Work

TubeBuddy / BENlabs · Aug 2021 – 2026

Creating Alignment When No One Agreed on the Future

First 60 days From joining to a shared product vision

A director remaking a beloved film needed the original house. The studio said no budget. The agency found natural placements in the script — brands paid to be in the film, the director got their vision funded, audiences got a better movie. Everyone won.

BEN had done this for decades in Hollywood. But the agency model was breaking — understaffed, overworked, every deal requiring human touch. They acquired TubeBuddy (YouTube's largest creator tool) hoping software could change that. The problem? No one agreed on what the combined company actually was. Within my first 60 days, I led research and co-authored a product vision that gave both sides a shared direction. The platform progressed, but its original ambition remained unrealized.

VisionType / BEN × TubeBuddy

One platform. Three perspectives.

Three sides.One sharedfuture.

I led the research and vision that gave two businesses a shared direction.

Connected by design

Audience intelligence connects the value on every side.

Explore the product walkthrough
Choose a perspective

Shared value

60 days
From joining to shared vision
~1 week
To make the vision tangible
35+ screens
Designed across the experience
Role
Head of Product Design & Senior Director
Focus
Vision & Strategy
Outcome
Shared direction; platform not broadly released

30-second read

What matters in this case

Strategic ThinkerResearch-DrivenTeam BuilderCreator Platforms
The challenge
An acquired agency and software business had different incentives, language, and beliefs about the future.
My contribution
I began research immediately, surfaced the jobs both sides shared, and co-authored a product vision teams could use to make decisions.
The result
The organization gained a shared direction and positive feedback on the concept. Investment priorities later changed before the ambitious rebuild was ready for broad release.
Pivotal decision
I sequenced the vision around agency value first so the transformation could earn trust instead of triggering more resistance.
10M+
TubeBuddy installs in the product context
60 days
From joining to a shared product vision

The Situation

BEN's agency model was human-capital intensive — every brand deal required people finding creators, negotiating terms, managing campaigns. The team was understaffed and overworked. Leadership didn't believe the agency model alone had a bright future.

TubeBuddy had its own problems. The founders exited with the acquisition — and they hadn't left a vision behind. The product had been built without designers, so there was years of UX debt. Ten million installs and deep YouTube integration, but no direction for where it was going next.

When I joined, neither side had a clear path forward on their own, and together they hadn't figured out how their work connected. No shared roadmap, no unified vision, and a lot of fear.

Agency feared software

Many saw it as a threat to their jobs, not a tool to help them do better work.

No shared language

Agency spoke in campaigns and relationships. Software spoke in features and sprints. They weren't having the same conversation.

A market moment

iOS 14.5 had just gutted Facebook ad targeting. Brands that relied on pixel-based tracking were suddenly looking for new ways to reach audiences — and creators had the authentic reach they needed.

AGENCY SOFTWARE
Same company. Two businesses.

What I Did First

I didn't wait to be assigned work. I started research immediately — looking for the shared story that could unite skeptical teams around a common future.

  1. Split the immersion Two organizations was more than one person could learn properly at once. I encouraged Brian, one of my designers, to go deep on one side of the business while I worked to understand the other — still learning both, but with someone dedicated to each.
  2. Jobs-to-be-done research Interviewing creators and brands about what they're actually trying to accomplish
  3. Competitive analysis Mapping the landscape to find gaps and opportunities others were missing
  4. Positioning workshops Once there was enough shared understanding to build on, I ran workshops with people from across both organizations — agency and software, not just design — to find what the combined business could uniquely offer. Getting both sides in the same room was most of the value.

The Hard Calls

Vision work is about making choices that give teams direction while leaving room for them to discover the right solutions. Here's what we decided — and what we consciously chose not to do.

Lead with agency value, not creator features

We always planned powerful creator tools — this wasn't about deprioritizing one side. But the company was agency-first and skeptical of software. If agency teams felt threatened, nothing would ship.

VisionType I led with brand campaign workflows, showing how software helps agency people with the hard parts of their jobs.

What we deprioritized Leading with creator-first messaging. We had the designs, but the organizational story needed to be "both sides better together."

Show automation as a spectrum

Full automation would be faster and more scalable. But agency expertise was real — human curation mattered for high-budget campaigns.

We designed a spectrum from "fully automated" to "hire our team." Brands choose based on budget and comfort level. Agency expertise stays valuable.

What we deprioritized A pure self-serve flow. Support data showed brands needed help with targeting criteria.

Show enough depth to build trust

We could have shipped a lighter vision deck — fewer screens, more hand-waving. But skeptical stakeholders need to see specifics. "Trust me, it'll work" doesn't cut it with agency people who've been burned by software promises.

Co-owning the vision with the Head of Product, I designed enough depth that teams could see real workflows, not just concepts.

The Vision

A platform where brands define what they need, creators see opportunities that fit, and the right matches happen without friction.

1 Brand creates brief
Define the campaign

Brands describe their target audience, campaign concept, inspiration, and budget. Then choose their level of involvement — from fully automated matching to "hire our team" for high-touch campaigns. Agency expertise stays valuable.

2 Creator gets notified
Relevant opportunities arrive

"Adobe would like to collaborate with you." When there's genuine fit between a brand's goals and a creator's audience, creators see opportunities — not random ads, but partnerships that make sense for their content.

3 Creator decides
Review, commit, plan

Creators review the brief, decide if it fits their content strategy, and add it to their campaign calendar. The platform shows audience overlap, topic fit, and helps them plan how the content fits their broader strategy.

4 Campaign stays visible
One status model, end to end

I designed a shared coordination layer for every creator deliverable — accepted, in progress, ready for review, scheduled, and published. Both sides could see what was moving, what needed attention, and what came next.

What Happened

“Confidentially, Bill said ‘looks like a good product’”
Tyler Folkman, CTO, after presenting to Bill Gates

Our CTO relayed positive feedback after presenting VisionType I to Bill Gates. That response was encouraging. It was feedback on a concept, before we could know how the full platform would perform with customers.

The immediate result was a shared direction for the agency and software teams. We could discuss concrete workflows, make tradeoffs, and build toward the same product story. That alignment was useful even though the full vision did not reach broad release.

What Happened Next

VisionType I made the direction concrete. Leadership then shifted to VisionType II — a more flexible, Notion-like systems platform. The Head of Product believed "every creator is different" required infinite customization.

Where I Disagreed

I pushed back — with data. I'd audited the flexible, systems-style products — Notion, Mem, Obsidian, ClickUp, Airtable, Coda, Tana, among others — and one pattern kept repeating: outsized investment in onboarding. Guided setup flows to save users from the blank canvas. Step-by-step walkthroughs. Video tutorials embedded directly in the UI. Template galleries everywhere. Standard-sounding features — but invested in at a scale most SaaS never needs. When a product requires that much teaching, it's telling you users can't intuitively see what to do with it.

We were living the same evidence internally: Notion was meant to be our standard for documentation, but much of the team had a hard time adopting it. And I'd seen the pattern years earlier, consulting for a startup with no experienced product person on the team — badly behind schedule because it kept building customization, in part because it hadn't done the research to know what its users actually wanted.

To be clear, I wasn't against flexibility — I was against unexamined flexibility. The same research doubled as a map of what it would take to do a systems platform well if we committed to that path. I believed in common patterns: nail the workflows first, add smart flexibility where it earns its place.

The Head of Product made a different call — and I took on the challenge with real excitement, becoming one of the two main authors of VisionType II alongside him. That stretch produced some of the collaboration I enjoyed most: the two of us thinking deeply about the system together — what capabilities it needed, how each one would work, how they'd interact. Disagreeing with a direction has never meant withholding my best work from it.

That exploration included designing AI agents as collaborators in the future product vision and building early working prototypes before native agent tooling was widely available. Those prototypes were exploratory rather than shipped product features. Later, Nick Johnson and I partnered on some of the first working agents in our codebase. We each created agents and helped refine one another's work, turning the broader idea into a practical way of working.

Where the vision ended

TubeBuddy faced a post-pandemic decline and growing competition while we worked toward the new platform. The platform progressed, but funding was withdrawn before broad release. Investment priorities changed, our runway shortened, and the focus shifted toward near-term profitability.

We never reached the point where we could demonstrate the business outcome the original vision aimed for. My contribution was the research, product direction, and design work that helped the team move forward under those constraints.

I still think specific workflows with the right amount of flexibility beat infinite customization — and AI may well change that equation. But the starting point doesn't: understand what users actually need first.

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