Team SPACE | Onboarding and Enrollment

Special Purpose Agents for Customer Enrollment and Adoption.

DailyPay’s enrollment experience had long struggled with inconsistency, high drop-off, and unclear guidance—especially for self-enroll users. To improve activation and create a more intuitive path from sign-up to first transfer, I led a comprehensive redesign as part of SPACE, a cross-functional task force dedicated to rethinking onboarding end-to-end.

I partnered with Product, Research, and Engineering to map the full enrollment funnel, diagnose friction points, and design segmented onboarding flows tailored for tokenized and self-enroll users. The work included redefining key touchpoints—landing screen, employer match, identity verification, and milestone-based guidance—while delaying sensitive asks, reducing cognitive load, and aligning steps to user context. Using iterative testing and behavioral insights, we validated which patterns most effectively built trust and improved progression.

The redesigned experience delivered meaningful lift across the funnel, including a 12% increase in sign-ups, 18% increase in matched users, and a 15% increase in overall activation, confirming that personalized, human-centered onboarding significantly improves conversion.