Worktripp
Building Investment-Ready Strategy Through User Research
Client Context
WorkTripp™ is a BCorp platform helping leaders create impactful offsites, providing guidance, content, and tools to boost team productivity and cohesion. The company aimed to scale the platform, automate key processes, and attract additional funding. During my 3-month consultancy, I focused on enhancing the platform through deep user insights and strategic planning.
The Challenge
When I joined as consultant, WorkTripp faced:
Initial user personas too broad to guide effective product decisions
Limited insight into actual user needs and journey friction points
Manual processes creating bottlenecks and limiting scalability
Need to demonstrate compelling product vision to secure further investment
My Approach
I led a focused, research-driven consultancy:
In-depth user research: Conducted 30+ interviews and a comprehensive survey using the existing platform and prototypes to understand real user behaviors and needs
Persona refinement: Updated and expanded initial personas with qualitative and quantitative data, creating robust foundation for product decisions
Strategic roadmap: Developed prioritized product plan with clear features and delivery timeline to improve platform efficiency and user experience
Automation strategy: Identified key processes for automation to enhance scalability and reduce operational overhead
Outcomes & Impact
Delivered comprehensive, validated user personas grounded in extensive research
Created strategic product roadmap with prioritized functionalities enabling platform evolution
Identified automation opportunities to improve operational efficiency and enable scale
Provided strong foundation supporting fundraising efforts and increasing platform's appeal to investors
Equipped team with actionable insights and clear next steps for product development
“Before working with Raquel, we did extensive due diligence, and she exceeded every expectation. She led a rigorous user research programme and turned the insights into a clear, practical product strategy. Raquel is deeply user-focused, an exceptionally clear communicator, and a joy to work with.”
— Sophie Bailey, Worktripp Co-Founder