Growth Audit
Lead Form Redesign

ClikAuto

Funnel audit and redesign that tripled lead conversions in two weeks for a paid traffic campaign, diagnosing the root cause before redesigning around it.

Role

Senior Product Designer

Year

2024

Product

B2C

Product Snapshot

This case study documents a funnel audit that traced a conversion problem back to a single broken form component, not a traffic or budget issue, as marketing had assumed. In two weeks, lead conversions tripled. The hardest problem wasn't the redesign itself, it was convincing finance that fewer form fields, not more ad spend, was the actual fix.

Context

Automotive lead-generation funnel

Paid traffic campaign with rising ad spend and flat conversions.

Problem

Conversion loss with no clear cause

Marketing assumed a traffic issue; the real cause was one broken mobile form field.

Solution

Root-cause audit, then redesign

Diagnosed the failure before touching the UI, then rebuilt the form around real mobile usage.

Role

Senior Product Designer

Funnel audit, stakeholder alignment, and form redesign.

Team

Marketing & Finance stakeholders

Aligned on removing fields based on evidence, not habit.

Outcome

3× lead conversions in two weeks

Delivered end-to-end in 14 days, from diagnosis to production.

Scope

Funnel diagnostics

Audit, stakeholder alignment, redesign, and post-launch tracking.

Context

ClikAuto is one of Mexico's leading automotive financing marketplaces. A platform where buyers research vehicles and submit loan applications before connecting with dealerships. The business model is direct: qualified lead volume drives revenue.

Mobile traffic data showing 95% of ClikAuto users on mobile devices

In Q3, the marketing team increased its budget by 25%, expecting proportional lead growth. Conversions stayed flat. The disconnect triggered an escalation that started as a marketing problem and ended as a product problem.

The trigger

Every morning in sales meetings, the same question: 'Why aren't we generating more leads if we keep increasing spend?' Nobody had data to answer it. That was the real starting point.

Investigation

Before forming any hypothesis, the investigation needed to locate exactly where in the funnel the breakdown was occurring. The business assumed the problem was in the ads. That assumption had to be tested, not trusted.

Baseline metrics showing flat conversion rate despite increased ad spend

Days 1–2

Instrumentation

Hotjar + session recordings installed

Days 2–3

Observation

Behavioral pattern analysis

Day 3

Friction audit

Drop-off point mapping

Day 4

Alignment

Stakeholders + minimum viable fields

Days 5–11

Design

Mobile-first, step-by-step

Days 12–14

Delivery

Handoff + QA + production

With Hotjar installed across the acquisition funnel, session recordings showed the pattern clearly: users were arriving with intent, navigating to the form, and abandoning silently. The landing page wasn't the issue. The form was.

Funnel stageEvidenceFindingImplication
Incoming traffic+25% ad budget, same click rateMore investment didn't improve conversionsProblem wasn't in traffic quality
Landing pageHigh scroll depth, uniform heatmapUsers reached the form with real intentProblem wasn't the entry page
Form startSession recordings: visible drop-off at fields 3–4Visual density causes immediate cognitive fatigueForm architecture was wrong
Date selector76% of abandonment concentrated hereComponent completely broken on mobileOne element was destroying the entire funnel
Form submission4% overall conversion / 95% mobile trafficDesktop-first form, mobile audienceStructural product-user misalignment
01

Traffic quality wasn't the problem. Users were arriving at the form with intent to complete it, but the product was pushing them out before they could.

02

76% of abandonment was concentrated in a single component: the date selector, which was completely unusable on mobile. One element was destroying the entire funnel.

03

95% of traffic was mobile, but the form had been designed for desktop. A main problem was a structurally incorrect product decision from the start.

04

The finance team was collecting more data than needed to qualify a lead. Form density was partially self-inflicted, fields added by habit, not by actual need.

Synthesis

The data confirmed three of four working hypotheses and invalidated the most important assumption: the problem wasn't in the campaigns. It was in the product receiving the traffic those campaigns were generating.

Synthesis revealed a deeper problem than a broken component. A single-page form asks the user to hold the full cognitive load of a financing application simultaneously, no guidance, no visible progress, no confirmation of advancement. Fixing the date selector would have reduced abandonment at that specific point. But the architecture problem would have remained.

Original mobile form flow showing friction points and abandonment

“If you don't have information, you can't design solutions, intuition is not strategy. The three days we spent locating the problem saved us from two weeks of solving the wrong one.”

Joel Nápoles · Product Lead, ClikAuto

Design hypothesis

Splitting the form into sequential, guided steps with native mobile inputs and contextual micro-copy at each stage, would reduce cognitive load and transform silent abandonment into measurable, iterable friction points.

The hypothesis also had a more important business implication: a step-by-step form doesn't just improve completion rates, it creates a diagnostic infrastructure. Each step becomes an individual data point that enables future optimization with surgical precision.

Design

Three architecture directions were explored before converging on the final solution. Steps with contextual progress and per-field micro-confirmations, was selected: immediate field feedback reduces uncertainty on sensitive financial data, exactly the anxiety driving silent abandonment in the original form.

Form step 1 — vehicle selection
Form step 2 — personal data
Form step 3 — employment information
  • Progress indicator: frames current position as advancement, not length: 'Step 2 of 5' not '4 steps remaining'
  • Native date input: replaces the broken selector with the OS-native mobile picker, no external dependencies
  • Contextual micro-copy: each sensitive field explains why the information is needed, reducing anxiety on financial and ID fields
  • Back/forward navigation without data loss: users can correct answers without re-entering completed information
  • Autofiled-inputs: Automatically fills in the next steps if the info matches something the user already gave.
Form step 4 — financial information
Form step 5 — confirmation and submit

Impact

Results chart showing 3× conversion rate improvement post-launch
Lead conversions
First 2 weeks post-launch
14 days
Diagnosis to production
Including audit and alignment
↑ Quality
Lead data completeness
Structured capture vs. partial submissions

The redesigned form launched at the end of week 2. Results were visible within the first 7 days: conversions tripled the baseline, and captured data quality improved because the step-by-step format enforced structured completeness instead of partial submissions.

The marketing team, which had invested 25% more in traffic acquisition without seeing results, could attribute the increase directly to the product change, not to campaign variations. That shifted the internal conversation about where to invest in the next cycle.

The lasting impact

The most valuable result wasn't the conversion rate. It was the per-step visibility built alongside the redesign. For the first time, the team could see exactly where in the form users were dropping off, turning a black-box problem into an iterable diagnostic system.

Reflection

This project clarified something that becomes more evident with every product: the difference between solving a problem and solving the right problem is where most of the value of a senior product designer concentrates.

  • Problem location precedes solution: the 3 days of audit before opening Figma were worth more than any individual design decision. Without that work, we would have optimized the wrong system with high execution quality.
  • Constraints generate alignment: the finance team's data requirements forced a conversation that improved the product. Constraints aren't obstacles to product thinking; they're inputs that structure the problem.
  • Speed tools accelerate execution but don't replace judgment: the audit framework, micro-copy, and component prototyping used available tools. The decision of which fields to eliminate required organizational context no tool could provide.
  • Diagnostic infrastructure must be built alongside the solution: per-step tracking wasn't a nice-to-have. It was the mechanism that would make the result measurable and the next iteration possible.
Funnel Diagnostics
Growth Design
Conversion Optimization
Stakeholder Alignment
Mobile-First Design
Design Thinking
Workshop
Data driven
A/B Testing

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