Voolt
Voolt Onboarding: Designing for
Clarity and Conversion
My Role
Product Designer
Timeline
4 Months
Contribution
Data Analysis
User Flow
Visual Design
UI Design
Project Overview:
Voolt empowers contractors to launch Google and Facebook ad campaigns effortlessly. Our solution handles everything: creating landing pages, setting up ads, and delivering leads directly to the customer. All they need to do is onboard, deposit funds, and wait for leads.
Problem:
Many users dropped off during onboarding.
Users were confused about how they would be charged.
Users lacked clarity on what their ads would look like.
There was minimal trust in the process due to lack of transparency and personalization early on.
Goals:
Educate users on how the system works.
Build trust by previewing their ads in real time.
Simplify decision-making at each step.
Reduce drop-offs and increase deposits.
Our Solution: Redesigned Onboarding Flow
We rebuilt the onboarding experience around clarity, visual feedback, and gradual education.
Key Changes
1- Interactive Ad Previews
- Live ad previews update dynamically as users input business information.
- Immediate feedback gives users a sense of control and confidence.
2- Progressive Personalization
- The more the user fills out, the more realistic and tailored the ad preview becomes.
- Real images are added based on industry.
3- Micro-Education Moments
- Short educational content is placed at critical steps.
- How location targeting works.
- Where leads will go.
- How billing and deposits function.
4- Timeline Summary
- A progress timeline reassures users of what they've accomplished and what's next.
- Reinforces a sense of momentum and transparency.
5- Payment Clarity
- Deposit options are visually explained.
- Final screen includes a summary timeline of the entire process + billing logic.
Designed to help users make informed decisions by showing estimated leads per budget tier, a clear explanation of how ads and charges work, and why the recommended option performs best. The same discount shown on the landing page is auto-applied to maintain continuity and boost conversions. Trust signals and cancellation flexibility reduce friction. Clean layout and smart labels guide the user toward confident action.
To build trust and clarity throughout the user journey, we’ve added educational screens that explain how the platform works in a simple, visual way. These include previews of how the user’s ads will appear on Google and Facebook, a breakdown of how they’ll be charged, and a step-by-step overview of the campaign process, from setup to lead generation.
Collects the user’s business address to localize their ads and define the target area. A mileage slider lets users choose how far they’re willing to travel for jobs, giving them control over lead relevance. This improves ad targeting while reducing wasted spend. The input and slider are simple and intuitive to minimize friction. Combined, they personalize the campaign setup while reinforcing a sense of control.
Designed to help users make informed decisions by showing estimated leads per budget tier, a clear explanation of how ads and charges work, and why the recommended option performs best. The same discount shown on the landing page is auto-applied to maintain continuity and boost conversions. Trust signals and cancellation flexibility reduce friction. Clean layout and smart labels guide the user toward confident action.