PM Assignments

Client Onboarding Form and Lead Tracker

Elfina Health · APM

Design a client onboarding form and build an operational lead tracker in a freemium SaaS tool for a therapy-matching funnel.

Expected Duration: 36 Hours

Objective

This assignment focuses on evaluating your ability to think practically, work hands-on with tools, and design efficient processes for data collection and operational workflows.

Q1: Forms for Capturing Relevant Data

Task: Design a form to collect key data points from clients as part of their onboarding process.

  • Focus on organizing, prioritizing, and designing questions to capture essential information without overwhelming the user.
  • You can use the questions from the Big Five Personality Test Sample which provides sample 40-50 questions to understand user personality.

Deliverable:

  • A link to your form (using any online tool platforms).
  • Include a short paragraph explaining your rationale for the design, and form setup.

Q2: Funnel/Lead Tracker with Operational Mindset

Task: Create an operational lead tracker to help manage and monitor the journey of 200 clients per month across 5 key stages:

  1. Lead Generated
  2. Preliminary Info Captured
  3. Detailed Personality Traits Captured
  4. Therapist Match Shared
  5. Session Booked

This lead tracker will be used and managed by Elfina's Customer Ops, and Therapy Experience Manager (In House Psychologist responsible for Matching and Clinical Questions).

Requirements: Suggest a freemium SaaS tool that can handle the following:

  • Handle Customization to the above Workflow (Addition/update to any steps as we evolve).
  • Ability to quickly identify leads stuck in different stages, and suggest follow-ups to relevant team members.
  • Ability to handle possible exceptions or hindrances at each stage (e.g., incomplete forms, unresponsive clients).
  • Feel free to add any additional details to the tracker that will help you improve the operational experience of this Tracker.

Deliverable:

  • A sample lead tracker in the suggested tool, with some lead dummy data to show its operation.
  • Provide a brief paragraph explaining:
    • Why did you choose this tool?
    • How can the tracker be used by the internal team?
    • Any suggested triggers or automations to improve efficiency?