As a direct sales company, the enrollment process is essential to the success of the business for the corporate entity and for the business partners that are working hard to build their business every day.
Discovery
There were a few key items that presented themselves as the most important of the priorities in the redesign of this tool. Many visitors to the enrollment process were not completing the process. There were too many options available to the visitor, using language that is unfamiliar even to the seasoned business partners—the enrollment process had to be simplified. The information being requested was separated into unintuitive and unfriendly groups. This made for a long sign up process, and caused the visitor to pause during their enrollment.
There were a few key items that presented themselves as the most important of the priorities in the redesign of this tool. Many visitors to the enrollment process were not completing the process. There were too many options available to the visitor, using language that is unfamiliar even to the seasoned business partners—the enrollment process had to be simplified. The information being requested was separated into unintuitive and unfriendly groups. This made for a long sign up process, and caused the visitor to pause during their enrollment.
Refinement
The process would be best simplified by focusing on the core offering (business level) selected by the visitor, then allowing add ons to that principal order. We simplified these into what people were already historically buying as it related and was grounded by the business model. Then, the visitor was greeted by a secondary offering of adding products to their order that were specific to them. The emotional attachment that exists between a visitor and the core of Unicity’s offering (the products) must be a primary focus visually so this connection can be retained and strengthen the success of the process.
Implementation
It was important to focus on greater visuals and calls back to product branding for the enrollment process. Also, simplifying each step to smaller steps made the process and decisions more consumable—including reducing the number of steps. Carrying these same conventions throughout other steps of the application (like a monthly automated refill) made the entire experience more understandable and yielded fewer surprises.