UX Case Study by Surbhi
🌅

Onboarding Redesign

Trust before paperwork
An emotional, trust-building onboarding that leads with hope instead of paperwork. From first impression to application submitted.
🎯

Completion Flow

From training to career
After training ends, guide students through medical exams, permit tests, reimbursements, and job placement with SMS support and incentives.
Only 6%
of people who express interest ever reach enrollment. I redesigned both the onboarding experience and the post-training completion flow to close this gap.
The Core Insight

These people have been failed by the system

They've heard every promise before

Government, schools, the justice system — every institution has broken something. Now we're asking them to fill out a 7-step form before showing a single reason to trust us. Of course they leave.

The words we use make things worse

“AI-powered” reads as “a computer taking my job.” “State-funded program” reads as “the government is tracking me.” They're on a cracked phone with 30 seconds of attention and zero trust.

So we earn trust before asking for anything

The first 10 screens collect zero data. We lead with salaries, graduate stories, and free benefits. The form is last, not first.

Design Decision

Why these designs are mobile-first

Most applicants are likely accessing this on a phone — a prepaid Android on library Wi-Fi or limited data. The prototypes are designed mobile-first with responsive desktop scaling. One-thumb navigation, minimal data usage, offline-capable for the learning hub.

📱Mobile-first
Responsive from 375px up
<500KB
Fast on slow connections
👆48px+ targets
One-thumb, one-tap
📴Offline-ready
Service worker caching
Approach

Earn trust before asking for anything

Apps like Opal, Headspace, and Duolingo spend 10-20 screens building emotional investment before asking for $9.99/month. Emerge should do the same — except there's no paywall at the end. It's free. But they don't believe that yet, because every institution has broken promises to them before. So the first 10 screens collect zero data. They just build trust.

The emotional sequence

Each screen in the onboarding targets a specific emotion, in this order:

1
Curiosity
“What if you could make $75K and the training was free?”
2
Recognition
“Have a record? So did 80% of our graduates.”
3
Hope
“Marcus was where you are 8 months ago. Now he makes $82K.”
4
Aspiration
“Pick your career” — visual cards with salaries.
5
Surprise
“You also qualify for $720/yr in subway savings.”
6
Belonging
“847 people started their career with Emerge this year.”
7
Commitment
“Your coach Maria will text you within 24 hours.” — A real person is now expecting them.
Key UI Decisions

What I designed and why

🔄
Resequenced the form — same data, better order
Career selection first (aspirational), name + phone as a save point so a coach can follow up if they drop, sensitive fields last with “why we ask” tooltips.
Fast-track for NYC benefits recipients
One checkbox — “I receive SNAP / Medicaid” — skips half the form. The city already verified their info. 7 steps → 3 steps for the majority.
Benefits discovery screen (Screen 9)
Using NYC's Benefits Screening API to surface free benefits — Fair Fares, SNAP, IDNYC, free laptops — before asking for data. The app gives value before it takes.
💬
SMS-first communication
Coach texts within 24hrs. Criminal and medical history handled on a phone call with a real person, not typed into a web form.
📊
Live social proof
Real-time graduate counter, coach stats (“helped 47 people”), specific numbers throughout. Builds more trust than generic claims.
🎉
Celebration + instant next step
Confetti, Emerge Points, coach intro, actionable link to apply for Fair Fares, and a share button for peer referrals.
Design Principle

Why “AI” never appears on screen

For the people Emerge serves, “AI” means job displacement — not help. They're reading “AI-powered” and hearing “a computer is taking my job.” They're seeing “automated system” and thinking “the government is tracking me.” Every piece of technology in this product is named after what it does for the user, never what it is technically. Here's what runs invisibly:

CapabilityWhat the student seesWhat's actually happening
Benefits discovery“You may qualify for Fair Fares, SNAP, IDNYC, free laptop”Benefits Screening API + eligibility rules engine
At-risk detectionCoach texts: “Hey, checking in”ML model tracking engagement → auto-alert coach
Smart nudges“You're 80% through! 2 more modules.”Automated triggers, personalized timing
Pre-fillFields auto-populate after “I receive NYC benefits”ACCESS HRA Provider Portal cross-reference
Coach matchingAssigned to the right coachAlgorithm matching profile to availability + specialization
NYC Government Integrations

APIs that power the experience

These directly power features in the prototype — the benefits discovery screen, the fast-track form, and barrier-removal workflows.

🔍
Benefits Screening API
nyc.gov/opportunity. Checks 40+ programs. No PII required. Powers Screen 9.
🏥
ACCESS HRA
SNAP/Medicaid verification. One checkbox → skip income verification.
🚇
Fair Fares
Half-price MetroCard. #1 dropout reason is transportation cost.
🪪
IDNYC
Free photo ID. Many lack gov ID. Coach workflow to help them get one.
🤝
CJRN
10 reentry nonprofits. Embed Emerge in their intake flow.
💻
Free Laptops
NYC Connected Communities. Surface eligibility on Screen 9.
UX Copy

The shelter test

Every word must pass: would someone in a shelter, on a cracked phone, with 30 seconds of attention understand this?

SEO & Landing Pages

Search-optimized entry points

People Google “free CDL training NYC” and “jobs after prison New York.” Dedicated landing pages per trade + city, each with a local success story and one-click apply. SSR via Next.js for crawlability, structured data for rich results, and state-specific routing so New York applicants see New York programs immediately.

Beyond Onboarding

Retention touches

Emerge Points
$5-$25 gift cards at each milestone. ~$95/student total. Present bias — $5 today motivates more than $75K in 6 months.
🚨
At-risk nudges
No login for 3 days → auto-text the coach. Red/yellow/green status on dashboard.
📈
Progress SMS
“You're 80% through!” Automated but feels human. Sent when they usually study.
🗣️
Peer referrals
“If they graduate, you both get $50.” Word of mouth from graduates is unbeatable.
Stack
Next.js 16TypeScriptTailwindSupabaseTwilioVercelPostHogPWA