Project Name:

5-STEP

Project Introduction

5-Step is a responsive prospecting tool inspired by the Kanban board invented by Toyota's industrial engineer Taiichi Ohno. The end goal is to improve your business by converting prospects to lifetime customers.
Objective:
The objective of 5-Step is to provide an easy to follow process for brand partners to prospect a lead using the 5 steps below:
  • 1

    Intrigue Interest

  • 2

    3rd Party Tool

  • 3

    Follow-up/3-Way Call

  • 4

    Invite to an Event

  • 5

    Sponsor the Prospect

Requirements:
  • 1

    Pique Interest

    • Exchange Business Cards
    • Share testimonial
    • Call about product
    • Call about opportunity
    • Invite to real results party
  • 2

    3rd Party Tool

    • Share magazine
    • Share capture page
    • Share product brochure
    • Share personal website
    • Send 90-day corporate gallery
    • Share before & after pics
    • Share product
  • 3

    Follow-up/3-Way Call

    • Meet in person
    • Pickup product
    • Call/Text/Email
  • 4

    Invite to Event

    • Attend webinar
    • Sit-down
    • Real Results Party
    • Market Party
  • 5

    Sponsor

    • Enroll as Brand Partner
    • Enroll as Prefered Customer

UX Challenge  |  UX Solution

  • 3rd Party Tool

    • How do we Auto-Complete a task when a task has been completed?
    • Setup notifications with a checklist to complete a task
    • How do we easily move the prospect back and forth through each of the steps?
    • Add drag and drop functionality to the prospect cards.
    • How do we track the steps completed by the prospect?
    • Add labels that correlate to each individual step.
    • How do we auto complete task when prospect is called, texted or emailed from the app?
    • Add a notes section to the prospects profile section (technoloy/user conflict)
  • Customer Relationship Management (CRM) Portal

    • How do we design new and improved features on old outdated software?
    • Build a strategic partnership with Microsoft® Dynamics to create a proprietary CRM portal strategy.

Scroll down to see more:

5-STEP WIREFRAMES

Wireframes bring 5-Step to life step by step...

DESKTOP


TABLET


MOBILE


APPLYING SOME COLOR

Adding a little bit of UI design makes a big difference in the grey world of wireframes ;)

DESKTOP


TABLET


MOBILE


MICROSOFT DESIGN


DESIGN MEETS REQUIREMENTS

  • 1

    Pique Interest

  • 2

    3rd Party Tool

  • 3

    Follow-up/3-Way Call

  • 4

    Invite to Event

  • 5

    Sponsor

Our 5-Step process provides an easy to follow step by step
prospecting system to improve your business recruiting tactics and sponsor prospects.

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