Cafe Bookkeepers

Proposal Presentation

Background

Cafe Bookkeepers (CB) is a streamlined bookkeeping service for cafes Australia Wide. CB had a few customers of franchise ‘The Shed’ who were using their service. ‘The Sheds’ support office noticed those customers were doing particularly well with the service, and hence  requested CB to pitch their core ‘Weekly Bookkeeping Service’ to each cafe of the franchise.

CB has the opportunity to work with the 15 existing Shed franchises and any new franchise customers.

Objectives

Sign on more New and Existing Shed Franchises

Timeframe

1 week

My ROLE

Project Lead, UX Copywriting, On boarding Strategy, Stakeholder Management.

Graphic Design and Image Curation by Juliana Bridi

PROJECT OUTCOMES

Not only did Cafe Bookkeepers sign on 5 shed cafes, they were also appointed as a mandatory service for all new Shed franchises moving forward.

Discover

The Problem

Design Question: How can CB make signing on new and existing 'Shed Customers' easier?

Research

Insights

Testing the Old Solution

  • With the old system, users quickly became frustrated and either delayed completion or stopped on-boarding entirely.

Design Criteria

Ideation

Information Architecture

UX Copywriting and High Fidelity Testing

Final Presentation Deck

The Final Solution

Outcomes

Next Steps