Application Copy & Onboarding System
WORK COMPLETED: 2024-2025
Vendor-facing application and onboarding copy and workflow for festivals and events, designed to reduce confusion and streamline apps.
I created a vendor-facing application and onboarding system for a small festivals and events team, to be utilized manually by coordinators who receive x2-4 applications per day for a few months leading up to each event. This was designed to reduce confusion and streamline approval workflows for this music and event venue that dislikes automations and has a large outreach base, allowing for inquiring vendors to have access to information and applications in a timely and self-starting manner.
The workflow included a digital application, manual management review with templated responses, conditional billing instructions, and post-payment confirmations — all supported with clear instructional and confirmation text.
Workflow tools used:
Cognito Forms (integrated with Stripe)
Gmail + templates
Google Sheets
SCOPE:
Vendor-facing application copy and instructional text
Eligibility, requirements, and deadline guidance
Tone calibration across acceptance, waitlist, and follow-up messaging
UX-focused field labels, prompts, and helper text
Confirmation and next-steps communication
Editorial structure designed to reduce confusion and follow-up inquiries
SAMPLE #1 — Application Intro Copy (Seasonal Farmers Market)
SAMPLE #2 — Application Field Instruction Examples
SAMPLE #3 — Gmail Template for Manual Invoicing
MANAGEMENT adjusts the VENDOR’S name, amount paid/owed, package details, and addresses any questions/comments they may have left in their application.
SAMPLE #4 — Post-Invoice Payment Form (Catch-All)
