Smart Pre-Sales — imagem de capa

GT Building · 2020

Interactive property configurator that turns the abstraction of buying off-plan into a premium personalization experience

  • Cross-Platform
  • Research
  • Mobile
  • Real Estate
  • Lead Gen
Context
GT Building needed a digital tool for the Explore Botânico development that would let buyers visualize and personalize their apartments before closing the deal, reducing the abstraction inherent to buying off-plan.
Problem
Every question about finishes depended on a broker stepping in, creating friction that delayed the purchase decision. There was no way for the customer to reach the negotiation with choices already made.
Approach
Interactive configurator built on cross-industry benchmarking (Porsche, Renault, Youse, Apple), product decisions grounded in research with 159 respondents, and three distinct flows for different user profiles.
Result
+40% lead quality, 100% automation in lead capture and handoff to the broker, and three complete flows delivered on October 25, 2021.

Results

  • +40% Lead quality Choices already made
  • Flows delivered B2C · B2B · converted
  • 100% Capture automation Via CRM and WhatsApp
  • 25 Documented meetings Jun–Oct 2021
  • 82% Receptive to 3D Validated keeping 3D
  • 11% Want full personalization Validated curated combos

Role

I worked as Product Designer, responsible for user research, flow definition and information architecture, wireframes, UI and a navigable prototype in Figma, product decisions alongside the client, experience benchmarking, handoff, development follow-up, and pre-launch visual QA. The project involved 25 documented meetings between June and October 2021, delivered on 10/25/2021.

Strategy

The problem sat at the intersection of a complex decision and the lack of a tool to support it. Any question about finishes, room layout or materials could only be answered with a broker nearby. That stretched out the negotiation cycle, made every lead more expensive, and left closing in the hands of several contact points that could have been anticipated.

Digitizing the process that already existed would solve little. The real gain was in getting the buyer to reach the broker with choices already made. With that, the sales visit stops being the time to answer questions and becomes the time to confirm them.

Process

The project was split into 5 phases across 25 meetings: Discovery (parallel kick-offs with UX, 3D and development teams, audience and scope mapping), Flow Definition (end-to-end journey validated), Prototype Iterations (critical architecture decisions), Refinement (added scope and additional use cases), and Pre-Launch (bugs, copy and final QA).

Every product decision came from research, not guesswork. I kept the 3D component even though it was expensive to implement, because 82% of users were receptive and 81% tolerated the load time. And I adopted the pre-defined combo strategy because only 11% of respondents wanted to personalize everything.

  • Research-Driven
  • Cross-Industry Benchmark
  • Multi-Profile Flows
  • Handoff & QA

Diagnosis

Solution

Impact

  • Capture automation

    Lead, ID and cart reach the broker via CRM and WhatsApp, with no manual handling. The sales team receives a complete package, not just a contact.

  • Post-conversion flow

    During refinement, scope grew to include a specific flow for those who had already closed the deal, allowing them to revisit and confirm their personalization choices after conversion. This extension emerged during the design process; it wasn’t in the original scope.

  • Collaborative process

    25 documented meetings over 5 months, with the client, the 3D team and development. That volume of alignment gives a sense of what it took to integrate UX, 3D visualization, CRM and automation into a single product, on a fixed deadline.

Reflection

What this project actually was

The deliverable was a sales tool, but the work was product work. A pretty interface wasn’t enough: I needed to understand the sales funnel, the needs of the B2C and B2B channels, the technical limits of 3D, and the CRM automation logic. The decision that mattered most was aiming outside the real estate industry (Porsche, Renault, Youse, Apple) instead of copying competitors in the segment. Calibrating the bar against the best in class, rather than the sector average, changed the product that came out.

What remained afterward

I left this project with three lessons I’ve used ever since: benchmarking outside the segment raises the standard; research unlocks hard decisions; and, when the user’s choice is complex, well-executed curation helps more than total freedom. A product that serves B2C and B2B at the same time also demands architecture designed with separate flows as a design decision, not a technical limitation.

What I’d do differently

I’d define the backoffice scope earlier, still during diagnosis. The different permissions between Manager and Coordinator only surfaced midway through the project; if they’d been mapped during Discovery, they would have avoided a round of architecture rework. B2B complexity always shows up later than it should.

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Available for full-time · remote · freelance

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