Onboarding Funnel

NOTE:
We will provide the design (PSD file) and we want to do this in ClickFunnels

PSD to ClickFunnels is a must.

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PROJECT:
Onboarding Funnel

Section 1: Personal Data (Sample 1) and Test Score (Sample 2)
First, we want to collect some basic data such as personal and financial information and use it to feed our algorithm.

As a result, this will provide a Wealth Velocity Score to the user.

Section 2: Create Account (Sample 3) (Sample 4)
Then, we ask the user for an email and password, provide e-mail and mobile phone number verification.

By following these steps the user will create an account with us.

Section 3: Risk Profile (Sample 5) and Portfolio recommendation (Sample 06)
Next, we will ask one question with 3 possible answers to determine the risk profile of the user.

This will provide a portfolio recommendation on the next step of the funnel based on his response.

If the user prefers to build his portfolio manually, he will be able to do so as soon as he verifies his identity to unlock all functionality in the Invictus platform.

Section 4: KYC (Sample 7)
Once the user clicks on the button to start investing in the previous page, he will be able to verify his identity in this section.

Section 5: Fund Account (Sample 8)
And finally, this last section of the funnel will provide 4 different options to make his initial deposit.