UX for improved data capture

Creating leads and optimising data capture for a London-based
commercial agent start-up

Project Goals

Goal 1
To aid in Soul Spaces’ goals to increase the amount of leads created through their website.

Goal 2
The problem was lots of site visits but not turning into actual inquiries (low conversion rates) created through their contact forms.

Team:
UX/UI Designer (myself), SEO Consultant, Head of Marketing and the Founder/CEO.

Timeframe:

12 weeks

My responsibilities:
UX Process, testing and Stakeholder workshops.

Tools:
Figma, Adobe CC, Miro, Trello and Google Analytics

UX and UI fundamentals of this project:
-
Working in cross-functional teams
- Working with Design thinking, Double Diamond and Agile.
- Empathy, storytelling, collaboration, workshopping, using Radical Candour to ensure constant and effective giving and receiving of feedback.

- Empathise

- Define

- Ideate

- Prototype

- Test

- REPEAT

- Empathise - Define - Ideate - Prototype - Test - REPEAT

12 Week Project:


Using a design thinking approach coupled with Agile Product Management

Empathise

6 interviews
1 workshop
UX Audit
SEO research and report (Google Analytics)
Competitive analysis
Market Research

Results:
User insights and Defined business needs

Define

User personas
Customer journey

Results:
Personas, hypothesis statements, Value proportions and problem statement.

Ideate

Ideation workshop (with SEO and Marketing teams)
Crazy 8s
Storyboarding
Workshop on competitive analysis results with stakeholders
Affinity diagrams

Results:
Concepts and solutions for testing

Prototype and Test

Information architecture
Design system (style guides)
Usability test
SEO Reporting

Results:
MVP and new round of testing and iteration

Empathise

Stake holder interviews & workshops

- 6 stakeholder interviews - between 3rd-11th October (Online and in-person)

- 1 stakeholder workshop, Friday 13th October (in-person)

Why?

- To follow up on the quantitative data so that we can frame the problem clearly.

To understand the business needs and have all stakeholders and team members working towards solving the same central problems.

- The interviews would allow us to learn from the stakeholders and experts about their customers.

- Ultimately this build rapport between the whole team.

Business Needs

Objective:
Soul Spaces needs to enhance their lead generation through the website.

Challenge:
High website traffic but low conversion rates, resulting in a limited number of inquiries through contact forms.

Business Need Stats

Provided by SEO Consultant from Google Analytics 4:

- High Bounce Rate on ‘Contact’ page of 58.33% (40% would be ideal)

- 12.61% of total sessions actually arrived to the ‘Contact´ page

Define

Empathy Map

What we did and why:

- Due to budget and time restraints we took the decision to form goal-oriented personas. Having to sacrifice the use of data-driven engaging personas, we were still able to understand their behaviour and their roles they play.

- We based these on the hypothesis we formed from the empathy map.

- With these personas we could share them with the team and align our understanding of who we are designing for, and continue to iterate on them.

With this qualitative data I was able to turn the data into this empathy map.

This will help us better understand the users:

- We clarify who the users are

- Helps educate the whole team about the users

- This helps reduce bias and highlights gaps in our knowledge

- Now we can shape the user personas, to personalise the users for the team.

User Personas

Sarah, the Entrepreneurial Leader

Background
- Age: 35
- Position: Founder and CEO of a tech startup
- Industry: Technology
- Experience: 8 years in the industry
Demographics
- Location: London, UK
- Education: Bachelor's degree in Computer Science
- Family: Married with one child
Goals
- Find an office space in or around London that fosters innovation and collaboration.
- Create a work environment that reflects the company's progressive and dynamic culture.
- Optimise cost-efficiency while ensuring the office design supports employee well-being.
Behaviors
- Actively seeks modern and flexible office spaces that accommodate a growing team in the London area.
- Values sustainability and looks for eco-friendly design options.
- Prefers locations with easy access to public transportation and amenities in London.
Challenges
- Balancing budget constraints with the desire for a cutting-edge office design in the London real estate market.
- Ensuring the selected space aligns with the company's image and brand.
Technology Usage
- Relies heavily on cloud-based collaboration tools.
- Regularly uses mobile apps for quick decision-making.

“Finding eco and modern offices within the budget is the challenge, not to mention, finding the time!”

Alex, the Facilities Manager

Background
- Age: 45
- Position: Facilities Manager
- Industry: Finance
- Experience: 15 years in facilities management
Demographics
- Location: Greater London, UK
- Education: Bachelor's degree in Facilities Management
- Family: Single
Goals
- Find a cost-effective office space in or around London that optimizes the use of available resources.
- Ensure the office layout promotes efficiency and meets regulatory requirements.
- Streamline the move-in process for employees.
Behaviors
- Conducts thorough research on office spaces and design trends within the London area.
- Prioritises practicality, functionality, and compliance in office design.
- Collaborates with various stakeholders, including HR and IT, to coordinate office logistics in London.
Challenges
- Adhering to strict budget constraints while meeting high-quality standards in the London real estate market.
- Minimising downtime during the office relocation process.
Technology Usage
- Uses facility management software to track and manage office resources.
- Prefers communication through email and project management platforms.

“I am all about efficiency and double-checking everything. I hate when people haven’t done their duel-diligence and slow any process down.”

Customer Journey

- After the round of interviews and workshops, the stakeholders and myself were able to nail down the actions the customer would need to take to reach their goals.

- Here you can see each stage and how the customer would be feeling.

- This will inform how we will define the problem statement.

Problem Statements

Statement 1

Sarah, the Entrepreneurial Leader, is a tech startup Founder and CEO in London who needs access to eco-friendly and modern office spaces within budget constraints.

This is because the challenge lies in balancing the desire for innovation and collaboration with the limited time available for thorough exploration in the competitive London real estate market.

Statement 2

Alex, the Facilities Manager, is an experienced professional in facilities management in Greater London who needs to find cost-effective office spaces that meet high-quality standards while minimising downtime during relocations.

This is because the challenge stems from the need to streamline logistics efficiently, in an environment where stakeholders may not consistently prioritise diligence and efficiency.

Hypothesis Statements

Statement 1
We believe presenting Sarah, the Entrepreneurial Leader, with a tailored list of eco-friendly and modern London office spaces, emphasising sustainability, flexibility, and accessibility, will boost engagement and increase the likelihood of her selecting our agency for design and planning.

Statement 2
We believe incorporating an efficient and transparent communication process aligned with Alex, the Facilities Manager's emphasis on research, practicality, and streamlined logistics during the Design and Planning phase will lead to a smoother project execution, minimising downtime and ensuring a positive post-occupation experience for our clients.

Ideate

Steps:

- Ideation workshop (with SEO and Marketing teams)

- Crazy 8s

- Storyboarding

- Workshop on competitive analysis results with stakeholders

- Affinity diagrams

The priorities and solutions for testing

- Test changing the ‘Get in touch’ CTA a the bottom of landing pages so that it opens up as a quick contact form.

- Add descriptive alt text on images

- Improve client guide opening process - could take user to download landing pages with further CTAs.

- Test a coloured/highlighted ‘Get in Touch’ CTA in the navigation menu to increase prominence.

- Test moving ´Get in touch’ CTA above the fold.

Prototype and Test

I organised and ran 2 workshops that ended up primarily
focusing on:

- the CTAs on the site.

- the contact form on the ´Get in touch’ page.

Members present: SEO consultant, Engineer, & founder/project owner

Step 1

By taking ideas from ideation activities in the workshop:

- I created wireframes for key ideas then prototypes in Figma to test.

- and created CTA buttons and their variants to test on the designs.

Step 2

Before

How it was

After

Idea 1 - Drop down

2 - Prompt + Fields

3 - CTA prompts

Leadership and Engineers’ thoughts Workshop results

- The different ideas from iteration activities were discussed.

- Idea 1 and 3 were unanimously selected as solving the user problem as well as the stakeholder needs.

- Idea 1 emerged from research claiming less fields mean higher conversation (Not to mention Hick’s Law). This coupled with asking the right question means the user feels like the will get what they need faster.

- Idea 3 allowing users to be segmented into the correct type of inquiry will utilise the Goal-Gradient Effect to give the user the sense that the process will be efficient and easy.

- Prototypes would be created based on these ideas for testing.

Have a look at the prototype on Figma

Step 3 & looking forward

We have now entered the engineering and testing phase of the project. So more to come, very soon!!!

Including results of A/B testing, Google Analytics and Usability studies.

Then lots of iteration and, you guest it, more testing.