Increase Leads & Conversions With a Sign Up Quiz

Have you considered using a quiz at the very start of your sign up process?

Companies like Talkspace (leader in online therapy), StitchFix (clothing subscription service), and SteadyMD (leader in online concierge medicine) are using them to great success.  In direct-to-consumer and also enterprise situations.

We've found that:

  • Visitors love quizzes.  The expectation is that they're short, easy to fill out, and provide immediate feedback or value on a topic that's of interest.  For one of our clients, we saw sign ups double as a result.
  • Quizzes enable you to incrementally educate your visitors regarding the product / service / value proposition (rather than expecting them to watch a video or read a ton of text content).
  • The mere presence of the quiz questions help establish comfort in the product or service.  Visitors think, "ohh, I get it.  I see that this service is indeed for me."
  • Quizzes help reinforce the feeling that the product or service is customized or tailor-made for the visitor.  Again, "this thing is for me."


There's a ton to think about when designing, building, and launching these quizzes:

  • Start with some "softball" questions. Questions that are easy to answer and don't overwhelm the visitor with choice.  Just get them used to answering.
  • Keep the set of answer choices simple.  Ideally multiple choice using short text phrases or easy-to-identify icons.
  • Keep the navigation simple and drive visitors forward.  Just "Previous" and "Next" buttons; no need for fancy progress bars, saving work in progress, etc.
  • Optimize for mobile; the quiz should be super-easy to interact with.  Design for mobile-first and then the desktop experience should be very simple and streamlined, as a result.
  • Leverage the quiz in your marketing copy and marketing campaigns.   "Find your perfect doctor" (SteadyMD) and "Get Matched Now!" (TalkSpace) have been shown to increase leads vs. more traditional sign up calls-to-action like "Get Started Now".
  • Consider the overall sign up funnel. When do you ask the visitor for their name and email address? For what are you trying to optimize?

Interested in learning how we could work together with you to design, build, and launch a sign up quiz to increase your leads and conversions?

Email us or contact us today!

UX Strategy Consulting

Iteration Group is often hired by our clients to lead UX Strategy Consulting projects.

We work closely with large enterprise companies, consumer brands, and well capitalized startups to help them nail their product vision, distill their rough product ideas into concrete product designs, create wireframes, create final designs, build prototypes, build-out their products, and more.

Often these are mobile apps, web apps, and even desktop apps.

We have designed, built, and launched many of these from scratch. We've also redesigned many products and apps (some used by tens of thousands of people each day).

Some recent notable clients (web and mobile and desktop) include:

Meet Our New Chief Technology Officer - Charles Tseng

Hi there, hope you're having a great summer. We have some exciting news to share...given high demand for larger development initiatives from our clients, we have decided to bring on a CTO in-house! Charles will be working out of our headquarters in Westlake Village and collaborating closely with our clients on all development projects.

Whether or not you have an immediate need, we'd love for you to meet Charles. Let us know if you're interested, and we'll set up a time to chat.

Charles is a long-time friend of Iteration Group - in fact, he and Yarone have been involved in several successful startups together.

Charles has over 20 years of experience building software, managing engineering teams, and leading tech startups. He was previously the Co-Founder and CTO at REX, a venture-backed startup based in Los Angeles that has raised over $26M and is disrupting the Real Estate market. He is an aggressive, hands-on full stack engineer and a creative problem solver with a balance of business and technical acumen. Over the past several years, Charles has successfully launched multiple products into the market.

He has a proven track record managing enterprise projects with large engineering teams and budgets up to $10 million for companies like, Yamaha, Molina Medical Centers and Schlumberger. Previously, Charles also led the engineering team at Zumbox from its launch to raising over $35M in total.

Iteration Group is offering Design Thinking Training!

Last year, we had great success leading on-site Design Thinking workshops for a handful of clients, and are excited to extend this offering to all teams, big or small, looking to improve their business.

In case you’re unfamiliar with the term, "Design Thinking" refers to a human-centered design methodology in which designers find and propose solutions to complex problems through logic, research, ideation, prototyping, and user participation. In a nutshell, "Design Thinking" is the overarching essence of user-experience design, and who knows UX better than us?

Our team of experienced practitioners will train your team to:

  • Identify the biggest pain-points in your customer's digital experience that hinder revenue and business.
  • Conduct in-depth interviews empathetically that enable you to extract unbiased feedback and uncover latent user goals and motivations.
  • Ideate and test solutions immediately, without having to write a single line or code or invest in any development efforts.
  • Create collaboration with cross-functional teams and build consensus in order to create progress.
  • Prioritize design and development initiatives based on ROI and business goals.
  • Ultimately, take the reigns on improving your digital offerings in order to grow your company and increase customer satisfaction.

We'd love to provide you with a free consultation to discuss if this might be a good fit - just reach out to Lana at or contact us here.

StudyCoup: Helping Students Suceeed

We recently wrapped up an initial project with StudyCoup - an EdTech startup focused on providing better communication and study tools for students and universities.

The platform allows students to connect with classmates, coordinate study group sessions, keep track of their unique course schedules, and more - all in one place!

The product was inspired by recent graduates, Michael Razny (CEO & Founder) and Misha Zaslavasky (Director of Business Development & Partner), who realized during their time in school that there was a need to streamline peer-to-peer learning. Learn more at:

Redesigned PRC Toolbox

We're proud to announce that earlier this year, we wrapped up a fourteen month-long project with Prentke Romich Company (PRC), a leader in production of AAC (augmentative/alternative communication) devices. Their devices are used for communication by people who can’t speak. Most of their users live with autism, or cerebral palsy, or another condition that makes speech impossible.

In early 2016, we embarked on a journey to redesign a piece of their AAC software. Specifically, they wanted us to update the design of the “toolbox” area used by parents, teachers, and others. This is the part of the AAC device where crucial settings happen – like how a user interfaces with the AAC device (by touching it, by having it track their eyes, etc.) what appears on different screens, or how long a user has to press on a button before the press registers. Clearly, there were many challenges that our team had to think through in redesigning the toolbox, and many different user types that we needed to speak with (most toolbox users are fully able-bodied people – speech-language pathologists, teachers, parents, spouses, and caretakers).

Overall, the project was very successful (see redesigned toolbox menu screen above), and we received plenty of positive feedback from various types of users to validate the new design. Stay tuned, we'll be sharing a more detailed case study of this project soon!

Redesigning FocusIT's Pulse Software

We're excited to announce that we've just wrapped up a project with FocusIT, the largest provider of CalyxPoint Hosted Service in the country and innovator of the Mortgage CRM, Pulse.

Pulse is a premium customer relationship management software for loan officers and other mortgage industry professionals. It provides robust marketing and lead management tools.

The Pulse Team came to Iteration Group with the goal of making the product easier and more efficient to use and, in so doing, helped expand its user base to include loan officers. This meant that existing screens would need to be streamlined to reduce redundancies and to emphasize the most important features.

In addition to streamlining workflows and making the system more intuitive, the FocusIT team asked Iteration Group to help drive customer engagement (afterall, it is a customer relationship management software). Iteration Group collaborated closely with the FocusIT loan officers, loan processors, and customers to identify critical touch points and put together a plan of execution on how to optimize them. As a part of this initiative, we also created e-mail templates that were tailored to customers’ needs and motivations.

After many iterations, we validated the designs with real users who expressed that the new designs exceeded their expectationsThe designs are currently in the hands of the FocusIT's development team and is set to launch later this year.

User Heatmaps and Recordings with Hotjar

We recently stumbled across Hotjar, a simple-to-use tool that allows you to view how users are interacting with your site. Hotjar will create heatmaps (like the one below) that represent how users are clicking, tapping, and scrolling. The tool also provides recordings of real users as they navigate across your webpage (with mouse tracking too).

Of course, the tool alone will not give you all the answers around a user's needs and expectations, but it's an easy and insightful place to start.


Watch "What's Next for Texting" By Yossi Langer

It's up! Check out Yossi's talk at Inman Connect San Francisco this past August, and don't forget, if you want a copy of the presentation and full user interview notes, click here.

Feel free to leave us a comment below - we'd love to hear your thoughts and feedback.

Congrats to Our Client CoreLogic

Congratulations to our client, CoreLogic, who received an Inman Innovator Award in Technology for their Trestle dashboard!

We've been collaborating with CoreLogic on Trestle for several months. The Trestle dashboard allows brokers as well as tech companies to easily integrate data from multiple MLSs with agent tools and websites by creating a single standardized data feed.