CURRENTLY...

DOZR is only able to collect leads through abandoned carts.

Users on DOZR were adding equipment to their cart and getting to the point of checkout, but then dropping off.

The internal team would use the contact information filled out in checkout and reconnect with users who had abandoned their cart.

PROBLEM

Not enough users on DOZR are getting the help they need.

I realized from the get-go that this was a heavily business-motivated project. I needed to advocate for the users and understand what was in it for them.

Digging deeper, I found that the goal of the project was to connect users with the Sales team for support with successfully completing their DOZR journey.

To narrow down the problem space to focus on that notion, I came up with the following HMW:

How might we provide first-time users with timely, relevant support to build confidence in renting equipment on DOZR?

FIRST-TIME USERS

Analyzing responses to the DOZR Demand Survey.

I began by reviewing responses to a survey previously conducted by the design team to grasp what users are looking for in the product. In particular, what first-time users find valuable in DOZR.

After discussing my findings with the team, I uncovered 2 major insights.

Uncertainty around equipment

Familiarity with personal transactions

Users don’t always know the right equipment for the job, so they may appreciate support and guidance in their decision making process

Users are more familiar with the traditional phone or in-person rental process, so they may appreciate direct connection with a Sales rep

STAKEHOLDERS

Interviewing the Sales and Marketing team to understand their business goals.

It was necessary to also understand the goals of the users who would be handling these new leads coming in.

SALES TEAM

Capture the intent of the customer

Characterize leads so that they can prioritize supporting the Ideal Customer

MARKETING TEAM

Collect emails

Maximize participation in their email campaigns

COMPETITIVE ANALYSIS

Researching how other e-commerce products tackle the same problem.

I then turned to a couple competitors. Looking at both marketplace platforms and equipment suppliers, I analyzed the products to uncover how they might intersect and inform how DOZR could approach solving this problem.

I gathered some common patterns I observed and shared them back with the team. After discussion, we narrowed it down to a few archetypes that were the most feasible for the DOZR ecosystem.

Clutch

Chats for support

Personalized recommendations

Create an account to access

Spotahome

AirBnB

Marketplace Platforms

Equipment Suppliers

CLUTCH

SPOTAHOME

AIRBNB

UNITED

HERC

SUNBELT

DOZR

SOLUTION

A request callback form that enables users to seek
support during their DOZR decision-making journey.

Due to constraints of the existing design system, the original design was limited in flexibility and customization. The prototype above showcases how I would have approached the design if there were no such limitations.


See the original prototype/designs here

Personal and transparent availability

Use photos of Sales team members, personal language, and availability transparency to humanize the form.

Contextual entry points

Contextual CTAs were added based on user activity, such as recommendations during browsing, for a more intuitive experience.

IMPACT

Enhanced user trust and streamlined lead capture.

Transparent Support

Users gained an intuitive and transparent way to request support, enhancing trust and clarity in the product.

Lead Generation

By opening up an additional method of collecting leads, the Sales team is able to reach and support more customers

RETROSPECTIVE

Be firm in advocating for the user

In business-driven projects, it’s tempting to compromise for profit, but as a product designer, I need to be confident in standing firm for the user. Prioritizing their needs ensures that the product not only meets business goals but also delivers a meaningful and user-centric experience.

Spend more effort on visual design

The focus of the project was initially on defining what to design and how to execute it, given the fast-paced, experimental nature. However, I recognize missed opportunities to refine the visual design. In future projects, I’d allocate more time to intentionally refine the visuals to attract users and improve usability, ensuring a more cohesive and engaging experience.

The End

Interested in teaming up?