Leapon
Increased platform adoption by 30% and conversions by 18%. Business Owners claimed to have reduced Average Response Time (ART) by 60% using Leapon, keeping leads warm and conversion chances higher.
Introduction
Leapon is a unified platform for business owners transforming everyday connections into business success. It provides Digital Business Card & Profile hosting, a Calling Agent, and a centralised SaaS CRM for seamlessly exchanging, managing & nurturing connections. Leapon aims to help business owners to be productive, organised, and focused on what really matters, and avoid the chaos of juggling between multiple tools.
Objective of the project is to transform fragmented networking interactions into centralised seamless, and actionable next steps, so that business indivduals never miss a follow-up again.
Client
Leapon
Year
2025-2026
Timeline
11 Months
Industry
SaaS, Tech
Scope
WebApp, Responsiveness, Early-Startup, P0→1
Role
Product Designer (Contract)
Team Size
1 Product Designer, 1 Product Lead, 1 Product Owner, 3 Developers, 1 Marketing
Outcome
30% Platform Adoption, 60% Reduction in ART, 18% Increase in Conversions
Why Customers Love Leapon?
60%
Reduction in follow-up time. Business Owners expressed that their Average Response Time (ART) dropped from days to hours with Leapon.
Value for Money
Business Owners find Leapon's Centralised CRM Dashboard valuable for the given price. They say, "I can do so much with these features in lesser price."
Tap & View
Business Owners love using Leapon's Digital Business Card & sharing their value offerings in style, unlike any competitors in North America.
The Problem
To understand the problem, let's understand the story of David.
David is a Weight Trainer for old fitness enthusiasts. He runs this business along with his Girlfriend and has a dream to scale it in few years from now. He spends 5–10 hours per week networking, meeting people, building relationships, and expanding their reach. But after the interaction and sharing & exchanging contacts, those connections go cold because of the following reasons:
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Contacts are scattered across tools, apps, sometimes notebooks.
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Conversations are hard to track.
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Follow-ups are delayed or forgotten.
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Prospects do not understand value proposition.
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High value opportunities slip through cracks.
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And most importantly David has no time.
In a nutshell, David is in a pickle. He doesn't have enough time to recollect who to follow up with and when.
What Data Says
Multiple sources provide strong evidence that this industry indeed lacks in adopting technology. Is it really needed? Not sure until we conducted user research to tap into Business Owner's networking journey. The result is there is a massive scope to organise day-to-day networking activities of Business Owner's using tech & AI.
24 days lost per year to admin
Individual Business Owners lose an average of 24 working days per year to financial administration alone with no digital tools to automate it as per Global Banking & Finance 2022.
$126B industry, fragmented & offline
In North America, plumbing alone is a $126B industry with tens of thousands of independent operators with no CRM, no digital card, no online presence, as per Revenue Memo, 2023.
22% still fully offline despite CDAP's effort
Despite $4B investment from Canada's Digital Adoption Program in 2022, ~22% of small businesses have no digital channel at all. This skews heavily toward trades, food, and personal services.
Phases of Networking Journey
Persona
Business Owner (Primary user)
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Actively networking and meeting new people
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Relies on memory or scattered tools
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Struggles to prioritise follow-ups
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Misses high-value opportunities
Admin or Team Member (Supporting role)
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Manages communication and coordination
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Works remotely across multiple contacts
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Lacks visibility into conversations
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Handles quotations and follow-ups
Prospect / Customer (End-recepient)
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Expects timely and relevant responses
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Loses interest when communication is delayed
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Experiences inconsistent follow-up
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Needs personalised outreach
Validation Through User Research & Affinity Analyisis
Conducted 20 stakeholder interviews, 10 primary user interviews, and analysis of existing tools like Popl & Blinq and interaction logs, uncovering workflow gaps across the full spectrum of how teams manage contacts and follow-ups.
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Business Owner's Networking Journey
I & Team had participated in multiple events to not only network ourselves but also shadow the Business Owner's steps to understand real-world journey and challenges associated to it, when it comes to networking.
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Attended trade shows, meetups, and workshops to observe behaviour in context.
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Observed how business owners captured and managed contacts post-interaction.
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Spoke directly with professionals immediately after networking events.
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Key Insights
01
Follow up speed impacts conversion
Contacts followed up within 24 hours are 3 times more likely to convert than those reached after a week.
02
Fragmentation reduces consistency
Switching between more than 4 tools causes dropped follow-ups and inconsistent messaging across touchpoints.
03
Users need guidance, not just data
Raw data overwhelms. Actionable recommendations drive user confidence and faster decision-making.
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How Might We's
01
How might we let them network smart?
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How might we unify the experience?
03
How might we make the product intelligent?
How might we let Business Owners network smart?
Solution: Digital Business Card & Digital Profile
Business Owner Creates Profile and Shares QR Code
1. Business Owner Name
2. Digital Business Card tagged as Cleaner
3. Navigation for Multiple Business Cards
4. Digital Profile Sections
5. Share Digital Business Card (DBC)
6. Global Navigation
7. QR Code (Share Digital Business Card Button)
8. Tabs showing Multiple Business Cards
9. Copy, Email or Share Link of DBC
10. Store DBC to Apple or Google Wallet
End-Recipients Scan QR Code to view Profile & Exchange Contacts
11. Digital Business Card
12. Exchange Contact Touchpoint
13. Save Business Owner's Contact to Device
14. Other Service Details
15. Nudge / Reminder to Prospect to Exchange Contact with Business Owner.
How might we unify experience of managing contacts?
Solution: Exhaustive CRM Dashboard
Functionalities to Manage Leads in a Centralised CRM
One Repository
Business Owner's chaotic & fragmented way of managing contacts needed a centralised repository of connections.
Timeline of Activities
Based on networking journey mapping, it was found that Business Owners have hard time tracking conversations.
Set Priority Manually
Post launch usability revealed that users had tough time finding the right contacts. Tags were introduced to categorise & find them easily.
Book an Online Meeting
Third party meeting platforms needed to be setup individually. Integrating with Leapon everything is under one hood.
Notes & Reminders
Basic functionality of keeping notes post meeting and manual reminders are added as must have, based on user needs realised through UXR.
Add, Delete & Archieve
A fundamental functionality of manual overriding the list of connections by adding, deleting or archiving on need basis.
Email or Bulk Email Leads
Bulk email capabilities similar to BCC in gmail was in demand. We cloned the mail editor into Leapon as part of email integration.
Call Prospects
Although used sometimes, but considered important for Business owners to make calls directly to speak to their prospects.
Workflows: Book an Online Meeting
Select Contact to Book →
Select Meeting Date →
Select Duration & Time →
Review →
Receive Confirmation
Workflows: Email or Bulk Email Leads
Select Contact to Mail →
Add Multiple Contacts →
Compose Mail →
Add Attachements →
Check Timeline to Track
Workflows: Write a Note & Set Reminder
Select Contact →
Type Note →
Add a Reminder →
Add Attachements →
Check Timeline to Manage
Impact of these Workflows
30%
Increase in platform adoption by improving retention through multiple Business Owner Centric workflows under a centralised CRM Dashboard.
60%
Reduction in follow-up time. Business Owners expressed that their Average Response Time (ART) dropped from days to hours with Leapon.
18%
Increase in conversion by introducing Onboarding Wizard for Feature Education in the Signup through Payment flow by iterative Usability and A/B Testing.
How might we make the product intelligent?
Solution: AI Suggestion & Automation
AI used at 3 major levels
Prospect Score
The Platform intelligently decides based on timeline of activities and provides a score signifying the need of attention to be given to a particular prospect.
Generate Texts
Write ups like note taking, compose mail, & profile setup are powered by AI. It provides Business Owners a pre-crafted contextual text to optimise manual effort.
Calling Agent
Leapon has worked on Lead Discovery Phase out of SaaS, by helping customers setup a Calling Agent for both Outbound & Inbound Calls growing businesses by 12%.
Prospect Score
Before
Manual
Before introducing the score, Business Owners had to manual skim through 200+ contacts and recall & prioritise them one-by-one.
After
Intelligent
With the scores, Business Owners get top three action items suggested by the intelligent layer every morning. Thus, making life much easier.
Constraints
Small Team
3 cross-functional members wearing multiple hats
Limited resources
Bootstrapped environment with tight engineering bandwidth
Rapid iteration
2-week sprints with rapid user testing and pivots
Retrospection
Clarity over complexity
Every feature we removed made the product stronger. The hardest work was deciding what not to build.
Action over data
Users don't need more dashboards — they need to know what to do next. We designed for momentum.
Automation & personalise
The best systems amplify human judgment, not replace it. Semi-automated workflows preserved authenticity while saving hours each week.
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