Q4 Inc. is a B2B investor relations company helping businesses build meaningful relationships with investors. Our clients' IROs use our CRM platform (Capital Connect) to track investor activity, however, when it came time to book follow-ups, they’d have to switch to tools like Calendly, leading to broken workflows, lost context, and inconsistent branding.
IROs needed a native way to schedule meetings directly within our platform, without relying on third-party tools.
- Slow workflows due to switching between tools
- Data silos lead to lost insights
- Branding inconsistencies with external links
I started by analyzing competitor tools and their limitations in our B2B context, before laying out constraints and criteria.
⚠️ Heavily branded
⚠️ Does not allow for recurring bookings
⚠️ Expensive (need to purchase as package)
⚠️ Custom domain name not supported
⚠️ Very limited integrations
- ~2 month timeline
- Web-only (no mobile)
- Focus on internal product, not end-user design
- Must fit within Capital Connect’s micro-frontend system
- Align with WCAG-compliant Q4 style guide
Before ideation, I ran an assumption mapping workshop with PMs and developers to align our priorities and determine what assumptions needed to be validated for our MVP.
- Meetings will primarily be done virtually
- Meeting pages will be reused
- IROs may want to use a different calendar than the one connected to their email on Capital Connect
I created lo-fi sketches to map user flows, then mid-fi wireframes based on early feasibility input.
Prior to creating a meeting page, users must connect a calendar via an email address.
Toggle between Meeting Pages and Schedule Meetings, or Add meeting page.
Input meeting name, URL slug, meeting link, and duration.
Meeting page is live. Copy link to share.
Deactivate, edit, or delete an existing meeting page.
In the form of usability testing, I needed to validate whether the flow was intuitive and targeted pain points, while identifying any areas of friction before implementation.
I tested the prototype with 5 IROs from our client base.
“It would be a lot more efficient if we could connect the scheduler to our Zoom account and automatically generate meeting links instead of having to copy & paste”.
“I’m not 100% sure what ‘Meeting URL Label’ is referring to, even with the descriptive [help] text”.
2/5 testers expressed wishes to configure start and end dates for meeting scheduling pages.
After continuous iterations and refinements based on feedback, the Meeting Scheduler MVP was launched with these key features:
📌 Email/Calendar linking
📌 Reusable meeting pages
📌 Zoom, Microsoft Team integration
📌 Optional start/end dates & description field
📌 Add multiple meeting rooms
📌 Updated copies and help text for clarity
