Partner onboarding: interactive prototypes

Four interactive takes on the same invite-only flow, all in the portal's approved Swiss theme. They differ in how the flow works, not in brand. Use the PROTOTYPE bar (or arrow keys) to jump between screens: partner path P0 to P7, connector path C1 to C4, and the CT approval screen T1. Commission rates appear only inside the agreement, per the portal rule.

My ranking

  1. C Shows the product, not paperwork: the portal unlocks step by step, and the annotated agreement answers an accountant's questions clause by clause. Strongest connector table and CT review queue.
  2. B Fastest and most phone-friendly. The partner pass with a big QR is the best single 'wow' moment for agencies and ambassadors.
  3. D Sells the named-person promise from the first message. Warmest, but slower to scan and leans on Tom's time.
  4. A The certificate, signed by both sides, is beautiful. One long page is the hardest to use on a phone and to resume later.

Sub-partner rules shown in every variant

  • Connectors can invite anyone, in one tap, but nobody goes live until CT has checked and approved them.
  • Every sub-partner signs their own agreement with CT. CT is the counterparty; the connector is the introducer.
  • Same ID and sanctions check as any partner, because CT pays them and they represent CT to clients.
  • Connectors choose from packages CT has pre-approved for them. They never set rates.
  • CT can ask a question, decline or remove a sub-partner. The connector sees the stage, never the checks.

Decisions for you

  • Which flow model, or a remix: e.g. C's unlocking workspace, B's partner pass, D's Tom presence and A's signed certificate.
  • Auto-approve sub-partners whose checks come back clean for trusted connectors, or always a human review by the partnerships team?
  • Which ID and sanctions provider (e.g. Onfido, ComplyCube, Sumsub)?
  • Sub-partner packages: which two or three pre-approved packages can connectors offer?
My #4

A · The Letter

A personal letter from Tom, then one long page of numbered sections that collapse as you finish them.

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Signature moment The certificate of partnership, signed by Priya and Tom, with the referral link as the headline and the QR as a stamp.

Best for Accountants and professionals who want to read before they commit.

Known gaps (2)
  • Charter promise 2 says money goes into accounts in the client's own name; not true for every client, needs softening.
  • Long single page: harder on mobile and to resume later.
My #2

B · Ninety Seconds

Mobile-first, one decision per screen, thumb-zone buttons, WhatsApp-first sharing.

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Signature moment The partner pass: firm, agreement version, contact and a big QR, with a WhatsApp-first share row.

Best for Agency owners and ambassadors who will do it on their phone.

Known gaps (2)
  • The invite sheet covers the network table; fine on mobile, heavy on desktop.
  • Side panel duplicates some of the pass on wide screens.
My #1

C · Workspace

The portal itself unlocks as each setup step is done; the agreement is annotated in the margin.

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Signature moment The portal tiles unlocking as each step completes, and the agreement annotated in plain English in the margin.

Best for Connectors and firms who will live in the portal.

Known gaps (2)
  • The 'unlocked' toast briefly covers content.
  • Dense on mobile: the portal strip and checklist compete for space.
My #3

D · Concierge

Tom guides each step as a short message in an editorial transcript.

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Signature moment Tom's transcript: each step arrives as a short message, ending with an offer to walk the team through it.

Best for Selling the human, named-contact promise from the first minute.

Known gaps (2)
  • More reading per step than B or C.
  • Relies on Tom being visibly present; needs a fallback when he's out.
Copies your picks, stars and notes so you can paste them back to Claude.