ONBOARDING INTELLIGENCE PLATFORM

The Complete Onboard

Every flow. Every module. Every integration.
OnboardOS is your engineering reference for building production-grade onboarding systems — from user signup to enterprise KYC.

6 FLOW TYPES
13 TECH CATEGORIES
12 CORE MODULES
3 SYSTEM LAYERS
01 / ONBOARDING FLOWS

Flow Blueprints

SELECT A FLOW TYPE
User Onboarding Flow 13 STEPS
01
Landing Page / Entry Point
02
Sign Up
03
Email / Phone Verification
04
Login / Session Creation
05
Welcome Screen
06
Profile Setup
07
Role / User Type Selection
08
Preferences / Interests
09
Permissions Request
10
Guided Tour / Walkthrough
11
First Action / Activation
12
Success Milestone / Dashboard
13
Follow-up Nudges / Reminders
Business / Client Onboarding Flow 14 STEPS
01
Lead Capture
02
Qualification
03
Demo / Consultation
04
Proposal / Quotation
05
Agreement / T&C Acceptance
06
Payment / Deposit
07
Account Creation
08
Workspace / Tenant Setup
09
Team Member Invite
10
Requirements Collection
11
Integration Setup
12
Training / Handover
13
Go-Live
14
Support / CS Follow-up
KYC / Compliance Onboarding Flow 10 STEPS
01
User Registration
02
Identity Document Upload
03
Selfie / Liveness Check
04
Personal Info Form
05
Address Verification
06
Sanction / AML Screening
07
Risk Scoring
08
Manual Review (if needed)
09
Approval / Rejection
10
Account Activation
SaaS Onboarding Flow 12 STEPS
01
Sign Up
02
Plan Selection
03
Trial / Freemium Start
04
Email Verification
05
Workspace Creation
06
Use-Case Selection
07
Import Data
08
Connect Integrations
09
Invite Team
10
First Workflow Created
11
Upgrade Prompt
12
Retention Automation
E-Commerce / Marketplace Seller Onboarding 10 STEPS
01
Register Account
02
Business Details Submission
03
Bank / Payout Setup
04
KYC Verification
05
Store Profile Setup
06
Product Upload
07
Shipping Setup
08
Tax / Billing Config
09
Store Review / Approval
10
Start Selling
Employee Onboarding Flow 10 STEPS
01
Offer Acceptance
02
HR Document Submission
03
Identity / Payroll Setup
04
Hardware / Software Provisioning
05
Email / SSO Setup
06
Policy Acceptance
07
Team Intro
08
Role-Based Access
09
Training Modules
10
Probation Tracking
02 / TECH STACK REFERENCE

Stack Components

13 CATEGORIES · 80+ TOOLS
A
Frontend
ReactNext.jsVueNuxtFlutterReact NativeTailwindShadcn
B
Backend
NestJSExpressFastifyFastAPIDjangoLaravelGoRust
C
Authentication
Email/PassOTP SMSSocial LoginSSO/SAMLOAuthOpenIDMFA/2FA
D
Database
PostgreSQLMySQLMongoDBRedis
E
KYC / Verification
OCRFace MatchLivenessID APIsAML ScreenFraud Detection
F
Payments / Billing
StripeRevenueCatiPay88BillplzToyyibPaySubscriptions
G
Communication
SESSendGridResendTwilioFCMCrispIntercom
H
Analytics
MixpanelAmplitudePostHogGA4Event Tracking
I
Product Guidance
Intro.jsShepherd.jsAppcuesPendoCustom Checklist
J
File / Documents
S3CF R2DocuSignDropbox SignPDF Processing
K
Security
JWTRBACRate LimitingCAPTCHAEncryptionAudit Logs
L
Infrastructure
VercelCloudflareDockerK8sBullMQKafka
M
Automation / CRM
HubSpotSalesforcen8nZapierWebhooksDrip Email
03 / CORE MODULES

System Modules

12 MODULES TO BUILD
AUTH
🔐
Registration
Sign up, invite flows, social auth, email/phone capture and deduplication.
AUTH
🪪
Identity / Auth
Session management, JWT, OAuth, SSO, MFA, token refresh, device tracking.
PROFILE
👤
User Profile
Avatar, bio, contact details, preferences, notification settings.
TENANT
🏢
Role / Tenant Setup
Multi-tenancy, workspace isolation, role assignment, org hierarchy.
BILLING
💳
Payment / Subscription
Plan selection, trial logic, billing cycles, invoice, coupon, upgrade/downgrade.
COMPLIANCE
✅
Verification / KYC
Document upload, liveness, OCR, AML screening, risk scoring, approval queue.
UX
🗺️
Walkthrough / Checklist
Step-by-step guided tour, progress tracking, activation milestones.
COMMS
📬
Notifications
Email drips, SMS OTP, push notifications, in-app alerts, digest scheduling.
DATA
📊
Analytics
Funnel tracking, activation events, drop-off analysis, cohort reporting.
ADMIN
🛠️
Admin Review Panel
Manual review queue, bulk actions, user search, impersonation, status override.
SUPPORT
🎧
Support / Ticketing
In-app chat, helpdesk integration, ticket creation, SLA tracking.
SECURITY
📋
Audit / Logs
Full event audit trail, login history, change logs, compliance exports.
04 / SYSTEM ARCHITECTURE

Architecture Flow

REQUEST → RESPONSE CHAIN
CLIENT
Web App
Mobile App
Admin Panel
GATEWAY
CDN + WAF
Rate Limiter
API Gateway
API LAYER
REST / GraphQL
Auth Middleware
RBAC Guards
SERVICES
Auth Service
User Service
KYC Service
Payment Service
Notification Service
Analytics Service
DATA
PostgreSQL
Redis Cache
Object Storage
Queue (BullMQ)
EXTERNAL
Stripe / iPay88
KYC API
SendGrid / SES
Twilio
PostHog
05 / THREE-LAYER STRUCTURE

Best Practice: 3 Layers

1
Layer One
Access Layer
  • Sign up
  • Login
  • Email / Phone Verify
  • Session management
  • Social / SSO auth
2
Layer Two
Setup Layer
  • Profile & preferences
  • Company / Workspace
  • Billing & plan
  • Team invites
  • Integration config
3
Layer Three
Activation Layer
  • First success action
  • Guided walkthrough
  • Nudge reminders
  • Upgrade prompts
  • Retention automation
POWERED BY TECHVISORY

Build it right.
Ship it fast.

From requirements to production — OnboardOS gives your team the blueprint.