Designed a user focused checkout flow to increase conversion rate and user engagement.

Designed a user focused checkout flow to increase conversion rate and user engagement.

About

Crexi is a commercial real estate company platform that specializes in commercial listings, auctions, and data analytics tools. We help with the process of buying, selling, and leasing commercial real estate.

Note: The final design shown includes a trial feature. However, due to business constraint, that specific feature was not deployed.

(Read More under "Constraints")

Project

Role / Product Designer

Tools / Figma

Team / Developers, Product Manager, Marketing

UX Research

UX Design

Marketing

Usability Testing

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Problem Statement

Crexi’s subscription plan (Intelligence) faces low conversion rates, with only .35% of users who complete the checkout process. This indicates potential usability issues or friction points that need to be addressed to improve user engagement and increase subscriptions.

Crexi’s subscription plan (Intelligence) faces low conversion rates, with only .35% of users who complete the checkout process. This indicates potential usability issues or friction points that need to be addressed to improve user engagement and increase subscriptions.

25

25

%

%

know the benefits of Crexi Intelligence

know the benefits of Crexi Intelligence

Design Process

Strategized the project in advance to make intentional decisions

Constraints

When business and design collide.

It can happen

As noted, the final design you are about to see is not the final deployed product at Crexi because at the time, this design did not meet the business need. That's okay, because in a perfect world, we follow what the user wants! However, at the end of the day, it is a business.


Background:

Users wanted to learn more about the product before subscribing.

One of the main reason for drop off was users did not clearly understand what they were subscribing to and what value it would bring to them. Much of our features were behind a paywall and it was difficult to present them the value of these product without interaction.


I walk you through more of the "why" in this design, but for more understanding, please read through my "Lesson Learned"

Heuristic Evaluation

Identified and assessed the pain point of Previous Site.

Crexi’s subscription process sees only 3.5% of users completing checkout, highlighting the need to streamline the user experience and boost conversion rates.

Market Research

Customers need confidence to purchase.

A product must clearly communicate its value. Crexi’s subscription process sees only 3.5% of users completing checkout, highlighting the need to streamline the user experience and boost conversion rates.

Indirect Competitors

Indirect Competitors

Direct Competitors

Direct Competitors

Do users’ responses align with this market research conclusion?

What pain points are they experiencing?

User Research

15 users were asked to fill out a survey

What are some pain points you've experienced subscribed to a plan?

0%

100%

73%

Experienced Difficulty in Cancellation

Users have experienced not being able to cancel their membership

0%

100%

93%

Confused Users

Users unsure which step they are currently on in the checkout process.

0%

100%

66%

Abandoned Users

Users have abandoned the checkout process due to a lack of clarity and transparency.

0%

100%

73%

Experienced Difficulty in Cancellation

Users have experienced not being able to cancel their membership

0%

100%

93%

Confused Users

Users unsure which step they are currently on in the checkout process.

0%

100%

66%

Lack Confidence

Mentioned that they were unsure about the product.

Your thoughts on our subscription plan, Intelligence?

Your thoughts on our subscription plan, Intelligence?

Not sure what Intelligence offers. What is the difference between a Free Account?”

Not sure what Intelligence offers. What is the difference between a Free Account?”

Why should I subscribe to it and what is the data on increased profit after subscribing?”

Why should I subscribe to it and what is the data on increased profit after subscribing?”

Sometimes I stray away from subscribing because the company charges me without communicating.”

Sometimes I stray away from subscribing because the company charges me without communicating.”

Problem & Solution

Summarize the data and focus on the most critical insights.

After collecting data from various research sources, I concentrated on crafting straightforward problem and solution statements. This allows me to reference them as I move forward with my design and articulate my design rationale.

Let’s utilize the data we gathered and ask the question...

How can we advocate for our users?

Design System

Typography

Crexi is a real estate company and that means it is serious business. Therefore, using a font style that is easy to reach and sleek where it look professional is important.


I spearheaded the redesign of the design system V3 which focused on usability & capturing user’s attention.

Proxima Nova

Regular

Medium

Semi-Bold

Bold

Color

After collecting data from various research sources, I concentrated on crafting straightforward problem and solution statements. This allows me to reference them as I move forward with my design and articulate my design rationale.

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#0077DB

#5E63E5

#5E63E5

#185392

#185392

#E1F1FF

#E1F1FF

#8DCBFF

#8DCBFF

#7777FF

#7777FF

#196CB2

#196CB2

Final Design

Focused on Three Flows...

After collecting data from various research sources, I concentrated on crafting straightforward problem and solution statements. This allows me to reference them as I move forward with my design and articulate my design rationale.

01. Subscribe/Checkout

01. Subscribe/Checkout

02. Cancel Subscription

02. Cancel Subscription

03. Change Subscription

03. Change Subscription

Informing the User

The new design prioritizes helping users make informed decisions by highlighting key dates, prices, and clear comparisons. Previously, tracking checkout stages was challenging, but now users can easily follow the process and revisit prior choices as needed.

A Checkout that Gives User Options

Sign up / Log in During Checkout

User drop-off often occurs when the checkout process feels too lengthy. After consulting with developers on tech challenges, I proposed adding a sign-up or login option to retain non-member users.

One of The Biggest Frustrations...

How to Manage Subscription

Users wanted the freedom to make changes whenever needed. With dark patterns often limiting control, I focused on designing a user-friendly experience that respects their autonomy.

How to Manage Subscription

Users wanted the freedom to make changes whenever needed. With dark patterns often limiting control, I focused on designing a user-friendly experience that respects their autonomy.

One of The Biggest Frustrations...

Before your cancel...

This page was designed to support both the company and the user, giving users the option to pause, adjust, or learn more about their subscription before proceeding with cancellation. If they choose to cancel, they can share their reason, providing valuable insights for our product and sales teams to improve future experiences or offer personalized support.

Responsive Design

Device Users Want

Device Users Want

95% of Crexi users use mobile web compared to desktop. So it is always an important part of design process to consider and carefully design our the mobile web.

Part of our site is difficult to use on mobile web, but it has been an big innocentive to create a smooth transition between devices.

Think I’d be a good fit for your team or project?

Let’s connect!

SELECTED PROJECTS

SOCIALS

Linkedin

Instagram

HANNA D. CHANG

Product Designer,

currently working in Los Angeles

Iterations

After Iterations and Discussion with Product, Marketing and Sales Team...

After Iterations and Discussion with Product, Marketing and Sales Team...

Before shipping off the final design, the cross functional teams came together not only to iterate but also push out A/B testing. This is an important process our team values as it gives us data to take our next action before making big impact changes.

Result

As a result, we designed a subscription billing system that not only converts users to subscribers but also offers them flexibility to change their plans.

Overall, this new design allowed conversion rate to go from .35% to 6%.

HANNA D. CHANG

Product Designer,

currently working in Los Angeles

Think I’d be a good fit for your team or project?

Let’s connect!

SELECTED PROJECTS

SOCIALS

Linkedin

Instagram

HANNA D. CHANG

Product Designer,

currently working in Los Angeles

Think I’d be a good fit for your team or project?

Let’s connect!

SELECTED PROJECTS

SOCIALS

Linkedin

Instagram

HANNA D. CHANG

Product Designer,

currently working in Los Angeles

Think I’d be a good fit for your team or project?

Let’s connect!

SELECTED PROJECTS

SOCIALS

Linkedin

Instagram