.png){kind=logo}
.svg)
.svg)
.png)
.svg)
Outstand was a marketing platform built primarily for independent agents of large national brands in industries like insurance, wealth management, and real estate. These users needed to share approved content with their clients in a way that still felt personal. They chose Outstand over competitive products because of its relative simplicity. But in Outstand’s earliest iterations, agents commonly misused provided content... or didn’t use it at all.
Equipping users with content and ways to personalize
Understanding brands’ key concern—lawsuits caused by independent agents’ promissory claims—led us to create a digital asset manager (DAM) of centralized, brand-approved and compliant content. Agents could choose from these images, messages, and videos, and then add their own notes and personalized profiles in several styles using the email composer.
Demonstrating value and usage to brand stakeholders
Among agents using approved content within Outstand, national brands encountered zero lawsuits: a major win. But they had little visibility into how the content in their channel was performing. We incorporated a channel manager role and analytics dashboard to highlight effective content and engaged agents.
.png)
Getting to know the user base via analytics, surveys, and interviews
While the Outstand team knew some clients personally and had access to behavioral data, they had never systematically studied their users. Through a mixed methods research project, we found that several product features were virtually unused. We also discovered that channels—where approved, branded content lived—were misunderstood and often overlooked.
Putting research into action
Using quantitative and qualitative data as our guide, we recommended cutting some functionality while enhancing other areas. We also suggested new product marketing approaches. Three changes stood out as the most impactful...
1
Creating a unified library of content (vs. separate channels) for better discovery and use
2
Expanding performance information available within the mobile app, for users who were often on-the-go
3
Launching a completely redesigned marketing website that spoke directly to Outstand’s niche of independent agents
.png)
...whenever they join a project, the impact is immediate. They bring sharp clarity by stripping away what doesn't matter, aligning the vision seamlessly with an engaging user interface. Their work strikes a rare balance between business goals, sales priorities, and user needs.
Outstand by the numbers
0
Mixed methods research projects
0
Mobile app redesign
0%
Increase in content usage
0
Lawsuits related to content
.png){kind=logo}
