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I'm building a site for an accounting firm. They would like to serve two distinct home pages for "Individuals" and "Businesses."

The site would look similar but have different content relating to the services they offer these two types of customers.

  • What is the best way to allow users to choose their customer type? (Currently thinking pop-up prompt on first visit)
  • How easy should it be for users to switch between types?
  • How obvious should I make it for the user to know which version of the site they are on?
  • Any differences between desktop and mobile?

Thank you!

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I would simplify it as much as possible.

I would not use a pop up or modal on entry; that may annoy or drive away users. As you can read in this article, timing is everything when it comes to those tools.

I would not start with a user profile, but if you expect a high return-rate for users, that is definitely the best way to welcome them back.

Consider presenting the user with a landing page that is visually clean and displays the company brand. Welcome users to the site with just enough information for the user to be sure they are in the right place to reach their goals. Then present them with CTA (call-to-action) buttons that clearly delineate which path each will start, accompanied by a super-short description of what they will find within each path.

For example, this insurance company website has a set of 6 buttons prominently displayed on their landing page to lead the user to the best path through the website. They also offer it again if the user clicks on "Get a quote" in the top menu. That link takes them to a page that allows them to log in if they are a return user, or to select from a drop down the same choices those CTA buttons held on the homepage.

As long as the user is NOT logged in, I would allow them to switch in case they change their understanding of where they should be or just wondered what was on the "other side". Once they create a log in, I would simplify to show only one path unless your client prefers otherwise.

To show which path they are on, I would use something simple and understated, like changing a design color or an icon. I am guessing the content will point the way pretty clearly.

Consider making the site responsive so that it looks professional with any device and lay out the same elements and information for all views. (In case you are not familiar: https://www.w3schools.com/html/html_responsive.asp)

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The conventional feature that comes to mind immediately to support the functions you describe is user profile. Conventionality means recognition and familiarity.

Presumably an accounting application has security features that require secure log-in and authentication, as well as security timeout etc. Offer the distinction between business and individual consumer user profiles during this mandatory initial setup, that is, during the "Create user ID" steps on first visit. Embed the profile choice into that setup. I advise against stashing the profile choice into a popup - the modal route (a "popup" dialog) is unnecessary and annoying if your user needs to provide setup information anyway, like user name and credentials.

Does the setup information you're asking your users to provide differ between business and individual users? If one setup requires significantly more data points than the other - more checkmarks to check, fields to fill in, dropdown picker pickings to make - you'll want to place the business versus individual 'roadfork' early into the initial sign-up workflow as the following downstream content of one route will be more elaborate than the other.

The same constraint applies to switching from one profile type to the other while logged on. If the difference is trivial, make it an easy toggle, but if a business user profile is a vastly different beast from an individual one, construct a more 'guardrailed' UI flow by which your user converts from one profile to the other.

To stick with conventional UX (and thus repetition and recognition benefits from other sites), most people familiar with anything requiring log-in / log-out will recognise a user avatar located on your site's header, towards the right, as location of their user profile (somewhat like StackExchange), and expect simple dropdown, show-me-more actions like Settings and Log out when that avatar is clicked.

If the profile change from business to individual or vice versa is easy and does not require significant additional information, that is where you may want to locate it. If that change is fussier and more demanding, I would expect to find the profile switch option under Settings (or "My Profile").

This pattern is easily transferred to a mobile environment, only the arrangement and layout of an otherwise identical information architecture may differ. Exactly how you structure that setup depends on - again - how involved your specific setup steps are. If your profile setup is complex and full of dependencies (content in step #2 depends on step #1), some wizard-style progressive disclosure may be called for - and a wizard with contemporary looking UI need not be a Windows-95-ish-looking dialog anymore these days!

Regarding how obvious the site version should be to you users, how do you plan to market the site? If your business user version is higher end (and possibly paid for, or fee-charging) than the individual consumer version you may want to reflect that in whatever naming convention you apply to your site. Reward your fee-paying customer or subscriber segment by providing a noticeably richer offering whilst encouraging your freebie users to consider upgrading, but without having your site take too obnoxious a salesmanship stance as constant prompts for 'in-app purchases' can have the opposite effect of cheapening your offering.

However if the distinction between business and individual site profiles is immaterial, and the nature and complexity of the profile generation data input required is about the same, I would make this an easy toggle and perhaps add descriptive labelling to the user avatar (see above), below the user name.

It may be worth exploring the business and individual user segments of your planned site via a persona study - even if you already collaborate with a marketing expert. Do you know the extent to which each segment's top-priority needs and expectations differ? Are there differences within each segment? Are there overlaps (e.g. for self-employed individuals where aspects of personal and business finances may merge)? How uniform are the accounting needs of your business segment?

One more thought to the differences between desktop and mobile: Both user segments may engage with one or the other environment for quite distinct reasons. Mobile, on-the-go accounting is immensely practical for instance to track travel expenses - look at the likes of Concur - as you can upload pictures of bills / invoices. But it is probably less usable for more complex workflows like factoring in taxes and such. Consider differentiating exactly what features you offer by environment rather than making uniform desktop and mobile offerings - but be mindful that that sort of sophistication needs to be informed by solid user research. Good luck!

  • Thank you for the helpful response! As a note, this site is designed for lead generation for the firm, rather than acting as a online service. Apologies since that wasn't clear. – A Clockwork Orange Aug 13 at 17:05
  • @A Clockwork Orange Actually, your website's purpose is pretty clear, but for UX we must delve into the users' goals. You have to keep in mind the client goals for sure, but understanding what motivates the user and how to support that experience is what makes for "Good UX". I am confident that more leads will come from a site that delivers a good user experience than a poor one. – ph33nyx Sep 16 at 17:00
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you can try some online tools for A/B testing websites or try to make som online google forms. But after all you still need to validate only datas and metrics during using web not opinion of customers. I recommended you try tool as UXtweak. You can set online task-driven study get to know how peoples perform via your web. It is simple to set and you can get a lot of feedback. And ALSO you can create study with custom filter and targeting.

https://www.uxtweak.com

  • A/B testing is a good way to find out what is working best between 2 design patterns, but it does not exactly answer the question about what design pattern makes sense. @Filip Prakop can you suggest a couple patterns that @A Clockwork Orange should test? – ph33nyx Sep 16 at 17:03

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