Onboarding / Implementation
Advisor Onboarding System Transformation
Moved advisor onboarding from a manual Typeform, Google Sheets, and database workflow into a self-serve Pulse platform flow with Stripe billing, survey setup, and in-platform client communication.
Status
Ongoing
- Role
- Product & Content Lead
- Timeline
- March 2023 - Present
- Company
- Finliti
- Scope
- External / B2B SaaS
- Audience
- Advisors and advisory firms
- Product type
- Onboarding / Implementation
- Users / Audience
- Advisors and advisory firms
- Team
- CEO, CTO, 1 software developer
- Tools / Platforms
- Stripe, Advisor dashboard, Survey workflow
- Scope
- External / B2B SaaS
Problem
What needed to work better in the product
Advisors were previously onboarded through a setup wizard and Typeform flow that fed Google Sheets. The team then manually created advisor records in pgAdmin, provisioned discovery surveys in Typeform, added clients one by one with unique identifiers, generated survey links manually, and handled payment outside the product.
Goal
What the work was trying to improve
Replace a manual, multi-person onboarding process with a faster, scalable advisor setup experience that handled billing, activation, survey setup, and communication inside one system.
Responsibilities
What I owned across product, UX, and delivery.
- Onboarding flow design
- User experience structure
- Activation logic and access states
- Survey setup and client broadcast workflow
Skills in play
- Onboarding design
- Implementation
- Workflow design
- SaaS operations
- Stakeholder coordination
- Product operations
Solution
Product surfaces, flows, and output that moved the work forward.
- Designed advisor signup and plan-selection flow
- Implemented Stripe billing with 3 plan options
- Structured automated activation and feature-gating logic
- Created in-platform survey creation and preview workflow
- Built in-platform client broadcast and email workflow
- Introduced demo bypass and pilot-mode support
Impact
What changed for the product or the people using it.
- Onboarded ~10 active advisors across ~4 paid pilot firms
- Reduced onboarding from hours or days to minutes
- Eliminated 8+ manual onboarding and provisioning steps
- Enabled self-serve onboarding instead of assisted setup
- Improved scalability of advisor activation and pilot delivery
- Active advisors
- ~10
- Paid pilot firms
- ~4
- Time shift
- Days/hours to minutes
Resume
Versions
Short resume version
Redesigned advisor onboarding from a manual multi-step workflow into a self-serve platform experience that reduced setup from hours or days to minutes.
Long resume version
Owned onboarding flow design, platform guidance, and system logic as Finliti moved advisor setup from a Typeform, Google Sheets, pgAdmin, and manual survey-link workflow into a centralized Pulse platform with Stripe plan selection, survey creation, activation controls, and in-platform client broadcast.
Key skills / ATS keywords
- Onboarding / Implementation
- Advisor onboarding
- Stripe
- Workflow design
- Product operations
Related Projects
Product Build / Dashboard / UX
Advisor Dashboard & Platform Expansion
Expanded the product from a survey-and-report workflow into a unified advisor platform with dashboard, profile, backtesting, portfolio, alerts, newsletter, and AI surfaces.
Product Rollout / Growth
Enterprise Rollout & Early Client Growth
Helped move Finliti from pre-revenue startup operations to a more structured B2B platform with paid pilots, firm onboarding, and enterprise-ready workflows.