November 10, 2024
•
2 min read
Quoting and sales automation SaaS
Background
We started our work with XILO by redesigning their flagship product. XILO Customer Forms is what led us to a long-term collaboration.
Since then, we had improved all their products – Dashboard, Agent intake forms, and marketing website. With new improved products, XILO team raised $2m in a seed round and started their path to product growth.
Contribution
- Web App Design
- Design System
- Usability Testing
- Marketing Website Design
- Webflow Development
Location: San Diego, CA, USA
Duration: Ongoing (from Apr 2020)
Achievements:
- $6 million Raised in Seed round
- 300+ Corporate clients
38 Customers from 38 states
Results: Visit website
Client feedback
I felt like we had an in-house design team the whole time and couldn’t have been happier with that.
Jon Corrin
CEO, XILO
Customer Forms
Our approach to Forms stems from key insights gathered through user and market research. Recognizing that insurance quoting isn’t a frequent occurrence, we’ve transformed lengthy forms into a conversational step-by-step flow. This way, users focus on one question at a time, making the entire process more manageable compared to presenting everything on a single page.
Usability Testing
Following our initial iteration, we jumped into a round of usability testing for our fresh designs. We formulated hypotheses, devised testing scenarios, crafted hi-fi prototypes using Protopie (one for Desktop and another for Mobile), enlisted users fitting our criteria, and conducted the tests. This process swiftly unveiled some usability glitches that we promptly addressed. Within just a week, we refined our designs and garnered valuable feedback from actual users prior to heading into development.
Design System
To ensure brand consistency across three distinct products and our marketing website, we developed a design system that harmonizes all designs. This design language for XILO guarantees consistency in all upcoming products and features.
Backoffice System To Create Forms, Workflows And Manage Sales
XILO’s growth bottleneck was manual client setup. To address this, we introduced a new form builder and enhanced the dashboard for easy creation of intake forms, workflow automation, and CRM data mapping.
Automation workflows
Our team crafted a workflow builder from scratch, empowering insurance agencies with the essential tools to automate operations, communications, and policy renewals. This was achieved through a process of continuous iterations and prototyping.
Agency performance and analytics
With a primary focus on data and information design, we designed an analytics dashboard that gives users a bird’s eye view of their business and ops.
Marketing website production
Using Webflow, we designed and developed a marketing website for XILO along with pitch deck designs for seed round investments and other marketing initiatives.
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