Multi steps Quote form Design

Client Overview:
Client Company: Wired Capital
Platform: WordPress, Elementor, Pionet Pafe Elementor Addons

About Wired Capital:

Wired Capital is a financial services company that collaborates with business partners to offer a range of products and services. Committed to respecting user privacy, Wired Capital aims to provide tailored solutions to individuals and businesses. They strive to enhance user experience and engagement through their online platform.

Project Scope:

Objective: The primary goal was to design and implement a user-friendly Multi steps Quote form Design that caters to different business structures – Sole Proprietor, Partnership, Limited Liability Company (LLC), S Corporation, and C Corporation. The form needed to seamlessly integrate into Wired Capital’s WordPress website and be responsive across various devices.

Client Requirements:

1. User Engagement: Create an intuitive and engaging form to capture essential information from users.
2. Business Structure Options: Incorporate options for users to select their business structure from a predefined list.
3. Privacy Considerations: Ensure compliance with privacy regulations and offer users the ability to opt out of marketing communications.
4. Integration: Implement the form using WordPress, Elementor, and Pionet Page Elementor Addons.
5. Responsiveness: Design a form that adapts to different screen sizes for a consistent user experience.

Design Solution:

Web Design Company: Obzsar

Tools Used:

• WordPress
• Elementor
• Pionet Page Elementor Addons
• Responsive Design Principles

Process:

1. Research and Planning:
   • Conducted a thorough analysis of Wired Capital’s business model, target audience, and legal requirements.
   • Identified key data points necessary for generating accurate quotes.
2. User Flow and Wireframing:
   • Mapped out the user journey through the multi-step form.
   • Created wireframes to visualize the form’s structure and flow.
3. Design Mockups:
   • Developed visually appealing mockups in collaboration with Wired Capital’s branding guidelines.
   • Ensured a clean and professional interface with clear calls to action.
4. WordPress and Elementor Integration:
   • Implemented the multi-step quote form using WordPress as the CMS.
   • Leveraged Elementor and Pionet Page Elementor Addons for seamless integration and advanced design capabilities.
5. Privacy and Opt-Out Functionality:
   • Incorporated privacy features, allowing users to opt out of marketing communications.
   • Provided clear instructions on how to manage communication preferences.
6. Responsive Design:
   • Ensured the form’s responsiveness across devices, including desktops, tablets, and smartphones.

Results:

1. Enhanced User Engagement:
   • The multi-step form design improved user engagement by breaking down the information into manageable sections.
2. Business Structure Customization:
   • Users can easily select their business structure from the provided options, streamlining the quote generation process.
3. Privacy Compliance:
   • The opt-out functionality and privacy considerations align with regulatory requirements, demonstrating Wired Capital’s commitment to user privacy.
4. Seamless Integration:
   • The form seamlessly integrates into Wired Capital’s WordPress website, providing a cohesive and branded user experience.
5. Positive User Feedback:
   • Initial feedback indicates positive user experiences, highlighting the form’s simplicity and clarity.

Conclusion:

The collaboration between Wired Capital and Obzsar resulted in the successful implementation of a multi-step quote form, aligning with Wired Capital’s business goals and commitment to user privacy. The new form not only streamlines the quote generation process but also enhances overall user satisfaction and engagement on the online platform.