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Journey
Builder Pro

A connected platform for producer training and team development.

We improved the experience from recruit onboarding through training, business planning, and leader oversight. The work covered product design, application development, assessment workflows, access controls, email communication, and avatar-led training content.

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Journey Builder Pro training platform shown on laptop and tablet screens

Category: Training Platform / Web Application
Services: Product Design, Web Development, Workflow Automation, AI Video Production
Technology: React, TanStack Start, Tailwind CSS, Supabase, Lovable Cloud, Resend, HeyGen

01 / The challenge

Turn training into a usable system.

The platform needed more consistent progress tracking, stronger content protection, clearer mobile navigation, and dependable actions throughout the learning journey. Recruit information, assessments, and leader visibility also needed to work together more effectively.

Journey Builder Pro landing page with a guided route illustration

Journey Builder Pro six-phase learning journey with progress status

02 / The learning journey

A clear next step at every stage.

Six training phases across Split Agent, Independent Agent, and Override Builder routes.
Route-aware phase visibility with server-enforced requirements for restricted training.
Consistent progress, XP, streak tracking, and clearer desktop and mobile lesson navigation.

03 / Business Inventory and Story Builder

From names to a working inventory.

Recruits can organize the people they know, record relevant interests, and prepare their next conversations within the same platform.

Story Builder responses and contact records persist beyond a page refresh. Entries can be edited, filtered, and exported to CSV, while leaders receive read-only contact summaries.

Market: Immediate or Later
Financial interests: Multiple areas of interest
Relationship: Type and closeness
Event assignment: A suitable invitation format

Leader dashboard showing development-account roster, progress, licensing, and activity

04 / Leader tools

Know where support is needed.

The leader experience combines team roster visibility with route, phase, branch, and stalled-progress filtering. Activity, licensing, check-ins, read-only recruit summaries, and step notifications keep follow-up connected.

The screenshot uses development accounts.

05 / Native assessments

Native quizzes. Real review.

Money Wealth Life Insurance and The Power of Zero assessments now live inside the platform.

Draft autosave and a review step before submission.
Automatic scoring for objective questions and administrative review for written responses.
Results, retakes, leader summaries, and administrative passing-score controls.

Quiz administration settings with answer-key content excluded — Answer-key content is excluded from this public image.

06 / Mobile experience

The same journey, wherever they learn.

Restored navigation, adapted lesson layouts, resolved overflow, clearer resources, and consistent forms, dialogs, controls, and contact rows keep the experience usable on smaller screens.

Journey phases adapted to a mobile screen — Journey navigation

Searchable training resources on a mobile screen — Searchable resources

Account verification email confirmation on mobile — Account verification

07 / Access and communication

Reliable behavior behind the interface.

Prospective users see a cohesive experience because permissions, persistence, assessments, and communication work together beneath it.

Access and content

Tighter user and team permissions, server-checked lesson requirements, and protected private training material.

Progress and persistence

Recorded exam attempts, retake history, stable lesson behavior, saved stories, and retained contact information.

Working communication

Reliable account-verification emails, leader notifications, and exam-preparation messages.

Presenter frame from the Journey Builder Pro Phase 3 introduction — Frame from the produced Phase 3 introduction.

08 / Training video production

A human face for the training.

Client-supplied scripts were turned into avatar-led training videos with selected presenters, varied looks and backgrounds, and requested voice refinements.

09 / Outcome

One connected learning experience.

A more consistent training experience that connects recruit learning, saved business information, assessments, leader oversight, and supporting video content.