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Budget_drawer_bills_new.png

UX WRITING:
BUDGET SETUP

CHALLENGE

Nudge users to complete the remaining steps of budget setup by leveraging clarity and value.

SOLUTION

Develop consistent and clear copy supporting the user’s experience using brand voice.

MY CONTRIBUTIONS

  • Copy analysis

  • Writing, editing

  • Fostering feedback loops

  • Close, cross-functional collaboration

CONSTRAINTS

  • Less than 1 week to deliver copy

  • Considerations for clean A/B test variants

  • High focus on improving clarity via "quick copy wins"

TEAM

  • UX Designer

  • Dev

  • Data analyst

  • Me

NUDGING USERS
COMPLETE STEPS

SHARING THE VALUE OF THE BUDGET TOOL

Many users skip setting up their budget's core areas: income, bill verification, and spending limit. This leads to inaccurate insights and missed money management benefits. These inputs also provide valuable user data.

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The screens below show pop-up drawers for users with incomplete budgets after onboarding. They only show upon repeat visits to the budget tool.

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To engage users effectively, I crafted clear, compelling content that highlights the user benefits. I leveraged our style guide and marketing copywriting techniques to place benefits from the user's perspective. Here's the before and after screen copy

ADDING INCOME

BEFORE

AFTER

budget_drawer_add_income_original.png
budget_set_up_drawer_add_income_me.png

IMPROVEMENTS

  • More actionable language in H1 and microscopy helps user understand what we're asking them to do
     

  • Applied user income data to consider the high likelihood of a user not having a steady income
     

  • Simplified microscopy to drive home the value of adding income; tailored insights are rewarded in exchange for their input
     

  • Clarification of why setting a spending limit is offered as a secondary CTA
     

  • Eliminated unnecessary the noun from CTA copy to simplify and align with the style guide

VERIFYING BILLS

BEFORE

AFTER

Budget_drawer_bills_original.png
Budget_drawer_bills_new.png

IMPROVEMENTS

  • More useful language; striking a stronger balance between brand voice and clarity
     

  • Clarifying and setting expectations of user action
     

  • Bringing AI benefits to the forefront
     

  • Eliminated the unnecessary noun in the CTA that wasn't in alignment with the style guide
     

  • Eliminated secondary CTA to help the user focus on a singular behavior we want to promote

SETTING A SPEND LIMIT

BEFORE

AFTER

Budget_drawer_limit_original.png
spend_limit_drawer.png

IMPROVEMENTS

  • More directive and actionable language in H1 and microcopy
     

  • Explaining the user is rewarded with spending guidance as a result of taking the action
     

  • Microcopy points towards Cleo’s differentiator: spending guidance
     

  • Updated "spending limit" to "spend limit" in the CTA, to align with the style guide
     

  • Updated the emoji to feel more empowering than aggressive
     

  • Eliminating secondary CTA to avoid diffusing attention from the core task

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