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CASE STUDY

Needles

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Product Overview

Needles is a comprehensive go-to-market platform built for B2B teams. It unifies three critical stages of bringing a product to market into one tool: documenting the product, discovering the right audience, and executing campaigns.

Brain

Product Documentation

Create and organize product specs, value propositions, and positioning materials

Audiences

Discovery & Segmentation

Research, segment, and identify ideal customer profiles using AI-driven insights

Campaigns

Discovery & Segmentation

Plan, launch, and track hyper-personalized outreach

Needles Dashboard UI Design
Needles Dashboard UI Design

The Problem

InVitro Capital builds and scales B2B SaaS products. They found a recurring pattern: marketing and sales teams were losing significant time and money to a fragmented, manual GTM process.

1

Wasteful Data Spend

Teams buy audience data without validating ICP fit, purchase intent, or budget — most contacts never convert

2

Manual Data Chaos

CRM reconciliation is manual. Duplicates, overlapping outreach, and no funnel visibility kill conversion rates

3

Wasteful Data Spend

Disconnected tools for execution. Strategy changes stay siloed, requiring rounds of meetings to propagate

The Solution

One Platform.
One Source of Truth.

Needles AI logo
AI-powered audience discovery
Shared workspace
Product documentation
Built-in data management
Hyper-personalized campaigns

Only what you need. Nothing more, nothing less.

Design Process

AA

"I follow the standard Double Diamond — but with a bit of sauce. My tools and workflow cut delivery time and kill the iterations that only exist because something was missed."

Discover

Research & Empathy

Desk Research

  • B2B GTM market analysis
  • Competitive audit: HubSpot, Apollo, Clay, Salesforce, Attio
  • Identified four systemic weaknesses none of them solve

Stakeholder Interviews

  • Understand Needles' product vision and market positioning
  • Align on business goals: reduce data waste, increase conversion rates

Field Research

  • Sat directly with sales managers and SDRs inside InVitro's portfolio companies
  • Observed GTM workflows, pain points, and workarounds firsthand

Define

Strategy & Alignment

User Artifacts

  • Drew personas for four user types (Sales Manager, SDR, Marketing Manager, CEO)
  • Drew user journeys and happy path across all three modules
  • Mapped user flows for Brain, Audiences, and Campaigns

Strategy Alignment

  • Reviewed interview takeaways together
  • Aligned on three-module structure with AI at the core
  • Received the product strategy

Experience Strategy

  • Defined the design system foundations
  • Established experience principles: neutral by default, density without clutter, consistent three-column layout, AI as a persistent companion
  • These guided every visual and interaction decision going forward

Design

Explore & Create

Layout Sketching

  • Explored sidebar vs top nav, two-column vs three-column, floating vs docked chat
  • Defined design principles and design KPIs
  • Decided on visual direction and style

First Mockup & Design | Figma

  • Created the first mockup based on winning sketches
  • Built the component library and design system (light + dark modes)

Deliver

Build & Ship

Functional Prototype | Claude Code

  • Received: component library + design system + first Figma mockup + sketched layouts
  • Produced: a functional working prototype hosted on Vercel
  • Tested with real users, monitored via PostHog analytics

Final Delivery | Figma

  • Took prototype learnings back into Figma
  • Pixel-perfect final screens and components
  • Delivered Figma file + Storybook + prototype to developers for interactions, accessibility, and handoff

Competitive Analysis

HubSpot
Apollo
Clay
Company Info
Full-suite CRM and marketing platform. Enterprise-grade with broad feature set.
Sales intelligence and engagement platform focused on prospecting and outreach.
Data enrichment and workflow automation tool for building lead lists.
Unified GTM Workflow
×
×
×
ICP Validation Before Outreach
×
×
×
AI Product Documentation
×
×
×
Built-in Campaign Execution
×
Audience Discovery
Data Enrichment
×
Team Alignment
×
×
×
Right-sized (no feature bloat)
×
×
Affordable for Actual Usage
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×

Key Insights

Five insights that shaped every major design decision

Teams don’t need more features — they need fewer, better-connected ones

Data quality matters more than data quantity

Strategy changes are inevitable — tools must adapt in real time

Team alignment is the hidden conversion killer

AI should handle data work, so humans focus on strategy

Empathy Map

For the primary persona

Says

I need to know which leads are actually worth calling
We bought 10,000 contacts last quarter and maybe 200 were real opportunities
I can't tell if marketing already reached out to the same prospect
Every time the product positioning changes, it takes weeks to realign the team

Does

Manually reconciles purchased data with CRM records
Cross-checks with marketing to avoid overlapping outreach
Switches between multiple tools daily — data provider, CRM, campaign tool
Holds weekly alignment meetings just to keep everyone on the same page

Thinks

Most of our data spend is wasted but I don't have a better option
My team is working hard but the tools are slowing them down
I shouldn't need three platforms to do one job
If I could see the full funnel in one place, conversion would go up immediately

Feels

Frustrated by wasted budget on unqualified data
Overwhelmed by tool fragmentation and manual processes
Anxious about conversion targets when the pipeline is full of noise
Disconnected from what marketing is doing with the same prospects

Information Architecture

A product-first hierarchy where each product contains its own Brain, Audiences, and Campaigns

Needles Information Architecture

Sketches

Needles UI Sketches

Reviews

Needles UI SketchesNeedles UI SketchesNeedles UI Sketches

High Fidelity Screens

Needles UI Sketches

Layout Shell

Three-Column Shell

Consistent layout across all modules. Left and right panels collapse independently — giving users full control over workspace density. Same shell, different content per module.

Top Navigation Bar

Product-level navigation. Brain, Audiences, and Campaigns tabs always visible. One click to switch modules. Product selector on the left.

Needles UI Sketches

Top Navigation Bar

Product-level navigation. Brain, Audiences, and Campaigns tabs always visible. One click to switch modules. Product selector on the left. 

Center Panel — Content

The main workspace. Displays the content of whatever is selected in the left panel. Rich text editor, data tables, or campaign views depending on the module.

Right Panel — AI Chat

The Brain assistant. Context-aware, session- based. Understands which module, product, and artifact you're working on. Collapsible.

Selected Screens

create an account

Create an Account

verify with otp

Verify with OTP

workspace setup

Workspace Setup

members invitation

Members Invitation

product brain

Product Brain

create new product

Create New Product

add product resources

Add Product Resources

AI artifacts creation

AI Artifacts Creation

direct edit in artifact as notion like editor

Notion Like Editor

audiences empty state

Audiences Empty State

AI audience finder

AI Audience Finder

selection action bar

Selection Action Bar

data grid columns control

Data Grid Columns Control

Campaigns creation configuration

Campaigns Creation Configuration

Campaigns pipeline configuration

Campaigns Pipeline Configuration

Campaigns content preview

Campaigns Content Preview

single lead profile

Single Lead Profile

Style Guide

Color Palette

Accent

The accent color represents the primary brand or product identity. It is used to draw attention to key actions, highlights, and moments of emphasis.

Accent should be used intentionally and sparingly. Overuse reduces its impact and can harm visual hierarchy. In most cases, components derive multiple accent-related values (hover, subtle backgrounds, focus states) automatically from the base accent color.

AccentLight
Accent
Hover
Foreground
Accent Soft
Hover
Foreground
AccentDark
Accent
Hover
Foreground
Accent Soft
Hover
Foreground

Default (neutrals)

Default colors form the neutral backbone of the system. They are used for most non-emphasized UI elements.

DefaultLight
Default
Hover
Foreground
DefaultDark
Default
Hover
Foreground