
完整故事
每个界面首先回答一个业务问题,并且在开发投入任何成本之前就已画在纸上。
先画草图,再写代码
Fully Booked 是在创始人的预算内分阶段打造的,因此每一个流程都要先画出草图并达成一致,然后才写下第一行代码。创始人可以在纸上看到完整的功能,提出异议,并在修改还不花钱的时候加以调整。只有到了这一步,界面才进入设计和开发。
下面这些界面沿着这条路径,从草图一路走到上线的设计,而每一个界面之所以存在,都是因为某位运营商或客户遇到了必须解决的问题。MVP 的界面出自 Webanion 的一位设计师之手;第 2、3、4 阶段的重新设计则由 Webanion 的创始人亲自以这些流程为基础在 Figma 中完成。
主屏幕就是一份收入菜单
运营商应用的第一张草图画于 2023 年,主屏幕上只放了收入和一个 Refer a Link 按钮。这一原则延续至今。如今,主屏幕显示运营商已经赚到的收入,以及每一种赚更多钱的方式,每一项都只需轻点一下:客户询价、推荐询价和联盟询价、预订、报价、取消、联系人、Get Covered 和 Earn Commission。



Get Covered:从流程到界面
Get Covered 最初是一张手绘流程图:描述行程,选择谁能看到它(所有公司、合作伙伴或平台之外的某家公司),然后比较作出回应的公司并接受其中一家。上线的界面完全保留了这个顺序。
陷入困境的运营商能看到有哪些公司应征、各自报价多少,而接单的运营商无需打一个电话,就能拿到一单业务和一张发票。




几秒钟生成一份专业报价
运营商常常把生意输给那些只是回复更快的公司。Send a Quote 流程在设计时加入了捷径:只需填价格的快速报价,或是补充完整行程信息的详细路径。两者都会生成一份带品牌的 PDF,末尾附有一个让客户比较更多报价的链接,即使丢掉的报价也能把客户带回网络。




取消订单,却不失去客户
过去,一次车辆故障意味着一通尴尬的电话和一位流失的客户。取消流程以创始人自己写过的取消消息为蓝本绘制,它会询问取消原因,并生成一封得体的信函,引导客户到网络中尽快找到另一家公司。
客户得到了妥善照顾,取消订单的运营商也仍能从重新预订中赚取佣金。



像追踪包裹一样跟进线索
创始人问,运营商能否像追踪包裹那样,看到自己分享出去的线索进展如何。答案是每条推荐上的进度时间线:线索已发送、客户已填写信息、运营商已回复、有公司已预订、你已收到付款。它让一次出于善意的举动,变成运营商看得见回报的事情。
从门口开始建立信任
新运营商必须先通过审核才能报价,但又不能让他们陷入无路可走的境地。暂停页面借鉴了银行告知客户账户正在审核的方式:一条包含账户已完善、已批准和已暂停的时间线,一句说明团队正在处理的话,以及致电或留言联系客服的入口。
创始人在后台放行账户后,应用会自动进入下一步。




管理后台:从线框图到控制中心
管理后台最初是五个标签页的线框图:仪表盘、公司、客户、推荐和交易。上线后的后台保留了这副骨架,并随着网络的发展不断扩充,加入了审批、钱包、接单、报价单和内容管理,却始终没有偏离首屏的初衷:今天有哪些事需要创始人处理。



他们的评价
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10月 18, 2023
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