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Prototype + Presentation

You already have the gaps.
This is the fix, built, and presented to your leaders. $5,000.

Your Borrower Walkthrough Audit named where qualified borrowers quit and ranked it by severity. This is the next rung. I design and build a working prototype of the corrected borrower page or flow, then present it live to your leadership team so they can review it and question it. You keep the prototype.


The problem

A list of findings does not move a board. A working prototype they can click does.

You walked out of the audit with the gaps named, ranked, and on video. Then you had to go sell them internally. That is where it stalls.

Lending leaders describe the same wall. They feel the friction, they can point at it, and they still cannot get the room to act. A findings document gets read once and filed. A ranked list of problems asks your board to picture the fix in their heads, and every person in the room pictures something different. Boards do not fund a picture. They fund something they can see.

Speed is the other half of it. Traditional website and research vendors move on their own calendar. By the time a recommendation turns into anything a leader can actually look at, the quarter is gone and the budget conversation has moved on without you.

A prototype ends both problems at once. Your leadership stops imagining the fix. They click it, in the room, while the person who designed it stands there and answers for it.


What you get

The fix, built. Then presented to the people who approve it.

I take the gaps your Borrower Walkthrough Audit surfaced and design the borrower page or flow the way it should have worked. Then I build it, so it is not a description. It is a working thing your leaders can move through.

  • A working prototype of the fixed borrower page or flow, built from the gaps the Borrower Walkthrough Audit surfaced
  • Every design decision tied back to a specific finding, so your leaders can see which gap each change answers
  • The prototype presented live to your leadership team, where they review it and question it directly
  • The prototype is yours to keep, and yours to hand to whoever builds it

I do not hand you a recommendation and wish you luck with your board. I build the corrected experience and stand in front of your leadership to defend it. Your team asks the hard questions in the room, with the thing in front of them, and I answer them. We schedule your presentation once the prototype is built.


Why a prototype

Why a prototype instead of a slide deck.

1
A deck describes the fix. A prototype is the fix. Your leadership stops debating a description and starts reacting to the actual thing.
2
Recommendations get interpreted. A prototype removes the interpretation. There is one version of what was meant, and every person in the room is looking at it.
3
A document gets read alone, on different days, and produces different conclusions. A prototype gets reviewed together, in one room, in one conversation.
4
The objections surface while I am standing there. Your team challenges the decisions to my face instead of finding the holes three months into a build.
5
You keep it. When the room says yes, your developers have something concrete to build against instead of a paragraph to guess at.

What this is not

What this is not.

Scope
This is not a live A/B test.

The prototype is built and presented. It is not deployed to your site and it is not tested against your live traffic. Preparing the prototype for live testing is a separate, later step called the Conversion Pilot. This engagement ends at a built prototype and the presentation to your leadership.

Scope
This is not a full site rebuild.

I fix the borrower page or flow your audit surfaced. I do not rebuild your website, replace your origination system, or touch anything the audit did not name.

Claims
This is not a promise of a specific lift.

I will not quote you a conversion number I cannot defend. Evidence is defensible. Guarantees are not. What you get is the fix, built from your own findings, and your leadership's own read on it after they have questioned it.

Prerequisite
This is not a replacement for the audit.

The prototype is built from the gaps the Borrower Walkthrough Audit surfaced. Without the audit, there is nothing to build from and no evidence behind a single design decision.

The offer

See the fix before you fund the build.

Prototype + Presentation

The fix, built and presented

$5,000
Fixed fee · Presented live to your leadership team
  • A working prototype of the fixed borrower page or flow
  • Built from the gaps your Borrower Walkthrough Audit surfaced
  • Presented live to your leadership team to review and question
  • The prototype is yours to keep
This rung is not sold on its own. It requires the Revenue Leak Report ($1,500) and the Borrower Walkthrough Audit ($3,000) first. Without the gaps and the dollar figure, there is nothing to build a prototype from and nothing to prioritize it against.
Completed both? Request your link

Not there yet? Start with the Borrower Walkthrough Audit, or take all four rungs together in the Borrower Experience Review for $7,000.

We schedule your presentation once the prototype is built

Have not run the audit yet? Start there: the Borrower Walkthrough Audit, $3,000. It locates the gaps this fixes.


Where this sits

It builds on the audit. It bundles into the Review.

This is rung four. Every rung is sold on its own, and every rung feeds the one above it.

1
BFI Signal Report · $149. Proves the leak exists.
2
Revenue Leak Report · $1,500. Quantifies what it costs.
3
Borrower Walkthrough Audit · $3,000. Locates the gaps.
4
Prototype + Presentation · $5,000. Shows the fix, built. You are here.
5
The Borrower Experience Review · $7,000. Bundles all four above into one engagement.

The Borrower Walkthrough Audit comes first. It is what this prototype is built from. Buy that before you buy this.

If you want the whole ladder, do not buy the rungs one at a time. Bought separately, the four come to $9,649. The Borrower Experience Review bundles all four for $7,000. It is the cheaper path to the same place.


About the researcher

About Shanelle Roberts

Shanelle Roberts, founder of Smart Chic Systems

Shanelle Roberts is a customer acquisition researcher and systems designer based in Waco, Texas. She has spent 20 years in product and systems design across T-Mobile, Wilmington Trust, M&T Bank, Microsoft, Expedia, and the UN World Food Programme, including 2.5 years inside a regional bank where she led the design team that built the first secure digital payment experience for an institution where fraud had cost mid eight figures across three prior years.

She holds a U.S. Utility Patent from T-Mobile and designed the iOS version of Scam Shield, which stopped over two billion robocalls in its first 18 months.

Every prototype is designed and presented personally by Shanelle. There is no account team and no outsourced build. The person who designs the fix is the person who stands in front of your leadership and answers for it.

Smart Chic Systems, Inc. is based in Waco, Texas. All client engagements are delivered by US-based practitioners.

More about Shanelle →

The next step

Stop asking your board to imagine it.

You have the findings. Give your leadership the fix, built, in front of them, with the person who designed it answering the questions.


Start with the Audit