Impartner — Referrals

Referrals program set-up and administration.

Roles

  • UX Design
  • Page Copy

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Impartner Referrals feature

Business Case: Empowering partners with a comprehensive referrals tool increases visibility into high-potential leads and streamlines collaboration, ultimately driving higher conversion rates and increased revenue for both partners and the business.

Referrals Defined: In the Partner Relationship Management (PRM) space, a referral program is a structured business system to incentivize and reward individuals or partners for referring new customers to your business.

Project Goal & Outcome : Referrals was a net-new feature for Impartner and was successfully released on the Impartner PRM platform.

My Role as UX Designer

I worked closely with a Product Manager and Development Lead to realize our vision for the feature.

Process: I led the team in Design Thinking exercises to unpack the problem space and drive alignment. This collaborative effort resulted in the creation of key artifacts, such as:

  • Journey Maps: To aid all members of the team in visualizing our user's journey and identifying our opportunities for success.
  • Needs Statements: To clarify and align on user needs.
  • Rapid MVP Prototypes: Rendering the design in a clickable form to further drive team alignment.

Image of a journey map.


Image of a journey map.

“Just give me a simple way to submit referrals, track progress in real-time, and see my rewards — so I can focus on selling, not chasing updates.”

— Impartner User


Impartner PRM Referrals product screens.

Delivering on our product vision of providing our users with a simple, powerful means to generate and manage referrals.

Get in touch

I'd love the opportunity to discuss how my skills and experience can align with and support your organization's goals.

Contact me