UX Researcher, UX Designer
Year
2024
Tools
Figma, Photoshop, Zoom, Slack
UX Skills
Requirements Gathering, Wireframes, Prototype, Project Management, Visual Design
Team
Neema Bardi, Phillip Tran, Lucas Sundby, Karissa Paddie, Jolo Adlong, Gail Fausto
Background
Atllas offers modern products to streamline their agents’ marketing efforts, online presence and networking. Their products include Open Home, Loop, AI CRM and Cold Call AI.
Overview
I was the UX/UI Designer tasked to handle their website, tablet and mobile app designs. The team composed of myself, stakeholder, product owner, developers and a CRO Specialist.
Problem
My task was to brainstorm and improve their onboarding feature, which guides the user through signing up and navigating the intial stages of the platform.
Problem statement
How might we guide the user as they sign up and navigate the initial stages of the platform?
Target Audience
The main target audience for this project are real estate agents who are subscribed to Atllas’ platinum plan. These agents have full access to Atllas’ suite of over 10 business management products, real estate training and transaction support. They have full access to the platinum agents portal and mobile app.
Approach and strategy
This project was segregated into two: App onboarding being screens users go through prior to using the application and in-app onboarding being screens users go through after they are taken into the app.
Paywall screens were also incorporated in the app onboarding flow. Users are oriented between free and premium benefits and encouraged to sign up as a premium member with a limited time offer.
App Onboarding
After the user downloads the app, they will be onboarded with three flows: landing screens, sign up and paywall.
Landing screens
“As a first time user, I want a high level overview of this app so that I can get to know Atllas and its features.”
Introduction
Introduction of Atllas.
OpenHome
Introduction of OpenHome, which lets agents create and manage listings in the app.
Loop
Introduction of Loop, which helps agents build their bio landing page.
AI CRM
Introduction of AI CRM, which helps agents reach out to potential clients using AI.
Cold Call AI
Introduction of Cold Call AI, which helps agents cold call using AI.
CTA
Call to Action which directs users to signing up.
Signing up
“As a first time user, I want a quick way to create my account so that I can access the app and its features.”
Sign up options
Giving agents options to sign up with email, Apple or Google.
Sign up with email
Letting agents input their sign up information.
Agent details
Letting agents input their agent details.
Paywall
“As a first time user, I want to understand premium features so that I can see how this will benefit my practice.”
Price comparison
Comparing free and premium account benefits.
Are you sure?
Giving users an option to claim their 3 day free trial.
Limited offer
Giving users an option to claim a limited time offer of 40% off for a premium account.
Are you sure?
If the user clicks on No, thank you, an “are you sure” screen appears and gives users a last chance to claim their discount.
Feedback
Once the user declines their free trial, a feedback form lets the user share their reason for declining.
In-app Onboarding
As a first time user of the app, they will be guided via an in-app onboarding process.
Dashboard (Premium users)
“As a premium user, I want to a high level overview of premium features so that I can understand what this app can do for me.”
Welcome screen
A welcome screen to start the in-app onboarding process.
OpenHome
Introduction of OpenHome, which lets agents create and manage listings in the app.
Loop
Introduction of Loop, which helps agents build their bio landing page.
AI CRM
Introduction of AI CRM, which helps agents reach out to potential clients using AI.
Cold Call AI
Introduction of Cold Call AI, which helps agents cold call using AI.
Quick Setup
Call to Action which directs users to finish setting up their profile.
Dashboard (Free users)
“As a free user, I want to explore the free plan so that I can understand what this app can do for me.”
Timer off
Users can click on the timer or click the start button to turn it on.
Timer on
Users can click on the timer to pause or click on the stop button to turn it off.
Toggle bar: Video
Users can view the workout video or go through the description to learn more about the routine.
OpenHome (Premium user)
“As a premium user, I want to create my first open home so that I can track visitors and turn them into potential clients.”
Welcome screen
A welcome screen to start the in-app onboarding process.
Add a listing
Tooltip that guides the user to click the “New open house” button.
Enter listing details
Tooltip that guides the user to add their listing address, date and time.
Enter listing details
Tooltip that guides the user to input listing details such as price, number of bedrooms and square footage.
Landing page
Improved landing page for premium users.
OpenHome (Free users)
“As a free user, I want to explore the free plan so that I can understand what this product can do for me.”
Gamification and CTA
Incorporating gamification to encourage users to maximize their plan and upgrading to a premium plan.
Loop (Premium users)
“As a premium user, I want to customize a bio landing page so that I can showcase my socials and listings.”
Welcome screen
A welcome screen to start the in-app onboarding process.
Upload photo
Tooltip that guides the user to upload their profile image.
Select theme
Tooltip that guides the user to select a dark or light theme.
Social links
Tooltip that guides the user to add their social links.
Loop (Free users)
“As a free user, I want to explore the free plan so that I can understand what this product can do for me.”
Gamification and CTA
Incorporating gamification to encourage users to maximize their plan and upgrading to a premium plan.
AI CRM (Premium users)
“As a premium user, I want to generate emails so that I can close deals faster with AI.”
Welcome screen
A welcome screen to start the in-app onboarding process.
Add contact
Tooltip that guides the user to click the “New contact” button.
Input details
Tooltip that guides the user to input contact details.
Select a contact
Tooltip that guides the user to select a contact.
Generate prompt
Tooltip that guides the user to generate their prompt.
Review and send
Tooltip that guides the user to review the draft prior to sending.
AI CRM (Free users)
“As a free user, I want to explore the free plan so that I can understand what this product can do for me.”
CTA
Informing the user that they can unlock AI CRM when they upgrade their plan.
Cold Call AI (Premium users)
“As a free user, I want to explore the free plan so that I can understand what this product can do for me.”
Welcome screen
A welcome screen to start the in-app onboarding process.
New campaign
Tooltip that guides the user to click the “New campaign” button.
Choose recipient
Tooltip that guides the user to input recipient numbers or upload a spreadsheet.
Generate prompt
Tooltip that guides the user to generate their prompt.
Test prompt
Tooltip that guides the user to test their prompt.
Accept prompt
Tooltip that guides the user to accept their prompt.
Cold Call AI (Free users)
“As a free user, I want to explore the free plan so that I can understand what this product can do for me.”
CTA
Informing the user that they can unlock Cold Call AI when they upgrade their plan.
Output
Mockups in a mobile device:
Outcome
App Onboarding Figma Prototype:
In-app onboarding Figma prototype: