Affirm

A self-service deal platform that cut routine updates from days to under 20 minutes.

Role

Product designer

(contract via Gauge)

Team

Senior product designer

4 engineers

2 product managers

Affirm Capital sales team

Timeline

6 months

(December 2024 - June 2025)

Final Design

Affirm deal-creation flow on the Deal Fees step, with the paginated step list beside the form

What it delivered

  1. 1.

    Deals organized the way the sales team works.

  2. 2.

    Forms that are intuitive and save as you go.

  3. 3.

    A user-tested prototype with a code foundation that Affirm engineers could build from.

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Outcome

We tested the prototype with members of Affirm's sales team. For a routine deal update, here's what changed:

BeforeAfter
TimeMost of a working day10–20 minutes
WhoEngineering, by ticketThe sales team, self-serve
ProgressLost on any interruptionSave & exit at every step

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