CASE STUDY · SERVICE DESIGN

Self service onboarding with lead categorization

Self service onboarding with lead categorization

UX DESIGN · PROTOTYPING

2024

From outgoing phonecalls to a fully self service onboarding. Starting with small scale experiments, gradually growing into a fully integrated part of the customer journey.

From outgoing phonecalls to a fully self service onboarding. Starting with small scale experiments, gradually growing into a fully integrated part of the customer journey.

Workshop wall covered with research notes
Structured planning notes
Hands mapping a design process

One of the most labour intensive processes when I started working at Energiebespaarders was to onboard leads and plan a home visit. This done by a customer support team, actively calling them and asking them the onboarding questions.

Low fidelity prototypes
By using no-code tools like Typeform and Google Sheets I created prototypes that could automate this process. It gradually grew until all leads used this prototypes, getting into the thousands of responses.

Fully automated self service onbaording
These prototypes layed the foundation for a completely redesigned onboarding flow, where homeowners are able to explore the possibilities for making their home more sustainable by themselves.

More selected work

More selected work