From draft to sent in the user's own words.

HeyFollowUp

Most networking tools solve the handshake. Nobody solved what happens three days later.

People leave events with new contacts and good intentions. The follow-up window closes fast and once it does, it rarely reopens.

I researched why users weren't sticking around and redesigned the full experience:

  • Capturing a connection before context fades

  • Organizing contacts by priority

  • Sending a follow-up with AI that drafts in your own voice

Role
UX Designer

Duration
9 Weeks

Team
Collaborated on stakeholder interviews; research synthesis, design, and prototyping led independently

Tools
Figma, Miro, Google Docs

Problem and Opportunity

The moment nobody designs for You leave an event with fifteen new contacts saved in your phone. Three days later you haven't messaged any of them. Not because you forgot. Not because you don't care. Because the blank message box is impossible to fill when you can't remember why the conversation mattered.

Every tool solved the wrong problem Popl, Blinq, Clay and Covve, all of them focused on the handshake. Getting information from one person to another as fast as possible. None of them supported what happens after that moment.

The gap Not better contact capture. A system that meets users a few days after the event, when momentum is fading and the connection is about to go cold, and makes the next step feel possible.

The design challenge Reduce the distance between meeting someone and sending a message that feels worth receiving.

Research and Discovery

What already existed Some stopped at contact exchange. Clay and Covve went further but both skewed toward power users and CRM workflows, not someone trying to send one good message to someone they met last Tuesday.

What that revealed The gap wasn't a missing feature. It was a missing philosophy. Collecting contacts at an event is easy. Every tool stops there or sorts them for sales pipelines and marketing goals. Nobody was helping you figure out who actually mattered and what to say to them.

Key User Insights

Three personas, two breakdown moments Milton, Hannah and Mindy had different experience levels and different networking styles. But the research pointed to the same two failure points regardless.

Post-event chaos No system to capture context before it fades.

Follow-up fatigue The blank message box winning every time.

Those two moments became the design targets and shaped everything that followed.

“I don't think I have a pattern... it's a very disorganized way of reaching out to people.”

- Milton

Milton isn’t new to networking. The follow-up is where his confidence disappears.

Design Process

The obvious answer The first wireframes were built around a contact list: organized, searchable, filterable by relationship type and date. Working through the flows made clear it was wrong.

The real problem was not the list but the distance. To follow up with someone a user had to open the app, navigate to contacts, find the right person, remember why they'd met, and then start writing.

Five steps before they'd typed a word. That's where people were giving up.

Dashboard Iterations

The pivot Dashboard-first instead of contact-first. Rather than asking users to manage a list, the redesign surfaces the right person at the right time based on relationship status and how long ago they'd been captured. The user opens the app and their next action is already visible.

The filter for every decision Does this reduce the steps between a user and their next follow-up?

That question drove three specific changes:

  • Quick actions above the relationship feed

  • AI draft accessible directly from the dashboard reminder, no navigation required

  • AI suggestion surfaced during capture, not just at follow-up

Design Decisions

The redesign targets three moments where existing tools had failed:

  • Capture — selfie, QR, or business card scan while the face and conversation are still memorable

  • Organize — tags and context feed the AI so reminders are actually useful

  • Follow-up — AI drafted, but in your own voice

Each screen exists to reduce friction at exactly the point where people were giving up.

From “who did you meet?” to sent in four screens.

Three ways to capture, one place everything lands.

Most people lose a contact not because they forget but because stopping to record them mid-conversation is awkward. HeyFollowUp removes that moment entirely, offering three capture modes depending on what the situation allows:

  • Selfie together — a face to match the name

  • QR scan — instant contact exchange

  • Business card scan — for when that's all you get

Each takes under thirty seconds. Everything lands in the same place with notes, context tags and a follow-up reminder already set.

The right person, at the right moment, with a message that sounds like you.

The hardest part of following up isn't wanting to, it's starting. HeyFollowUp surfaces the right contact at the right time, then drafts a message from the user's own notes. The AI fills in structure. The voice stays theirs.

Validation and Reflection

Testing 7 users across the two highest-risk moments, post-event organization and AI-assisted follow-up.

What worked

  • AI drafts feel natural when built from the user's own notes

  • Email and SMS integration reduced app-switching friction

  • Reminders, notes and tags kept connections from going cold

The finding that surprised me Users were more comfortable with AI than expected as long as the output sounded like them. The hesitation wasn't about using AI. It was about losing their voice.

If I were to continue The original product positioned itself as a networking buddy not just a tool. I'd want to build that out through adaptive guidance that meets users where they are. Milton needs confidence scaffolding and habit building. Mindy needs efficiency. The product should infer which mode fits rather than asking users to self-identify before they've seen enough to know.