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05
Case Study 05 — SaaS · Journey & Revenue Strategy

SALES
NAVIGATOR

A billion-dollar revenue stream gated by journeys users cannot navigate. We mapped the friction and priced the fix.

Sales Navigator — Mental Model Map
Client
LinkedIn
Engagement
UX Strategy
Focus
User Journey & ROI
Methods
Personas · Cognitive Walkthrough
Case
312% ROI
01 — The Situation

A BILLION-DOLLAR TOOL
NOBODY CAN NAVIGATE.

LinkedIn's Sales Solutions business, which includes Sales Navigator, generates over $1 billion in annual revenue — one of the company's key streams alongside talent, marketing, and premium subscriptions.

The essential user journeys inside it are flawed. Not broken in a way that shows up in a bug report, but degraded in a way that caps how much of the product a customer ever reaches.

That matters more than a usability score. Premium memberships churn with individual job needs; company contracts do not. If Sales Navigator becomes operationally load-bearing for a sales organisation, it stops being a subscription anyone cancels.

The Strategic Question

"Which user journeys should LinkedIn fix first — and what is the revenue consequence of fixing them in the wrong order?"

02 — The Users

THREE ROLES,
ONE COMPLAINT.

A strategy director in Madrid, a medical software rep in Boston, a finance lead in Mexico City. Different jobs, different income bands, different reasons for opening the product — and a shared frustration that the platform assumes you already know where everything lives.

Persona Set — Three Buyer Archetypes
03 — Mental Models

WHAT USERS THINK
THE TOOL IS.

We ran a cognitive walkthrough from each friction point and mapped the model users carry into the product. They expect four parallel jobs: build a library, create a persona, track leads, organise financials.

The interface presents one undifferentiated surface. That mismatch is the origin of every navigation complaint in the research.

Mental Model Map
04 — Journey Audit

FRICTION, NAMED
AND LOCATED.

We walked the Personas and Accounts flows screen by screen, annotating each break against Nielsen Norman heuristics and the Laws of UX. Naming the principle matters — it turns a complaint into a specification an engineer can act on.

Personas

THE TAB HIERARCHY IS HIDDEN

The entry point to personas is buried, violating user control and freedom. Users cannot act on a capability they cannot locate — and this is the feature most directly tied to the product's value proposition.

Personas

NO NEXT STEP ONCE THE PANEL OPENS

The panel opens and offers no signal about what to do next. Without a Von Restorff contrast to anchor attention, the user stalls at the moment they were ready to act.

Personas

THE USER REMAINS LOST MID-FLOW

Miller's Law caps how much a user can hold at once. The flow asks them to carry more state than working memory allows, so they lose their place even when every individual screen is well-formed.

Accounts

CHOICE OVERLOAD AT THE FILTER LAYER

Hick's Law is acute here. The filtering system is intuitive once reached, but the volume of simultaneous panels makes reaching it an exercise in elimination rather than selection.

Accounts

SEARCH SITS OUTSIDE ITS OWN GROUP

The search bar is visually separated from the elements it controls, breaking the Law of Proximity. Users look for it where it logically belongs and do not find it there.

Accounts

COGNITIVE LOAD EXCEEDS THE DOHERTY THRESHOLD

The density of simultaneous panels pushes processing cost past the point where the interface feels responsive to thought — the product feels slow even when it is fast.

Every one of these is individually minor. Stacked across a single session they compound into the reason a seat goes unused — and an unused seat is the one that doesn't renew.
From the engagement

THE ORIGINAL DECK

Persona profiles, the mental model map, and the screen-by-screen userflow audits annotated against Nielsen Norman heuristics and the Laws of UX.

01 Persona profiles
Persona profiles
02 Goals, motivations, frustrations
Goals, motivations, frustrations
03 Mental model map
Mental model map
04 Personas userflow — annotated
Personas userflow — annotated
05 Accounts userflow — annotated
Accounts userflow — annotated
06 Solution resource and ROI
Solution resource and ROI
Click any artifact to enlarge
6 artifacts · scroll to browse

JOURNEY WALKTHROUGH

Presentation
Video walkthrough
Upload to YouTube or Vimeo as unlisted, then drop the embed URL in to activate

The recorded walkthrough — persona set, the mental model gap, each annotated friction point, and the revenue case for sequencing.

05 — The Business Case

WHAT THE FIX
IS WORTH.

Forrester's Total Economic Impact study puts annual revenue increase attributable to Sales Navigator at 5% in year one, 8% in year two, and 10% in year three, with a 312% ROI on implementation.

Those returns are gated by adoption. A seat that is hard to navigate is a seat that goes unused, and an unused seat is the one a procurement review cuts first.

The Business Case — Revenue Impact
PROTOTYPE

THE SOLUTION,
IN HAND.

THE RESOLVED JOURNEY

Interactive prototype

Each named friction point, resolved. Left shows the current interface against the principle it violates; right shows the proposed state. Tap the right-hand screen to advance.

Current · Sales Navigator
Home
Book of
business
Personas sits below the fold, inside a secondary panel, with no visual weight.
NN · User control and freedom
Tab hierarchy is hidden from the primary surface.
—
Personas panel
Create a new
persona
Name
Enter name
Function
—
Seniority
—
No next step indicated
—
Accounts
Company
attributes
Annual revenue · Job opportunities · Company headcount · Recent activities · Company headcount growth · Connection · Headquarters location · Buyer intent · Industry · Number of followers · Technologies used · Department headcount · Fortune · Companies in CRM · Saved accounts · Account lists
Hick's Law · choice overload
—
Accounts
Where is
search?
Top bar — unrelated scope
Search keywords
Filters live in a left panel. Search sits in the header, grouped with navigation rather than with the results it filters.
Law of Proximity
—
Proposed
Home
Start with
a persona
Primary action
Create a persona
1
Define your buyer
Title, function, seniority
2
Match leads
Automatic from criteria
Create persona
Step 1 of 3
Who are you
selling to?
Function
IT Decision Makers
Seniority
Owner · CXO · VP
Two more steps. You can refine any of this later.
Continue
Accounts · 3 filters
Narrow your
search
Most used
Headcount · Industry · Intent
✓
51–200 employees
✓
✓
Software Development
✓
16 more filters available
Show 178 results
Accounts · 178
Search within
results
Filtering 178 accounts
linkedin
in
LinkedIn
Software · 10k+ employees
✓
N
NextLayer Inc.
Software · 180 employees
Grouped with results
Save search
Hierarchy surfaced. The personas entry point was buried — a violation of user control and freedom. Users cannot act on a capability they cannot locate, and this is the feature most tied to the product's value proposition.
06 — Recommended Sequence

WHAT TO DO,
IN WHAT ORDER.

The sequencing is the deliverable. Fixing these in the wrong order means spending engineering effort on friction that users would have tolerated.

01

PRIORITISE

Identify which user journeys carry the most revenue consequence and address those first within Sales Navigator.

02

MODEL

Build out mental models with a cognitive walkthrough from each friction point already identified.

03

VALIDATE

Tree testing and a full heuristics analysis to confirm the architecture matches how users actually search.

04

SHIP & WATCH

Design, usability test, iterate to MVP — then monitor for pitfalls the research did not anticipate.

312%
ROI on tool implementation
6
Named friction points, principle-mapped
3
Buyer archetypes modelled
$1B+
Revenue stream in scope
The strategic argument isn't that the interface is flawed. It's that fixing it converts a churning individual subscription into a contract a company cannot operate without.
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