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auditly/src/data/onboardingSteps.ts
2025-08-25 10:46:46 -07:00

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/**
* Complete 63-step onboarding configuration based on Figma designs
*/
export interface OnboardingStep {
id: number;
section: number;
sectionName: string;
sectionPosition: number; // position within the section (1 of 8, 2 of 8, etc.)
totalInSection: number;
type: 'intro' | 'question' | 'multiple_choice' | 'form';
title: string;
description?: string;
placeholder?: string;
options?: string[];
field?: string; // field name for form data
required?: boolean;
rows?: number; // for textarea
}
export interface OnboardingData {
companyName: string;
yourName: string;
companyLogo: string;
[key: string]: string | string[];
}
export const initializeOnboardingData = (): OnboardingData => {
const data: OnboardingData = {
// Ensure required form fields are initialized
companyName: '',
yourName: '',
companyLogo: '',
};
onboardingSteps.forEach(step => {
if (step.field) {
if (step.type === 'multiple_choice' && step.options) {
data[step.field] = '';
} else {
data[step.field] = '';
}
}
});
return data;
};
export const onboardingSteps: OnboardingStep[] = [
// Section 1: Company Overview & Mission (Steps 1-10)
{
id: 1,
section: 1,
sectionName: "Company Overview & Mission",
sectionPosition: 1,
totalInSection: 9,
type: 'form',
title: 'Company Details',
field: 'companyDetails',
required: true
},
{
id: 2,
section: 1,
sectionName: "Company Overview & Mission",
sectionPosition: 1,
totalInSection: 9,
type: 'intro',
title: 'Company Overview & Mission.',
description: 'Description about the topic and what it means.'
},
{
id: 3,
section: 1,
sectionName: "Company Overview & Mission",
sectionPosition: 2,
totalInSection: 9,
type: 'multiple_choice',
title: 'How many people work at [Company Name]?',
options: ['1-10', '10-25', '25-50', '50-100', '100+'],
field: 'companySize',
required: true
},
{
id: 4,
section: 1,
sectionName: "Company Overview & Mission",
sectionPosition: 3,
totalInSection: 9,
type: 'question',
title: 'What is the mission of your company?',
placeholder: 'Type your answer....',
field: 'mission',
required: true,
rows: 6
},
{
id: 5,
section: 1,
sectionName: "Company Overview & Mission",
sectionPosition: 4,
totalInSection: 9,
type: 'question',
title: 'How has your mission evolved in the last 13 years?',
placeholder: 'Type your answer....',
field: 'missionEvolution',
required: true,
rows: 6
},
{
id: 6,
section: 1,
sectionName: "Company Overview & Mission",
sectionPosition: 5,
totalInSection: 9,
type: 'question',
title: 'What is your 5-year vision for the company?',
placeholder: 'Type your answer....',
field: 'vision',
required: true,
rows: 6
},
{
id: 7,
section: 1,
sectionName: "Company Overview & Mission",
sectionPosition: 6,
totalInSection: 9,
type: 'question',
title: 'What are your company\'s top 3 strategic advantages?',
placeholder: 'Type your answer....',
field: 'strategicAdvantages',
required: true,
rows: 6
},
{
id: 8,
section: 1,
sectionName: "Company Overview & Mission",
sectionPosition: 7,
totalInSection: 9,
type: 'question',
title: 'What are the biggest vulnerabilities or threats?',
placeholder: 'Type your answer....',
field: 'vulnerabilities',
required: true,
rows: 6
},
{
id: 9,
section: 1,
sectionName: "Company Overview & Mission",
sectionPosition: 8,
totalInSection: 9,
type: 'question',
title: 'If the business were to double in size tomorrow, what would break first?',
placeholder: 'Type your answer....',
field: 'scalabilityChallenges',
required: true,
rows: 6
},
{
id: 10,
section: 1,
sectionName: "Company Overview & Mission",
sectionPosition: 9,
totalInSection: 9,
type: 'question',
title: 'What is currently limiting your company\'s growth?',
placeholder: 'Type your answer....',
field: 'growthLimitations',
required: true,
rows: 6
},
// Section 2: Leadership & Organizational Structure (Steps 11-18)
{
id: 11,
section: 2,
sectionName: "Leadership & Organizational Structure",
sectionPosition: 1,
totalInSection: 8,
type: 'intro',
title: 'Leadership & Organizational Structure',
description: 'Description about the topic and what it means.'
},
{
id: 12,
section: 2,
sectionName: "Leadership & Organizational Structure",
sectionPosition: 2,
totalInSection: 8,
type: 'question',
title: 'Describe your current leadership structure.',
placeholder: 'Type your answer....',
field: 'leadershipStructure',
required: true,
rows: 6
},
{
id: 13,
section: 2,
sectionName: "Leadership & Organizational Structure",
sectionPosition: 3,
totalInSection: 8,
type: 'question',
title: 'Who are the most critical people in the business today?',
placeholder: 'Type your answer....',
field: 'criticalPeople',
required: true,
rows: 6
},
{
id: 14,
section: 2,
sectionName: "Leadership & Organizational Structure",
sectionPosition: 4,
totalInSection: 8,
type: 'question',
title: 'Where are leadership gaps or weak links?',
placeholder: 'Type your answer....',
field: 'leadershipGaps',
required: true,
rows: 6
},
{
id: 15,
section: 2,
sectionName: "Leadership & Organizational Structure",
sectionPosition: 5,
totalInSection: 8,
type: 'question',
title: 'What decisions are you still involved in that someone else should own?',
placeholder: 'Type your answer....',
field: 'delegationOpportunities',
required: true,
rows: 6
},
{
id: 16,
section: 2,
sectionName: "Leadership & Organizational Structure",
sectionPosition: 6,
totalInSection: 8,
type: 'question',
title: 'How do you develop internal leaders?',
placeholder: 'Type your answer....',
field: 'leadershipDevelopment',
required: true,
rows: 6
},
{
id: 17,
section: 2,
sectionName: "Leadership & Organizational Structure",
sectionPosition: 7,
totalInSection: 8,
type: 'question',
title: 'Are there roles or people you\'ve held onto too long?',
placeholder: 'Type your answer....',
field: 'heldOntoTooLong',
required: true,
rows: 6
},
{
id: 18,
section: 2,
sectionName: "Leadership & Organizational Structure",
sectionPosition: 8,
totalInSection: 8,
type: 'question',
title: 'How confident are you in your succession or delegation plan?',
placeholder: 'Type your answer....',
field: 'successionConfidence',
required: true,
rows: 6
},
// Section 3: Operations & Execution (Steps 19-25)
{
id: 19,
section: 3,
sectionName: "Operations & Execution",
sectionPosition: 1,
totalInSection: 7,
type: 'intro',
title: 'Operations & Execution',
description: 'Description about the topic and what it means.'
},
{
id: 20,
section: 3,
sectionName: "Operations & Execution",
sectionPosition: 2,
totalInSection: 7,
type: 'question',
title: 'What systems or tools do you rely on to run the business?',
placeholder: 'Type your answer....',
field: 'businessSystems',
required: true,
rows: 6
},
{
id: 21,
section: 3,
sectionName: "Operations & Execution",
sectionPosition: 3,
totalInSection: 7,
type: 'question',
title: 'Where does the business rely too much on you personally?',
placeholder: 'Type your answer....',
field: 'personalDependencies',
required: true,
rows: 6
},
{
id: 22,
section: 3,
sectionName: "Operations & Execution",
sectionPosition: 4,
totalInSection: 7,
type: 'question',
title: 'Where is the most operational friction inside the company?',
placeholder: 'Type your answer....',
field: 'operationalFriction',
required: true,
rows: 6
},
{
id: 23,
section: 3,
sectionName: "Operations & Execution",
sectionPosition: 5,
totalInSection: 7,
type: 'question',
title: 'How efficient is your workflow from sales to delivery?',
placeholder: 'Type your answer....',
field: 'workflowEfficiency',
required: true,
rows: 6
},
{
id: 24,
section: 3,
sectionName: "Operations & Execution",
sectionPosition: 6,
totalInSection: 7,
type: 'question',
title: 'What processes feel fragile or inconsistent?',
placeholder: 'Type your answer....',
field: 'fragileProcesses',
required: true,
rows: 6
},
{
id: 25,
section: 3,
sectionName: "Operations & Execution",
sectionPosition: 7,
totalInSection: 7,
type: 'question',
title: 'What recurring problems never seem to get solved?',
placeholder: 'Type your answer....',
field: 'recurringProblems',
required: true,
rows: 6
},
// Section 4: Culture & Team Health (Steps 26-33)
{
id: 26,
section: 4,
sectionName: "Culture & Team Health",
sectionPosition: 1,
totalInSection: 8,
type: 'intro',
title: 'Culture & Team Health',
description: 'Description about the topic and what it means.'
},
{
id: 27,
section: 4,
sectionName: "Culture & Team Health",
sectionPosition: 2,
totalInSection: 8,
type: 'question',
title: 'How would you describe your company culture in a few words?',
placeholder: 'Type your answer....',
field: 'cultureDescription',
required: true,
rows: 6
},
{
id: 28,
section: 4,
sectionName: "Culture & Team Health",
sectionPosition: 3,
totalInSection: 8,
type: 'question',
title: 'What values are truly lived out daily by your team?',
placeholder: 'Type your answer....',
field: 'livedValues',
required: true,
rows: 6
},
{
id: 29,
section: 4,
sectionName: "Culture & Team Health",
sectionPosition: 4,
totalInSection: 8,
type: 'question',
title: 'Where is there internal friction or misalignment?',
placeholder: 'Type your answer....',
field: 'internalFriction',
required: true,
rows: 6
},
{
id: 30,
section: 4,
sectionName: "Culture & Team Health",
sectionPosition: 5,
totalInSection: 8,
type: 'question',
title: 'Do people speak up when things are broken or wrong?',
placeholder: 'Type your answer....',
field: 'speakUpCulture',
required: true,
rows: 6
},
{
id: 31,
section: 4,
sectionName: "Culture & Team Health",
sectionPosition: 6,
totalInSection: 8,
type: 'question',
title: 'Are people clear on expectations and priorities?',
placeholder: 'Type your answer....',
field: 'clearExpectations',
required: true,
rows: 6
},
{
id: 32,
section: 4,
sectionName: "Culture & Team Health",
sectionPosition: 7,
totalInSection: 8,
type: 'question',
title: 'What feedback have you heard recently from staff that stuck with you?',
placeholder: 'Type your answer....',
field: 'staffFeedback',
required: true,
rows: 6
},
{
id: 33,
section: 4,
sectionName: "Culture & Team Health",
sectionPosition: 8,
totalInSection: 8,
type: 'question',
title: 'What do high-performers love most about working for you?',
placeholder: 'Type your answer....',
field: 'highPerformerLove',
required: true,
rows: 6
},
// Section 5: Sales, Marketing & Growth (Steps 34-42)
{
id: 34,
section: 5,
sectionName: "Sales, Marketing & Growth",
sectionPosition: 1,
totalInSection: 8,
type: 'intro',
title: 'Sales, Marketing & Growth',
description: 'Description about the topic and what it means.'
},
{
id: 35,
section: 5,
sectionName: "Sales, Marketing & Growth",
sectionPosition: 2,
totalInSection: 8,
type: 'question',
title: 'How consistent is your revenue pipeline?',
placeholder: 'Type your answer....',
field: 'revenuePipeline',
required: true,
rows: 6
},
{
id: 36,
section: 5,
sectionName: "Sales, Marketing & Growth",
sectionPosition: 3,
totalInSection: 8,
type: 'question',
title: 'Where do most of your customers come from?',
placeholder: 'Type your answer....',
field: 'customerAcquisition',
required: true,
rows: 6
},
{
id: 37,
section: 5,
sectionName: "Sales, Marketing & Growth",
sectionPosition: 4,
totalInSection: 8,
type: 'question',
title: 'What is your customer acquisition cost (CAC)?',
placeholder: 'Type your answer....',
field: 'customerAcquisitionCost',
required: true,
rows: 6
},
{
id: 38,
section: 5,
sectionName: "Sales, Marketing & Growth",
sectionPosition: 5,
totalInSection: 8,
type: 'question',
title: 'What\'s your average customer lifetime value (LTV)?',
placeholder: 'Type your answer....',
field: 'customerLifetimeValue',
required: true,
rows: 6
},
{
id: 39,
section: 5,
sectionName: "Sales, Marketing & Growth",
sectionPosition: 6,
totalInSection: 8,
type: 'question',
title: 'What channels or strategies are underutilized?',
placeholder: 'Type your answer....',
field: 'underutilizedChannels',
required: true,
rows: 6
},
{
id: 40,
section: 5,
sectionName: "Sales, Marketing & Growth",
sectionPosition: 7,
totalInSection: 8,
type: 'question',
title: 'Where are you overspending with low ROI?',
placeholder: 'Type your answer....',
field: 'overspendingROI',
required: true,
rows: 6
},
{
id: 41,
section: 5,
sectionName: "Sales, Marketing & Growth",
sectionPosition: 8,
totalInSection: 8,
type: 'question',
title: 'What is your current bottleneck in scaling revenue?',
placeholder: 'Type your answer....',
field: 'currentBottleneck',
required: true,
rows: 6
},
// Section 6: Financial Health & Metrics
{
id: 42,
section: 6,
sectionName: "Financial Health & Metrics",
sectionPosition: 1,
totalInSection: 8,
type: 'intro',
title: 'Financial Health & Metrics',
description: 'Description about the topic and what it means.'
},
{
id: 43,
section: 6,
sectionName: "Financial Health & Metrics",
sectionPosition: 2,
totalInSection: 8,
type: 'question',
title: 'What is your monthly burn or overhead?',
placeholder: 'Type your answer....',
field: 'monthlyBurnOverhead',
required: true,
rows: 6
},
{
id: 44,
section: 6,
sectionName: "Financial Health & Metrics",
sectionPosition: 3,
totalInSection: 8,
type: 'question',
title: 'What is your current monthly/annual revenue?',
placeholder: 'Type your answer....',
field: 'currentRevenue',
required: true,
rows: 6
},
{
id: 45,
section: 6,
sectionName: "Financial Health & Metrics",
sectionPosition: 4,
totalInSection: 8,
type: 'question',
title: 'What is your current net profit margin?',
placeholder: 'Type your answer....',
field: 'netProfitMargin',
required: true,
rows: 6
},
{
id: 46,
section: 6,
sectionName: "Financial Health & Metrics",
sectionPosition: 5,
totalInSection: 8,
type: 'question',
title: 'Are your financials up to date and properly reported?',
placeholder: 'Type your answer....',
field: 'financialsUpToDate',
required: true,
rows: 6
},
{
id: 47,
section: 6,
sectionName: "Financial Health & Metrics",
sectionPosition: 6,
totalInSection: 8,
type: 'question',
title: 'What would your team do differently if they had full financial transparency?',
placeholder: 'Type your answer....',
field: 'financialGrowthPlanning',
required: true,
rows: 6
},
{
id: 48,
section: 6,
sectionName: "Financial Health & Metrics",
sectionPosition: 7,
totalInSection: 8,
type: 'question',
title: 'What does your cash runway look like?',
placeholder: 'Type your answer....',
field: 'cashRunway',
required: true,
rows: 6
},
{
id: 49,
section: 6,
sectionName: "Financial Health & Metrics",
sectionPosition: 8,
totalInSection: 8,
type: 'question',
title: 'What are you underpricing or undervaluing?',
placeholder: 'Type your answer....',
field: 'underpricing',
required: true,
rows: 6
},
// Section 7: Innovation & Product/Service Strategy (Steps 43-53)
{
id: 50,
section: 7,
sectionName: "Innovation & Product/Service Strategy",
sectionPosition: 1,
totalInSection: 6,
type: 'intro',
title: 'Innovation & Product/Service Strategy',
description: 'Description about the topic and what it means.'
},
{
id: 51,
section: 7,
sectionName: "Innovation & Product/Service Strategy",
sectionPosition: 2,
totalInSection: 6,
type: 'question',
title: 'What is your most unique offering?',
placeholder: 'Type your answer....',
field: 'uniqueOffering',
required: true,
rows: 6
},
{
id: 52,
section: 7,
sectionName: "Innovation & Product/Service Strategy",
sectionPosition: 3,
totalInSection: 6,
type: 'question',
title: 'What part of the product/service is outdated or stagnant?',
placeholder: 'Type your answer....',
field: 'productStagnation',
required: true,
rows: 6
},
{
id: 53,
section: 7,
sectionName: "Innovation & Product/Service Strategy",
sectionPosition: 4,
totalInSection: 6,
type: 'question',
title: 'What trends are you tracking in your industry?',
placeholder: 'Type your answer....',
field: 'industryTrends',
required: true,
rows: 6
},
{
id: 54,
section: 7,
sectionName: "Innovation & Product/Service Strategy",
sectionPosition: 5,
totalInSection: 6,
type: 'question',
title: 'How does your company stay ahead of innovation?',
placeholder: 'Type your answer....',
field: 'innovationAhead',
required: true,
rows: 6
},
{
id: 55,
section: 7,
sectionName: "Innovation & Product/Service Strategy",
sectionPosition: 6,
totalInSection: 6,
type: 'question',
title: 'What new product/service do you believe could change the game for you?',
placeholder: 'Type your answer....',
field: 'industryDirection',
required: true,
rows: 6
},
// Section 8: Personal Leadership & Risk
{
id: 54,
section: 8,
sectionName: "Personal Leadership & Risk",
sectionPosition: 1,
totalInSection: 8,
type: 'intro',
title: 'Personal Leadership & Risk',
description: 'Description about the topic and what it means.'
},
{
id: 55,
section: 8,
sectionName: "Personal Leadership & Risk",
sectionPosition: 2,
totalInSection: 8,
type: 'question',
title: 'What decisions are you avoiding right now?',
placeholder: 'Type your answer....',
field: 'avoidedDecisions',
required: true,
rows: 6
},
{
id: 56,
section: 8,
sectionName: "Personal Leadership & Risk",
sectionPosition: 3,
totalInSection: 8,
type: 'question',
title: 'What\'s been the hardest call you\'ve had to make in the last year?',
placeholder: 'Type your answer....',
field: 'hardestCall',
required: true,
rows: 6
},
{
id: 57,
section: 8,
sectionName: "Personal Leadership & Risk",
sectionPosition: 4,
totalInSection: 8,
type: 'question',
title: 'What part of the business drains your energy the most?',
placeholder: 'Type your answer....',
field: 'energyDrain',
required: true,
rows: 6
},
{
id: 58,
section: 8,
sectionName: "Personal Leadership & Risk",
sectionPosition: 5,
totalInSection: 8,
type: 'question',
title: 'Where are you most stretched as a leader?',
placeholder: 'Type your answer....',
field: 'leadershipStretched',
required: true,
rows: 6
},
{
id: 59,
section: 8,
sectionName: "Personal Leadership & Risk",
sectionPosition: 6,
totalInSection: 8,
type: 'question',
title: 'If you had to take a 90-day sabbatical, what would collapse?',
placeholder: 'Type your answer....',
field: 'sabbaticalRisks',
required: true,
rows: 6
},
{
id: 60,
section: 8,
sectionName: "Personal Leadership & Risk",
sectionPosition: 7,
totalInSection: 8,
type: 'question',
title: 'What legacy are you trying to build through this company?',
placeholder: 'Type your answer....',
field: 'companyLegacy',
required: true,
rows: 6
},
{
id: 61,
section: 8,
sectionName: "Personal Leadership & Risk",
sectionPosition: 8,
totalInSection: 8,
type: 'question',
title: 'What would need to happen in the next 12 months for this year to be a success?',
placeholder: 'Type your answer....',
field: 'yearSuccess',
required: true,
rows: 6
}
];
export const getStepById = (id: number): OnboardingStep | undefined => {
return onboardingSteps.find(step => step.id === id);
};
export const getStepsInSection = (section: number): OnboardingStep[] => {
return onboardingSteps.filter(step => step.section === section);
};
export const getTotalSections = (): number => {
return Math.max(...onboardingSteps.map(step => step.section));
};
export const getTotalSteps = (): number => {
return onboardingSteps.length;
};