Dashboard / FreshBooks

Dashboard / FreshBooks

Part of a series of tests to onboard new trialers, we knew that invoice creation was a fundamental part of why trialers signed up for FreshBooks cloud accounting software. So, how might we better set up trialers to create invoices?

We broke down the actions that laddered up to invoice creation into smaller steps, gamified the process and tested prototypes to identify points of friction.


Client          FreshBooks
Services    UX Writing
Year            2018