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Customer Experience & Personalization

UX Strategy

UX strategy is the discipline of designing digital experiences — web, mobile, email, and beyond — around how real users actually behave, not just how a business wants to present itself. Trellist provides UX strategy for organizations whose digital experiences look finished but don’t convert or engage the way they should.

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What we do

Experience Research & Audit

Understanding how users actually move through your current experience, and where they get stuck.

Tools we work with

  Adobe Analytics for path and drop-off analysis

  Quals.ai for AI-moderated user interviews at scale (our own platform)

Experience Research & Audit

Understanding how users actually move through your current experience, and where they get stuck.

Tools we work with

  Adobe Analytics for path and drop-off analysis

  Quals.ai for AI-moderated user interviews at scale (our own platform)

Information Architecture

Structuring content and navigation around how users think and search, not your internal org chart.

Tools we work with

  Optimal Workshop for card sorts and tree tests

  Figma for sitemaps and wireframes

Journey Mapping

Designing the end-to-end experience across web, mobile, and email as one coherent journey.

Tools we work with

  Miro for journey-mapping workshops with your team

See the case study
Usability Testing

Validating design decisions with real users before they’re built, not after launch.

Tools we work with

  Figma for clickable prototypes

  Maze for unmoderated usability tests

See the case study
Cross-Channel UX Consistency

Making sure the experience feels coherent whether a user is on web, mobile, or email.

Our approach

We start by researching how users actually experience your current digital properties. From there we architect the information structure and journey, validate decisions through usability testing, and ensure consistency across every channel a user touches.

Signs you need this

  • Your digital properties look polished but conversion and engagement rates don’t reflect it.
  • Users regularly get stuck or confused at the same point in your experience.
  • Web, mobile, and email each feel like a different brand experience.
  • Design decisions are made by internal opinion rather than user research.
Signs you need this
  • Your digital properties look polished but conversion and engagement rates don’t reflect it.
  • Users regularly get stuck or confused at the same point in your experience.
  • Web, mobile, and email each feel like a different brand experience.
  • Design decisions are made by internal opinion rather than user research.
What you’ll gain
  • A digital experience that performs as well as it looks.
  • Fewer users getting stuck at predictable friction points.
  • A consistent experience across every channel, not disconnected silos.
  • Design decisions grounded in real user behavior, not internal debate.
How it compares

Trellist grounds UX strategy in real user research and testing, applied consistently across channels. That’s different from a visual design agency, which focuses on how an experience looks rather than how it performs, and different from isolated usability testing without a broader strategy connecting the findings to action.

FAQ

Do you redesign the experience, or just provide strategy and recommendations?
Both — we can provide strategy alone or carry it through to design and build, depending on what you need.

What channels does UX strategy cover?
Web, mobile, and email most commonly, designed as one coherent journey rather than separate experiences.

How do you validate design decisions?
Through usability testing with real users before a design goes into full production, not just internal review.

Why Trellist

We ground every UX decision in how users actually behave, not how a stakeholder assumes they will.

Want to know where users are actually getting stuck in your experience?

Let’s Talk

Let’s talk

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