First Design and Expert FeedbackMy initial flow was highly detailed, assuming an "ideal client" with strong organizational skills. Feedback from a behavioral scientist encouraged me to adapt this approach, prompting a shift toward a more practical design that accounted for the unique psychological barriers faced specifically by our clients, such as pessimism bias and cognitive overload (
which has a lot to do with poverty, trauma and simply the stress that affects how our brains function)
RefinementIn response, I simplified the process and developed a two-part reminder system:
- Text Reminder: A clear message with meeting details and a prompt for clients to confirm. I carefully considered the average literacy level, constructing the prompt with input from the Director and further refining it using AI to align with an 8th-grade reading level.
- Call Reminder: A final call to reinforce the meeting, aimed at reducing no-shows by offering a last touch point.
This streamlined approach addressed clients’ limited mental bandwidth. Implementing these reminders led to an immediate and significant increase in attended enrollments, indicating the positive impact of these behavioral nudges.
We also considered the limited bandwidth of our staff, creating templates that seamlessly integrated into their daily workflows, requiring the minimal number of steps to send out reminders efficiently.