The words small businesses run on
For almost three years I wrote UX content for 10+ CRM and business management tools, from ideation through launch. A few of them:
Inbox onboardingThis onboarding flow was designed to ease pain points and fix discoverability issues. Management was hesitant about opening it to users, but we did our homework and I stood behind it. The result: green numbers across the board, with several KPIs up by 5% or more.
Forms: conditional rulesThe PM, the designer, and I worked together from day one. We went from mocks to developer handoff in under a month, then ran quick usability tests before launch.
Business phone numberFrom the first pitch to choosing a number, adding call agents, and setting up forwarding.
Invoices and quotesSettings and templates for the documents businesses send to get paid.
ContactsImporting contacts from a file or Gmail, and merging duplicates without losing anything.
AutomationsTriggers and actions in plain words, for people who’ve never set up an automation.