Designing an app to automate assessment delivery and keep clients engaged long after the workshop ends.
Overview
EnergX is a human performance consultancy specialising in burnout risk identification and prevention. Founded by Sean, who has run over 500 workshops across Australia, the business helps professionals understand and manage their energy. Their flagship tool, the ExIQ assessment, is a holistic digital assessment designed to build what they call "energy intelligence."
The problem: the entire post-workshop experience was running on manual effort. And it wasn't scaling.
The Challenge
Sean was doing everything by hand. After each ExIQ assessment, he personally compiled results — copying data into spreadsheets, typing numerical outputs, and manually sending reports to each client. For a consultancy that had already supported over 5,000 Australian professionals and was looking to grow, this was a significant bottleneck.
Beyond the operational side, there was a deeper concern: without any quantitative feedback or engagement data, Sean had no visibility into whether clients were actually using the learning materials he'd created. The gap between workshop and ongoing engagement felt like a missed opportunity.
The brief: design an app experience that automates onboarding and results delivery, tracks assessment completion, and gives clients a more personalised, engaging experience after the workshop.
Research
We interviewed seven people in total — five who had attended an EnergX workshop, and two who hadn't. The mix was intentional: we wanted to understand both the existing client experience and what someone new to EnergX might need from the product.
Two primary personas emerged from the research. One represented a highly motivated professional eager for structured tracking. The other was more hesitant — open to the ideas but needing more support to stay engaged independently. Different needs, but a shared gap: nothing to bridge the workshop experience to daily life.
Design
Automated onboarding and results delivery We designed a flow that removed the manual effort from Sean's side — clients could be onboarded digitally, complete the ExIQ assessment within the app, and receive their personalised results report automatically.
Energy tracking dashboard A visual interface for clients to track their energy levels across the dimensions measured in the ExIQ assessment — moving from a one-time report to ongoing, visible progress over time.
Achievement and progress system A light gamification layer — milestone tracking and achievement unlocking — to support ongoing engagement. One participant raised this directly in testing, describing how a visual representation of sustained effort (they suggested a "virtual fire" that stayed lit as long as you were consistent) could be a compelling motivator. It was the kind of insight that only comes from talking to users.
Community statistics An optional feature showing anonymised aggregate data. One participant flagged a concern:
"My immediate thought is concern around people who don't have that context. But it can help people to not feel alone in dealing with an issue."
That tension shaped how we approached it. We designed it as opt-in, and recommended the community view be gated until a user had completed their first assessment cycle.
Usability Testing
Testing on Maze using scenario-based tasks. Feedback was almost unanimously positive — participants could see the app filling a real gap in their experience.
The clearest finding: people felt the app could solve something the workshops couldn't. Content retention drops off quickly after a session. Having a persistent, personalised tool to return to addressed that directly.
