Unified Proposal
Product: Ad Campaign cost modeling iOS app.
Role: UX Design and strategy
Scope: iOS app
Created at CI&T
On-the-spot cost estimations for radio ad campaigns. A novel, mobile-first approach would enable their representatives to close deals faster, anywhere.
The Challenge
Enable sales teams to create accurate radio ad proposals on the go, without slowing down client conversations.
Context
Sales reps spend much of their time in the field and rely on deep knowledge of local markets. While a robust web-based campaign builder already existed, it was impractical to use during in-person meetings.
Approach
Through interviews with sales reps and a focused design sprint, we identified the minimum data needed to generate reliable proposals on the spot and streamlined the workflow to support faster, more flexible client interactions.
Insights & Solutions
Simple, Step-by-Step Flow
I designed a streamlined workflow that minimized data input while maximizing accuracy.
Geographic Setup Optimization
Since most reps are assigned to specific locations, geographic setup is handled once and can be edited via a secondary menu.
Campaign Templates
Reps can duplicate and edit past campaigns to quickly create new proposals—effectively turning them into customizable templates.
Task-Focused Screens
To reduce cognitive overload, I broke down the process into focused screens (e.g., calculator, date picker), rather than presenting one long form. This modular approach also simplified development and allowed easy reordering or removal of steps in future updates.
Quick Sharing
Campaign estimates can be shared directly with clients using the iOS share menu, supporting quick, professional handoffs during meetings.
CRM Integration
Every mobile-created campaign syncs with IHR’s internal web app (built on Salesforce CRM). This ensures reps can continue working on proposals from their office and allows the client to collect valuable analytics on sales performance.
Starting a new campaign creates an template filled with relevant data.
Rates and date editors
User can set a budget and get a visualize campaign expenses over time