Offer managemenet tool for renewable energy sector
Project synopsis
A B2B SaaS platform that helps installers create and manage tailored offers, which homeowners can review or select after completing a lead funnel. The tool aligns installation options with each homeowner’s property criteria, ensuring accurate and personalized proposals.
My role
UX design and validating usability testing with installers
Time frame
September 2025 - two weeks
Intro
Overview screen
The journey starts from an overview screen that showcases all published an inactive offers.
In the segmented control they can switch to view offers from other verticals.
Step 01
Basics
In the first step, B2B users configure the basic settings of an offer, such as payment options and target group. Optionally, they can define a date range to limit the offer’s availability to specific sales cycles.
Step 02
Property criteria
Installers should be able to control when an offer is linked to specific property details, such as property type or roof material. This allows them to set different price points based on varying installation complexities.
See more projects:
