What was the scope of their involvement?
Slide UX helped us through the process with surveying existing customers, prospects in the industry, even people outside the industry. We somewhat predicted the response regarding the name You’ve Got Leads, or YGL as most users refer to it as. The response was overwhelming that we should keep the name. Based on that feedback, we moved forward with basically a refresh rather than a complete rebrand. We needed to come up with a great logo.
The progression was initially understanding more about what You’ve Got Leads is and who we are in this industry and who our audience is. What does the user look like that uses You’ve Got Leads on a day to day basis? Slide UX put together a full presentation of that and wrote it up in a section as if they were the marketer which was awesome. They shared that with us to make sure that we knew that they knew exactly the challenges our users face and why You’ve Got Leads is so valuable and critical.
In between the actual work and coming up with iterations of a new logo, we also did the surveys and everything else and they helped with that and they wrote surveys for us and just helped us every step of the way through that process and analyzing the results. Then we got into the refresh of the logo. We went through several rounds of logos and gave them feedback. We narrowed it down from five different categories with at least seven or ten logos in each category to one category that we really liked. Then we took a couple of logos from that category and narrowed that down further. All this time they’re just giving us more iterations of the logo with color and so on. That whole process was great and very collaborative. I love our logo. It’s incredible. It’s so much better now and people have nothing but positive things to say about it. It is incredibly versatile. I’ve been around this industry for a while and know how easy it is to mess that up.
After the first project was completed, we went back to them for another project. I know they’re a full-service marketing firm. It seems like they’re good at everything. We wanted to redo the user-experience, user-interface, what the actual pages looked like. This was an awesome experience for us because truth be told, we really hadn’t had a professional look at You’ve Got Leads as far as the screens themselves and what the user experiences when they click on something or the look in the field. We hadn’t ever had a full on UI professional take a look and mock up the sections and pages. In the beginning, there were some programmers that redid some pages, but this was the first time someone helped us with optimization. They know what users respond to, and they helped us with our dashboard and optimizing it for a mobile site. They also helped on optimizing the other main sections for leads and lead tracking in the program which includes the activities page for the lead and also the master record for a lead and lead search. When you log into our program and you have 1,000 leads, what does the page look like where you have to filter down and search for people that you’re looking for? They helped us specifically with the mobile dashboard, the desktop dashboard, the lead search page, and the activities page for a lead.
We had at least four or five resources from Slide UX dedicated to different areas of our projects. Erin [Young, Founder] and Lindsay [Winters, Interactive & User Design] were there every call, and there were others as well. Chad [Currie, Creative Director] was the head designer.
How did you come to work with Slide UX?
My boss and another senior VP knows Slide UX. We have offices in Austin, Texas, where they are located. They worked with other divisions of A Place for Mom and some projects that we’re working on for the homecare industry. We usually reach out to them to submit a quote for these types of smaller jobs and other things.
How much have you invested with Slide UX?
We spent between $15,000 and $20,000 over the course of our relationship.
What is the status of this engagement?
We began working with them in the summer of 2015. The UI project was in the first quarter of 2017. All of our projects have been completed. We are now doing the coding of the pages ourselves.