Cleo offers guidance and family planning for parents with children up to 12 and those contemplating starting a family. Their personalized guidance is developed for working parents to manage families, health, and work effectively.
Cleo uses a simplified platform where parents can get a family benefits program compatible with their employee benefits.
Cleo came to Rootstrap in need of a more effective method to improve efficiency for their Guide's daily workflow. Cleo relies on the daily support of its Doulas and Guides to provide help to thousands of families via its mobile app.
Our client discovered that their Doulas were performing unnecessary daily manual work to do their job. The client needed help redesigning and improving the app's communication tools.
To facilitate the necessary features on the Cleo platform, our engineers developed the following survey for Cleo's Guides:
This info showed the need to reduce the constant back-and-forth between the apps' frontend dashboards to access data. To achieve this, our developers needed to craft a plugin for the frontend without abandoning its functionalities.
Another necessary update they discovered was automating the outreach process for users of the app. They could achieve this by sending outreach messages automatically to users via content and push notifications.
Rootstrap's engineers conducted "Think aloud sessions" with Cleo to help develop an MVP prototype. These sessions and the survey results helped us discover the changes needed to improve app functionality.