FitParent CRM Dashboard

Description

The FitParent CRM Dashboard is a digital platform designed to assist parents in tracking their health and fitness goals, while also providing CRM functionality to manage their client relationships. The dashboard should be intuitive, user-friendly, and visually appealing, presenting data in a clear and organized manner. It should enable parents to easily monitor their exercise routines, nutrition, sleep patterns, and overall well-being, while also offering features for client management, such as tracking appointments, communication logs, and lead generation. The goal is to create a seamless and integrated experience that empowers parents to achieve their fitness goals while effectively managing their fitness-related business.

Target user group

The target user group for this FitParent CRM Dashboard includes parents who have an interest in fitness and wellness, and who also manage their own fitness-related business or client relationships. These parents may be personal trainers, fitness instructors, nutritionists, or individuals running a fitness studio or wellness practice. They are typically tech-savvy and looking for a comprehensive solution to keep track of their personal health and fitness goals as well as their CRM needs for their business.

Consider these

The dashboard provides a holistic view of both fitness and CRM data, allowing users to easily access and understand their progress and client-related information.

The interface is visually appealing, user-friendly, and responsive, optimized for both desktop and mobile devices.

The dashboard offers customizable features, allowing users to tailor the platform to their specific fitness and CRM needs.

The CRM functionalities are seamless and efficient, enabling users to manage their client relationships and business tasks effectively.

The dashboard encourages user engagement and motivation, providing relevant insights and recommendations for the user's health and fitness journey.

Research questions

What are the key fitness and CRM metrics that parents in the target user group would like to track and monitor?

What are the main pain points and challenges faced by parents in managing their fitness-related business or client relationships?

What are the preferred design and layout preferences of parents in terms of visual presentation, color schemes, and overall UI/UX?

What are the must-have features and functionalities that would make the FitParent CRM Dashboard a valuable tool for parents?

How can the FitParent CRM Dashboard effectively motivate and engage parents in their health and fitness journey while managing their CRM needs?

Research methods

In-depth interviews with parents who are part of the target user group to understand their needs, pain points, and preferences.

User surveys to collect quantitative data on the desired features, metrics, and design preferences.

Competitor analysis to identify existing fitness and CRM platforms and their strengths and weaknesses.

Usability testing with parents to evaluate the effectiveness and efficiency of the dashboard's interface and functionalities.

Persona development to create a detailed profile of the target user group, their goals, and motivations.

Sample content

{
  "user_profile": {
    "name": "John Doe",
    "age": 35,
    "gender": "Male",
    "location": "New York"
  },
  "fitness_data": {
    "steps": 7500,
    "calories_burned": 1200,
    "workouts_completed": 3,
    "sleep_duration": "6 hours"
  },
  "crm_data": {
    "upcoming_appointments": [
      {
        "date": "2022-10-15",
        "time": "10:00",
        "client_name": "Jane Smith"
      },
      {
        "date": "2022-10-17",
        "time": "14:30",
        "client_name": "Mark Johnson"
      }
    ],
    "communication_logs": [
      {
        "timestamp": "2022-10-12 09:15",
        "client_name": "Emma Davis",
        "message": "Follow-up regarding nutrition plan"
      },
      {
        "timestamp": "2022-10-13 14:20",
        "client_name": "Sarah Thompson",
        "message": "Discussing availability for personal training session"
      }
    ],
    "lead_generation": {
      "new_leads": 5,
      "converted_leads": 2
    }
  }
}