Raise Onboarding Experience

--- tag: Design Review --- # Raise Onboarding Experience ## Current UX Flow (Companies) The current Raise onboarding experience is focused around onboarding companies into the Raise portal. The user will most likely access the Sign Up pages via the Raise website. They do this by clicking "Request Access". The current flow for onboarding a new founder/company is as follows: **Step 1.** Visit [getraise.io](https://getraise.io) **Step 2.** Click **Request Access** to Sign Up (or **Already Have an Account** to Sign In) **Step 3.** Complete an initial sign up form, completing the following info: - Email Address - Name - Startup Name - Funding Timeline - How did you hear about us? **Step 4.** Congratulations - go and check your email to confirm account creation **Step 5.** Follow Link in Email **Step 6.** Back to Raise portal for Sign Up form, info needed: - Company Name - Country of Incorporation - Your Full Name - Relationship - Email - Password - Read T&Cs **Step 7.** More follow up questions: - When do you plan on raising? - Do you have any of the following? - Co-Founders - Corporate Secretary(s) - Financial Advisors - Investors - Employee Stock Options - Interested Investors **Step 8.** Finally reach the Company homepage in Raise Portal ... ... <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding-Raise%3Fnode-id%3D978%253A716" allowfullscreen></iframe> ... **NOTES:** - Not a terrible UX, but could greatly improve - Does not use easy sign up (social login, e.g Google) - Information is repeated within different sign-up forms - I'd suggest removing the initial sign up modal and going straight into an easy to follow onboarding flow - No use of Raise Style Sheet - This flow only caters to one group of users (founders/companies) ... ## Current Flow (w. Style Sheet) This flow should be designed and developed on both web and mobile. <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D2042%253A749" allowfullscreen></iframe> #### Web Prototype https://www.figma.com/proto/a9FkhiYKeR5MUvlVSx7x4x/User-Onboarding?node-id=2042%3A1079&viewport=2325%2C779%2C0.25&scaling=min-zoom ... <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D3925%253A624" allowfullscreen></iframe> #### Mobile Prototype https://www.figma.com/proto/a9FkhiYKeR5MUvlVSx7x4x/User-Onboarding?node-id=3925%3A729&viewport=1012%2C670%2C0.8383190631866455&scaling=min-zoom ... # Ideal Future Flows ## Company <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding-Raise%3Fnode-id%3D1%253A3" allowfullscreen></iframe> #### Web Prototype https://www.figma.com/proto/a9FkhiYKeR5MUvlVSx7x4x/User-Onboarding?node-id=938%3A493&viewport=-163%2C147%2C0.125&scaling=min-zoom . <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D1438%253A0" allowfullscreen></iframe> #### Mobile Prototype https://www.figma.com/proto/a9FkhiYKeR5MUvlVSx7x4x/User-Onboarding?node-id=1438%3A352&viewport=-422%2C-163%2C0.5&scaling=min-zoom ... **Step 1.** Visit [getraise.io](https://getraise.io) **Step 2.** Click **Request Access** to Sign Up (or **Already Have an Account** to Sign In) ``` - Provide: - Email - Password - (Your Name?) ``` **Step 3.** Check & Verify Email **Step 4.** Redirect to Profile Creation ``` - Choose either: - Company [x] - Investor - Team Member ``` **Step 5.** Create Your Company Profile. Information required: ``` - Company Name - Country of Inc. - Your Name - Your Relationship to Company ``` **Step 6.** Answer more follow up questions: - When do you plan on raising? - Do you have any of the following? - Co-Founders - Corporate Secretary(s) - Financial Advisors - Investors - Employee Stock Options - Interested Investors **Step 7.** Choose Your Plan ``` - Grow Plan (inlcudes Fast Track Company Due Diligence) - Build (Free) ``` **Step 8.** Complete Payment (if applicable to Step 7) ... ## Investor <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding-Raise%3Fnode-id%3D1%253A2" allowfullscreen></iframe> #### Web Prototype https://www.figma.com/proto/a9FkhiYKeR5MUvlVSx7x4x/User-Onboarding?node-id=976%3A258&viewport=6147%2C588%2C0.5&scaling=min-zoom ... <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D2036%253A844" allowfullscreen></iframe> #### Mobile Prototype https://www.figma.com/proto/a9FkhiYKeR5MUvlVSx7x4x/User-Onboarding?node-id=2036%3A845&viewport=1425%2C511%2C0.5&scaling=min-zoom ... ### User Flow **Step 1.** Visit [getraise.io](https://getraise.io) (or via Deal Room invite link) **Step 2.** Click **Request Access** to Sign Up (or **Already Have an Account** to Sign In) ``` - Provide: - Email - Password - (Your Name?) ``` **Step 3.** Check & Verify Email **Step 4.** Redirect to Profile Creation ``` - Choose either: - Company - Investor [x] - Team Member ``` **Step 5.** Create Your Investor Profile. Information required: ``` - First & Last Name - Country of Residence - Company Name (if applicable) - Your Relationship to Company (ditto) ``` **Step 6.** Answer more follow up questions: - What's Your Typical Investment Round? - What's Your Typical Investment Amount? - What Industries Are You Interested In? **Step 7.** Investor KYC ``` - Step 1 - Document Type - No. + Expiry Date - Upload Front + Back Image - Step 2 - Proof of Address ``` ... ## Employee / Team Member <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D1373%253A0" allowfullscreen></iframe> #### Web Prototype https://www.figma.com/proto/a9FkhiYKeR5MUvlVSx7x4x/User-Onboarding?node-id=1373%3A221&viewport=2760%2C937%2C0.5&scaling=min-zoom ... <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D2042%253A3256" allowfullscreen></iframe> #### Mobile Prototype https://www.figma.com/proto/a9FkhiYKeR5MUvlVSx7x4x/User-Onboarding?node-id=2042%3A3257&viewport=831%2C389%2C0.5&scaling=min-zoom ... ### User Flow **Step 1.** Visit [getraise.io](https://getraise.io) (or via Deal Room invite link) **Step 2.** Click **Request Access** to Sign Up (or **Already Have an Account** to Sign In) ``` - Provide: - Email - Password - (Your Name?) ``` **Step 3.** Check & Verify Email **Step 4.** Redirect to Profile Creation ``` - Choose either: - Company - Investor - Team Member [x] ``` **Step 5.** Enter Team URL/Invite Link - This would work in a similar way to finding a workspace on slack... **Step 6.** Create Your Team Member Profile. Information required: ``` - Company Name (Autofilled) - First and Last Name - Your Role in the Company ```