NetSheet
NetSheet
NetSheet
NetSheet

Tools to help real estate agents capture more leads

Tools to help real estate agents capture more leads

NetSheet is a platform supporting agents to create process efficiencies and to increase accuracy in property estimates.

I helped them to...

  • Identify and solve blockers to their customer churn

  • Improve core features and create a new product offering

  • Align their brand and marketing website to a new product strategy

Contribution

UX Design
User Research
Product Design
Brand Strategy
Process Design

UX Design
User Research
Product Design
Brand Strategy
Process Design

Type

Real Estate
PropTech
SaaS
B2B

Real Estate
PropTech
SaaS
B2B

Year

2020

2020

Problem

Real Estate Agents are great at selling property but can struggle with using technology to maximise client engagement and conversion.

NetSheet built a solution that helps. It had high adoption but even higher churn rates. We needed to discover why and fix it.

Process

Benchmarking the Existing Experience

Conducting an heuristic evaluation / UX audit immediately identifies opportunities for improvement.

Creating a prioritised list of issues and bugs, helps the client to engage their retained development team. A backlog of non-urgent, out of scope fixes is created for future improvements.

NetSheet  Heauristic Evaluation
NetSheet  Heauristic Evaluation
NetSheet  Heauristic Evaluation
NetSheet  Heauristic Evaluation
NetSheet  User Research Core Insights
NetSheet  User Research Core Insights
NetSheet  User Research Core Insights
NetSheet  User Research Core Insights

Fixing Data Inaccuracy and Poor Customer Support

Real Estate Agents rely on tools to be accurate and fast to match the competitive speed at which their industry operates.

Qualitative user research validates that trust has been broken with NetSheet's existing Real Estate Agent customers, with 75% of complaints caused by widget calculations producing incorrect estimates.

This serves as the catalyst for a parallel project aimed at enhancing the efficacy of their Customer Support process, a major bottleneck in resolving issues promptly.

NetSheet  As Is User Journey and Business Process
NetSheet  As Is User Journey and Business Process
NetSheet  As Is User Journey and Business Process
NetSheet  As Is User Journey and Business Process
NetSheet  New Customer Support Process
NetSheet  New Customer Support Process
NetSheet  New Customer Support Process
NetSheet  New Customer Support Process

New Customer Support Process

The introduction of a new customer support process is estimated to increase efficacy by 27%.

This included enhanced workflows with newly established roles, responsibilities and communication information systems. Proposed copywriting refinements help Founders realise that improvements to experience can be fast and cost effective.

Widget Customisation Improves and Controls Accuracy

Users can now adjust the widget to their business needs, taking into account regional and tax fees, as well as branded elements.

Multiple options are explored to ensure the new widget could be designed and built once, yet implemented across various formats such as a website pop-up and an embedded in-app solution.

NetSheet  Estimate Widget Wireframe
NetSheet  Estimate Widget Wireframe
NetSheet  Estimate Widget Wireframe
NetSheet  Estimate Widget Wireframe
NetSheet Estimate UI Mobile
NetSheet Estimate UI Mobile
NetSheet Estimate UI Mobile
NetSheet Estimate UI Mobile
NetSheet Estimate Widget UI
NetSheet Estimate Widget UI
NetSheet Estimate Widget UI
NetSheet Estimate Widget UI
NetSheet  Estimate Widget Wireframe
NetSheet  Estimate Widget Wireframe
NetSheet  Estimate Widget Wireframe
NetSheet  Estimate Widget Wireframe
NetSheet New Marketing Website
NetSheet New Marketing Website
NetSheet New Marketing Website
NetSheet New Marketing Website

Outcome

Streamlined Process & Data

The delivery of the new data accurate estimate tool, along with timely support helped reduce customer churn by 15% in 3 months.

“Jenna's product and UX design expertise was critical in our business growth.”

Alex Samant

Alex

Co-Founder · NetSheet