Case Studies

Central Ohio Counseling Association (COCA)

Design Challenge

The Central Ohio Counseling Association desired to add a counselor directory to its website. This directory allows members to create free profiles for prospective clients to search, filter, and find a well-fitting mental health counselor. The design process was highly collaborative and involved working with COCA executives and members to flush out and refine the directory requirements. The essential requirements included allowing users to search various relevant fields to find a counselor and for a counselor to add a new profile with pertinent information for potential clients (or those who want to network). .

The requested COCA counselor directory is a tool that provides an intuitive search feature to help users find Ohio Counseling Association (OCA) members. It allows potential clients to find a good fit for a counselor(s) and enables members to network and connect. It solves the problem by providing an intuitive mobile and web interface. The team consisted of UX Designer: Aaron Engel (me), and the COCA Executive Committee for reviewing sketches and prototypes. We utilized COCA members and members of counseling Facebook groups for user testing. High-level business and user requirements are shown below.

Product on phone

UX Research

The counseling directory space is crowded, so I researched the top five most relevant competitors and shared the results. We discussed the most important features and what we liked and disliked about competitor offerings. We gathered enough information to create preliminary initial sketches of a new proposed design. Below are high-level requirements based on UX research.

 

User

  • Finding other counselors in COCA (without an electronic directory) was not easy for COCA members.
  • Other counselor directories can be expensive for those new to the profession.
  • MS Word directories of the COCA executive committed were out of date and incorrect without an efficient process to update
  • Other directories were described as laborious to search and filter upon

Organization

  • Wanted a way to show additional value to its paid members by creating an intuitive user directory
  • Desired a way for COCA members to network
  • Needed a way for potential clients to find a potential counselor who is a member of COCA

UX Design

New directory user flow

 
 
 

Add profile wireframeTo the left is a sample wireframe for the beginning step of adding a new profile.

I prefer starting with low-fidelity wireframes (after artifacts like personas, journeys and storyboards) to think through the structure of webpages and mobile applications. I used Sketch and Figma to iterate through the design process.

View the first prototype for filtering on counselors on a desktop, or view the mobile prototype link. This prototype was designed to balance detail and efficiency.

UX Testing

Usability testing allowed us to collect feedback from users and key stakeholders, and iterate through the design and prototypes accordingly. User flows finally “clicked” for the client after I had them use the prototype. About twenty users participated and gave feedback. Users helped us gauge between two of the major design options. The decision to make search filters hidden by default won handedly, as well as adding the option for filters on mobile. 

Summary and Learnings

I learned that creating a user directory has more steps than it seemed at first glance (that’s always the case :)). During the user research process, I was surprised how many users did not know how to interact with a hamburger menu. Adding the word menu made it much more accessible and disability-friendly.
 
We saw over 30 members sign up for a profile in the first few days of the product launch. The most enjoyable part of the process was collaborating with so many users and groups. 25 years ago, I may have built the project in a silo, but collaboration is key.

Revive Counseling LLC

Mens Issues Revive Counseling LLC New site design

Sketch of adding a profile

Design Challenge

Revive Counseling LLC wanted a website that instantly connects with their ideal client (those wanting help with men’s issues in Ohio). They are an Ohio telehealth practice in the Cleveland, Ohio, area. They wanted an informational site to cut down on phone calls, improve appointment bookings, and show up in web searches. Working with the customer and potential end-users iteratively allowed us to design and complete the final product. The challenge was attracting potential clients whose previous site had all but failed.

UX Research

We began by researching popular patterns for the design of therapist websites. We viewed the websites with the highest ranking of men’s issues from the largest cities in the country. We could discuss the most important features and what we liked and disliked about competitor offerings. We gathered enough information to create preliminary initial sketches of a new proposed design of pages meant to highlight counseling specialties. We interviewed multiple counselors by posting the existing site link on Facebook. Below are initial high-level requirements based on UX research.
 
 

User

  • Counseling specialties were not logically organized and it was difficult to determine what the practices helped with
  • Searches on relevant keywords did not show the site in Google results in the first few pages.

Business

  • Wanted a consistent brand with more content
  • Desired for clients to be able to find information quickly
  • Enable online scheduling and make it easy
screenshot of revive counseling

contactUX Design

The client and users called for an easy way to make appointments. We created a floating header to keep a noticeable contact button in view. We also created a floating schedule button so users would always see a large button to schedule from the bottom right corner of every page.
 

While this site’s UX/UI design problems were not complex, effectively capturing user attention and clearly defining the ideal client significantly increased the number of booked consultations and information requests.

UX Testing

Usability testing allowed us to collect feedback from users and key stakeholders and iterate through the design and prototypes accordingly. About twenty users from counseling Facebook groups participated and gave feedback. Test scripts were used from rocketsurgerymadeeasy.com by Steve Krug. Users helped us gauge between two ways of implementing ease of scheduling design options. We also identified the consensus ten most serious problems and ranked them to fix in order. The site owner was a key tester and continued testing site pages once built. See the protype of use on a phone here.

Summary and Learnings

I learned (or knew but didn’t follow) the importance of keeping before-and-after metrics of site performance. While we do not have quantifiable numbers regarding the design’s before-and-after effects, we know the site ranks way higher than the original for relevant keywords.
 
See the latest Revive Counseling LLC site.

Cardinal Point Counseling

Cardinal Point Counseling is a private marriage and couples counseling practice that now ranks on Google among the first in Ohio for essential search terms. This private practice (my practice) wanted a unique, clean design and a first-generation and brand-new site. Researching and documenting features of high-ranking competitor sites provided a foundation for the initial design. Visit the entire counseling site to see the live version.

Design Challenge

As the owner of Cardinal Point Counseling, I wanted a site that would connect with my ideal clients and allow them to quickly request more information or schedule appointment(s) if they so desired. In a saturated market, visual appeal and consistency were crucial. Consistently ranking on the first page of major search engines was essential, as I was starting out in private practice.

UX Research

The first step was to examine other high-ranking counseling sites. I started with the locality of my practice. Then I branched out to the most saturated cities in the country (because if one can show up for users in NY City, a similar site in another smaller city will excel. I made a specific list of characteristics of my ideal client and expanded on that list to create a written narrative on specifics (e.g., the client makes between x-y per year, loves the outdoors, is age a-b, etc.). 

UX Design

Following the same design pattern we used with Revive Counseling LLC, we outsourced the logo design and chose the same proven template. The template was designed for therapists and allowed for customization. Sketches, user flows, and prototypes were used to iterate.
The primary design problems included how to enable online scheduling, how to make scheduling easy, how to rank on search engines, and how to connect with ideal clients.

UX Testing

Thousands of counselors were allowed to comment on the site prototypes before release. Many of the same people helped with testing other competitor sites before any design work had started. These comments were reviewed as factored in as practical. This cycle continued after launch, particularly for tracking competitor keywords and client feedback.

Works Great with mobile devices

Mobile site

Site Keywords Ranking on the First Page of google (based on business location) (~70)

Google Rankings

Summary and Learnings

As the numbers above show, this site ranks highly for keywords my ideal client will likely search for. The site has been linked to therapist Facebook groups and has received many positive comments. Most of the over 1,700 appointments scheduled have been from clients who discovered the practice and scheduled through the website. A learning is that I should have begun tracking conversion events (contacts or appointments scheduled) at product launch.

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