Перейти к содержанию

Complete Withdrawal Flow: Exit Process & User Off-boarding

Audience: business, product, customer-support Executive Summary: Подробный процесс withdrawal для пользователей Saga — от инициирования вывода до получения USDC в кошелёк. Включает partial withdrawals (сохранение инвестиций), complete exit (закрытие позиций), emergency scenarios и retention strategies.

Withdrawal Flow Goals

Primary Goals:

  • Speed: <10 minutes от запроса до получения USDC в кошелёк
  • Transparency: Чёткое объяснение fees, timing, impact на yields
  • Flexibility: Partial или full withdrawal без penalties
  • Retention: Удержать пользователей через education и incentives (где appropriate)

Secondary Goals:

  • ✅ Feedback collection (почему user withdraws)
  • ✅ Re-engagement opportunities (email notifications о future yields)
  • ✅ Referral retention (даже если user exits, может refer друзей)

Withdrawal Types & Scenarios

Type 1: Partial Withdrawal (Keep Investing)

User Intent: "Нужны деньги, но хочу продолжать инвестировать остаток"

Covered In: Investment Flow Document

Key Points:

  • Withdraw specific amount от одной или нескольких strategies
  • Remaining balance continues accruing yield
  • No penalties, no minimum holding period
  • Gas fees apply (~$5-8 Ethereum network fee)

Type 2: Full Withdrawal from Single Strategy

User Intent: "Хочу закрыть позицию в Balanced strategy, но сохранить Conservative"

Flow Detail:

Step 1: Strategy Selection

┌─────────────────────────────────────────────────────────┐
│  Withdraw Funds                                        │
│                                                         │
│  Active Strategies:                                    │
│                                                         │
│  ┌───────────────────────────────────────────────────┐ │
│  │  Balanced (10% APY)                               │ │
│  │  Balance: 1,534.25 USDC ← [Withdraw All]          │ │
│  │  Principal: 1,500 | Yield: +34.25                 │ │
│  └───────────────────────────────────────────────────┘ │
│                                                         │
│  ┌───────────────────────────────────────────────────┐ │
│  │  Conservative (5% APY)                            │ │
│  │  Balance: 1,014.18 USDC    [Keep This]            │ │
│  │  Principal: 1,000 | Yield: +14.18                 │ │
│  └───────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────┘

Step 2: Confirm Full Withdrawal

┌─────────────────────────────────────────────────────────┐
│  ⚠️ Confirm: Withdraw ALL from Balanced Strategy        │
│                                                         │
│  You're withdrawing:                                   │
│  • Total Amount: 1,534.25 USDC                         │
│  • Principal: 1,500.00 USDC                            │
│  • Earned Yield: +34.25 USDC                           │
│                                                         │
│  This will:                                            │
│  ✅ Close your Balanced strategy position              │
│  ✅ Burn all stUSDC10 tokens                           │
│  ✅ Send USDC to your wallet (0x1234...5678)           │
│  ✅ Stop daily yield accrual from this strategy        │
│                                                         │
│  ⚠️ Impact on Portfolio:                               │
│  • Remaining Investment: 1,014.18 USDC (Conservative)  │
│  • Daily Yield After: +0.14 USDC (was +0.56 USDC)     │
│  • Annual Yield: ~$50/year (was ~$200/year)            │
│                                                         │
│  Processing Time: 5-10 minutes                         │
│  Network Fee: ~$6-10 (Ethereum gas)                    │
│                                                         │
│  💡 Alternative: Keep 10% invested? That's only        │
│  ~$150 but maintains your position и compounding.      │
│                                                         │
│  [Cancel] [Keep 10%] [Withdraw All Anyway]            │
└─────────────────────────────────────────────────────────┘

User Psychology:

  • Impact Awareness: Clearly show reduced future yields
  • Retention Attempt: "Keep 10%" soft suggestion
  • No Dark Patterns: "Withdraw All Anyway" clearly available
  • Transparency: Show exact amounts (principal vs yield)

Step 3: Processing (identical to partial withdrawal)


Type 3: Complete Exit (Close All Positions)

User Intent: "Покидаю Saga полностью, вывожу всё"

Pre-Withdrawal Retention Screen:

┌─────────────────────────────────────────────────────────┐
│  We're Sorry to See You Go 😔                          │
│                                                         │
│  You're about to withdraw all funds and close your     │
│  Saga account.                                         │
│                                                         │
│  Your Portfolio Performance:                           │
│  • Total Invested: $2,500.00                           │
│  • Current Balance: $2,548.43 (+1.94%)                 │
│  • Total Yield Earned: +$48.43                         │
│  • Days Active: 45 days                                │
│  • Average Daily Yield: +$1.08/day                     │
│                                                         │
│  📊 If You Keep Investing (Next 12 Months):            │
│  • Projected Balance: $2,800.00                        │
│  • Projected Yield: +$300.00                           │
│  • With Compounding: +$315.20                          │
│                                                         │
│  ❓ Help Us Improve:                                    │
│  Why are you withdrawing? (optional)                   │
│  [ ] Need funds for emergency                          │
│  [ ] Found better yield elsewhere                      │
│  [ ] Don't trust DeFi security                         │
│  [ ] Too complex to manage                             │
│  [ ] Gas fees too expensive                            │
│  [ ] Other: _____________                              │
│                                                         │
│  💡 Consider:                                           │
│  • Pause investing (withdraw but keep account)         │
│  • Lower to Conservative strategy (safer, 5% APY)      │
│  • Withdraw 50% (keep compounding on rest)             │
│                                                         │
│  [Pause Account] [Proceed to Full Withdrawal]         │
└─────────────────────────────────────────────────────────┘

Feedback Categories & Responses:

1. "Need funds for emergency"

┌─────────────────────────────────────────────────────────┐
│  We understand — emergencies happen.                   │
│                                                         │
│  💡 Quick Tip: You can always come back!               │
│  Your wallet (0x1234...5678) will be remembered.      │
│  Future deposits skip onboarding.                      │
│                                                         │
│  📧 Want yield notifications when rates improve?       │
│  [Yes, Email Me] [No Thanks]                           │
│                                                         │
│  [Continue to Withdrawal]                              │
└─────────────────────────────────────────────────────────┘

2. "Found better yield elsewhere"

┌─────────────────────────────────────────────────────────┐
│  Interesting! We'd love to learn more.                 │
│                                                         │
│  What yield are you getting elsewhere?                 │
│  [ ] 15-20% APY                                        │
│  [ ] 20-30% APY                                        │
│  [ ] 30%+ APY                                          │
│                                                         │
│  ⚠️ Higher yields often = higher risk                  │
│  Saga focuses on "3+ risk-free rates" (proven         │
│  protocols: Pendle $3B TVL, Curve $5B TVL)            │
│                                                         │
│  💡 Consider: Keep small position in Saga as          │
│  diversification/fallback?                             │
│                                                         │
│  [Keep 20% Invested] [Withdraw All]                   │
└─────────────────────────────────────────────────────────┘

3. "Don't trust DeFi security"

┌─────────────────────────────────────────────────────────┐
│  Security is our #1 priority. Let us address your     │
│  concerns:                                             │
│                                                         │
│  Saga Security Model:                                  │
│  ✅ Non-Custodial: You control private keys           │
│  ✅ Fordefi MPC Custody: Institutional-grade security │
│  ✅ Audited Protocols: Pendle/Curve 10+ audits each   │
│  ✅ Smart Contract Audits: Trail of Bits verified     │
│  ✅ On-Chain Transparency: All operations visible     │
│                                                         │
│  📚 Learn More:                                        │
│  [Security Documentation] [Audit Reports]             │
│                                                         │
│  Still want to withdraw? We respect your decision.    │
│                                                         │
│  [Read Security Docs First] [Proceed to Withdrawal]   │
└─────────────────────────────────────────────────────────┘

4. "Too complex to manage"

┌─────────────────────────────────────────────────────────┐
│  We want Saga to be simple! Where did we fall short?  │
│                                                         │
│  [ ] Dashboard too technical                           │
│  [ ] Too many strategy choices                         │
│  [ ] Don't understand yields/APY                       │
│  [ ] Metamask transactions confusing                   │
│  [ ] Other: _____________                              │
│                                                         │
│  💡 Saga Philosophy: "Banking Window"                  │
│  You shouldn't need DeFi expertise to earn passive    │
│  income. If we're failing at this, we want to fix it.│
│                                                         │
│  Would a "Full Auto" mode help?                        │
│  (We invest for you based on risk tolerance)          │
│                                                         │
│  [Join Beta for Auto Mode] [Withdraw Anyway]          │
└─────────────────────────────────────────────────────────┘

Withdrawal Confirmation (After Feedback):

┌─────────────────────────────────────────────────────────┐
│  Final Confirmation: Complete Exit                     │
│                                                         │
│  Withdrawing From All Strategies:                      │
│  • Balanced (10% APY): 1,534.25 USDC                   │
│  • Conservative (5% APY): 1,014.18 USDC                │
│  ──────────────────────────────────────────────────    │
│  • Total Withdrawal: 2,548.43 USDC                     │
│                                                         │
│  Breakdown:                                            │
│  • Your Principal: 2,500.00 USDC                       │
│  • Earned Yield: +48.43 USDC                           │
│                                                         │
│  This will:                                            │
│  ✅ Close all strategy positions                       │
│  ✅ Burn all stUSDC tokens (stUSDC5/10/20)             │
│  ✅ Send USDC to 0x1234...5678                         │
│  ⚠️ Stop all yield accrual                             │
│                                                         │
│  Processing: Two transactions (one per strategy)       │
│  Network Fees: ~$12-18 total (Ethereum gas)            │
│                                                         │
│  Account Status After:                                 │
│  • Wallet connected: Yes (can return anytime)          │
│  • Historical data: Preserved (view past yields)       │
│  • Email notifications: Optional (update preferences)  │
│                                                         │
│  [Go Back] [Confirm: Withdraw All & Exit]             │
└─────────────────────────────────────────────────────────┘

Processing Flow:

Step 1: First Strategy Withdrawal

┌─────────────────────────────────────────────────────────┐
│  ⏳ Withdrawal 1/2: Balanced Strategy                   │
│                                                         │
│  🔄 Burning stUSDC10 tokens (1,534.25)...              │
│  ⏳ Withdrawing from Pendle protocols...               │
│  ⏳ Withdrawing from Curve/Convex...                   │
│  ⏳ Transferring 1,534.25 USDC to wallet...            │
│                                                         │
│  Transaction: 0xAbc...123 [View on Etherscan]         │
│                                                         │
│  Next: Conservative strategy withdrawal will start    │
│  automatically after this completes.                   │
└─────────────────────────────────────────────────────────┘

Step 2: Second Strategy Withdrawal

┌─────────────────────────────────────────────────────────┐
│  ⏳ Withdrawal 2/2: Conservative Strategy               │
│                                                         │
│  ✅ Balanced withdrawal complete (1,534.25 USDC)       │
│                                                         │
│  🔄 Burning stUSDC5 tokens (1,014.18)...               │
│  ⏳ Withdrawing from Pendle Foundation...              │
│  ⏳ Transferring 1,014.18 USDC to wallet...            │
│                                                         │
│  Transaction: 0xDeF...456 [View on Etherscan]         │
│                                                         │
│  Estimated Completion: 2-3 minutes                     │
└─────────────────────────────────────────────────────────┘

Final Success Screen:

┌─────────────────────────────────────────────────────────┐
│  ✅ Complete Exit Successful                            │
│                                                         │
│  All funds withdrawn to your wallet:                   │
│  0x1234...5678                                         │
│                                                         │
│  Final Breakdown:                                      │
│  • Balanced Strategy: 1,534.25 USDC ✅                 │
│  • Conservative Strategy: 1,014.18 USDC ✅             │
│  ──────────────────────────────────────────────────    │
│  • Total Received: 2,548.43 USDC ✅                    │
│                                                         │
│  🎉 Your Saga Journey (45 Days):                       │
│  • Invested: $2,500.00                                 │
│  • Earned: +$48.43 (1.94% return)                      │
│  • Daily Avg: +$1.08/day                               │
│  • Best Day: +$1.25 (Oct 15)                           │
│                                                         │
│  Thank You for Trusting Saga! 🙏                       │
│                                                         │
│  Your account remains active:                          │
│  • Return anytime (wallet already connected)           │
│  • View historical performance anytime                 │
│  • Refer friends (earn 0.5% APY bonus)                 │
│                                                         │
│  📧 Email Preferences:                                 │
│  [ ] Notify me when yields improve (>12% APY)          │
│  [ ] Monthly Saga platform updates                     │
│  [ ] Unsubscribe from all emails                       │
│  [Save Preferences]                                    │
│                                                         │
│  [View Transaction History] [Disconnect Wallet]        │
│                                                         │
│  Need help? [Email Support] [Twitter]                 │
└─────────────────────────────────────────────────────────┘

Post-Exit Journey:

Email 1: Immediate Confirmation (5 minutes after exit)

Subject: ✅ Withdrawal Complete - 2,548.43 USDC Sent

Hi 0x1234...5678,

Your complete withdrawal from Saga is confirmed.

Funds Sent: 2,548.43 USDC
Destination: Your wallet (0x1234...5678)
Transactions:
  • Balanced: 0xAbc...123
  • Conservative: 0xDeF...456

Your Performance:
  • Invested: $2,500.00
  • Earned Yield: +$48.43 (1.94%)
  • Days Active: 45 days

Thank you for being part of Saga! Your wallet is still
connected, so you can return anytime — no re-onboarding needed.

Questions? Reply to this email or follow us on Twitter.

Best,
Saga Team

Email 2: Re-Engagement (30 days after exit, IF user opted in)

Subject: 📈 Saga Yields Up: Now 12-22% APY

Hi,

You asked us to notify you when yields improve. Good news!

Current Saga Yields (Dec 2025):
  • Conservative: 6% APY (was 5%)
  • Balanced: 12% APY (was 10%)
  • Aggressive: 22% APY (was 20%)

Why the increase?
  • Pendle yields up due to treasury rate hikes
  • Convex boost multipliers improved
  • Curve 3pool trading volume increased

If you invested your previous $2,500:
  • 30 days ago: Would have earned ~$25
  • Next 30 days: Could earn ~$30

Your wallet is still connected. One click to restart:
[Reactivate My Account]

Not interested? [Unsubscribe]

Best,
Saga Team


Emergency Withdrawal Scenarios

Scenario 1: User Panic (Market Crash)

Trigger: User sees crypto market crash, wants to exit immediately

Calming UI:

┌─────────────────────────────────────────────────────────┐
│  Emergency Withdrawal Request Detected                 │
│                                                         │
│  ⚠️ IMPORTANT: Your funds are in USDC stablecoin       │
│                                                         │
│  Market crash impact on Saga:                          │
│  • USDC value: Pegged to $1 USD (stable)               │
│  • Your balance: Not affected by ETH/BTC crash         │
│  • Protocols: Pendle/Curve specialized in stables      │
│                                                         │
│  Your Current Balance: $2,548.43 (unchanged)           │
│                                                         │
│  💡 Recommendation:                                     │
│  Saga invests in USDC stablecoin strategies.          │
│  Market volatility doesn't affect your principal.     │
│                                                         │
│  Options:                                              │
│  1. [Keep Investing] - USDC remains stable            │
│  2. [Switch to Conservative] - Extra safety (5% APY)   │
│  3. [Withdraw Anyway] - If you need cash urgently      │
│                                                         │
│  [Learn About Stablecoins] [Proceed to Withdraw]      │
└─────────────────────────────────────────────────────────┘

Goal: Education to prevent panic withdrawals


Scenario 2: Protocol Exploit (Rare)

Trigger: Pendle or Curve suffers security breach

Emergency Communications:

1. Immediate Dashboard Alert:

┌─────────────────────────────────────────────────────────┐
│  🚨 SECURITY ALERT: Protocol Incident Detected          │
│                                                         │
│  Affected Protocol: Curve Finance                      │
│  Your Exposure: ~$750 (30% of portfolio)               │
│                                                         │
│  Saga Actions Taken (Automated):                       │
│  ✅ Emergency pause activated on Curve strategies      │
│  ✅ Your funds frozen (cannot be moved by anyone)      │
│  ✅ Withdrawals from Curve temporarily disabled        │
│  ✅ Other protocols (Pendle, Convex) unaffected        │
│                                                         │
│  What This Means:                                      │
│  • 70% of your funds ($1,798) are safe and active      │
│  • 30% ($750) are frozen pending investigation         │
│  • No funds have been lost yet                         │
│                                                         │
│  Next Steps:                                           │
│  1. Saga security team assessing situation (1-2 hrs)   │
│  2. Communication via email/Twitter (every 2 hours)    │
│  3. Withdrawal from unaffected protocols available     │
│                                                         │
│  [Withdraw Unaffected Funds] [Follow Twitter Updates] │
│                                                         │
│  Last Update: 2 minutes ago | [Refresh Status]         │
└─────────────────────────────────────────────────────────┘

2. Email Update (Every 2 Hours):

Subject: 🚨 Security Update: Curve Incident Hour 4

Current Status (4 hours since incident):

Your Portfolio:
  ✅ Unaffected: $1,798 (Pendle/Convex)
  ⏸️ Frozen: $750 (Curve pool)

Curve Situation:
  • Exploit confirmed: $10M affected across all users
  • Saga allocation: $8M total (Curve represents 30%)
  • Recovery Plan: Curve team deploying fix in 6-8 hours
  • Insurance: Partial coverage via Nexus Mutual

Saga Actions:
  ✅ Emergency pause remains active
  ✅ Legal team engaged for recovery efforts
  ✅ Communication with Curve DAO established

Your Options:
  1. Wait for recovery (recommended - 80%+ recovery likely)
  2. Withdraw unaffected funds now ($1,798 available)
  3. Claim insurance payout (50-70% coverage, immediate)

Next Update: 6 hours from now (or sooner if major developments)

Questions? Reply to this email or contact support@saga.surf

Saga Security Team

Goal: Transparent crisis management, maintain user trust


Withdrawal Metrics & Analytics

Success Metrics:

Withdrawal Completion Rate: 98.5%
  (99% start → 98.5% complete, 1.5% abandoned mid-flow)

Average Withdrawal Time: 8 minutes 32 seconds
  (Target: <10 minutes)

Retention After Partial Withdrawal: 75%
  (75% users who partially withdraw continue investing)

Full Exit Rate: 12% per quarter
  (88% users remain active each quarter)

Re-Activation Rate: 35%
  (35% of exited users return within 6 months)

Churn Reasons (From Feedback):

  • 40% - Need funds for emergency
  • 25% - Found better yields elsewhere
  • 15% - Gas fees too expensive
  • 10% - Security concerns
  • 10% - Other/No reason given

Retention Interventions (Effectiveness):

  • "Keep 10%" suggestion: 30% conversion
  • Educational security docs: 45% continue after reading
  • Yield improvement notifications: 35% re-activate
  • "Pause account" option: 20% choose pause vs exit

User Flows:


✍️ Document Information

Author: Saga Product & Operations Team Contributors: Customer Support, DeFi Security Team, UX Designer


"A great exit experience turns churned users into future advocates — even if they leave today, they'll recommend us tomorrow."

— Saga Retention Team



📋 Метаданные

Версия: 2.4.82

Обновлено: 2025-10-21

Статус: Published