About Me
Pika
Service Pitch & Rebates
Founding designer at Pika
Jul 24 - Present
Overview
Problem
HVAC providers face a dual challenge:
  1. selling complex, high-efficiency units and
  1. navigating the cumbersome process of filing the rebates that incentivize these sales.trategic
My Role
  • Sole designer. Drove over $1.6M in combined revenue by owning the end-to-end design for two core products.
  • Led the redesign of a native iPad app, converting monthly active users into daily users and landing the company's biggest client.
  • Spearheaded a strategic pivot to a 0-1 dashboard that transformed a manual back-office workflow and doubled revenue.
  • Defined the design process, established a critique culture, and introduced AI-first tools to operate at the speed of 5 developers.
Solution
A unified solution across two products:
  1. ServicePitch, an iPad app for the sales team to create compelling presentations for high-efficiency units
  1. Pika Rebates, a web dashboard to streamline the back-office process of filing rebates.

My Team
  • VP of product
  • 3 full-time developers (including the founder)
  • 2 contract iOS developer leads
  • GTM team of 5
Key Designs
1
Front office: Preparing for a sale
Created some of our most loved features to help technicians prepare for their sales
2
Front office: Data rich presentation
Refined presentation UI to highlight product differences
3
Led pivot to back office: rebate filing dashboard
Used AI to quickly design a dashboard with comments and triaging features to break data silos
4
Dashboard onboarding
Designed a self-serve onboarding flow to help us scale faster
ServicePitch (Q3 24 - Q1 25)
User overview
Profile:
HVAC salesperson called a comfort consultant, typically a white male between 30 to 50. Motivated by company swag, in person conversations and their experience with technology widely varied, but all had an iPad and iPhone for work.
Problems:
Pika's goals
To address these problems, we aimed to equip comfort consultants with a presentation building tool that helped salespeople differentiate the kitchen-table selling experience. Product goals were to
Boost HVAC sales to capture marketshare
Integrate seamlessly to drive adoption
Build habits for stickiness
ServicePitch features
When I joined Pika, it was a web app for versatility, but its lack of offline mode was a key barrier to adoption. I led the product's transformation to a native iPad app, designing and launching offline functionality while making quality of life updates. This led to securing one of our biggest clients, SILA.

From web to iPad

Offline mode

More user-friendly presentations
Pivoting to rebates (Q2 25 - Q3 25)
While my design work on ServicePitch was driving strong engagement and revenue, the business identified a significant new opportunity. We discovered that a test-product, Pika Rebates, was generating equivalent revenue with less effort. While ServicePitch depended on equipment databases being up-to-date, Rebates was more lightweight.
This led to a strategic pivot to focus entirely on scaling the Pika Rebates business.
Product goals
Our product goal was to scale rebate filings to 1,000 per month by the end of the year. To achieve this, we developed a human-in-the-loop strategy, hiring an offshore team of 3 and training an AI on rebates data to make filing fast. Our term objectives were:
Decrease time to file
By reducing logins across applications, automate manual steps & streamliming communication
Enable new contractor to start filing within 2-3 days
Allowing us to rapidly scale our filing capacity
Rebates Features
As the sole designer, Figma alone would not allow me test assumptions fast enough. I introduced an AI-first workflow to the team, redefining our design process. I prioritized rapid validation over pixel perfection by using Lovable to quickly test core functionality and Claude to lightly polish our component set in GitHub. I switched to Figma only where polish was a key differentiator, like our onboarding experience. This blend allowed me to to maintain a fast-paced development cycle while still delivering a high-quality user experience.
Main dashboard prototype (built with Lovable)

0-1 Dashboard
Consolidated data from siloed databased into a single dashboard our team could use.

AI Extracted Data
Consolidated data from siloed databased into a single dashboard our team could use.

Delightful Onboarding
Consolidated data from siloed databased into a single dashboard our team could use.
Results
As the sole designer, Figma alone would not allow me test assumptions fast enough. I introduced an AI-first workflow to the team, redefining our design process. I prioritized rapid validation over pixel perfection by using Lovable to quickly test core functionality and Claude to lightly polish our component set in GitHub. I switched to Figma only where polish was a key differentiator, like our onboarding experience. This blend allowed me to to maintain a fast-paced development cycle while still delivering a high-quality user experience.
$380K + $635K =
ServicePitch + Rebates
...$1M
Total Revenue
"I went through and audited everything in there. BLOWN AWAY!!! Thank you!!!
HVAC Install Manager
"I'm happy to help y'all in any way. You've been a tremendous help"
Head of Rebates
It's fun working with you guys…I'm excited about how this can really improve our business"
HVAC Business Owner
Learnings
Sharing design vocabulary
  • I learned my role as the sole designer went beyond design to educating the team on best practices. My PM and I introduced a process document, with phrases like"Problem Jam," for the team to learn to provide timely feedback on concepts before we moved to high-fidelity design critique.
Protecting my time
  • I learned to protect my bandwidth by saying "no" to low-impact requests. My focus on the most critical projects would drive greater value for the business. For example, for our latest website redesign, I advocated to hire a contract designer.
Building a relationship with users
  • I learned that at the heart of driving revenue and growth was building trust with users, not just the perfect product. I built rapport through small gestures, like sending a user wine after a research session, which made them feel valued and led to more thoughtful, candid conversations.
Illustration Credit: Humation
Specialized in 0-1 & growth
Anushri Kumar
anushri.kumar@gmail.com