B2B Wellness Marketplace
A clear-cut approach to handling roadmap-adjacent requests for a B2B wellness marketplace.
ROLE
INDUSTRY
The platform connects multi-location wellness providers with members across studios.
EXECUTIVE SUMMARY
The short version
A high-value enterprise client demanded custom features that sat outside the roadmap. Instead of forking the codebase or losing the account, the request was reframed as a flexible configuration layer — protecting the core product while shipping what the client needed.
BUSINESS CONTEXT
What was at stake
Enterprise wellness provider threatened to churn.
Needed an advanced dashboard across multiple gym locations: schedules, staff tiers, class utilization.
Request was off-roadmap, under-documented, on a tight deadline.
The ask: a unified view of schedules, staff tiers, and class utilization across every location.
*Due to NDA requirements, company details, branding, and content have been anonymized or recreated. The challenges, process, and outcomes accurately reflect the actual project work.
APPROACH
Three moves to unblock the work
1. Separate wants from needs
2. Find "good enough"
3. Design clear data views
FINDINGS
The insight that changed scope
The client's "custom" issue wasn't unique. Many multi-location businesses on the platform struggled to read their daily attendance data. That reframed the request from a one-off liability into a premium, repeatable feature.
EXECUTION
A configuration layer, not a fork
Rather than custom code for one account, engineering and I built a flexible configuration layer that sat on top of existing tools — letting us tailor the dashboard for this enterprise client without touching the backend everyone else depends on.
What started as an off-roadmap, tight-deadline ask became a premium, repeatable feature.
RESULTS
Shipped on time, on January 12, 2026
35%
100%
1
REALITY CHECK
It wasn't perfectly smooth
Mid-project, sales accidentally promised the client a separate set of custom data reports. Because we had a shared, simple scope document, I caught the mistake early, realigned teams, and avoided a major delay.
True collaboration requires clear, uninflated communication when things get messy.
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2026 SB - Product Design Strategist.