Problem

Small business owners struggle with managing their finances, tools, and customer interactions using disconnected platforms. Financial terms and dashboards are often too technical, causing confusion and drop-offs.

Business Goals:

• Simplify complex financial tasks

• Improve payment and scheduling flow completion

• Build trust through helpful, jargon-free copy

Content Goals:

• Create a cohesive voice across flows

• Guide users with clear instructions and feedback

• Anticipate confusion and provide contextual help

Onboarding Flow Transformation

To improve the onboarding experience, I redesigned the welcome screen to be more user-centered and empathetic. The original message, “Configure your dashboard to get started”, was functional but lacked warmth or context. The revised version introduces a more conversational and reassuring tone. It clearly communicates the platform’s value while easing the user into the setup process with confidence and clarity.

User Persona (Summarized)

Name: Anita: Business Coach
Pain Points:

• Struggles with tracking international payments

• Finds dashboards overwhelming

• Wants help automating subscriptions and appointments

What content must do:

• Use plain language and provide contextual help

• Offer encouragement and next steps

• Avoid tech jargon or financial complexity

To support user clarity and reduce friction during the setup process, I focused on providing helpful, context-aware microcopy throughout key moments of the experience.

For prompts like “Where do you receive payments from?”, I added concise helper text, “We support PayPal, Stripe, and more”, to reassure users of compatibility without overwhelming them with options.

For the $0 state on the payments dashboard, I introduced a friendly and action-oriented message: “Payments will appear here once you receive them. Try linking your PayPal or Stripe account to get started.” This encourages progress while maintaining a calm tone.

Additionally, I crafted a simple and informative tooltip for the forecast module; “We use your past income trends to predict future revenue. This helps you plan for quieter or busier months.” to demystify a complex feature and help users understand its practical value at a glance.

Subscription Billing

Final Reflection & Lessons Learned

• Words shape how users feel about money.

• Good content isn’t just functional, it’s reassuring, empowering, and human.

• Content design isn’t about writing a lot, it’s about writing just enough at the right time.