Open possibilities / lime and burnt orange

A UX research and product design proposal for a software company whose new customers stop during setup. It covers setup numbers from the client’s own tools, interviews and usability tests, the deliverables, a ten-week timeline, a similar client’s results and three one-time options.

UX Research and Product Design Proposal

<h1 style="font-family:Sora;font-weight:600;line-height:1;text-align:left;color:#26351D"><span style="font-size:clamp(42px,7.5cqw,80px)">UX research<br>and product design</span></h1>

<p style="font-family:Inter;color:#26351D;text-align:left;font-size:18px;line-height:1.5">Proposal for {{CLIENT_COMPANY}}<br>by {{SELLER_COMPANY}}</p>

Overview

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Thank you for the conversation</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">You want more new customers to finish setup and schedule their first job in week one.</p>

Introduction

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Where setup stands today</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">From your product analytics, help desk and billing for the last 90 days.</p>

<p>The first screen asks for crews, skills, service areas and price lists before a team sees anything useful.</p>

Setup asks for everything at once

<p>Analytics show where people leave, but not what confused them or what they expected to happen.</p>

Nobody knows why teams stop

<p>Recent changes came from the loudest customers, not from watching how new teams work.</p>

Changes follow requests

Your situation

<h2 style="font-family:var(--proposal-font-accent);font-weight:500;line-height:1.14"><span style="font-size:clamp(30px,4.2cqw,52px)">We recommend ten weeks of research and design on setup and the first schedule, tested with your customers before anything is built.</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Watching customers shows why they stop. Testing the new design shows whether it fixes that, before your developers spend a sprint on it.</p>

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">How we work</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Four parts, in this order.</p>

<p>Eight 45-minute interviews with office managers and dispatchers: four who finished setup and four who stopped. We ask why they signed up and what they expected to happen first.</p>

Interviews

<p>Six people set up the current app while we watch, then six more try the new prototype. Each test takes 45 minutes over video, and your team can watch live.</p>

Usability tests

<p>A clickable Figma prototype of the new setup flow and the first schedule, designed with your existing components.</p>

Prototype

<p>Annotated screens, a component list and a walkthrough with your developers, so the design can be built without guesswork.</p>

Handover

How we work

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">What you receive</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Everything in the recommended option, Research and redesign.</p>

Building the new screens in code

A redesign of the whole app

Participant incentives, about $75 each, paid at cost

Not included

<p>Two rounds of changes on the prototype are included. You own the recordings, notes and Figma files once the final invoice is paid.</p>

What is included

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Ten weeks from kickoff</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Work starts on {{START_DATE}}. You see findings at the end of week five.</p>

<p>Kickoff, a review of your analytics and recruitment of 20 participants from your customer list.</p>

Plan and recruit

<p>Eight interviews and six tests of the current setup flow.</p>

Interviews and tests

<p>Journey map, sketches and the prototype, with two rounds of your feedback.</p>

Design

<p>Six tests of the prototype, final changes and the session with your developers.</p>

Test and hand over

Timeline

Who you will work with

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Results for a similar client</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">A scheduling app for cleaning companies, and what changed in two quarters.</p>

Results for a similar client

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Options and fees</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Three options. We recommend Research and redesign.</p>

Find out where and why new customers stop.

Research

Research, a new setup flow and tests of it.

Research and redesign

Plus design support while your team builds it.

Research, redesign and build support

<p>Fees are in USD and exclude tax. Participant incentives are paid at cost. This proposal is valid until {{VALID_UNTIL}}.</p>

Options and fees

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Common questions</span></h2>

Questions

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Next steps</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">How we start.</p>

<p>Pick an option and any extras, then accept on this page.</p>

Choose an option and accept

<p>A 60-minute call in week one to agree the research questions and who to recruit.</p>

UX Research and Product Design Proposal - Preview