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Generating leads on Spotdraft
SpotDraft is an AI-based contract management system, that allows a user to create, review and manage all their legal contracts in one place. Users can invite non-users of SpotDraft to use the platform to sign & review contracts.
📓 Project Brief
Use smart copy to hook a non-user to learn more about the platform, and convert them into customers
⏳ Duration / Size
2 days / S
👩🔧 My Role & Team
As the sole UX Writer, I collaborated with the designer and the PM to achieve clear, concise and crisp copy for the dialog
🧑🤝🧑
Understanding Users
Our users are of two types:
Persona 1: Victor
Designation
Sales Rep, Sales Director, Revenue Ops Team
Pain Points
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Slow contract cycles = slower deal closures
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Multiple touch points with legal to close contracts = Time taken away from actual selling
Goals
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Close tasks as fast as possible
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Get maximum efficiency & utilization of time
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Avoid manual follow-ups or extra work
Persona 2: Gemma
Designation
Legal team, General Counsel, CXO
Pain Points
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Poor work management for legal teams means slower agreements
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Slower/manual contracting processes take time away from actual legal work
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Human errors lead to multiple reviews
Goals
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Become a partner to sales teams
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Maintain SLAs and compliance in contracting
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Spend more time on impactful work, less on paperwork
🖇️
Understanding the flow
User receives a request from the client to fill in their details & sign an agreement on SpotDraft
User uses SpotDraft to complete tasks
Here, we show them our Lead generation modal dialog
Using crisp & smart UX copy, we hook them to interact with the dialog. User may also dismiss the dialog.
