Every year, Intuit hires and rehires approximately 30,000 remote tax and bookkeeping experts. To set them up for success, we send welcome kits containing essential tools: a computer, headset, backsplash, and other accessories needed to serve Intuit’s customers. These kits also include instructions for setting up their workstation and a welcome message from Intuit leadership.

Team

1 marketers
Interaction designer
2 visual designers
VP of Intuit Experts

One of our experts unboxing their equipment and welcome material.

Design principles

Convey only the essentials

The instructions should focus on exactly what experts need to set up their workstation, leaving additional details for other resources.

Highlight the why

Intuit’s brand promise—Powering Prosperity—is central. By leading with this purpose, we reinforced the importance of their role.

Delight (it's right)

I worked on this project across two hiring seasons.

2021 Out of box welcome kit

Learnings

In 2021, some experts overlooked the instructional materials. To address this, I collaborated with visual designers to create instructions that looked more functional and distinct, allowing elevated visuals elsewhere to convey Intuit’s brand positioning. In 2022, we made the copy bolder and more engaging, aligning with the excitement of starting a new role. Feedback from experts confirmed the improvement.