Nimbus Kitchen Sales Portal
The Project
Update and integrate sales materials into the company website to create an interactive and user-friendly experience.
Timeline
3 months
The Problem
Despite having robust sales materials and educational resources, we noticed our potential customers weren’t fully absorbing the information provided. This lack of clarity led to lengthy sales conversations, frequent follow-up calls, and unnecessary back-and-forth discussions—ultimately slowing down the sales cycle. The challenge was to streamline how we presented these materials so customers could more quickly gain the knowledge needed to make informed decisions.
My Approach
1. Research & Collaboration
Gathered Insights from the Sales Team
I began by conducting discovery sessions with our sales representatives. These meetings helped me understand the recurring questions, misconceptions, and sticking points that arose during conversations with leads.Analyzed Customer Feedback
I reviewed notes from past sales calls and client emails to identify where the most confusion existed. This helped create a clearer picture of the pain points potential customers faced.
2. Strategy & Content Planning
Identified Content Gaps
From the research, it became evident certain pieces of information were either buried too deep in existing materials or missing entirely. I created a content map outlining the essential information customers needed at each stage of the sales journey.Created a Clear Hierarchy
To ensure new information was digestible, I prioritized the most critical points of differentiation between each type of kitchen. This helped determine how to organize sections within the portal for maximum clarity.
3. Design & Iteration
Wireframing & Prototyping
I developed low-fidelity wireframes to map the user flow through the sales portal. Early prototypes helped the sales team and I visualize how a potential customer would navigate from one piece of information to the next.Testing & Feedback Loops
Before finalizing the design, I shared prototypes with both internal stakeholders and a few trusted clients to gather feedback. Their input guided refinements in layout, content labeling, and interactive elements.
4. Implementation in Squarespace
Building the Interactive Portal
Using Squarespace, I created an intuitive, visually engaging portal where potential customers could explore the full range of sales materials. This platform’s flexibility allowed for easy updates and responsiveness across devices which was crucial since most of our customers engage with our website on mobile.Ensuring Consistency & Clarity
I applied a cohesive design system (color palette, typography, and iconography) to reinforce brand identity while making it simple for users to differentiate between kitchen types and levels of service.
Key Features
Interactive menu + easily scrollable
How this helped:
The interactive menu combined with an easily scrollable design transforms the way potential customers interact with our sales portal. Instead of sifting through a drop box of PDFs—which proved cumbersome and non-intuitive on mobile devices—users now access all relevant information in one seamless, organized space. Recognizing that a significant portion of our traffic comes from mobile users, this design not only simplifies navigation but also ensures that details are quickly and easily referenceable on any device. The result is a more engaging, efficient experience that meets the needs of customers on the go, ultimately fostering better understanding and quicker decision-making.
Information restructuring
Previous organization:
Location overview and membership options
Reach
On-site services
Pricing
Full facility floorplan
Breif onboarding documentation guidelines
Updated organization:
Location overview
Long term kitchens
Hourly kitchens
Storage
Event space
Comprehensive documentation guidelines
How this helped:
The previous structure would inundate our potential customers with information about every kitchen rental option. However, the customer personas for someone needing each different kitchen type varied so drastically that it made sense to silo the information based on how they will use our space.
Virtual tours
How this helped:
We developed virtual tours to enhance decision-making efficiency for our key clients, particularly for those whose decision makers are located out of town or who may not have time for an in-person visit. These tours offer a quick, immersive overview of the facility, enabling decision makers to grasp its value swiftly and advance sales discussions without delay.
Floorplans
How this helped:
In addition to the virtual tours, we provided detailed floorplans for each unit at every facility. This allows potential customers to quickly understand the layout and compare available kitchen configurations, making it easier for them to envision how the space could work for their needs.
Documentation samples
How this helped:
Navigating the documentation requirements was a significant barrier for many potential customers, as the necessary paperwork varies depending on the type of business and the specific kitchen facility involved. To streamline the process, I developed comprehensive PDFs that offer detailed explanations and practical examples. These resources serve as a clear reference for our members, significantly speeding up the process and reducing confusion.
Accessible links to get in touch
How this helped:
Although all the necessary information was consolidated in one place, we recognized that potential customers might still need personalized assistance. To ensure they could easily get the help they needed, we added contact links that allow users to quickly send an email or schedule a call. This approach guarantees that any questions are promptly addressed, providing a smoother overall experience.