SetSale
SetSale is an AI-powered sales platform transforming the HVAC industry. By eliminating the need for manual spreadsheets, AHRI matchups, and inconsistent quoting practices, SetSale enables contractors, distributors, and OEMs to generate dynamic, multi-option proposals in seconds. Their mission is to streamline the sales process, maximize profitability, and empower reps to close more deals with confidence.
Gameplan
Our collaboration with SetSale focuses on building a scalable, intuitive sales experience that reflects the company’s vision of modernizing HVAC quoting. Together, we:
Identified friction points in navigation and request flows for all user types.
Built a clean, responsive interface that communicates SetSale’s value proposition in seconds.
Designed prominent CTAs and simplified demo request forms to reduce drop-offs.
Crafted a design language that highlights SetSale’s AI-driven quoting engine through interactive graphics and clear messaging.
Challenges
From a UX and UI perspective, SetSale faced the difficulty of translating its complex AI-driven quoting engine into a clear, intuitive digital experience. Contractors and distributors often struggled with cluttered navigation, inconsistent proposal flows, and interfaces that didn’t scale well across devices. The lack of visual hierarchy made it hard for users to quickly grasp SetSale’s value proposition, while outdated design patterns led to high bounce rates and limited engagement. Ensuring compliance tools like AHRI matchups were both functional and visually accessible posed another challenge, requiring a balance between technical accuracy and user-friendly design.
Solutions
To address these UX and UI challenges for their website, our research showed the importance of emphasizing clarity, consistency, and a focus on conversions. The updated interface features streamlined navigation that makes it easy for users to move from exploring products to requesting a demo. The improved visual hierarchy we proposed highlights SetSale’s AI-powered quoting engine, helping visitors quickly grasp its value. Combined, these design improvements deliver a cohesive digital experience that showcases SetSale’s innovation while driving stronger engagement and higher conversion rates.
Results
65% increase in demo requests within the first three months after launch.
40% longer average session duration, showing stronger engagement with content and product features.
30% reduction in bounce rate, thanks to clearer navigation and streamlined messaging.
2x growth in mobile conversions, reflecting the success of the responsive-first design approach.
From a design perspective we have what we're looking for and we can get the site implemented. This looks great!