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Kitchen Lead Management System

A guided lead-capture and pipeline tool that replaced sticky notes and tribal knowledge for kitchen sales associates — built end-to-end with a cross-functional team of 7+.

System Overview

Where LMS sits in Lowe's ecosystem

LMS is the hub where leads are created, managed, and sold — fed by associates, PROviders, and IHSS, and connected onward into Design Hub, lowes.com, and Lowe's Project Dashboard.

In-store & virtual Associates & designers 3rd-Party Installers (PROviders) In-Home Sales Specialists (IHSS) Lead Management System (LMS) Where leads are created, managed & sold across all of Lowe's Entry point & quick view Design Hub Collaborative kitchen design review lowes.com Customer-facing visibility Lowe's Project Dashboard Internal PM integration Blue = systems designed & led by Sebastian · Gray = connected touchpoints
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Context

No system, no visibility

Kitchen associates had no standardized way to capture leads — the process ran on sticky notes, notebooks, and memory. Leads were lost, follow-ups missed, and pipeline health was invisible above the store level.

As Design Lead, I partnered with PM, engineering, and research to build LMS from the ground up — capturing leads, managing them to a scheduled appointment, and tracking status across the full lifecycle.

The Problem

Three converging issues

  • No system of record. Associates and stores had no standardized way to capture leads, and store managers had no visibility into pipeline health as a result.
  • Inconsistent intake. Every associate asked different questions, so leads often reached the design consultation missing key details.
  • No pipeline visibility. Managers couldn't see what was open, overdue, or converting — coaching and forecasting were guesswork.

The challenge: a fast, guided intake associates would actually use on the sales floor — without turning a conversation into a form-filling exercise.

Research

Grounded in the sales floor, not assumptions

I partnered with our research team to conduct store visits, sitting down with kitchen specialists to understand their current process, surface gaps, and identify opportunities. These visits confirmed every associate and store handled it differently — some used personal notebooks, others sticky notes or calendars — with no standardized way to record customer contact or project information. That inconsistency also meant store managers had no reliable way to see pipeline health or reporting across their team.

  • Associates avoided anything that felt like "admin work" in front of a customer.
  • Sensitive questions (budget) needed soft framing — coaching on how to ask, not just what.
  • Scheduling was a major drop-off point without a clear next step.

Beyond individual store visits, I mapped the full kitchen project journey in collaboration with Product Partners during a series of workshops — covering every persona (DIFM, Pro, DIYer, Red Vest Associate, self-service) across the entire process, from lead generation through purchase, and where each step actually happens.

Artifact Full Kitchen Journey Map
Full kitchen project journey map across personas and stages, from lead generation through purchase
Click the diagram to expand into a full-resolution, pannable view
Design Decisions

From admin task to guided conversation

01 A 3-step guided flow, not a form dump

Project Information → Contact Information → Schedule Appointment, with clear progress and required-vs-optional labeling — so associates move at conversation speed, not spreadsheet speed.

Step 1 of 3 — required fields are visually distinct, so associates know exactly what's needed.
02 In-context coaching, not a separate training doc

The "Useful Tips" panel shows exactly what to ask and how — right next to the live form. Training lives in the workflow, not a manual nobody reads.

Coaching panel answers "how do I ask this" in real time, reducing reliance on manager shadowing.
03 Designing for the failure paths, not just the happy path

No matching appointment slot? "Continue without Scheduling" auto-generates a 48-hour follow-up instead of dead-ending. No customer match? A direct path to add a new contact.

Real conversations rarely go perfectly — the fallback path keeps the associate moving instead of getting stuck.
04 Turning leads into an actionable queue

Leads organized by status — Overdue, Due, Open, Declined, Sold — instead of a flat list, so triage takes one glance, not a scan.

Status counts double as filters — here, Overdue is active, surfacing only the 5 leads that need immediate attention.
Outcome

Impact

75K
Total leads generated (YTD)
26.4K
Leads sold
35%
Lead-to-sale conversion
100%
Store adoption (1,744 stores)

In 2026 YTD, LMS has processed nearly 75,000 leads system-wide — with over 26,400 converted to a sale and another 16,200 still active in the pipeline, a 35% lead-to-sale conversion rate overall. The system has also reached full adoption across all 1,744 stores.

In Progress — Not Yet Shipped
What's Next

Guiding associates on what to do next, not just what's happened

LMS currently shows status, but not always the next best action. We're building guided-action notifications that surface directly on a lead — starting with alerting associates when a customer has already submitted inspiration images to their Project Dashboard, so a lead doesn't go cold while something actionable is sitting unseen.

The notification in LMS (left) is triggered by the customer's own activity on lowes.com (right) — closing the loop between customer action and associate follow-up.
Reflection

What I'd carry forward

This project ran about 12 months end to end — kickoff in January 2025, a 31-store pilot that September, and a nationwide release in January 2026. It tested every skill I had as a Lead: building alignment across PM, engineering, and business partners who each had a different definition of "done," while also setting a design template a Sr. Designer on my team could build from as we kept adding features. That template is still what we use today as we expand LMS into new categories, with the same goal — helping associates and designers stay focused on the customer, keep every lead moving, and ultimately turn that into a sale.

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Full kitchen project journey map, expanded
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