Product Strategy · Information Architecture · User Flows

The system behind
the presentation.

The case study covers the flow homeowners and advisors actually experience. This is the structural layer underneath it — how the product is organized, how a rep moves through it, and the principles that shaped every decision along the way.

Information architecture

SalesBuilder Pro is organized around one core idea: a rep should never have to think about where something lives. Everything a consultation needs — the customer's history, the presentation itself, supporting resources — sits one level below the dashboard, never buried further.

Dashboard
Customers
  • Profile
  • Property
  • History
  • Photos
Presentations
  • Overview
  • Education
  • Assessment
  • Recommendations
  • Comparison
  • Pricing
  • Closing
Resources
  • Videos
  • PDFs & brochures
  • Warranty & manuals
  • FAQ
Analytics
  • Close rate
  • Presentation time
  • Popular products
  • Satisfaction
Settings
  • Account
  • Team
  • Preferences

User flow

One continuous path from login to follow-up. The presentation engine — highlighted below — is the core of the product: eight guided steps that carry the homeowner from a cold introduction to a signed proposal without ever feeling rushed or oversold.

Login
→
Dashboard
→
Select Customer
→
Presentation
→
Education
→
Assessment
→
Recommendation
→
Comparison
→
Pricing
→
Approval
→
Installation
→
Follow Up

Core modules

Each module earns its place in the IA by doing one job well. Here's what each one is responsible for, and why it exists.

01
Customer Management
The single source of truth for a household — property details, equipment age, past visits, and photos from prior assessments, so no advisor starts a consultation blind.
02
Education Center
Short videos and interactive diagrams on energy savings, system types, and maintenance — built to establish trust before a single price is mentioned.
03
Home Assessment
Captures current equipment, comfort issues, and air quality concerns, and converts them into a Comfort Score that drives what gets recommended next.
04
Recommendation Engine
Turns assessment data into a ranked, rules-based set of packages — consistent logic every time, regardless of which advisor is running the consultation.
05
Pricing & Financing
System cost, monthly payment options, tax considerations, and warranty scope in one screen — replacing the manual, error-prone quote process it was built to fix.
06
Analytics
Close rate, presentation time, and product popularity by advisor — the feedback loop that shows whether the guided flow is actually working in the field.

Design principles

The rules that shaped every screen decision, in order of priority.

Educate before selling
Guide, don't overwhelm
One decision at a time
Reduce decision fatigue
Build trust through transparency
Keep the homeowner involved throughout

What's next

The current version proves the core flow works. The next phase is about making the recommendation engine smarter and reducing friction even further:

AI Recommendation Assistant
Energy Savings Simulator
Voice Notes
CRM Integration
AR Equipment Visualization
Digital Proposal Signing
Customer Portal