UX CASE STUDY

Licensed Colorist on Demand

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Licensed Colorist on Demand

Project Overview

Sally Beauty's Licensed Colorist on Demand (LCOD) revolutionized how customers approach at-home hair coloring by providing free, live professional consultations through video calls and chat. I designed the end-to-end digital experience that connected Sally's online customers with licensed colorists for personalized advice and product recommendations.


Company:

  • Sally Beauty Holdings, Inc.

Project Length:

  • 9 months

My Roles:

  • Lead UX/UI Designer

Tools:

  • Figma
  • Voice of the Customer
  • Salesforce
  • Talkativ

Methods:

  • Iterative Development
  • Discovery & Research
  • UX Strategy
  • User Journey Mapping
  • Visual/UI Design
  • User Surveys & Interviews

Challenges

The In-Store LCOD Experience
The in-store experience for LCOD

The Business Problem

After a major rebrand in 2020, Sally Beauty focused their marketing efforts around “do-it-yourself” hair color. They are the only retailer that sells professional grade hair color used by cosmetologists to the public, which is very different from the typical hair color in a box most people are familiar with. As a result, it could be a struggle to convert potential customers with less experience who often felt too intimidated to try their products. They needed a way to bridge the knowledge gap between professional expertise and at-home application.

The Opportunity

The first iteration of LCOD was soft launched in 50 stores as an exclusively in-person experience facilitated by employees who would connect interested customers to a colorist using a tablet. When this initiative proved successful, leadership became interested in making the experience available to online customers as well.

Sally had never attempted anything this ambitious. The concept was somewhat experimental; there was nothing else in the beauty retail space quite like it. Unlike competitors who offered in-store consultations for a fee with limited availability, Sally would be offering a personalized, high-quality service accessible to anyone, anywhere for free. This was an excellent opportunity to differentiate themselves in the world of hair color and provide a unique value proposition to their customers.

The Obstacles

The primary challenge would be scaling this promising test concept into a robust digital platform. There was little to no existing digital infrastructure for some of the more ambitious features; I knew going in that I'd be working around shifting technical requirements and potentially budget constraints.

Discovery & Research

At the beginning of the project, Sally had a dedicated UX research team who had already conducted research on the initial in-store LCOD concept. Building off their foundation I gathered insights from:

  • Customer interviews with in-store LCOD users
  • Colorist interviews to understand consultation best practices
  • Competitive analysis of beauty consultation services
Colorist & Customer Empathy Maps
Empathy maps provided by UX researchers helped us understand both colorist and customer perspectives during consultations

Using this information, we were able to strategize a high-level overview of how a digital experience would operate:

  1. Comprehensive intake process: A detailed intake form would be crucial for colorists to understand customer goals, hair history, and current condition before consultation
  2. Flexible consultation options: Users needed multiple ways to connect - both scheduling options and on-demand availability during operating hours
  3. Personalized guidance: The consultation itself needed to provide tailored product recommendations, hair maintenance tips, and personalized advice
  4. Detailed follow-up: Post-consultation care plans and preferred communication methods would be essential for customer success
  5. Ongoing relationship: Customer profiles and regular follow-up communications would build retention, along with intelligent product suggestions based on availability

LCOD Optimal Experience
The high-level planned experience for LCOD

Design Process

Initial Vision: The Optimal Experience

Taking visual design direction from branding provided by the marketing team, I designed a comprehensive booking system where customers could:

  • Complete an intake questionnaire from a dedicated landing page
  • Choose between on-demand or scheduled consultations
  • Receive confirmation and reminder communications
  • Join video consultations with personalized links
  • Receive follow-up emails with colorist instructions and product recommendations

In addition to the above, a chat popup would intelligently target specific customer groups browsing pages relevant to hair color. The chatbot would handle the intake questions and then either connect the user to an on-demand video consultation or forward them to the scheduling system. It would not appear if the service was unavailable.

Once the consultation was complete, the user is forwarded to a post-consultation page with follow-up information. Retention emails are sent immediately after, 4 days after, and 30 days after.

LCOD Initial Design
The initial completed design and user journey for Licensed Colorist on Demand. View the figma file here for more details.

LCOD Early Journey Flows
User journeys for Licensed Colorist on Demand in the early exploration phase. Note: at the time the project was named "Virtual Color Expert" or VCE for short.

Pivot Point: Adapting to Reality

Mid-development, I learned quickly that this project required me to be very flexible. While executives had ambitious goals, several dependencies had not yet been finalized when the UX team was handed the initiative. This forced me to regroup and re-strategize on more than one occasion:

  • I was asked to add a user journey for Spanish language customers (despite this not being included in the original requirements). Project managers ultimately decided that it was not feasible to keep enough bilingual licensed colorists on standby and it was removed.
  • A proper technical assessment of the high-level architecture was not conducted, so I was essentially doing exploration and design simultaneously. I had finished a deep dive into mapping out flows for guest users and users logged into their Sally Beauty account, but it was determined that integration of the LCOD system with user accounts was too heavy of a technical lift for the back end.
  • Due to stakeholders being unable to acquire the necessary software, I was told we could not incorporate an appointment scheduling system at all. This news came pretty late in the development timeline and pushed back the original launch date.

That last one was, unfortunately, a huge blow to the quality of the UX. Not being able to pre-schedule a color consultation meant that we would have to move forward with a "first come, first serve" queue system as the minimum viable product. This of course came with its own unique challenges: How would we handle wait times? During high traffic hours there would inevitably have to be a cutoff point for the queue, so how do we communicate unavailability and avoid frustrating users as much as possible?

While this was not an optimal experience, I would do my best to work around these limitations while keeping the core value proposition intact.

Launching a Minimum Viable Product

The goal now was to quickly get a working product live. After the launch we would focus on gathering real-world user feedback and iterative improvement.

I streamlined the new on-demand only experience so that it took place entirely within the UI of the chat window. The user could complete their intake form in the chat then get connected to their video call without having to leave. Like the previous version, it could be accessed from the designated LCOD landing page or when a user is targeted as part of a specific customer group. Customer wait time was limited to no more than 5 minutes. If the queue passed this threshold, the session would end and the user would be told to try again later.

The post-consultation follow-up journey remained the same as the initial design.

MVP Chat Window UI
The streamlined MVP chat interface that handled intake and on-demand video consultation all from the same chat window. View the figma file here for more details.

Iterative Improvements

Post-Launch Learning

Due to complaints about technical issues with video calls and colorists reporting that many customers would end their consultation once they realized they'd have to be on video, a text-only consultation option was introduced.

While the ability to communicate through text in the chat window experience had always been available, that was only as a backup for when audio clarity was an issue. Users were still required to be on video. This was considered the optimal experience for the colorist because, in order to provide the best service possible, it was helpful to be able to see the customer's hair. However, it was becoming apparent that there was a need for more flexibility.

Interviews with the colorists and user feedback surveys revealed the following critical insights:

  • The major frustration was the lack of available colorists. Demand often exceeded the capacity to accommodate. Customer satisfaction took a notable decline once wait times passed the 3 minute mark.
  • Text chat was overwhelmingly the preferred choice among users. However, it comes with the downside of taking up significantly more time (30-40 minutes vs. 15 minutes for video calls) due to the delay in typing out responses.
Post-Launch Research Highlights
Insights from post-launch research conducted by the Sally UX director, Taleah Codrington

Solution: Better Communication

In order to mitigate the bottleneck issue caused by the popularity of text chat, we started by revising our communication strategy to encourage more users to try video instead. Messaging was added to explain why video is the preferred option. We emphasized the authenticity of speaking with a professional face to face, reassured users that this was a no-judgement zone where they don't have to worry about their appearance, and pointed out that it only takes 15 minutes of their time. Stakeholders would explore technical solutions for improving video quality and connection problems.

Many of these changes were made in conjunction with the marketing team as they updated the overall branding of the LCOD program. View the full redesign in Figma here.

Copy Optimization
The UX and marketing teams collaborated to optimize copy that encouraged video consultations while reassuring hesitant users.

Additionally, it was vital to increase the speed of chat-only interactions. Options to help the licensed colorists communicate faster included text-to-speech integration and pre-written "canned" messages to copy and paste as needed. The most significant improvement was adding the ability to upload image files to the text chat. Users who declined to be on video were now required to show the colorist their hair via photo, which increased the value of the consultation and helped it progress faster.

Text Chat vs Video
The ability to upload image files to the text chat increased the value of the consultation and helped it progress faster.

Results & Impact

Measurable Success Indicators

  • Program expansion and sustainability: Sally Beauty continues to gradually expand their roster of licensed colorists to meet growing demand, indicating that the service was generating sufficient value to justify ongoing operational costs. The program remains active and popular well beyond the initial launch period.
  • Feature adoption patterns: Text chat became the overwhelmingly preferred consultation method among users, validating our iterative approach to user preferences over our initial assumptions.
  • Technical issue resolution: Video quality and connection problems were addressed based on user feedback, leading to increased video adoption rates over time.
  • Operational efficiency improvements: The implementation of clear wait time communication, availability messaging, and queue management reduced customer service complaints related to LCOD.
  • Cross-departmental ownership: Eventually, marketing and customer relations teams resumed full ownership of the project, consulting UX only for minor improvements. This transition indicated that the product had reached a stable, successful state that could be maintained by business teams.
LCOD Performance
LCOD performance metrics based on survey data collected through Voice of the Customer. Sally customers participating in LCOD consistently have a higher Net Promoter Score than those who do not participate.

Evidence of Impact

  • Customer loyalty and repeat engagement: Despite initial technical challenges and wait times, users demonstrated genuine faith in the LCOD concept and showed strong inclination to engage with the service on multiple occasions. Once customers successfully connected with a colorist, they consistently appreciated the value and converted into loyal, repeat users. This was a clear indicator that the core service delivered meaningful value.
  • Successful conversion of hesitant customers: The service effectively addressed its primary goal of converting reluctant customers into confident DIY colorists. Users who had previously been intimidated by professional-grade products reported feeling empowered to attempt techniques they wouldn't have tried without professional guidance.
  • Competitive differentiation achieved: Sally Beauty successfully positioned itself as the only major beauty retailer offering free, on-demand professional consultations, creating a unique value proposition that competitors couldn't match. This differentiation was particularly valuable in converting customers from online-only personalized hair color businesses with limited product ranges.
  • Stakeholder confidence and strategic integration: The program became integrated into Sally Beauty's core digital strategy, with branding refreshed and updated over time while maintaining the service's popularity. Internal stakeholders' willingness to continue investing in improvements and expansion demonstrated confidence in the program's long-term value.
  • User behavior validation: The overwhelming preference for text chat over video, despite longer consultation times (30-40 minutes vs. 15 minutes), revealed important insights about user comfort levels and service accessibility. This behavioral data validated the importance of offering flexible communication options rather than forcing users into a single "optimal" experience.
LCOD Testimonials
Testimonials collected from user feedback & reviews

Lessons Learned

Successfully launching LCOD required navigating complex interdependencies while maintaining design quality under shifting requirements. I learned to work more effectively with engineering teams to understand not just what was technically possible, but what was feasible within our timeline and budget constraints. Collaborating with business stakeholders meant balancing ambitious goals with realistic expectations, often having to advocate for user needs when they conflicted with business convenience. This project taught me that great UX design happens at the intersection of user needs, business goals, and technical reality. Collaboration is essential for finding solutions that satisfy all three.

Next Steps

If I were to continue developing LCOD, I would focus on:

  • Predictive availability: Using data to better forecast and communicate wait times
  • Personalization: Leveraging consultation history for more targeted product recommendations
  • Educational content: Creating follow-up resources to reinforce colorist guidance

This project demonstrated how thoughtful UX design can transform business challenges into competitive advantages. By staying user-focused while remaining adaptable to constraints, we created a service that not only met business goals but genuinely empowered customers to achieve their hair color aspirations.