Spin & Win Activity
Lead Verification through Gamification — Spin & Win Activity @ Bajaj Capital
Date
05th Sept 2024
Category
Research & Product
Location
Gurgaon
Quick Summary
Overview
To improve the quality of leads collected through the FPC (Financial Prosperity Center) channel, we designed a gamified “Spin & Win” experience. This not only helped verify mobile numbers in real-time but also boosted appointment show-ups and customer engagement at offline branches.
The Problem
The existing lead collection at petrol pumps, malls, and schools relied on physical coupons. Many mobile numbers/ leads collected were fake, invalid, or duplicated, leading to ineffective communication and missed appointments.
Goals
Increase the number of verified mobile leads
Reduce sales funnel drop-offs caused by incorrect contact info
Design a solution that fits seamlessly into the on-ground executive flow
My Role
UX Designer (Research, Strategy, UI/UX Design)
Collaborated with business stakeholders, on-ground teams, CRM developers
Owned the full design process from research to prototype delivery
My Approach
Field Research & Insights
Conducted extensive on-ground research at various locations, notably Hari Nagar, Varanasi, and Lucknow.
You can read more about my on-ground research during our venue visit at Hari Nagar (New Delhi): FPC Venue Visit - An on-site exploration activity
The average lead verification rate was about 46%
Sales executives frequently encountered incorrect contact information, wasting approximately 15-20% of their daily working hours.
Mapping the Funnel
Affinity mapped findings into the sales funnel
Identified lead verification as the top-priority bottleneck
Solution Design
Proposed a gamification-driven lead verification flow:
Executives collect leads via Survey Pro (within Wave CRM)
The customer gets a WhatsApp link to the Spin & Win page
Only verified numbers can claim rewards (Amazon vouchers, tax guides, etc.)
Winners are invited to a Financial Planning Session at their nearest FPC
Gamified Experience
Designed a visually engaging and responsive Spin & Win landing page
Created variants for mobile and desktop with an intuitive, exciting interface
Impact & Metrics
Verified lead rates improved significantly: 46% → 64% within four months (September 2024 to January 2025).
Reduced executive workflow disruptions by approximately 20%, increasing their productivity.
Improved lead-to-appointment conversion rates due to more accurate data.
Collaboration & Communication
Maintained detailed documentation in Notion and via emails
Regular check-ins with stakeholders ensured clarity and alignment despite their shifting priorities
Shared progress updates, prototypes, and metrics transparently
Well, there's a lot more to share than just screenshots!
Because the best stories are always told in person. I'd love to connect with you ✨
Refletions & Learnings
This project proved how a small gamified interaction can have a compounding effect on operational efficiency. It taught me the value of aligning offline user behavior with digital solutions, and how crucial field research is in bridging gaps between sales and design.
Unified Login and Investment Dashboard for Bajaj Capital Customers: Providing a single view of their complete financial portfolio.
