Overview

Topify is a platform connecting top talent with clients seeking specialised skills. For this project, I aimed to enhance the referrals feature and expand its scope to include additional programs. Two approaches were introduced for client referrals: direct referral via a form that connects the client to the sales team, and referral link sharing. The landing page was reimagined to include other programs, such as Client Team Expansion and Becoming a Topify Client, alongside talent and client referral programs.

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Challenge

The existing referral feature lacked clarity and engagement, especially for client referrals, which often occurred informally. The goals were to introduce three distinct programs, design for two approaches to client referral, provide transparency around rewards and progress tracking, and encourage increased engagement through clearer design and functionality.

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Research

I collaborated with a researcher to conduct interviews with users who had previously referred others to Topify and users who engaged in informal client referrals. Key findings revealed that while talent referrals were more common, client referrals occurred informally through direct communication with the sales team. Users expressed a need for clearer instructions, better tracking, and easier link-sharing.

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Solution

1. Referrals & More Landing Page

A unified landing page introduces all available programs with clear titles, concise descriptions, and options to quickly share referral links. Shortcut buttons were also added to the Topify Talent Portal homepage.

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2. Program Subpages

Each program has its own subpage explaining how it works in four steps, with rewards, eligibility, and next actions clearly outlined.

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3. Customisable Referral Links

Users can generate, shorten, and customise referral links for sharing via email, social media, and messaging platforms. An informational popup on the homepage introduced and highlighted the new feature.

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4. Tracking and Transparency

A tracking table provides a consolidated view of all referral activity, including invitee statuses, progress milestones, and reward details. Tabbed navigation allows switching between all invites and program-specific tracking.

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Testing

I designed and conducted usability tests to validate the new designs and measure ease of use. Key findings: 67% preferred the new landing page design, 64% favoured tabbed navigation in the tracking table, 71% found link generation and customisation very useful, and nearly all users correctly identified the action triggering rewards.

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Result

The structured client referral pathway encouraged more formal client referrals through both forms and link sharing. The tracking table and clear program descriptions reduced user confusion. Shortcut buttons and simplified navigation made sharing and tracking more accessible across the platform.