Scaling a Media Relations SaaS Platform

Scaling a Media Relations SaaS Platform

Scaling a Media Relations SaaS Platform

Scaling a Media Relations SaaS Platform

Overview

What started as a website that helped journalists find each other by leveraging Twitter, turned into a PR resource loved by the industry.

As the first product design hire, I was brought on to design a CRM solution for PR professionals. Muck Rack is now a growth-stage media relations SaaS platform used by communications teams to build relationships with the media and pitch stories.


Challenge

Highly manual internal processes, resulted in a series of disjointed workflows adversely affecting efficiency and ease-of-use.

IMPACT

⟡ Engagement survey numbers indicated low feature adoption and usage rates around pitching were low, which could have led to customer churn.

⟡ Preliminary research also indicated users were conducting most of their work off-platform.


Solution


AUTOMATION


⟡ Faster, automated, "self-service" user workflows reducing media list creation time by 50%.

⟡ Workflow integration for collaboration across organizations, with ability to assign a pitch owner, leading to increased user retention.


EFFECTIVE PITCHING


⟡ Improved Pitch experience focused on relevancy, with a new Search API to help find relevant media contacts, saving customers 15+ hours weekly in research.

All of your hard work on the pitching flow is much appreciated! Not only are you helping to repair a process that is long overdue for some TLC, but you've opened me to ideas that will help me put my thoughts about the journalist experience into a presentable visual. It's been such a pleasure to learn from you in the last few meetings!

—Sean Kiely, Manager, Media Research (Nov 9, 2022)


My contribution

Role:
Senior product designer

Timeline:
Feb - Oct 2022

Tools:
Figma, FigJam and Dovetail

The team

1 × product manager
1 × product designer (me)
3 × engineers

Year

2022

Process

My design process is lean, user-centered and adapts to the evolving needs of the business. As a team, we embraced agile and worked in two week sprints.

As the solo product designer from August 2019 until Q1 of 2022 - working in a bootstrapped, dynamic environment, that had entered a hyper-growth phase - collaboration and integrating developers into design was how we were able to deliver a product customers consider a "best friend" and an invaluable tool.


Agile Process


Plan


UNDERSTAND

User need: a fast and streamlined communication workflow to build relationships with the media and generate coverage for their clients.

Business need: increase usage rate and user retention.


Customer-centered

I knew from our marketing and customer success teams, along with data collected in Productboard, that pitching and relationship building are primary customer goals.

Stephen & Eva - thank you for bringing in Andrew Mercier and I to provide feedback and input on the front-end media list import feature for customers. It's clear how much you both keep the customer front-and-center in the process of scoping out this feature, and I appreciate everything you're doing to make media list importing easier and more accessible for our users!

—Vanessa Neurohr, VP, Global Customer Success (Mar 25, 2022)


Empathize

I do a lot of pitching and relationship building with reporters … regularly, daily, multiple times a day.
—Marina Li, Assistant Media Executive, Earned Media at Edelman




RESEARCH

I influenced leadership and secured approval to devote time to user research via design-driven user interviews. It was important to begin delivering consolidated user insights derived from discovery and validation research via a centralized research repository.

Dovetail was the tool of choice because I love that I can tag insights and quickly find patterns in user behavior.


USER PERSONAS

Over twenty product users were interviewed and the resulting personas helped us approach user flows with a better understanding of what tasks our users were actually trying to accomplish.


Wow - for the first time ever, we now have user personas! Thanks for all your research involving interviewing our users and putting together our first set of personas.

—Lee Semel, CTO and co-founder (Apr 1, 2022)


JOBS-TO-BE-DONE

Research helped us begin to re-conceptualize what it means for users to collaborate and manage contacts in Muck Rack based on tools and sites they already know and trust. JTBD allowed us to focus on outcomes over features.

Impact: the resulting insights helped expand the scope of many features that had been planned for 2022 and beyond.


USER FLOWS

Mapping the Pitch Experience




FASTER, AUTOMATED WORKFLOWS


Current State: Manual process

Future State: Importer with possible integration

Future State: Media List Import End-to-End

Future State: Inviting teammates





Collaborate

I worked with engineering to prioritize automation and with Stephen - a wonderful product manager - to identify areas where improvements would have the most impact.

Muck Rack's main differentiator had been "white glove" customer service. This meant that many processes were highly manual and as the product scaled, we needed faster, "self-service" user workflows.

Integrating search into pitching and media list management were the two areas I determined would yield the highest impact.


A GROWING TEAM

Our product team was also growing as we onboarded three additional senior product designers, two senior level researchers, a design system specialist and a director of UX.


Big props to you, Eva, on not only the experience you designed for 2 of the pitching improvement stories we're focused on, but also how you structured your work which allowed me to easily pop into your Figma file and understand how you addressed all of the requirements. You also showed your ability to collaborate with Engineering to produce a simple, user-focused solution that can be easily built. Woo-hoo!

—Kirk Gustafson, Director, UX (Aug 26, 2022)




DESIGN WITH ENGINEERING

I was able to shift the team’s focus from a solution space to a problem space by presenting user research, gathering user data, analyzing existing user flows and communicating with the engineering team to better understand the technical landscape and identify opportunities for automation.




PROTOTYPE AND TEST


We tested real-world scenarios always concerned about usability of the final deliverable. Improvements were made based on user feedback.






Deliver


Faster, "self-service" user workflows;

Workflow integration for collaboration across teams and organizations;

Navigation updates;

A new Search API for improved efficiency;

and an improved Pitch experience that gives users more flexibility and context when curating their pitch recipient lists.



As a result, users can:


  • Upload their own media lists, which were often kept in spreadsheets or in competitor platforms.

  • More easily access workflows through an updated global navigation.

  • Teams can now invite agency partners to become additional users within their organization increasing collaboration using a single source of truth.

  • The ability to assign specific Pitch Owners to each contact within a Media List.

  • Search for Media Lists, Journalists, Newsdesks, and Custom Contacts when adding recipients to a Pitch.

  • Create Custom Contacts directly from the recipients table.

  • Add/remove multiple Media Lists and contacts to a Pitch at once.

  • View which Outlets or Media Lists recipients belong to.


Outcome

Business Impact

In 2022, Muck Rack hit $50M in revenue.

September 2022, Muck Rack secured a $180 million Series A investment from Susquehanna Growth Equity (SGE) to help scale the platform.

Securing this funding makes it possible to support continued growth as the product evolves to focus on enterprises and deliver the customizable tools they need to drive their business forward.


KEY RESULTS


EFFICIENCY
  • Saved customers 15+ hours weekly;

  • Reduced media list creation time by 50%.

UX IMPACT
  • Led transition to automated platform;

  • Enhanced product usability.

COLLABORATION
  • Integrated developers into design;

  • Inspired cross-functional UX adoption.

DESIGN SYSTEM ― PHASE 1

As the product scaled and the team grew, I anticipated the need for a component based design system that would allow us to continue launching swiftly. I collaborated with Engineering, involving the CTO, to prioritize a design system that would support a rapidly scaling product. I started with an expanded color palette and UI kit. From this work, I was able to show the value of hiring a dedicated design system specialist.


Thank you for your informative presentation on the importance of Design Systems to the tech and product teams, and for your work on building Muck Rack's own design system.

—Lee Semel, CTO and co-founder (Apr 23, 2021)




UX MATURITY

I helped shape hiring strategy, inspired cross-functional UX adoption and in 2022 we grew to a UX team of three additional senior product designers, two senior level researchers, a design system specialist and a director of UX.


Thank you, Eva and Heather, for helping me interview and hire our 6 new UX teammates (!!!) over the past 5 months all while providing input on our roadmap for next year and leading and delivering on significant initiatives:

Eva: Merge Media Lists, Pitching Enhancements

Heather: Agency-Brand Collaboration Research, Future State Research

Your contributions helped set our team—and the company—up for an impactful 2023.

—Kirk Gustafson, Director, UX (Nov 11, 2022)



HAPPY CUSTOMERS


Muck Rack helps us understand a reporter before we even talk to them. It helps us build that relationship … It allows us to be really intentional when pitching. We weren't able to do that without Muck Rack.

—Kevin Rider, Senior Public Relations Manager of Angel City FC, member of the National Women's Soccer League


A publicist’s best friend … A big media win for us in 2023 was in the New York Times. We executive produced Jared Fried’s “37 & Single” comedy special, and I was able to secure a review in the Times. I used Muck Rack to connect with the comedy critic there.

—Michelle Ciciyasvili, Senior Director of Communications at Betches





LEARNINGS

  1. Multifaceted expertise: Design, business, and problem-solving, make for well-rounded design solutions.

  2. Adaptability: to navigate and thrive in challenging circumstances is a significant asset in our ever-changing design field.

  3. User-centric focus: balancing business goals with user needs, leads to impactful designs.



Next project

I’m Eva — a versatile product designer with 10+ years as a UX practitioner.

I’m Eva — a versatile product designer with 10+ years as a UX practitioner.

I’m Eva — a versatile product designer with 10+ years as a UX practitioner.