Business Workspace Case Study

Business
Workspace
Platform

Jimdo already gave founders a website builder, an online store, bookings, and more. What was missing wasn't another tool. It was something that told each founder which one to open first. The Business Workspace became that layer, a personal view built around one founder's goals, not a shared list of everything the product could do.

Role
Senior Product Designer
Focus
Personalised Guidance
Company
Jimdo
Year
2024
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Mobile First

Most founders open Jimdo from their phone before they ever sit down at a laptop. Every screen in this project was designed mobile-first, then scaled up for desktop, not the other way round.

Founder describing her business in the onboarding chat
Describe the business
Onboarding chat concluding with a personalised checklist
Get a tailored plan
Workspace showing a completed task and a domain suggestion
Complete a task
The founder's published website
Go live

Product prototype, Business Workspace

65%
Onboarding completion, up from 50%
80%
Dashboard users receiving personalised recommendations
~2x
Product setup rate within 7 days of sign-up
2D7
Leading indicator for free-to-paid conversion
The Business Shift

Jimdo already had the tools. Founders still didn't know where to start

A website builder, an online store, bookings, marketing, invoicing: most of what a founder needed already existed somewhere in Jimdo. The problem wasn't missing features. It was that every product asked the founder to already know what she wanted, before she'd figured out what her business needed first.

How might we help someone find the right next step, instead of handing them every option at once?
User Research

Two founders.
Different needs.

Jane
01
The Side Hustler
Jane
She's just getting started

"I sell jewellery to friends already. I just need someone or something to tell me what to do next."

Needs guidance that replaces the mentor she can't afford.
Maria
02
The Solopreneur
Maria
She took the leap

"I've quit my job to chase this. I know what I want to build, but I'm paralysed by the sheer number of decisions."

Needs a system that cuts through the noise and adapts as her business evolves.
Understanding the Journey

The research that shaped the to-do list

This didn't start as a dashboard redesign. It started with a simpler question: who is actually using this, and where are they in their business? Working with user research and the product data we already had, we grouped founders into a few clear stages, someone with just an idea, someone mid-setup, someone already running a live business, and traced what each of them actually needed to do next. That exercise is the reason the to-do list works the way it does today. It doesn't hand every founder the same list. It asks where they are first, then builds from there.

Full task map for founders without a live website
Founders without a website
Tracing every dead end

We walked through the dashboard as a founder who hadn't published a site yet, task by task. Wizards assumed a live site already existed. Links pointed to pages that weren't there. Marking every one of those dead ends on this board is what proved the problem wasn't the dashboard itself. It only worked for founders further along than we'd assumed.

Full task map for founders with a live website
Founders with a website
The same tasks, a stage later

We ran the identical exercise for a founder who already had a live site. Same task list, same dashboard, but now every step led somewhere real. Putting the two boards side by side made the fix obvious: stop assuming one starting point, and let the dashboard know which founder it's actually talking to.

End-to-end product flow from landing page to checkout
The end-to-end flow
Where the workspace actually sits

Zooming out from the dashboard, this maps the full path a founder takes: landing page, the onboarding questions, sign-up, their personalised business path, pricing, and checkout. It's the blueprint the whole workspace experience got built against, and it's still what I check new features against today.

That's still the logic behind the to-do list today: work out where someone is, then show the next task for that stage, not every task at once.

The First Version

What we actually shipped, before AI

This wasn't a discarded concept. It's the onboarding we designed and shipped first, a short, fixed-choice form: pick your work type, pick your situation, get a checklist. It ran for a while, before we had the confidence to hand a real conversation over to AI. It proved the idea, founders who finished it were more likely to take a next step. But the categories were rigid. A yoga teacher and a photographer could land on the same three tasks, because the form had no way to ask a follow-up question.

First shipped version
First shipped version: a short questionnaire entry screen instead of a long sign-up form
First shipped version: choosing from a fixed set of situation cards

The entry point was a short questionnaire instead of a long sign-up form: three minutes, four steps, one plan at the end. Every answer came from a fixed list. It was useful for structure, but it couldn't capture what made each business different. Running it taught us two things worth keeping: founders were willing to answer a few questions if it meant less guesswork, and fixed categories weren't enough to describe a real business every time. That second point is what eventually pushed the next version toward open conversation.

Personalized Guidance

The onboarding teaches the product about the business

This isn't a setup wizard, and it isn't the final product either. It's the foundation everything after it stands on. A founder describes her business in her own words, and that description is what makes the workspace feel personal from the very first screen.

In their own words
One open question, not a form
A yoga teacher can say exactly that. No dropdown forces her into "wellness services" or "fitness studio" because those were the only two options on offer.
Founder describing her business in a couple of sentences
Built around that answer
One conversation, a website and a workspace
That short description is enough to draft a homepage and set up a workspace built around her business, not a blank dashboard she has to configure herself.
Onboarding chat concluding with a personalised checklist ready
Business Workspace

The workspace keeps guiding, after onboarding ends

Onboarding hands off to the workspace, and the workspace keeps going. It reorders itself around what the founder is trying to do next, surfaces one task instead of a feature list, and adjusts as the business changes: a website goes live, a first booking comes in, a new goal gets set.

The Business Workspace dashboard, personalised for a yoga studio founder
01
Remembers What Onboarding Learned
What a founder describes at the start decides what she sees first, not a generic welcome screen every new sign-up gets.
02
One Task at a Time, Not a Feature List
Early on, that means a handful of setup tasks. Once she's selling, the workspace shifts focus to orders and reach, rarely both at once.
03
Notices What Changed
Publish a website, and a domain suggestion shows up next. Finish a task, and another takes its place. The workspace tracks progress so the founder doesn't have to plan it herself.
Workspace to-do list flagging the website task
The to-do list flags it: build your website
The Jimdo website builder, opened from the workspace
One tap opens the website builder
Workspace showing the website task complete and a domain suggestion
Back in the workspace: task done, next one's ready
Product Evolution

From a fixed form to an open conversation

The first version we shipped got the job done, but asked the founder to translate herself into fixed categories. The version that replaced it flipped that: describe your business in your own words, and let the system do the translating.

First iteration
First iteration: choosing from a fixed set of situation cards First iteration: a generic checklist built from fixed categories

Pick from a fixed list, get a generic path: the same handful of tasks for every business tagged "wellness."

Next iteration
Founder describing her business in her own words The final Workspace, built from the founder's own description

Describe it in her own words, get a workspace built around that description: different tasks, different order, for every business.

Impact

Personalisation that moved the needle

The results came from three compounding experiments: AI Onboarding, Domain Recommendations, and Personalised Next Steps. It wasn't one single lever. It was the system working together.

The metric we cared most about was 2D7: whether a user set up at least two products within seven days of signing up. It was our strongest leading indicator for free-to-paid conversion. That rate roughly doubled.

Onboarding Completion
50% → 65%
More founders made it through setup, giving the product better signal to personalise their entire workspace experience.
Personalised Recommendations
80%
Of active dashboard users receive recommendations tailored to their business type and stage.
2D7 Product Setup Rate: Free-to-Paid Leading Indicator
~2x
Users who set up two or more products within their first seven days are significantly more likely to convert to a paid subscription. Combined, the AI Onboarding, Domain Recommendations, and Personalised Next Steps experiments doubled this rate, making it the clearest signal that personalisation was working.
Reflection

What this project taught me

💡

Founders don't need more features explained to them. They need to know what to do next. That's a positioning problem before it's an interface problem.

🎯

Personalisation is only as good as what you learn at onboarding. Get that conversation wrong, and everything built on top of it is guessing.

🤝

AI is a delivery mechanism, not a strategy. The hard part was always deciding what to guide someone toward. AI just made that guidance easier to give.

Designing for the
future of work

Currently open to senior product design roles focused on AI, personalisation, and complex system design.

Business Workspace Smart Forms × CRM Product Management Apex
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