Product Designer at EverBright

Redesigning proposals to reduce risk, enhance clarity, and improve trust in solar sales.

Role
Product Designer

Duration
Present

Tools
Figma

Team
Sales Platform

About

As a Product Designer at EverBright, I led the research and redesign of the Sales Platform & Proposal experience to improve user engagement, accessibility, and transparency. My work focused on mitigating legal risks, ensuring homeowners fully understand their sale, and creating a more reliable, high-quality proposal process.

The Challenge

The proposal experience needed to better support homeowners in making informed decisions. Key areas for improvement included:

  • Ensuring disclaimers were clear, up-to-date, and easy to understand.

  • Refining how energy usage and utility assumptions were presented.

  • Improving the way cost savings were communicated to set realistic expectations.

  • Providing more transparency around system details and battery options.

By addressing these areas, we aimed to create a more reliable, trustworthy, and user-friendly proposal experience.

My Role

I led research and design efforts to improve the proposal experience, ensuring it was clearer, more user-friendly, and aligned with business needs. Working closely with stakeholders across product, engineering, and legal, I helped refine key information, enhance usability, and create a more transparent and effective sales process.

What I Did

  • Researched pain points by conducting stakeholder interviews and usability studies to identify gaps in clarity and legal risks.

  • Redesigned the proposal interface to improve accessibility, enhance information display, and introduce interactive, dynamic content.

  • Implemented safeguards such as clearer disclaimers, transparent savings calculations, and improved energy usage assumptions.

  • Collaborated with cross-functional teams to ensure the new proposal met compliance requirements while remaining intuitive for sales reps and homeowners.

Impact

While specific metrics remain confidential, the redesigned proposal has contributed to:

  • Reducing risk exposure and improving legal compliance.

  • Increasing transparency to help homeowners make informed decisions.

  • Enhancing sales efficiency by making the proposal process clearer and more reliable.

Want to Learn More?

Due to NDA restrictions, I can’t share full details here, but I’d love to discuss my approach and impact further. Feel free to reach out!

CONTACT & SAY HELLO 💌