Digital rebate new job flow
Sealed Pro
designed and built: 2024
overview
Sealed Pro focused on B2B model- providing an intuitive rebate SaaS product. We streamlined a particularly complicated type of rebate that relied on measuring the actual energy savings of a project and basing the amount of money for the rebate on that savings. Sealed was in a fantastic position with a already fully function machine learning data set that could predict the energy savings and calculate the rebate amount quickly.
The main pain point though for contractors was selling the services and being able to use the rebate to help make the sale with the homeowner at the “kitchen table” sales pitch. With the complexities as they were- sales techs had zero confidence that the homeowner qualified for the rebate let alone the amount of the rebate. Sealed needed to gather just enough info from the sales tech to give them a guaranteed number, but also allow them to pass off the rest of the jobs tasks for the rebate to their office admin.
deliverables
User Interface
Comp Analysis
Prototyping
software
Figma
Gather the most important pieces of information for the rebate quickly and turn around a rebate range instantly.
challenge
The main pain point for contractors, however, was being able to utilize the rebate as a key tool to assist in making the sale during the crucial “kitchen table” sales pitch with the homeowner. Given the complexities of the situation, the sales technicians found themselves lacking confidence in determining whether the homeowner would qualify for the rebate, let alone the specific amount that the rebate would provide.
Sealed needed to gather just enough relevant information from the sales techs to provide them with a guaranteed number for the potential rebate, while also enabling them to pass off the remaining tasks related to the rebate process to their office administrators, ultimately ensuring a smoother and more efficient process overall.
existing experience
In the earliest version of our B2B product, we relied heavily on a more out-of-the-box solution provided by a third party known as Scoop. This particular platform was primarily designed to cater to solar panel installation jobs and offered very few options for customization. While it effectively served its purpose during the initial exploratory period, it became increasingly clear that once Sealed transitioned to focusing solely on this specific product, a more robust and customizable tool would be essential in order to meet the growing needs of the contractors as well as the evolving demands of the market.
existing customer interviews
The project manager and I started interviewing different contractors and talking with our sales team, who regularly interacted with customers. This teamwork was important to better understand the customer's issues with the first version of Scoop and to address their concerns properly.
contractor take aways
overwhelming requirements with no clear outline of what was important for qualification and the rebate range and what wasn’t
not everything required by the rebate affected the rebate amount or the homeowner’s qualification
felt impossible to understand how much money to offer the homeowner to help close the sale
it was particularly difficult to know when the sales tech could leave the rest of the details to the office admin and they could move on to another job
note about screen sizes
there are two main users; the office admin and the sales tech
the office admin is 100% of the time on a desktop computer while working
the sales tech is on mobile devices, but 75% of the time at least they’re on mobile tablets instead of phones
design solution exploration
We spent a lot of time organizing the required information and grouping all the pieces together in a way that lessened the cognitive load and built a flexible backend that would be flexible for multiple programs (each program required a slightly different set of questions).
This was a massive endeavor that required the efforts from all three disciplines in the product org (product management, design, and engineering).
We also worked to make it easy to bail from a job at anytime without loosing the information already provided. While the sales tech did need to make to a particularly point in the flow before they got a rebate range to offer the customer- they could leave the flow at anytime if the job was lost or even won without the rebate range and it wasn’t necessary for the sale.
In addition to organizing the workflow in the most efficient way possible, we also thoughtfully utilized several design features to ensure that the overall experience remained smooth and straightforward, all while avoiding any unnecessary added clutter.
dynamic question sets with open multi choice
We dynamically only displayed questions that were absolutely necessary along the path. For example- if the homeowner didn’t have a vaulted ceiling, we didn’t want the contractor even seeing the questions about vaulted ceilings.
We opened all the questions up a much as possible- removing dropdown whenever possible so the contractor could quickly see everything at a glanced when walking through the required pieces.
clear acknowledgement of a rebate amount
Once we had everything we needed for the sales tech to have a confident number to present the homeowner- we didn’t want them to miss it or have any questions they were a the stage where they could hand it off to their office admin.
We also wanted to have space to give them a quick reminder on the rebate’s policies as each policy was different and a homeowner could qualify for different ones.
easy ways to jump from the flow
We used standard jump capture practices to allow the sales tech to leave easily- while also preventing accidental jumps that were not intended.
All progress was save a long the way, so once information was gathered it didn’t need to be repeated.
tablet and desktop sizes prioritized over mobile
As discovered through our research, the primary users of the application were predominantly utilizing tablet-sized screens and desktop computers for their interactions. Consequently, we made a strategic decision to prioritize these two specific breakpoints in our design process. We also ensured that the overall design remained functional and visually coherent on the smallest screens, thereby maintaining an optimal user experience across various devices.
For example, we did switch to multi choice drop downs on mobile devices to prevent incessantly long scrolling pages.
final designs
We were excited to present an efficient new job flow for our contractor’s sales technicians. This approach focused on a simple workflow that met the specific needs of those sales techs in the home selling jobs. By removing extra steps and distractions, users can easily complete the necessary tasks, improving productivity and performance. With user-friendly features and a customized interface, this system allows sales techs to focus on their main responsibilities, leading to more sales.
Review the designs in Figma