Solo helps solar companies create accurate, real-time solar proposals for homeowners. The product sits at a high-stakes moment: a sales rep is in conversation with a homeowner, explaining roof layout, production, savings, financing, and long-term value.

The problem was not just interface complexity. It was decision complexity.

My work focused on turning the proposal experience from a static document into a real-time decision tool. I led product design across the proposal experience, helped build and manage the UX team, created reusable design patterns, and contributed to the updated proposal system used by solar sales teams to design, edit, and present proposals in real time.

I led UX across the proposal experience while helping grow the UX function inside Solo.

This included directing product design work, mentoring designers, establishing reusable patterns, creating a design library, and aligning the proposal experience with the way solar sales actually happens: fast, visual, conversational, and trust-driven.

I was responsible for:

• Leading UX for the updated proposal experience.
• Managing and building up the UX team.
• Creating reusable design patterns and a shared design library.
• Improving the live sales flow for reps and homeowners.
• Designing ways to make solar system value easier to understand.
• Collaborating with product, engineering, leadership, and sales stakeholders.
• Helping define how proposal tools could scale across customers, teams, and use cases.

The existing proposal experience carried too much friction for a live sales environment.

Sales reps needed to move quickly, but proposal updates often created delays. Homeowners needed confidence, but the information was dense and hard to interpret. Internal teams needed consistency, but the product lacked a scalable design foundation.

Core challenges included:

• Static proposal flows slowed down live sales conversations.
• Reps needed more control while sitting with homeowners.
• Customers struggled to connect system design, production, financing, and savings.
• Product patterns were inconsistent across the experience.
• The UX team needed structure, direction, and a stronger design foundation.

The key shift was simple: the proposal could not behave like a document. It needed to behave like a sales conversation.

That meant the experience needed to support real-time changes, clear visual hierarchy, faster comprehension, and modular control.

Strategic design principles:

• Speed without chaos. Reps needed fast editing, but the interface had to stay controlled.
• Clarity over density. Homeowners needed the right detail at the right moment.
• Visual trust. Roof layouts, panels, savings, and production had to feel understandable, not abstract.
• Systems over screens. The work needed reusable components, repeatable patterns, and a stronger product language.

Sales conversations lose energy when every change becomes a follow-up. I helped design real-time editing flows that allowed reps to adjust key proposal details while keeping the homeowner engaged in the decision.

The goal was not to expose every control. The goal was to surface the controls that mattered most in the moment.

Solar is hard to sell when it feels invisible. Roof and panel visualization helped translate technical system design into something homeowners could see, understand, and trust. The financial side of solar also needed to become easier to read, compare, and explain.

As the product grew, consistency became a product problem, not just a visual one.

I helped create a design library that gave the UX team reusable patterns for proposal pages, controls, data display, forms, navigation, and sales presentation flows.

The design library helped the team move faster, make better product decisions, and create a more consistent experience across the platform.

Alongside the product work, I helped build and lead the UX team at Solo. This meant creating structure around how design work moved from problem framing to exploration, prototype, review, and delivery.

I helped designers align around shared patterns, stronger critique, clearer handoff, and a more consistent product experience.

This part of the work mattered because Solo was not just redesigning a proposal. The company was building a platform, and the UX team needed the systems and habits to support that growth.

Solo’s proposal experience had to support a complex sales moment: system design, homeowner education, financing, customization, and trust.

I contributed to the updated proposal experience by helping simplify the structure, clarify key decision points, and create a more flexible system for presenting solar value.

This included thinking through how pages were organized, how reps moved through the pitch, how homeowners understood the offer, and how proposal content could be adapted without breaking the experience.

Product outcomes:

• Helped shift Solo’s proposal experience from static output to real-time sales tool. Implemented quick and real live inputs so homeowner could see real numbers.
• Improved clarity around system design, savings, production, and homeowner value.
• Reduced friction during live sales conversations. Quicker turn around time for updated drafts and ablity to have sales rep place panels on house in real time.
• Created reusable UX patterns for a more scalable product experience.
• Supported a more flexible proposal system that could adapt to different customers and sales scenarios.

Team outcomes:

• Helped build and lead the UX team.
• Established a strong design library and shared product language.
• Created more consistency across proposal-related experiences.
• Helped mature the way design worked with product, engineering, and sales stakeholders.

• Faster sales conversations
• Increased customer confidence
• Reduced friction in decision-making
• More consistent and scalable UX system

• Include a design system image showing proposal modules, cards, controls, buttons, typography, data displays, and navigation patterns.
• Use one human-centered image of a solar rep reviewing a proposal with a homeowner, but keep it secondary.
• Avoid generic solar panel photos as the main hero. They make the work feel like marketing instead of product design.

Clarity and timing matter more than information density.

Moving the experience into real time was the biggest unlock for both sales teams and customers.