mapped back to product gaps. It turned design prioritisation from a debate into a decision. The Influencer Hub launch was also a lesson in the relationship between product and trust. Retaining 100% of existing clients through a major new feature launch isn't a given – it required involving users in the process, communicating transparently about what was changing, and designing the transition as carefully as the destination. The industry context – constant social platform changes, unpredictable API shifts – also shaped how I think about design systems. Resilience isn't just a technical property. A well-designed system should be able to absorb change without falling apart. That's as true of the product as it is of the team building it.