
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 💌