ImprovementAcceptedPM Priority: 8.5

Reduce assessment questionnaire to fewer clicks

18 requests72 upvotes2 commentsUpdated Feb 9

AI Summary

The property assessment questionnaire requires too many clicks and page transitions. Sales Agents report that the multi-step wizard format with individual questions per screen slows down the Sales conversation. They want all questions visible at once with section navigation, similar to a long form.

Key Patterns:

Current flow: 5 steps, ~25 questions, each on its own screen

Agents want to jump between sections non-linearly

During customer calls, agents need to fill this quickly while maintaining conversation flow

Demo feedback explicitly flagged this as the #1 UX pain point

Proposed Next Steps:

Redesign as single-page form with collapsible sections

Add section navigation sidebar

Preserve validation but allow partial saves

Consider which questions are truly required vs. optional

Linked Requests (2)

Too many clicks in the assessment questionnaire96% match

The property assessment has too many screens. Each question is on its own page and I have to click Next 25 times. During a customer call, this is way too slow. Can we put all questions on one page?

Marco Schmidt·Sales·Jan 15

Assessment wizard is too slow for live calls92% match

The multi-step wizard for property assessment kills the conversation flow. Customer is talking, I need to find the right question, but I can't jump to it — I have to go through all steps sequentially.

David Lehmann·Sales·Jan 18

Comments (2)

YannickInternalFeb 8

After the Sales demo, this was the unanimous #1 request. We're fast-tracking this for go-live.

Jana MuellerFeb 9

Thank you! This will make a huge difference. The current wizard kills the conversation flow with customers.

Internal (PM-only)

AI Priority Score8.5

Demand

9.5

Impact

8.5

Strategic

9.0

Urgency

8.0

Effort

5.5

PM Priority Override

8.5

Status

Effort estimate: L