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AI Invoicing
AI Invoicing
Validating an automated revenue collection proposition
Validating an automated revenue collection proposition
Sunny is an AI assistant designed to streamline and automate the entire revenue collection workflow for small to mid-sized businesses. The AI assistant simplifies tasks by creating, managing, and sending invoices while automating email follow-ups and payment processing. This reduces the time spent on invoice processing and payment reconciliation, helping businesses save time and decrease their administrative workload.
Sunny is an AI assistant designed to streamline and automate the entire revenue collection workflow for small to mid-sized businesses. The AI assistant simplifies tasks by creating, managing, and sending invoices while automating email follow-ups and payment processing. This reduces the time spent on invoice processing and payment reconciliation, helping businesses save time and decrease their administrative workload.
Overview
Overview
Through a two-week design sprint, I set out to design and validate Sunny’s core value proposition. I conducted in-depth interviews with businesses to learn more about their experiences while also testing a landing page and a prototyped onboarding journey that highlighted the platform’s core features. We followed up with a survey to validate the value proposition and measure its resonance with the target audience.
Through a two-week design sprint, I set out to design and validate Sunny’s core value proposition. I conducted in-depth interviews with businesses to learn more about their experiences while also testing a landing page and a prototyped onboarding journey that highlighted the platform’s core features. We followed up with a survey to validate the value proposition and measure its resonance with the target audience.
The landing page used to test the proposition's messaging
The landing page used to test the proposition's messaging
Users started onboarding by uploading an invoice
Users started onboarding by uploading an invoice
The AI then reviewed the details and suggested an email sequence to follow up
The AI then reviewed the details and suggested an email sequence to follow up
The user was then taken to an editor where they could refine the pre-written email before creating their account
The user was then taken to an editor where they could refine the pre-written email before creating their account
We surveyed participants on their likelihood to adopt Sunny
We surveyed participants on their likelihood to adopt Sunny
We identified the ideal customer profile based on the volume of invoices their business generates
We identified the ideal customer profile based on the volume of invoices their business generates
Outcome
Outcome
I concluded each interview with a brief 3-question product-market fit survey to measure the design’s impact on the value proposition and understand the ideal customer profile. The results showed that 75% of respondents expressed a high likelihood of adopting Sunny for their business. Participants estimated potential time savings of 8-10 hours per week, highlighting the product’s effectiveness in addressing their needs.
I concluded each interview with a brief 3-question product-market fit survey to measure the design’s impact on the value proposition and understand the ideal customer profile. The results showed that 75% of respondents expressed a high likelihood of adopting Sunny for their business. Participants estimated potential time savings of 8-10 hours per week, highlighting the product’s effectiveness in addressing their needs.