Almar Labs
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/Case Study · 02

Cross-sell Platform

From a single product to a cross-sell platform

Role: Product Designer/Company: Leadtech/Product: US government document services
+34% cross-selling take rate
HEADLINE IMPACT
+34%
Cross-selling take rate

One in three users who finished a passport application went on to buy an additional service from their private area.

+22%
Form completion rate

Versus the previous monolithic version, achieved through a progressive, segmented form architecture.

89%
CSAT satisfaction

Users rated the experience 89/100, citing process clarity as the primary advantage over official state sites.

+18%
Direct acquisition for TSA PreCheck

New users who entered directly via TSA PreCheck without needing the initial passport pathway.

Figures come from internal data.
/01 // Framing

The problem

The product began as an easier way to fill in a US passport application. Users completed a simplified form on our platform, and we turned it into the official PDF. After that, the process happened offline. It worked, but the business depended on a single service, in a category where the government was a direct competitor and similar products kept appearing.

ACQUISITION FUNNEL · Simplified passport application form
Simplified passport application form
Simplified passport application form with progressive step disclosure
/02 // Strategic Context

Why it mattered

Demand for related services was clear: TSA PreCheck first, then birth certificates, Social Security cards, name and address changes. The product couldn’t carry them. Its architecture and experience were built entirely around passport applications, and a user had no place to manage several services from one account.

/03 // Architecture

What I did

I worked on the experience and on how the new platform and its services should be structured. I kept the simplicity of the original passport flow and added a private area where users manage, organize and track every application in one place.

UNIFIED EXPERIENCE · Private dashboard with several services and statuses
Private dashboard with several services and statuses
Private dashboard with several services and statuses managed in one unified space, featuring application milestones and document vault.(Viewing: Full Active Dashboard)
/04 // Decision

The cross-sell decision

Many of the design decisions were product strategy as much as interface. Someone applying for a passport is a likely TSA PreCheck customer, and may need a birth certificate or a Social Security card too. The platform had to bring those services up at the right moment, not just support them technically.

CONVERSION TIMING · Confirmation screen with the cross-sell moment
Confirmation screen with the cross-sell moment
Confirmation screen with the cross-sell moment surfaced at peak user intent
FRICTION REDUCTION · Second application with data reused from the first
Second application with data reused from the first
Second application with data reused from the first, lowering subsequent application time to under 90 seconds
/05 // Results

Impact

Going from a single-service product to a multi-service platform removed entry friction and opened the door to cross-selling.

  • +34% cross-selling take rate. One in three users who finished a passport application went on to buy an additional service (TSA PreCheck or birth certificate) from their private area.
  • +22% form completion rate versus the previous version, from a simpler, progressive form.
  • 89% CSAT. Users rated the experience 89 out of 100 and named clarity as the main advantage over official government platforms.
  • +18% direct acquisition for TSA PreCheck. New users who came straight to TSA PreCheck without going through the passport flow.

Figures come from internal data.

/06 // Learnings

Takeaways

Information architecture sets the ceiling for the business.

Moving from one monolithic product to a modular platform separated acquisition from retention and made room to add services without fragmenting the brand.

Cross-selling works when it follows a real need.

The services are related (passport, TSA PreCheck, birth certificate), so the job was to suggest them at the right point in the journey, not to push a sale.

Against bureaucracy, clarity wins.

The simplified form mattered, but so did the private area, which gave users control and visibility over their applications.