Solo
Designed a real-time solar proposal system that enabled faster sales and clearer customer decisions.
Context
Led UX across the proposal experience while building and scaling the UX team.
Focused on transforming solar proposals from static documents into real-time decision tools used during live sales conversations.
Problem
- Proposals were slow and static
- Reps couldn’t update in real time
- Customers struggled to understand system value
- Sales momentum was lost during back-and-forth
Static, information-heavy proposals made it difficult for customers to understand value and slowed down live sales conversations.
Approach
- Reframed proposals as real-time decision tools
- Enabled live editing during sales conversations
- Introduced roof + panel visualization
- Simplified to key decisions (cost, savings, output)
- Built reusable patterns within a unified UX system
Working System
Notes / Insights
- Sales is momentum-driven, delays reduce conversion
- Customers need clarity before commitment
- Visualization builds immediate trust
- Simplicity increases confidence
Ideas / Explorations
- Sales is momentum-driven, delays reduce conversion
- Customers need clarity before commitment
- Visualization builds immediate trust
- Static vs real-time proposal workflows
- Different ways to visualize solar output and savings
- Simplified vs detailed proposal structures
- Live-edit vs post-generation flows
Builds / Prototypes
- Interactive proposal flows for sales reps
- Real-time editing experiences
- Solar array visualization on roof mapping
- Iterations on cost, savings, and output display
Problems & Solutions
- Reps couldn’t update proposals live → Built real-time editing
- Customers lacked clarity → Introduced visual system mapping
- Experience was inconsistent → Created scalable UX system
Key Decisions
- Prioritized speed and clarity over feature depth
- Designed for shared interaction (rep + homeowner)
- Used visualization to reduce complexity
- Built systems, not one-off screens
Outcome
Enabled real-time proposal creation and updates, reducing friction in the sales process and improving customer understanding.
Created a clearer path from conversation to decision.
Impact
- Faster sales conversations
- Increased customer confidence
- Reduced friction in decision-making
- More consistent and scalable UX system
Reflection
Clarity and timing matter more than information density.
Moving the experience into real time was the biggest unlock for both sales teams and customers.
