Firstbase Services Acquisition Platform
Pedro Masid
One framework, multiple services. Your all-in-one platform.
Firstbase simplified services acquisition like Company Incorporation, Registered Agents, and Insurance into one seamless experience.
Modular content, designed for multi-level information depth.
Products like company incorporation and insurance involve multiple steps, each requiring different information. Some steps are sensitive to regulations, legal disclaimers and specific rules for certain data.
You cant create an unified flow by addressing each case individually; you need to consider the big picture. Modular onboarding provides a flexible framework that adapts without losing essential details like steps or disclaimers for users.
Left and right modules communicate interchangeably to coordinate context and decisions for clients.
Select service types and states-all on a single screen.
Create multiple steps, offering context and tools to tailor client experiences.
Integrations, calculations, and async processes
Often, not everything happens within the platform, as the strategy might include manual processes, third-party integrations, and various checks for pricing, eligibility, and more as the overall service design.
The new onboarding seamlessly integrates multiple instances, calculating and displaying external activities as users move through the flow.
The new onboarding gathers, calculates, and displays the status of external activities as users progress.
Review and confirm onboarding modules
Inputs progressively disclose required user actions, all on a single screen.
A bridge between marketing and product styles
Firstbase marketing site and product evolved at different rates. This initiative created an acquisition flow that bridges the old and new styles, integrating a brand refresh within the product.
This initiative created an acquisition flow that blends old and new styles, integrating the brand refresh.
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Posted Dec 26, 2024
Firstbase simplified services acquisition like Company Incorporation, Registered Agents, and Insurance into one seamless experience.
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