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Case study 03 / 03

Lantern

Founding designer, 0  to  1, through 3 product pivots.

Overview

Lantern is a CRM built around AI agents and workflow automation. It spots the signals that matter — a champion changing jobs, a target account showing intent — and turns them into action: CRM updates, tasks, Slack alerts and follow-up emails.

I joined as founding designer and built it from 0 to 1. I inherited a messy foundation from previous hires, rebuilt it, carried the product through three pivots, and owned every customer touchpoint — the product, the sales decks, the strategy and the positioning.

Sector
AI CRM
Timeline
3-year partnership
Role
Founding Designer — product, brand, decks & positioning
Video: Lantern workflow builder: trigger, contact update, Slack message, Lantern AI and email steps, with the add-action panel listing conditions, Salesforce and Lantern actions

Results

Product pivots
3
I carried the product and its design through each one.
Founding designer
0 to 1
Built the product and every touchpoint around it.
Partnership
3 yrs
Product, brand identity, sales decks, strategy and positioning.

Rebuilt once. Pivoted three times.

I didn’t start from a blank page. Previous hires had left a messy foundation, so I rebuilt it — then carried the product through three pivots. I kept going past the product too — the sales decks, the strategy, the positioning — so every place a customer meets Lantern makes the same case.

Scope

  1. Signals and website visitor intelligence
  2. Workflow builder with AI steps
  3. Champion tracking and account tasks
  4. Meetings, notes and call recordings
  5. Brand identity
  6. Sales decks, strategy and positioning