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QuickBooks Onboarding Journey

Client

QuickBooks

Location

National distribution

Year

2019

I was part of the team that developed a series of welcome emails for new subscribers to QuickBooks Self-Employed. The client provided us with the features they wanted to highlight, and we determined which information should be deployed and when the customer would best receive it. 

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How We Tackled It

1. Ironed out our Journey Sequence Map

2. Provided the client with look-and-feel concepts for the Welcome email 

3. The client chose the layout they preferred and we created the rest of the emails

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