Rocket Dashboard

Project overview

I was part of the team that built and launched the Rocket Dashboard – a digital experience that serves as a one-stop shop for clients with one or more Rocket products. By consolidating the spaces in which clients manage their products, the dashboard gives clients the unique opportunity to see their holistic financial picture and guide them towards their next best step.

Results

I know you’re wondering! This project led to:

  • 2x increase in client monthly visits

  • 5.2% (+1%) lead to close rate

  • Hermes Gold Award (2023) for design and content

My role

As the sole Content Designer on the team, I led the creation and execution of the content strategy and guidelines for the dashboard. This included determining the voice and tone, grammar and writing principles, and informational architecture of the page.

I was also responsible for all UX writing within the experience – the main landing page, the Explore Services page where clients could browse Rocket products, and the Manage Dashboard Tools page where clients could add or remove the widgets on their dashboard.