Enhancing the ‘Get a Quote' Process to Boost Acquisition Rates

UX RESEARCH · UI DESIGN 

INTRODUCTION

So Energy is an energy company dedicated to delivering affordable and sustainable energy solutions. As part of improving acquisition rates I was tasked with optimising the Get a Quote journey for energy supply.

PROBLEM STATEMENT

When users go to get a quote for energy supply from So Energy they currently go through a 14 steps process to get their personalised quote. Although the user experience was simple and easy to complete, users found it impersonal, unsupportive and engaging. In particular most users dropped off after step 5. How might we add more functionality to create a more personal and engaging experience to improve the Get a Quote journey in driving acquisition rates and increased usability.

BREAKDOWN OF THE PROBLEM

💤 Long journey with high drop-off rates

When trying to obtain a quote, users have to complete a long 14 step form to get their quote, resulting in a high drop-off rate.

🎨 No clear USP's or differentiation between tariff options

In the current tariff preview the design lacks any personality and doesn’t include any upselling features on why a customer should select this particular tariff. 

🤳 Lacked in features and functionality

The interface was dull and boring, resulting in customer drop off. 

🤳 Misleading progress indicator

Although it was a good feature to include a progress indicator in the journey, it was misleading to customers as in some steps, step 3 would have multiple questions implemented until you could progress to step 4.

THE SOLUTION

It was important that we obtain the information in the steps of the current journey but the design had this a long process and seen a drop off rate of 13%. My solution is to refine the existing journey by designing better UI, utilising USPs for the tariff options and improving the user flow.

HI-FI PROTOTYPE

Improved Landing Page

The old landing page comprised of a simple CTA and footer. The new and improved landing page now upsells So Energy; utilising imagery, showing clear marketing strategies and including testimonials to gain customer trust of confidence in the company.

HI-FI PROTOTYPE

Giving the User EAC Estimates

A compelling feature that was not included in the previous journey was giving the customer the ability to choose industry standard EAC (Estimated Annual Consumption) figures. This is helpful when customers can’t give accurate readings whilst filling in the form.

HI-FI PROTOTYPE

Marketing of Tariff Options

We’ve improved the look and feel of the tariff cards by showing clear annual/monthly pricing and showing clear USPs to differentiate the differences between tariff. We have also given more control to the customer in how they want to pay for their energy, whether it be seasonal to fixed rates.

HI-FI PROTOTYPE

Summary Sidebar

To give the customer more confidence and clarify in confirming their new tariff we have adding in a summary sidebar.