Guiding sales teams with the right tools at the right time.
Selling solar and energy-efficiency projects requires navigating financing options, qualification rules, and product details—all while building trust with homeowners. To support sales reps in this complex process, I designed resources that extended beyond the core app experience, helping teams adopt SpruceFlow more easily and work with greater confidence.
Challenges
- Sales reps often needed additional guidance when learning how to use the platform.
- The lack of built-in support and reference materials led to frequent calls to customer service.
- Training new reps at scale was time-consuming and inconsistent.
Design Improvements
I focused on designing solutions that balanced self-service learning with in-the-moment support:
- User Guides → Clear, step-by-step guides for onboarding and reference, written and designed for quick comprehension.
- In-App Guidance → Contextual help and tooltips embedded directly in SpruceFlow, giving reps answers where they needed them most.
Impact
- Reduced customer service calls → Reps were able to troubleshoot and complete tasks without external support.
- Faster onboarding → New hires learned how to qualify and sell more quickly.
- Increased confidence → With both offline and in-app resources, sales reps felt more prepared in customer conversations.