Job Aid: Sales Lead Form

Overview

Description: This is a redesign of a lead sales form. The purpose is to collect information about potential customers or leads who have expressed interest in their products or services.

Audience: Sales Teams

Tools Used: Canva Pro

Time in Development: 5 hours

Challenge

This was a redesign challenge presented by IDOL academy. The challenge involved enhancing the design of a published job-aid and infusing it with my individual design style. The job aid selected was a Sales Lead Form, used by Menemsha Group’s sales team to track and collect information about potential customers or leads who have expressed interest in their products or services.

Solution

For this redesign challenge, I made the job aid more interactive by incorporating text blocks and enhancing graphics. The original version lacked proper utilization of white space, resulting in overcrowded information. I expanded white space by widening text boxes and creating space between blocks of information. I also enhanced accessibility by implementing a lighter color scheme and increasing font size.