The problem

iQuoteXpress needed a rapid visual reimagining for their technically complex and highly functional SaaS tool. The existing product was technically robust but the design was detrimental to sales and user experience. They sought a quick, impactful refresh to better reflect their innovative capabilities and inspire the team toward a grander future.

Our solution

In just one day, we delivered a clean, intuitive design that breathed new life into their platform. Our lightning-fast approach focused on enhancing the user interface with a fresh, modern aesthetic, transforming the tool into a visually appealing experience without compromising functionality.

Industry

  • B2B + SaaS + Sales

Cozy services

  • Brand strategy & design
  • Website design & development
  • Printed marketing materials
  • Content marketing
  • Search Engine Optimization (SEO)

Real-world results

They understand our business, and we have developed a high level of trust in all that Cozy does. They have a high degree of fiduciary duty, which compliments their creativity, ensuring that we stay within budget without sacrificing creative output.
189%

increase in sessions/month

383%

increase in users/month

898%

increase in organic traffic

30%

increase in direct traffic

Before Cozy

IQX knew their current site didn’t reflect their innovative services, much less stand up to their competitors in visibility and design. Despite their best efforts, the site functioned as only a home base for existing clients to access their software rather than generating leads.

iQuote express landing page mockup.

The design and logo were severely outdated, the site didn’t rank for competitive keywords, and the voice didn’t mirror the company’s professional B2B offering. IQX knew how to implement and sell CPQ software; they didn't know branding, website design, or marketing. We do!

360° rebrand

We knew IQX could stand apart from the competition. So we drove a massive overhaul, from the branding to the website to the marketing. We needed to evoke a confident and subtle connection to the likes of Salesforce’s Steelbrick.

Relaunching a brand

  • Collaborated with client to understand their style and mission
  • Conducted in-depth research of brand and competitors
  • Integrated client feedback and our recommendations
  • Created mood boards to close in on a stylistic direction
  • Developed new internal site architecture for smooth user experience
  • Built out core messaging around a newly compelling voice and tone
  • Aligned voice and tone with new target markets
  • Provided ongoing content strategy and support for professional-grade copy and design
  • Produced marketing collateral based on refreshed branding and site
They understand our business, and we have developed a high level of trust in all that Cozy does. They have a high degree of fiduciary duty, which compliments their creativity, ensuring that we stay within budget without sacrificing creative output.
IQX branding concepts 1/5. People.
IQX branding concepts 2/5. Moodboard.
IQX branding concepts 3/5. Logo redesign.
IQX branding concepts 4/5. Brand color.
IQX branding concepts 5/5. Color research.

A brand is born

Contemporary feel. Professional colors. An in-built mark. A concise tagline.

Cozy designed IQX business cards.

Of course, the logo redesign didn’t happen overnight; we did many iterations to obtain the ideal understated yet professional feel. Cozy began by drawing out sketches, then designing early digital work.

IQX logo concept sketches.

Logo approach

  • Collaborated with client to understand their style and mission
  • Conducted in-depth research of brand and competitors
  • Integrated client feedback and our recommendations
  • Created mood boards to close in on a stylistic direction
  • Developed new internal site architecture for smooth user experience
  • Built out core messaging around a newly compelling voice and tone
  • Aligned voice and tone with new target markets
  • Provided ongoing content strategy and support for professional-grade copy and design
  • Produced marketing collateral based on refreshed branding and site

Assets created

  • Logo — Production of core assets in every requisite form
  • Full-color, single-color, white-and-black alternatives
  • Standalone marks and logotypes
  • Typography standards
  • Iconography and illustration
Cozy designed IQX style guide. Colors and logo usage guidelines.
Finalized Cozy designed primary IQX logo.
Finalized Cozy design IQX logotype variations.
Finalized Cozy designed IQX logomark with size and scale variations.
Metallic IQX logomark sticker.
Paper sheet, envelope and business card featuring the Cozy designed IQX logotype.
Mockup of IQX logotype on a t-shirt.

Taking it to the web

The IQX website needed to reflect the new branding’s modern and approachable look. The new website wasn’t just a refresh of palettes and layouts but a top-to-bottom overhaul.

Mobile phone mockups of IQX hero page.

How we created a site that generated 2× the revenue

We transformed their lackluster, outdated site into a lean, lead-driving machine that revolutionized the company’s sales approach. Some of what got us there:

  • Attention-grabbing hero paired with strong call to action
  • Concise copy explaining IQX’s core offering
  • Integrated forms to convert users into leads
  • Improved user experience fulfills expectations and guides conversion
  • New interface and colors reflect innovative services
  • Keyword-rich copy boosts Google rankings
iQuote Express thumbnail in laptop and mobile breakpoints.

Content  & marketing

We knew that IQX would need ongoing, dedicated marketing support and materials to continue to compete in their vast industry.

IQX Investment and Support Summary pamphlet. Cozy content marketing design.

We delivered additional requisite marketing strategies for this continued success

  • Business cards and brochures for booths, meetings, and conferences
  • Whitepaper “RFP Responses Made Easy” to engage and convert leads
  • IQX’s enhanced reputation and presence as a CPQ expert
  • Lead-generating campaigns for strong brand awareness
IQX Sales proposal automation pamphlet.IQX Request for Proposal (RFP) designed pamphlets.

We went above and beyond the blog to grow and sustain IQX’s web traffic. We promoted content to major, far-reaching industry influencers, including Capterra, CRM Software Blog, and technology partners like Zoho.

One of the immediate benefits we saw was a spike in high-quality leads. This steady lead intake allowed us to build a business baseline and focus on long-term planning.
The impact was immediate and measurable. For years the incredible returns stacked.

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