Introduction
To optimize Qualia's Connect portal for better communication between real estate agents and closing teams, we need to analyze the current user experience, identify pain points, and develop targeted solutions. I'll approach this by examining user segments, mapping the communication journey, and proposing data-driven improvements that align with Qualia's broader objectives.
Step 1
Clarifying Questions (5 mins)
Why it matters: Determines if we optimize for scale vs. feature expansion Expected answer: Mid-growth phase with rising customer acquisition costs Impact on approach: Would focus on retention and optimization over new features
Why it matters: Identifies key areas for improvement and user preferences Expected answer: High usage of messaging features, low adoption of document sharing Impact on approach: Would prioritize enhancing messaging and integrating document workflows
Why it matters: Helps focus on differentiating factors and competitive advantage Expected answer: Strong in transaction management, weaker in mobile accessibility Impact on approach: Would emphasize mobile-first improvements and unique transaction features
Why it matters: Ensures solution aligns with company direction and potential integrations Expected answer: Aiming to become the central platform for all real estate transactions Impact on approach: Would focus on creating an ecosystem of integrated communication tools
Tip
At this point, I'd like to take a 1-minute break to organize my thoughts before diving into the next step.
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Monthly Plan
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