Goal

To create a self-serve, interactive product tour that improves product comprehension, drives qualified sign-ups, and enables Sales with a consistent, scalable story.

Problem

Valutico was evolving from a Sales-led approach into a more scalable Sales-assisted + Product-led growth model. Until this point, most prospects engaged with the product only after talking to a sales representative.

However, we recognised a gap:
in certain regions or time zones, prospects had no access to Sales at all — yet still needed to evaluate the product. To address this, the product experience needed to:

• Act as a self-serve introduction to the platform
• Deliver a consistent narrative about the product’s value
• Scale globally without requiring live human support

The virtual tour became our first step toward this hybrid strategy — a bridge between interest and deeper engagement for users outside our typical sales touchpoints.

Objectives

• Improve product comprehension in under 3 minutes
• Increase homepage-to-signup conversion by 15%
• Create a reusable asset for Sales, Growth, and Onboarding
• Design a modular experience we could update over time

Process

Product Marketing Lens

To support first-time users, especially those new to valuation we built a clear, empathetic onboarding story that simplifies complexity.

Narrative Strategy

Rather than overwhelming with features, we focused on:

• Removing jargon
• Framing the tour as a guided, rewarding journey
• Building trust through paced, user-friendly messaging

Collaboration

Partnered with Valuation Services and Customer Success to:

• Pinpoint misunderstood features
• Highlight key "aha" moments
• Use real user language to shape tone and flow

Story Flow

Using dummy data, we guided users through:

• Company setup
• Method selection and inputs
• Final valuation report — the “reward”

Tool Choice

We chose Navattic for its:

• Easy embedding
• No-code interactivity
• Flexibility for future updates

Product Designer Lens

As the designer, I collaborated with our Front-End Engineer to build the tour in Navattic, using curated screenshots to simulate a real product experience.

Simplifying the Interface

We used Navattic’s flexibility to:

• Hide advanced features that could distract new users
• Highlight only essential steps for completing a valuation
• Create a focused, intuitive flow

On-Brand Experience

To keep the experience consistent:

• Applied our brand’s colors, fonts, and UI components
• Styled tooltips and modals to match our design system
• Made the tour feel like a native part of Valutico

Supporting Growth & Education

• Embedded videos and Help Center links
• Verified all flows for smooth navigation
• Captured user data for handoff to Sales & CS, connecting engagement to outreach

Collaboration & Tools

Team:

• Product for accuracy
• Marketing, Sales/CS for real objections
• Front End Engineer

Tools:

• Figma, Posthog, Navattic, Calendy

Outcome & Impact

• Tour completion rate: 60% above previously implemented Virtual Tour
• +100% Engaged visitors
• Adopted as core Sales enablement tool in 3 regions
• Sales team shortened pitch time by 15 minutes

Reflection

What I learned

• The power of narrative in complex products. Crafting a guided experience using storytelling helped simplify a highly technical product. I learned how effective it is to remove friction and use a structured journey to help users focus on value over features.
• Balancing brand consistency across embedded tools. Integrating Navattic into our experience taught me the importance of maintaining visual and experiential consistency across platforms. Even small misalignments can erode trust.
• Cross-functional collaboration fuels better outcomes. Working with our Front-End Engineer, Valuation Services, and Customer Success showed me how vital it is to incorporate multiple perspectives. This helped us spotlight misunderstood features and tune the tour to real-world customer pain points.
• A good demo is a growth lever. This project highlighted that even in sales-led orgs, a well-crafted self-serve demo can act as a scalable bridge to engage and qualify users in new markets.