Intuit

Intuit: Brand and Marketing Team

Designing customer-first marketing experiences that make QuickBooks clearer, consistent, and more engaging across digital touchpoints.

Scope: End-to-End Payments Experience — Vendor and Sage Credit Bank Platforms

Context

During my internship at Intuit, I worked as a Visual Design Intern within the BAM (Brand and Marketing) team. My primary focus was enhancing QuickBooks’ marketing experiences by creating engaging and consistent design solutions across App Store and social media touchpoints.

 

The objective was clear: improve customer journeys, address pain points in navigating marketing channels, and align visual design with broader business goals to increase engagement and retention.

Problem Statement

The Challenge

  • Customers faced friction when engaging with QuickBooks across marketing channels.
  • Inconsistent design and unclear messaging led to low engagement.

Customer Pain Points

  • Tedious navigation on App Store and social media.
  • Lack of visual consistency across marketing assets.
  • Low interaction due to ineffective design and CTAs.

 

Business ContextImproving marketing experiences was essential for customer acquisition and retention, while building brand trust and consistency across platforms.

 

Research and Insights

Methods

  • Conducted 15 customer interviews to uncover frustrations with marketing touchpoints.
  • Analyzed App Store reviews and social media feedback.
  • Benchmarked competitor designs to identify best practices.

 

Key Findings

  • Customers wanted faster access to key product information.
  • Inconsistent visuals diluted the brand experience.
  • A need existed for a unified and engaging design system tailored to user expectations.

 

Ideation and Design Process

Collaboration and Brainstorming

  • Partnered with marketing and product teams to balance user needs and business objectives.
  • Facilitated workshops to generate solutions addressing pain points.

Wireframing and Prototyping

  • Created high-fidelity prototypes across App Store and social media.
  • Focus on clarity, visual appeal, and strong CTAs.

Testing and Iteration

  • Conducted user testing to evaluate prototypes.
  • Used A/B testing to measure effectiveness and refine designs iteratively.

3 different designs concepts for app store prototypes

These prototypes brought simplicity, consistency, and clarity to QuickBooks’ App Store and social media presence.

Final Design and Solution

Visual Design Highlights

  • Established unified visual elements across platforms, ensuring brand consistency.
  • Streamlined journeys to provide faster access to critical product information.
  • Designed engaging visuals and CTAs to drive interaction.

Creative Process at a Glance

  1. Research: Customer interviews + competitor benchmarking.
  2. Ideation: Sketches, wireframes, and cross-team workshops.
  3. Prototyping: High-fidelity prototypes emphasizing navigation and visual consistency.
  4. Testing: Iterative feedback loops and A/B testing.
  5. Finalization: Polished designs with cohesive branding and improved user flow.

A customer-centric design approach transformed friction into fluid experiences, driving impactful engagement for QuickBooks.

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Intuit

Intuit: Brand and Marketing Team

Designing customer-first marketing experiences that make QuickBooks clearer, consistent, and more engaging across digital touchpoints.

Scope: End-to-End Payments Experience — Vendor and Sage Credit Bank Platforms

Vendor platform: Credit wallet page

Context

During my internship at Intuit, I worked as a Visual Design Intern within the BAM (Brand and Marketing) team. My primary focus was enhancing QuickBooks’ marketing experiences by creating engaging and consistent design solutions across App Store and social media touchpoints.

 

The objective was clear: improve customer journeys, address pain points in navigating marketing channels, and align visual design with broader business goals to increase engagement and retention.

Problem Statement

The Challenge

  • Customers faced friction when engaging with QuickBooks across marketing channels.
  • Inconsistent design and unclear messaging led to low engagement.

Customer Pain Points

  • Tedious navigation on App Store and social media.
  • Lack of visual consistency across marketing assets.
  • Low interaction due to ineffective design and CTAs.

 

Business ContextImproving marketing experiences was essential for customer acquisition and retention, while building brand trust and consistency across platforms.

 

Research and Insights

Methods

  • Conducted 15 customer interviews to uncover frustrations with marketing touchpoints.
  • Analyzed App Store reviews and social media feedback.
  • Benchmarked competitor designs to identify best practices.

 

Key Findings

  • Customers wanted faster access to key product information.
  • Inconsistent visuals diluted the brand experience.
  • A need existed for a unified and engaging design system tailored to user expectations.

 

Ideation and Design Process

Collaboration and Brainstorming

  • Partnered with marketing and product teams to balance user needs and business objectives.
  • Facilitated workshops to generate solutions addressing pain points.

Wireframing and Prototyping

  • Created high-fidelity prototypes across App Store and social media.
  • Focus on clarity, visual appeal, and strong CTAs.

Testing and Iteration

  • Conducted user testing to evaluate prototypes.
  • Used A/B testing to measure effectiveness and refine designs iteratively.

3 different designs concepts for app store prototypes

Final Design and Solution

Visual Design Highlights

  • Established unified visual elements across platforms, ensuring brand consistency.
  • Streamlined journeys to provide faster access to critical product information.
  • Designed engaging visuals and CTAs to drive interaction.

Creative Process at a Glance

  1. Research: Customer interviews + competitor benchmarking.
  2. Ideation: Sketches, wireframes, and cross-team workshops.
  3. Prototyping: High-fidelity prototypes emphasizing navigation and visual consistency.
  4. Testing: Iterative feedback loops and A/B testing.
  5. Finalization: Polished designs with cohesive branding and improved user flow.

These prototypes brought simplicity, consistency, and clarity to QuickBooks’ App Store and social media presence.

A customer-centric design approach transformed friction into fluid experiences, driving impactful engagement for QuickBooks.

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Sagetap: Pay portal design

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Design system strategy

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stationery materials laying on a grid

Intuit

Intuit: Brand and Marketing Team

Designing customer-first marketing experiences that make QuickBooks clearer, consistent, and more engaging across digital touchpoints.

Scope: End-to-End Payments Experience — Vendor and Sage Credit Bank Platforms

Context

During my internship at Intuit, I worked as a Visual Design Intern within the BAM (Brand and Marketing) team. My primary focus was enhancing QuickBooks’ marketing experiences by creating engaging and consistent design solutions across App Store and social media touchpoints.

 

The objective was clear: improve customer journeys, address pain points in navigating marketing channels, and align visual design with broader business goals to increase engagement and retention.

Problem Statement

The Challenge

  • Customers faced friction when engaging with QuickBooks across marketing channels.
  • Inconsistent design and unclear messaging led to low engagement.

Customer Pain Points

  • Tedious navigation on App Store and social media.
  • Lack of visual consistency across marketing assets.
  • Low interaction due to ineffective design and CTAs.

 

Business ContextImproving marketing experiences was essential for customer acquisition and retention, while building brand trust and consistency across platforms.

 

Research and Insights

Methods

  • Conducted 15 customer interviews to uncover frustrations with marketing touchpoints.
  • Analyzed App Store reviews and social media feedback.
  • Benchmarked competitor designs to identify best practices.

 

Key Findings

  • Customers wanted faster access to key product information.
  • Inconsistent visuals diluted the brand experience.
  • A need existed for a unified and engaging design system tailored to user expectations.

 

Ideation and Design Process

Collaboration and Brainstorming

  • Partnered with marketing and product teams to balance user needs and business objectives.
  • Facilitated workshops to generate solutions addressing pain points.

Wireframing and Prototyping

  • Created high-fidelity prototypes across App Store and social media.
  • Focus on clarity, visual appeal, and strong CTAs.

Testing and Iteration

  • Conducted user testing to evaluate prototypes.
  • Used A/B testing to measure effectiveness and refine designs iteratively.

3 different designs concepts for app store prototypes

These prototypes brought simplicity, consistency, and clarity to QuickBooks’ App Store and social media presence.

Final Design and Solution

Visual Design Highlights

  • Established unified visual elements across platforms, ensuring brand consistency.
  • Streamlined journeys to provide faster access to critical product information.
  • Designed engaging visuals and CTAs to drive interaction.

Creative Process at a Glance

  1. Research: Customer interviews + competitor benchmarking.
  2. Ideation: Sketches, wireframes, and cross-team workshops.
  3. Prototyping: High-fidelity prototypes emphasizing navigation and visual consistency.
  4. Testing: Iterative feedback loops and A/B testing.
  5. Finalization: Polished designs with cohesive branding and improved user flow.

A customer-centric design approach transformed friction into fluid experiences, driving impactful engagement for QuickBooks.

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Sagetap: Pay portal design

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Onboarding Redesign: Personalization & Goals

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