CASE STUDY
Collaborating With Marketing for Targeted User Journeys
Aligning product and marketing strategy to define targeted user journeys that improve customer acquisition across complex identity verification flows.
The Goal
Support targeted customer acquisition efforts while preserving a consistent, compliant core product experience—and minimizing ongoing engineering effort.
My Role
Lead UX Designer responsible for designing targeted entry pathways, aligning Marketing and Product priorities, and defining a scalable system for personalized user journeys.
Key Insights
Personalization belongs at the edges of the experience and not in the core workflow.
By localizing customization to entry points and content layers, we could support targeted marketing campaigns without fragmenting the regulated fingerprinting process or introducing ongoing product complexity.
Impact
Enabled Marketing to launch, pause, and iterate on targeted campaigns without engineering involvement
Preserved a single, stable core product workflow
Reduced risk in a compliance-heavy identity verification system
Strengthened trust and collaboration between Marketing, Product, and Engineering
My Challenge
Design bespoke user journeys for multiple use cases—while balancing Marketing’s need for customization with Product’s requirement for stability and minimal workflow disruption.
Target User Groups
Individuals pursuing adoption
Individuals seeking work or study abroad
Individuals requesting personal record review
Healthcare professionals seeking certification through a Florida-based partner
Additional regulated identity verification customers
Scope and Constraints
Existing production workflow could not be significantly altered
Marketing required flexibility and autonomy
Product leadership prioritized minimal engineering impact
Regulated identity and biometric requirements
My Process
Partnered with Engineering to identify safe points for experience variation
Proposed a system architecture that separated marketing-controlled content from product-controlled workflows
Designed five targeted entry paths using HubSpot landing pages owned by Marketing
Defined variable content and imagery areas within the product triggered by subdomain-based routing
Designed coordinated visual themes to ensure a cohesive transition from marketing pages into the product
Worked closely with Marketing and Engineering to ensure content consistency and compliance
Organizations
Sterling Identity
My Role
Lead UX Designer
Date / Duration
Apr 2015 - Sep 2020







