Library/Elements/Process flowchart
Sales motion · Process diagram · Clickable

Onboarding flow, annotated.

The Aqua customer onboarding process as boxes and arrows. Click any node to see what runs there, timings, who owns it, and what fails. Re-use the same scaffold for capital calls, fund admission, KYC, or any sequenced workflow you need to walk a customer through.

Aqua customer onboarding · standard path

6 stages · ~8 weeks from contract to first trade

Stage detail

Click any node above

What can fail

— select a stage —

Fork & ship

Single self-contained file. Edit FLOWS at the bottom of the script. Each stage needs id, title, owner, duration, runs, fails, and optional branchTo.

const FLOWS = {
  standard: {
    nodes: [
      { id: "intro", title: "Intro & Demo", owner: "AE", duration: "1 week",
        runs: ["Discovery call", "Live demo"], fails: ["No-show"] },
      // ... etc
    ]
  }
};
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When to use this

Any sequenced workflow where the customer needs to see "what happens, when, with whom." Best for sales decks, customer success guides, integration docs. Skip when the process is fewer than 3 stages — use a bullet list.

Reuse ideas

Fund admission, capital call execution, KYC/AML, allocation rebalance, partner integration timeline. Add branches with branchTo for conditional paths.