B2B SaaS · Case study
Orbit: B2B agency automation portal
A smart client portal that replaces manual back-and-forth with a guided, self-serve journey from requirements to deployment.
1 workflow
Intake and deliverables in one place
Instant
AI cost and timeline estimates
Human-in-the-loop
Every AI estimate is checked by a person
The problem
Manual scoping leaks time and money
Collecting complex technical requirements over scattered emails overloads clients and delays deployment. Custom feature requests needed tedious scheduling and long discovery calls.
The solution
A guided portal with AI estimates and human checks
I designed a frictionless B2B portal that automates technical handovers. A step-by-step intake flow comes with contextual video guides.
For custom requests, an AI estimation tool gives instant cost and timeline projections, with a human-in-the-loop review step to keep them accurate and catch AI hallucinations.
Key learnings
Trust needs a visible human check
Designing for trust
Balancing AI speed with visible human validation builds client trust and protects the agency’s margins.
Guided UI removes friction
Breaking complex technical forms into single-step screens with built-in help removes frustration and drop-offs.
The impact
A zero-guesswork handover
Orbit turns a highly technical handover into a clear, guided journey. With intake and deliverables in one workflow, the agency can scale productised services and build client trust from day one.
Want the full story behind Orbit?
I’m happy to walk you through the research, the trade-offs and the screens on a quick call.
