• Scenario for interactive onboarding and training microscenes for fintech SaaS in Webflow with event analytics

    17 hours ago
    • Desired budget up to 420.9 USD
    • Waiting for a performer...
  • Initial situation: there is a fintech SaaS for small businesses - a web account for issuing invoices, accepting payments and reconciling transactions. Marketing brings traffic to the landing page, registration is stable, but activation sags - users do not reach the first successful action (creating an account and linking a payment method). We need an interactive onboarding script inside the product and a series of micro-scenes for tips to bring a newbie to the " first value " without overload and taking into account the requirements of fintech compliance.

    Technical environment and limitations: the product site and account are collected in Webflow, the interface is RU, events are collected in Amplitude, technical support uses Intercom. In production, you cannot change the texts of buttons and the names of menu items; you can add tooltips, modal windows, a progress checklist, empty states, letters and Intercom messages. Legal wording about the offer, personal data and 152-FZ must remain without semantic distortions. You cannot promise a guaranteed income, you cannot use language that looks like investment recommendations. The tone of the brand is calm, businesslike, without familiarity.

    Subject area: payments, commissions, returns, identification, restrictions on operations, connecting acquiring/SBP, working with details and acts.

    Specific result: a ready-made script package for implementation, which includes
    - map of user onboarding paths for 2 roles: "IP without accountant" and "Accountant/financier"
    - the main scenario of interactive onboarding for 7-10 steps until the first successful payment or issued invoice, with forks depending on the choice of payment acceptance method
    - 12-18 microscenes for hints and empty states in critical places (detail errors, limits, unconfirmed data, identification failed, notifications not configured, no first clients)
    - 6 Intercom message scenarios: 2 trigger prompts inside the product, 2 follow-up messages after 24-48 hours, 2 messages in case of an error/abandoned step
    - table of events for analytics: event names, properties, trigger conditions, expected conversions by step
    - A/B text options for key 3 steps (minimum 2 alternatives per step)

    Execution steps:
    1) Quick audit of current screens and logic (by access to demo and 30-40 screenshots/video run) and collection of compliance restrictions
    2) Character development, JTBD and a map of the path to "first value " with dump points
    3) Writing an onboarding script and microscenes taking into account errors, failures and alternative paths
    4) Preparation of an implementation package - final texts, display rules, events for Amplitude, recommendations for prioritization

    Measurable acceptance criteria:
    - all texts are supplied as a structure in Google Docs/Sheets: identifier, place in the interface, display trigger, text, A/B option, compliance notes
    - for onboarding there is a clear logic of transitions and forks, without contradictions to the Webflow interface (new elements that do not exist are not introduced)
    - Each Intercom message is event/state specific and contains a purpose, short text and valid CTA options
    - the events table covers 100% of onboarding steps and critical errors, contains at least 20 events/properties in total
    - the style is uniform, the terms are consistent with the product glossary (to be provided) and do not violate compliance restrictions

    Data that will be provided: access to the demo account, current interface texts, recordings of 5-8 sessions (if any), Amplitude funnel results to date, a glossary of terms and a list of legally required language.
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