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QA-Driven Testing of Purchase, Access & Email Automation Flows
This work involved QA-driven testing and validation of complete digital purchase and access flows for online products and summit-related offers.
The scope covered functional verification of the full user journey — from checkout to post-purchase access — with a focus on system reliability, logical consistency, edge cases, and real user behavior.
Key responsibilities included:
- End-to-end testing of purchase flows (products, add-ons, upsells, all possible paths)
- Verification of checkout behavior, pricing logic, and product availability
- Validation of redirects, thank-you pages, and upsell sequences
- Testing of post-purchase access logic (email delivery, member area access, product unlocks)
- QA checks of email automation systems (tags, lists, sequences)
- Validation of form logic and embedded workflows (e.g. Typeform)
- Re-testing after implemented fixes to ensure stable behavior
Testing was performed with a strict QA mindset, focusing on functional correctness and system behavior — not on visual design, UX/UI, or business strategy.
Service Output:
Documented QA findings and a validated purchase & access flow, including minor fixes where feasible.
Scope boundary:
This work concludes with documented QA validation and implemented minor fixes. Ongoing optimization, redesign, or long-term system responsibility are excluded.
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Your product can look great inside the app and still lose trust in the inbox.
A lot of teams treat email as “just a template.”
But transactional emails are part of the product experience too.
Think about the moments when users receive an email:
🔹 Their payment was successful
🔹 Their order is ready
🔹 Their account needs attention
🔹 Their device has been unlocked
🔹 They need to take the next step
These are important moments. If the email is cluttered, confusing, or poorly structured, it creates friction exactly when the user needs clarity.
Good email UI should:
🔸 Make the most important information obvious
🔸 Guide users to the next action
🔸 Reduce unnecessary text
🔸 Keep the brand experience consistent
🔸 Work smoothly across different screen sizes
I’ve recently been designing a set of transactional + marketing email templates with this in mind, treating the inbox as another product touchpoint, not an afterthought.
Your product experience doesn’t end when the user closes the app. It continues in their inbox.
Do your current emails feel like part of your product or just automated messages?
#ProductDesign #UXDesign #UIDesign #EmailDesign #SaaS #B2BDesign #DesignSystems
The five moments listed are all state changes, not marketing content - that's the real argument for treating them as product surface rather than handing the templates to whoever owns the newsletter.
High CPA and abandoned carts? Here’s how I fixed a high-volume Shopify store's mobile UX in just 48 hours. 🚀
The Challenge
Heatmap data revealed a frustrating reality: mobile users were highly engaged but overwhelmed. Cluttered UI elements, mixed signals, and a hidden Add-to-Cart path were causing massive drop-offs right before checkout, leading to an unsustainable Cost Per Acquisition (CPA).
The Solution
I implemented a strict, data-driven 48-hour Conversion Rate Optimization (CRO) sprint to systematically identify and eliminate buying friction.
Sprint 1 Execution:
Decluttered the UI: Consolidated multiple distracting announcement bars into a single, clean message to reduce cognitive load.
Boosted Speed: Optimized image load times to ensure lightning-fast mobile browsing and keep users engaged.
Streamlined Purchasing: Built and deployed a persistent "Sticky Add-to-Cart" bar, keeping the primary action visible at all scroll depths.
The Result
By removing visual distractions and making the purchase path entirely frictionless, we successfully pushed more users deeper into the checkout funnel, lowering the CPA and recovering lost revenue.
Are mobile drop-offs hurting your bottom line? Send me a message and let's map out a customized CRO sprint for your storefront.
The sticky Add-to-Cart plus collapsing the competing announcement bars is exactly where I would start too, since cognitive load right before checkout is where mobile carts die. Two things I would watch next: make sure that sticky bar clears the iOS home indicator and never...
AI-Powered Client Enquiry Automation
Project Overview:
I built an AI-powered client enquiry automation workflow using Zapier, Google Forms, Google Sheets, AI by Zapier, Gmail, and Google Calendar.
The goal was to automate the initial handling of client enquiries from receiving the enquiry to understanding the client's needs, sending an acknowledgement, and creating a follow-up task.
The Problem:
Managing client enquiries manually can be repetitive and time-consuming. Each new enquiry needs to be reviewed, categorized, summarized, responded to, and followed up.
Without a structured process, it's easy for enquiries to be delayed or follow-ups to be missed.
The Solution:
I designed a workflow that automates these repetitive administrative tasks while using AI to analyze the information provided by the client.
The automation follows this process:
Client submits enquiry
↓
Google Sheets captures the enquiry
↓
AI analyzes the enquiry
↓
Gmail sends an acknowledgement
↓
Google Calendar creates a follow-up
How It Works:
1. Enquiry Collection.
The client submits their details and enquiry through a Google Form. The information is automatically recorded in Google Sheets.
2. AI Analysis.
AI by Zapier reviews the enquiry and extracts key information such as the service category, priority, concise summary of the client's needs, and recommended next action.
This eliminates the need to manually review every enquiry just to determine what it is about and how it should be handled.
3. Automated Client Response.
After the enquiry is processed, Gmail automatically sends the client an acknowledgement, ensuring they receive a timely response.
4. Follow-Up Management.
The workflow creates a Google Calendar follow-up, helping ensure that the enquiry doesn't get lost after the initial response.
Result:
The completed workflow turns a manual enquiry process into a structured automated system:
Capture → Analyze → Respond → Follow Up
The key improvement is the use of AI as a decision-making layer, rather than simply moving information from one application to another.
This demonstrates how AI automation can reduce repetitive administrative work, improve response consistency, and help businesses stay organized with client enquiries.
Tools Used:
Zapier | AI by Zapier | Google Forms | Google Sheets | Gmail | Google Calendar
Skills Demonstrated:
AI Automation • Workflow Design • Administrative Automation • AI Prompting • Client Enquiry Management • Email Automation • Calendar Automation • Process Optimization
Really clean workflow, Ann. The Capture → Analyze → Respond → Follow Up structure makes the business value immediately clear. One useful next layer could be an exception route for urgent or low-confidence enquiries, so AI handles the routine cases while anything uncertain...