Set-Up Checklist Guide
This project showcases a step-by-step guide I developed for customers to set up and manage their accounts. It demonstrates my ability to create clear, user-friendly instructions for complex financial workflows.
Key Skills Highlighted:
Simplifying technical information for diverse audiences
Developing structured, action-oriented content
Writing in a professional yet approachable tone
Maintaining consistency in formatting and terminology
Project Features:
Audience-Focused Writing: Designed for users with varying levels of financial literacy.
Logical Flow: Sections and steps are arranged to match the user journey.
Actionable Language: Instructions include clear actions and expected outcomes.
Explore the Setup Checklist Guide
The content has been carefully redacted to remove company-specific information while preserving the original structure and purpose.
Challenges:
Balancing technical accuracy with simplicity.
Structuring the guide to reflect how users naturally approach account setup.
Solutions:
Consulted with the Customer Experience and Data teams to guide the structure with typical user behaviours.
Simplified technical steps using plain language while retaining financial accuracy.
The Creation Process
Objective: To reduce confusion during the onboarding process by creating a user-friendly guide that simplifies the setup checklist for new customers. As requested by the Sales Team, each step will be presented on a separate page, making it easy to share with clients.
Results:
Helped the support and sales team cut down repetitive inquiries.