Skip to main content

Enhanced Online Quote Form

TWO MEN AND A TRUCK, an international moving company, wanted to improve their marketing funnel. We had previously built a lead capture form, but now it was time to up the game. The new form would gather much more information from potential customers and generate a quote— automatically, in some cases. We wrote a modern JavaScript stack to handle the thousands of daily submissions.


Planning & Strategy
User Experience
Back-end Development
Front-end Development

Node JS


Project Brief

TWO MEN AND A TRUCK® offers a wide range of residential and business moving services. To better serve customers, TWO MEN AND A TRUCK worked with RDG to design an application that gathers as much information on a potential customer's move as possible, while keeping the process friendly and conversational. Gathering this information allows customer service reps to make better recommendations and save the customer time — even by generating a quote automatically in some circumstances.

Two Men and a Truck Quote Form Screenshot

What We Did

There were several important requirements for the lead capture form. The form needed to be accessible by all web users, so that was made a high priority. There needed to be a good balance between gathering enough information and not being burdensome, so considerable attention was paid to the number of steps on the form and to ensure that only information that added customer value were included.

To achieve a high-quality user experience, we pored over numerous technical details in designing the application. We needed user progress to be saved as they completed the form and to provide a frictionless ability to pick up where they left off later or on a different device— all without requiring account creation. We accomplished this by submitting each step to the backend and asking the user for some additional information on their move that only they would know. Then we created logic to detect abandoned forms and email the user a link to restore their progress. Once the user validates some of the extra information on their move, they are able to continue entering their data.

Because of the sheer number of users filling out the form, submitting each step to the server along the way, we chose a serverless backend that would automatically scale to handle usage. We also chose the MongoDB NoSQL document storage so that the data could easily translate between the front-end and the back-end. The NoSQL approach works well for this instance as there are quite a few variations of the form data, depending on the services that users desire. 


Make a complex form user-friendly


Carefully plan form workflow and data collection

Don't rush through information architecture. Be empathetic to the user.

Allow users to resume later or on another device


Send data to the server, allow users to re-authenticate

Progressively send data to the backend. Employ a NoSQL data store to mimic JS objects on the front-end. Create a sophisticated abandoned form detection.

High volume server traffic


Auto-scallng serverless infrastructure

No capacity planning. No monitoring. The back-end automatically handles the amount of traffic.
hand-drawn moving inventory icons
Two Men and a Truck Quote Form Location Finder
Two Men and a Truck Quote Form Screenshot
Two Men and a Truck Quote Form Screenshot