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Dollars mark
Case study · Spending tracker for freelancers

How Dollars uses Feedbank

Pay Dollars with Feedbank →

Income, expenses and tax set aside, for people who invoice for a living.

The moment it loses people

A freelancer connects a bank, sees the first categorisation, and disconnects.

The pattern

Insight: structured answers to act on

The hub files every answer by topic and screen, and the model names the core reasons behind them.

The trade

Gives: Pro for a month per accepted loop

Asks: Five questions on the first categorisation

The door, live at /pay/dollars
Dollars's door on a phone: Pay Dollars with Feedbank, what you get, what you give, and the button to start the first loop
The hub, as every brand's team sees it
The hub: accepted answers this month, answers that need a reply, credits issued, topic filters and the first answers

Planbrand's workspace, with answers in it. Dollars's hub has the same screens, filed under Categories, Tax set-aside, Connecting a bank and Leaving.

The weekly loop

Five questions on categories, tax set-aside, connecting a bank. Every answer is scored for how specific it is; a complaint earns what a compliment earns.

  1. 1Which transaction was put in the wrong category, and where should it have gone?
  2. 2What did the tax set-aside number make you think?
  3. 3What made you hesitate before connecting your bank?
  4. 4Which report did you want on day one?
  5. 5What do you still do in a spreadsheet?

What Dollars learns

  • Where categorisation goes wrong
  • What the tax number triggers
  • What stays in the spreadsheet
At the moment of leaving

Anyone who stops gets three exit questions: what made you stop, what would have kept you, what did you expect. Scored like any answer, credited, and read first by the Insights model.

This page describes Dollars's setup on Feedbank. Figures appear only where the brand has published them.

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