Digitally lead experience
designed and built: 2022-2023
Sealed
overview
Sealed aimed to help electrify homes in America by using air sealing methods and upgrading HVAC systems to more modern and efficient options. Not only did they offer financing options for homeowners- but they also boasted a fully remote job planning process so homeowners didn’t have to have a contractor come to their home just to plan out the details of the projects.
The majority of the experience was actually offline line and managed through a team of sales members and project managers. They managed emails back a forth with the homeowner- sending links to sign documents and upload photos into Google drive.
deliverables
User Interface
Comp Analysis
Prototyping
software
Figma
challenge
Build a digital platform that can manage the entire sales flow for a homeowner.
The whole sales experience for a homeowner only had a small portion managed with a digital experience—the initial onboarding quiz. However, there were a lot more steps the homeowner had to move through before they officially completed the sales cycle from emailing photos of their home and sending in photos of their utility bills to their project manager. The flow also included multiple sales calls through Zoom with the links being solely sent to the homeowner through their email.
The complicated experience of qualifying and successfully completing the sales cycle through Sealed often left homeowners feeling frustrated and behind, as critical links and important pieces of information often slipped through the cracks unnoticed. Additionally, there was sensitive personal information that was being shared during this process that we wanted to protect and securely manage within our own system to ensure the utmost privacy and security for our clients.
existing experience
Only the main website and the qualification flow were digital experiences designed for the homeowner and effectively managed and controlled by Sealed. All other significant aspects of the journey were either processed offline through a series of manual emails or were funneled through various supplemental software tools, such as DocuSign or Google Drive, to facilitate documentation and communication.
design solution exploration
Building an experience that could effectively manage the entire sales journey for the homeowner required the implementation of multiple advanced features and extensive backend work. We needed a robust account management system that would allow homeowners to log in and out of various stages and complete different steps at different times, all while ensuring that their personal information remained safe and secure. Additionally, we also needed to develop a comprehensive dashboard experience that would empower homeowners to complete all necessary steps in the process independently and at their own pace if they so desired. This thoughtful design aimed to enhance user engagement and support throughout the entire sales experience.
dashboard design mocks
The primary goal of the dashboard was to help homeowners stay focused on the various steps involved in the process, while also empowering them to have their questions thoroughly answered and gain a comprehensive understanding of the entire journey they were embarking on together with the team. This resource was designed to provide clarity and support, ensuring that every homeowner felt confident throughout each phase of their experience.
expanded supporting flows from dashboard
There were two particularly complicated experiences the homeowner needed to complete during their sales cycle.
One being submitting their home’s historical energy usage. The financing and satisfaction guarantee was based on homeowners seeing significants savings on their energy bills after Sealed completed the work- we used their past energy usage to predict how much savings they would see through our proprietary machine learning systems.
The second complicated experience was having the homeowner submit detailed photos of the structure and systems in their home. We needed not only a photo upload tool- but the ability to digitally walk the homeowner through their home and help them know exactly what Sealed needed photos of in the home to prepare their job proposal.
submit home energy history
We partnered with another company that securely connected with homeowners utility providers so we could get a snapshot of their home energy usage without ever seeing their account information.
Many homeowners had multiple utility providers and we needed a clear way to show them which providers we had been able to connect with and which ones we hadn’t.
A full case study is coming soon.
submit home photos
We replaced the email photo request with a better digital experience. This new method guides homeowners through their homes step-by-step, offering clear directions and useful tips on what photos to take for each area.
We needed this to be something that was both self-led by the homeowner, allowing them to take initiative and make decisions independently, but also provided ample guidance and support to ensure they felt confident and informed throughout the process.
A full case study is coming soon.
final designs
Creating a clear and bright dashboard for Sealed focuses on simplicity and user experience. The aim is to design an interface that makes navigation easy while presenting important data attractively. Using light colors and straightforward layouts allows users to quickly access key features and information. This design not only improves usability but also fosters a feeling of freshness and efficiency, making the dashboard a useful resource for everyone.
Review the designs in Figma