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Roundtable: Streamlining Contractor Referrals

Roundtable is a lightweight referral platform built to simplify how independent contractors—like drywallers, flooring installers, and electricians—refer clients to trusted peers. Designed for speed, clarity, and ease-of-use, the app enables tradespeople to pass along qualified leads via SMS and in-app notifications with minimal effort and maximum context, helping increase the odds of conversion.
 

The MVP focused on three key flows: capturing a client need, sending a referral, and notifying the receiving contractor of the opportunity. Contractors select a peer, enter brief job info, and send the referral via a branded SMS. Clients receive a professional-looking message with a link to view the referred contractor’s profile, and the receiving contractor is alerted of the new lead in real time.


Built around the high-trust, high-urgency nature of contractor referrals, Roundtable aims to increase referral conversions by allowing contractors to share actionable information with clients quickly and reliably, enabling trades networks to scale their reputations—and their businesses—without sacrificing personal connection.

CLIENT

Roundtable (early startup)

UX Design,
Service Design

TYPE
ROLE

Design & Strategy Lead

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