User Onboarding Flow: From Landing to First Investment (Integration-Only)¶
Дата обновления: 2025-11-13 Архитектура: Integration-Only (EMAIL-FIRST MANDATORY)
Audience: business, product, UX/UI Executive Summary: Полный путь нового пользователя от первого посещения Saga до совершения первого инвестирования. Фокус на минимизации friction points через email-first подход, single strategy (10% APY) и полную интеграцию с внешними провайдерами (Crypto2B).
Onboarding Goals (Integration-Only)¶
Primary Goals:
- ✅ Time to First Investment: <3 минута от landing page до Crypto2B deposit address
- ✅ Conversion Rate Target: 60%+ landing → email registration, 70%+ email → deposit
- ✅ Email MANDATORY: Все пользователи регистрируются через email (Google OAuth preferred)
- ✅ Simplicity First: Single strategy (10% APY), никаких сложных выборов
Secondary Goals:
- ✅ Trust Building: Подчеркнуть external custody (Fordefi) и regulatory compliance
- ✅ Education: Объяснить passive income concepts без технических деталей
- ✅ Community building: Twitter/Blog links для удержания
Complete Onboarding Flow (3 Steps) - Integration-Only¶
Step 1: Landing Page (30 seconds)¶
User Arrives From:
- Google Search ("passive income", "safe crypto investment", "USDT yield")
- Social Media (Twitter thread, Blog announcement)
- Referral Link (affiliate program)
Landing Page Content:
┌─────────────────────────────────────────────────────────┐
│ SAGA.SURF │
│ │
│ "Earn 10% APY on Stable Assets" │
│ Personal Crypto Pension Fund for Everyone │
│ │
│ [Start with Email] ←─────── Primary CTA │
│ │
│ ✅ Email Registration ✅ Professional Management │
│ ✅ Fixed 10% APY ✅ Fordefi Institutional │
│ ✅ No Complexity ✅ Withdraw Anytime │
│ │
│ "How It Works" ↓ │
│ 1. Register with Email (Google login available) │
│ 2. Get USDT deposit address │
│ 3. Earn 10% APY automatically │
│ │
│ [Learn More] [Documentation] [Twitter] │
└─────────────────────────────────────────────────────────┘
User Psychology:
- Trust Signals: "Fordefi MPC Custody", "Audited by Trail of Bits", "Non-Custodial"
- Simplicity Signals: "3 Steps", "5 Minutes", "One-Click"
- Yield Clarity: "5%, 10%, 20% APY" (не volatile DeFi yields как "8-25% variable")
Key Decisions:
- ❓ "Should I trust this?" → Trust signals, non-custodial emphasis
- ❓ "Is this complex?" → "3 Steps, 5 Minutes" messaging
- ❓ "What's the catch?" → Transparent fee structure в footer
Conversion Goal: 60%+ кликают "Start with Email"
Step 2: Email Registration (45 seconds)¶
User Clicks "Start with Email"
Registration Screen:
┌─────────────────────────────────────────────────────────┐
│ Create Your Saga Account │
│ │
│ 📧 Register with Email (MANDATORY) │
│ │
│ ┌─────────────────────────────────────────────────────┐ │
│ │ [━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━] │ │
│ │ Enter your email address │ │
│ └─────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────┐ │
│ │ [━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━] │ │
│ │ Create password (8+ characters) │ │
│ └─────────────────────────────────────────────────────┘ │
│ │
│ [Sign Up with Email] │
│ │
│ ── OR ── │
│ │
│ [🔴 Continue with Google] ← Recommended │
│ │
│ ✅ Email notifications (withdrawals, yield reports) │
│ ✅ Professional crypto custody (Fordefi secure) │
│ ✅ No wallet setup required │
│ │
│ By registering, you agree to Terms & Privacy Policy │
└─────────────────────────────────────────────────────────┘
Google OAuth Flow (Preferred Path):
┌──────────────────────────────────────────────────────────┐
│ Google Sign In │
│ │
│ Sign in with your Google Account │
│ to continue to Saga │
│ │
│ 📧 your.email@gmail.com │
│ │
│ Saga will be able to: │
│ • View your email address │
│ • View your basic profile info │
│ │
│ Saga will NOT be able to: │
│ • Access your Google account password │
│ • Read your emails or other Google data │
│ │
│ [Cancel] [Continue] │
└──────────────────────────────────────────────────────────┘
After Registration Success:
┌─────────────────────────────────────────────────────────┐
│ ✅ Account Created: your.email@gmail.com │
│ │
│ Welcome to Saga! 🎉 │
│ │
│ Your account benefits: │
│ • Professional crypto custody via Fordefi MPC │
│ • No complex wallet management needed │
│ • Instant deposit address generation │
│ • Email notifications for all operations │
│ │
│ Next: Start Your Investment → │
│ │
│ [Continue to Investment] │
└─────────────────────────────────────────────────────────┘
User Psychology:
- Simplicity First: "No wallet setup required" removes crypto complexity
- Trust Signals: "Professional custody via Fordefi MPC"
- Email Mandatory: Clear messaging that email is required (not optional)
- Progress Clear: "Step 2 of 3" - simplified flow
Potential Friction Points:
- ❌ Email already registered → "Sign In Instead" link with forgot password
- ❌ Google OAuth concerns → Alternative: manual email/password signup
- ❌ Email verification required → Clear messaging about checking inbox
Conversion Goal: 85%+ registered emails proceed to investment setup
Step 3: Investment Setup (30 seconds)¶
Single Strategy Display (Integration-Only):
┌─────────────────────────────────────────────────────────┐
│ Your Investment Strategy │
│ │
│ ┌─────────────────────────────────────────────────────┐ │
│ │ │ │
│ │ Saga Balanced Fund │ │
│ │ │ │
│ │ 10% APY │ │
│ │ Fixed Rate │ │
│ │ │ │
│ │ ✅ Capital Protection Guaranteed │ │
│ │ ✅ Withdraw Anytime (No Penalties) │ │
│ │ ✅ Professional Management (Fordefi MPC) │ │
│ │ ✅ Transparent Fee Structure │ │
│ │ │ │
│ │ [Start Investment] → │ │
│ │ │ │
│ └─────────────────────────────────────────────────────┘ │
│ │
│ 📊 How Your Capital is Managed: │
│ • Stablecoin staking across multiple networks │
│ • Operators manually allocate to best-yield protocols │
│ • External custody via Fordefi (non-custodial) │
│ • Daily yield accrual, compounded automatically │
│ │
│ 🔒 Your Funds Security: │
│ • Crypto2B handles all deposit/withdrawal operations │
│ • Multi-signature security for all transactions │
│ • Assets managed by licensed operators │
│ • Real-time portfolio tracking and reporting │
│ │
│ 💡 Why This Strategy? │
│ • Optimized risk/reward for most investors │
│ • No complex decisions or analysis paralysis │
│ • Proven track record of consistent returns │
│ │
│ Minimum Deposit: $500 USDT (TRC20 recommended) │
└─────────────────────────────────────────────────────────┘
User Psychology:
- Simplicity Focus: Single strategy eliminates decision fatigue
- Trust Building: Emphasize professional management and security
- Clear Value Prop: "10% APY Fixed Rate" - predictable returns
- No Overwhelm: Technical details explained simply
User Scenarios:
Scenario A: Crypto Beginner - Sees "No complex decisions" → Feels relieved - Reads "Professional Management" → Trusts experts - Clicks "Start Investment" → Confident in simplicity
Scenario B: Experienced Investor - Appreciates "10% APY Fixed Rate" → Clear expectations - Sees "Fordefi MPC" → Recognizes institutional-grade custody - Values "Transparent Fee Structure" → Proceeds confidently
Scenario C: Conservative User - Reads "Capital Protection Guaranteed" → Feels secure - Sees "Withdraw Anytime" → No lock-up concerns - Trusts "Licensed operators" → Proceeds with investment
Conversion Goal: 95%+ users proceed to deposit (no choice complexity)
Step 4: Deposit Flow (90 seconds)¶
After Investment Setup:
Sub-Step 4.1: Get Deposit Address (Crypto2B Integration)
┌─────────────────────────────────────────────────────────┐
│ Deposit to Saga Balanced Fund (10% APY) │
│ │
│ 💳 Choose Your Deposit Method: │
│ │
│ ┌─────────────────┐ ┌─────────────────┐ ┌───────────┐ │
│ │ TRON (TRC20) │ │ ETHEREUM (ERC20)│ │ BSC │ │
│ │ │ │ │ │ (BEP20) │ │
│ │ USDT │ │ USDC │ │ USDT │ │
│ │ │ │ │ │ │ │
│ │ Recommended ⭐ │ │ Higher Fees │ │ Alternative│ │
│ │ Low fees (~$1) │ │ (~$5-15 gas) │ │ Low fees │ │
│ │ │ │ │ │ │ │
│ │ [Select] │ │ [Select] │ │ [Select] │ │
│ └─────────────────┘ └─────────────────┘ └───────────┘ │
│ │
│ Minimum Deposit: $500 (any supported stablecoin) │
│ Processing Time: 2-4 hours (manual verification) │
└─────────────────────────────────────────────────────────┘
Sub-Step 4.2: Deposit Address Display (TRC20 USDT Selected)
┌─────────────────────────────────────────────────────────┐
│ 📍 Your Personal Deposit Address (TRC20 USDT) │
│ │
│ ┌─────────────────────────────────────────────────────┐ │
│ │ TAuepQSzmUrXFkGYjHuPTTTrj2kVdCfhpy │ │
│ │ [📋 Copy Address] │ │
│ └─────────────────────────────────────────────────────┘ │
│ │
│ ⚠️ IMPORTANT INSTRUCTIONS: │
│ • Send ONLY TRC20 USDT to this address │
│ • Do NOT send any other cryptocurrencies │
│ • Minimum: $500 USDT │
│ • Network Fee: ~$1 (paid by you to TRON network) │
│ │
│ 📱 How to Send from Your Wallet: │
│ 1. Open your crypto wallet app (Binance, OKX, etc.) │
│ 2. Go to "Send" or "Transfer" │
│ 3. Select TRC20 USDT │
│ 4. Paste the address above │
│ 5. Enter amount ($500 minimum) │
│ 6. Confirm transaction │
│ │
│ 🕐 After you send, we'll automatically: │
│ • Detect your deposit within 30 minutes │
│ • Create your investment position │
│ • Start earning 10% APY immediately │
│ • Send email confirmation │
│ │
│ [I've Sent the Transfer] [Copy Address Again] │
└─────────────────────────────────────────────────────────┘
Sub-Step 4.3: Deposit Monitoring (User Waiting Screen)
┌─────────────────────────────────────────────────────────┐
│ ⏳ Waiting for Your USDT Deposit... │
│ │
│ Address: TAue...Cfhpy [📋 Copy] │
│ │
│ Status: Monitoring blockchain for incoming transfer │
│ │
│ 📊 Progress: │
│ 🔄 Listening for TRC20 USDT transaction (ongoing) │
│ ⏳ Will process when minimum $500 received │
│ ⏳ Investment setup (2-4 hours after detection) │
│ ⏳ Email confirmation with portfolio details │
│ │
│ 💡 Taking longer than expected? │
│ • Check if you sent TRC20 USDT (not other networks) │
│ • Verify minimum $500 amount │
│ • Check TRON blockchain explorer: tronscan.org │
│ • Contact support: help@saga.surf │
│ │
│ [Refresh Status] [Contact Support] │
│ │
│ You can safely close this window - we'll email when │
│ your investment is active. │
└─────────────────────────────────────────────────────────┘
Sub-Step 4.4: Deposit Confirmed (Success State)
┌─────────────────────────────────────────────────────────┐
│ ✅ Deposit Detected! Setting up your investment... │
│ │
│ Received: $1,000.00 USDT │
│ Transaction: a1b2c3d...def456 │
│ [View on TronScan →] │
│ │
│ Processing Steps: │
│ ✅ USDT deposit confirmed on TRON │
│ ✅ Funds transferred to professional custody (Fordefi)│
│ 🔄 Creating your investment position (1-2 hours)... │
│ ⏳ Allocating to yield-generating protocols │
│ ⏳ Starting 10% APY accrual │
│ │
│ 📧 We've sent confirmation to: your.email@gmail.com │
│ │
│ [Go to Dashboard] [View Investment Details] │
└─────────────────────────────────────────────────────────┘
User Psychology:
- Clear Process: Step-by-step instructions reduce crypto complexity
- Network Choice: TRC20 recommended for low fees (most user-friendly)
- Real-time Monitoring: Shows system is actively watching for deposit
- Professional Handling: Emphasizes Crypto2B + Fordefi security
Potential Friction Points:
- ❌ Wrong Network: Clear warnings about TRC20 USDT only
- ❌ Insufficient Amount: $500 minimum clearly communicated
- ❌ Delayed Detection: Clear troubleshooting steps provided
- ❌ User Confusion: Simple wallet instructions for major apps
Conversion Goal: 75%+ users who get deposit address complete transfer (higher than MetaMask due to familiar wallet experience)
Step 3: Success Dashboard (Investment Active)¶
First-Time User Dashboard:
┌─────────────────────────────────────────────────────────┐
│ 🎉 Welcome to Saga! Your Investment is Active │
│ │
│ ┌───────────────────────────────────────────────────┐ │
│ │ Saga Balanced Fund (10% APY Fixed) │ │
│ │ │ │
│ │ 💰 Investment Value: $1,000.00 USDT │ │
│ │ 📈 Estimated Yield (30 days): +$8.33 USDT │ │
│ │ 🎯 Total Projected (1 year): +$100.00 USDT │ │
│ │ │ │
│ │ ⏰ Next Yield Update: Tomorrow 00:00 UTC │ │
│ │ 📊 Daily Accrual: ~$0.27 USDT/day │ │
│ │ │ │
│ │ [Add More Funds] [Request Withdrawal] │ │
│ └───────────────────────────────────────────────────┘ │
│ │
│ 📧 Account: your.email@gmail.com [✉️ Verified] │
│ │
│ 🔒 Your Investment Security: │
│ • Funds secured via Fordefi MPC custody │
│ • Professional operators manage allocations │
│ • Real-time monitoring and risk management │
│ • Withdraw anytime (processing 2-24 hours) │
│ │
│ 📊 How We Generate Your Yields: │
│ • Stablecoin staking across multiple DeFi protocols │
│ • Automated yield optimization by licensed operators │
│ • Geographic diversification for stability │
│ • Conservative risk management (capital protection) │
│ │
│ 📚 Next Steps: │
│ • [Follow Updates on Twitter] - Latest announcements │
│ • [Refer Friends] - Earn $25 bonus per referral │
│ • [Download Monthly Report] - Detailed performance │
│ • [Contact Support] - Questions? help@saga.surf │
│ │
│ 💡 Pro Tip: Your yields compound daily automatically! │
│ The longer you keep funds invested, the more you │
│ benefit from exponential growth. │
└─────────────────────────────────────────────────────────┘
User Psychology:
- Immediate Success: Show investment value and projected returns immediately
- Email-Based Identity: Emphasize email-verified account (no wallet complexity)
- Professional Management: Clear messaging about operator-managed allocations
- Simple Next Actions: Community, referrals, support - all accessible
Success Metrics:
- ✅ User sees immediate investment confirmation and projections
- ✅ User understands professional management model (not self-managed)
- ✅ User has clear next steps for engagement and growth
- ✅ User feels secure with professional custody model
🚧 Common Friction Points & Solutions (Integration-Only)¶
Problem: "I don't have crypto/USDT"¶
Solution:
┌─────────────────────────────────────────────────────────┐
│ ℹ️ You need stablecoins to start investing │
│ │
│ How to Get USDT/USDC: │
│ │
│ Option 1: Buy with Bank Card (Recommended) │
│ • [Binance P2P] - Direct fiat to USDT, low fees │
│ • [OKX] - Credit card purchase │
│ • [Bybit] - Bank transfer options │
│ │
│ Option 2: Traditional Exchanges │
│ • [Coinbase] - Credit card, reliable but higher fees │
│ • [Kraken] - Wire transfer, professional platform │
│ │
│ Option 3: Local Services │
│ • P2P platforms in your country │
│ • Local crypto ATMs │
│ │
│ 💡 Tip: We recommend TRC20 USDT (TRON network) for │
│ lowest transfer fees (~$1 vs $10+ on Ethereum) │
│ │
│ [Find Exchange in Your Country] │
└─────────────────────────────────────────────────────────┘
Conversion Recovery: ~40% users acquire crypto and return (simplified process)
Problem: "Email registration concerns"¶
Solution:
┌─────────────────────────────────────────────────────────┐
│ 🔐 Why We Require Email Registration │
│ │
│ Email is MANDATORY for: │
│ ✅ Investment confirmations and yield reports │
│ ✅ Withdrawal processing and security alerts │
│ ✅ Account recovery (no complex seed phrases) │
│ ✅ Customer support and technical assistance │
│ │
│ Your Privacy is Protected: │
│ • We never share your email with third parties │
│ • Unsubscribe from marketing anytime │
│ • Essential notifications only (deposits/withdrawals) │
│ • Account secured with industry-standard encryption │
│ │
│ Alternative: [Continue with Google] ← No password │
│ required, uses your existing Google account security │
│ │
│ Still concerned? [Contact Privacy Team] │
└─────────────────────────────────────────────────────────┘
Conversion Recovery: ~85% users proceed after privacy explanation
Problem: "Deposit not detected after 1+ hours"¶
Solution:
┌─────────────────────────────────────────────────────────┐
│ 🔍 Troubleshooting Deposit Detection │
│ │
│ Check These Common Issues: │
│ │
│ 1. Network Verification: │
│ ❌ Sent ETH/USDC instead of TRC20/USDT? │
│ ✅ Must be exact network: TRON TRC20 │
│ │
│ 2. Amount Verification: │
│ ❌ Sent less than $500 minimum? │
│ ✅ Minimum $500 USDT required for processing │
│ │
│ 3. Address Verification: │
│ ❌ Copied wrong address or missing characters? │
│ ✅ Use [Copy Address] button for accuracy │
│ │
│ Self-Service Tools: │
│ • [Check TronScan] - Search your transaction hash │
│ • [Verify Address] - Double-check destination │
│ • [Refresh Status] - Force system to re-check │
│ │
│ Still Issues? [Contact Support] with: │
│ • Your email address │
│ • Transaction hash from your wallet │
│ • Expected amount sent │
│ │
│ Average Resolution Time: <2 hours │
└─────────────────────────────────────────────────────────┘
User Education: Self-service troubleshooting reduces support load
Success Metrics & KPIs (Integration-Only)¶
Simplified Funnel Conversion Rates:
Landing Page (1000 users)
↓ 60% click "Start with Email"
Email Registration (600 users)
↓ 85% complete registration
Investment Setup (510 users)
↓ 95% proceed to deposit
Deposit Flow (485 users)
↓ 75% complete transfer
Active Investors (364 users)
Overall Conversion: 36.4% (landing → active investor)
Improvement vs Web3: +100% (simplified email-first flow)
Time Metrics (Integration-Only):
- Median Time to Deposit: 2:45 (target: <3:00) - reduced by email simplicity
- 95th Percentile: 8:30 (faster due to no wallet complexity)
Retention Metrics:
- 7-Day Retention: 90%+ (user returns to dashboard) - higher due to email notifications
- 30-Day Retention: 80%+ (user maintains investment) - improved professional management
Related Documents (Integration-Only)¶
User Flows:
- Investment Flow - Ongoing investment management
- Withdrawal Flow - Complete withdrawal process
Business Strategy:
- MVP Simplified Flow - Integration-Only MVP
- Project Overview - Saga platform overview
Technical Architecture:
- Authentication Flow - Email-first Supabase Auth
- Deposits Flow - Crypto2B integration
- Integration-Only Architecture - Core principles
External Integrations:
- Crypto2B Integration ADR - Technical implementation
- Database Schema - Email mandatory principles
✍️ Document Information¶
Author: Saga Product Team Contributors: UX/UI Designer, Business Analyst, Integration Specialist Architecture: Integration-Only (Email-First Mandatory)
"The best onboarding removes complexity — users should focus on their goals, not our technology."
— Saga UX Team (Integration-Only Principles)
📋 Метаданные¶
Версия: 3.0.0 (Integration-Only)
Обновлено: 2025-11-13
Статус: Ready for Implementation
Архитектура: Email-First, Single Strategy, External Custody