A new suite of stylist-facing CRM features for J.Hilburn — a home for a stylist's day, clients, and outreach.
Stylists run their whole business from the app, but the tools for managing their day, their clients, and their outreach lived in scattered places, and the old CRM had been quietly abandoned for being too labor-intensive. The brief was never more features. It was making the daily work effortless.
I didn't design from assumptions. I ran a workshop with our stylists to surface what they actually needed, and paired it with analytics from our data scientist on client buying habits and sales, so priorities were driven by data, not just anecdote.
“You don’t want to be overwhelmed, so you’ll need some levers you can pull.”— A stylist, in the workshop
I synthesized the messy workshop into a requirements doc — over thirty user stories across six lanes, each traced back to the stylist who raised it and prioritized by how often it came up.
Find lapsed clients, favorites, and gaps.
Birthdays, conferences, credits about to expire.
Category gaps, fabric and style tags, matched products.
Delivery status, item-level location, rush queues.
Accurate contacts, household and industry context.
Guided outreach, a unified calendar, working-day control.
A reminder only helps if it fires at the right moment. I mapped the client lifecycle with the sales team — cohorts (new, established, at-risk) and the outreach cadence for each, from the first post-order follow-up through soft check-ins and re-engagement. That map is what the reminders and the action feed are built on.
Before Figma, I worked the structure out low-fidelity, mapping the daily Action Feed and the Dashboard on the whiteboard, where it's cheap to change your mind.
The old calculator double-counted, so the numbers stylists relied on didn't add up. I reworked the logic and the layout so it tallies correctly. In a tool people trust with their pay, the math being right is the feature.
Common actions are one tap, not a hunt, so the tool moves at the speed a stylist works.
Switch the day between action items and events, so the screen matches what the stylist is thinking about in the moment.
Stylists set the days they work and only get action items then. “Those would be days I would not want any of this to populate into my calendar.”
Move an unfinished action to another day. “I'm done, I need to do this tomorrow, input this for the next day.”
I pushed to embed a style board or favorite look directly into a client message. It didn't fit the first round for development-time reasons, so I scoped it and made the case for a later release.
Research, spec, and journey turned into a working suite. Here are the features, each designed in Figma and coded into a live prototype so stylists could tap through it and shape it before a production ticket was written.
The stylist's daily command center — and the hero of the suite. Everything worth doing today, in one prioritized view. Tap around; it's live.
And I didn't just design them. I coded all five myself.
The stylist's daily command center: everything worth doing today, in one prioritized view.
Toggle the same day between a To Do list of action cards and a Calendar of events.
Cards sort into Act Now, Grow Your Business, Milestones, At Risk, Win Back, and Reminders, each color-coded by the client's lifecycle status.
A week strip marks the current day with per-day activity dots, above a progress bar tracking today's completed actions.
Tap a card to choose Text, Email, or Call. The right template loads automatically; attach a style board, favorite look, or product, then send. On a call it becomes a script.
Actions log instantly with an Undo, and a quick confirm captures the outcome. Anything unfinished rolls over to the next working day.
Working days and a vacation mode shape the schedule, filling or clearing a day's cards as the stylist toggles it.
A stylist's personal scorecard — seven monthly KPI gauges (prospects, new, retained and reactivated clients, total clients, orders, and UPT) tracked against goal, plus a personal volume tracker and a monthly PV calculator.
A stylist's personal scorecard, turning the month's numbers into something they can read at a glance and plan against.
Prospects, new, retained, and reactivated clients, total clients, UPT, and orders, each shown as Actual against Goal.
Not yet met reads red, met turns green with a check, and exceeded goes gold with a star.
Toggle the view to see the month beside its running average.
A plus/minus stepper on each KPI projects additional volume per month and updates the average order value in real time.
A monthly tracker with month-to-date commissions, a rep-type selector, and a trailing-twelve-month earnings graph.
Every client in one filterable, sortable view — build and save reusable filter groupings, select clients across the list, then export or prune the set.
Every client in one place, filterable and sortable down to exactly the group a stylist wants to reach.
Every client in a filterable, sortable view with a running count of who's showing.
J.Hilburn's canned lists break into editable filter pills; custom filters combine with AND logic, and any mix saves as a reusable grouping.
By activity, lifetime spent, or last purchased, with each row showing the last-purchase date and a birthday marker.
Check clients or select all, then export the whole list or just the selection.
Remove a client from a list with a Restore toast, and search live across everyone.
A library of ready-to-send outreach — text, email, and call-script versions for each scenario, with merge fields that personalize the message so stylists can copy and send in one tap.
A library of ready-to-send outreach, so the right message is always a tap away, and always in the stylist's own voice.
Templates organized by Act Now, Grow Your Business, At Risk, and Client Care, plus a My Templates space for custom ones.
Each template carries Text, Email, and Call-script versions behind one toggle.
Merge tokens like {first} and {item} fill in from the client record.
Save an edited version as a reusable template, and pull the library up from a My Day card or anytime.
A live editor reworks any template, attaches a style board, look, or product, then copies or sends.
J.Hilburn's stylists run their whole business across the apps, but the pieces that help them manage their day, their client relationships, and their outreach lived in scattered places. This CRM suite pulls them into one coherent, low-friction experience.
Rather than hand off static mockups, I designed each feature in Figma and coded working prototypes myself with Claude Code — all five were built in under two days. Putting real, tappable screens in front of stylists early meant their feedback shaped the design before a single production ticket was written.
This is live, in-progress work: prototypes validated with stylists, now moving toward production. It's how I like to work best — research, design, and code in one loop, with real users in the room early and often.
"People would be stupid not to use it. It's so user-friendly." — A top-selling J.Hilburn stylist, on the prototypes