ACTIVE PROSPECT
Pioneer of consent based marketing as best method for client acquisition. ActiveProspect currently owns about 4 products that are dedicated to leads enhancement, leads delivery, and leads ID verification. I have designed most of the software products applying the full process of UX. From research to high fidelity prototyping and user testing.
Project Type
Product Design, User Research, UX UI
Date
July, 2021 - Present
Location
Austin, TX
Lead buyers need a way to find TCPA & FCC compliant leads that can be contacted without risking a lawsuit
New FCC rule on lead generation expected to spur wave of lawsuits.
The Federal Communications Commission voted on a rule that attorneys say could dramatically increase the potential for lawsuits over unwanted texts and calls.
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The rule, designed to cut back on the number of sales calls that consumers receive will open up the possibility for far more lawsuits brought under the federal law against cold calls & text messages, said attorneys who represent consumers and those who represent companies.
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SOURCE: Reuters
The Problem
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​Customers struggle to find the right business partners
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Most of the time the lead sellers online are not following the lead compliancy rules
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Currently the process is slow and manual and requires a middle man that knows the good partners in the industry
The Solution
A highly reliable Lead Vendors Directory that allows, buyers and vendors to contact and connect with each other
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High quality leads
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Verified and TCPA compliant partners
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Easy to use and integrates well with the other ActiveProspect products
My Work
I was the Lead Designer of the project and took care of the following:
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User Research
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Competitive Benchmark
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InDepth User Interviews
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Usability Testing
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High Fidelity Prototyping
User Research
User Goals & Pain Points
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Learn pain points & goals of partner search/connection process
Opportunities
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Identify potential solutions for our clients
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Observe common patterns in users behaviours
Competitive Benchmark​
Objectives​
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How do best in class websites solve the problem?
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What are the competitors doing really well that we can emulate?
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What are they doing not so well that we can improve?
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What conventions have been established that we need to follow?
For the purpose of this study we have analyzed the following competitors:​
PartnerSearch
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Platform specialized in finding “insurance partners”
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No need to sign-up to access the network
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Free & premium plans
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Possibility to explore events and upcoming conferences in the area
VIA by Journaya
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Industry directory for purchase marketers companies
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No need to sign-up to access the directory
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Free & premium plans
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It’s easy to see what token & certificate the companies are using
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Good use of the categories, filter by “Verticals” and “Media Type”
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Only displays lead sellers/publishers
User Interviews
Objectives​
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Gather qualitative data
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Listen to our clients
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Learn user habits, goals, behaviours
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Why are they searching
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What’s their current process like
We have interviewed the following people:
Alex Poole
Digital Marketing Director at Quantum3 MEDIA
Jared Peterson
Marketing Director at FiveStrata
User Quotes
It’s 3 Primary things. Compliance is the top, then make sure that the LeadFlow Form works for our business, and then finally the price of the Leads. If all three boxes are checked we are golden”.
- Alex Poole, Quantum3 Media
“Just click connect without the tech part, no api etc.., just send a message”.
- Jared Peterson, Fivestrata
“They said they had data, I’m buying it”.
- Jared Peterson, Fivestrata
Usability Testing
Methodology
01 Test Date
November 2023
02 Testing Method
Remote usability testing with Zoom and Figma
03 Participant Demographics
LC Users who have attended our interviews
04 Prototype Link
Prototype Walkthrough
We asked the user to perform the following actions:
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Find Network of potential partners
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Find a Medicare Lead Seller which follows the CMS Guidelines.
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Send them a message.
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Find a Medicare Lead Seller which does not follow the CMS Guidelines yet.
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Add them as a connection.
Overall the participant had a positive response toward the designs and the experience. 😊
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100% of the participants was able to easily complete the tasks assigned
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100% of the participants has shown interested in the release of the features and to be notified when it will be live
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There is room for improvement in the filter section, remove “service providers” and prioritise the verticals and media type (when possible)
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Certificates badge need to be investigated more, we need to define rules that will take place in order to keep a badge or obtain one
Final words from the User
